Thai (SET) Telecom Services and Carriers Industry Analysis
- 7D-3.4%
- 3M24.2%
- 1Y30.5%
- YTD25.8%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 3.4%, driven by a pullback from True Corporation of 2.1%. Meanwhile, Jasmine International actually outperformed within the industry, gaining 6.3% in the last week. This takes the industry's 12 month performance to a gain of 30%.
Industry Valuation and Performance
Has the Thai Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 04 Dec 2021 | ฿203.2b | ฿170.2b | -฿3,848,496,681.00 | 27.7x |
| Mon, 01 Nov 2021 | ฿184.6b | ฿170.4b | -฿3,741,970,813.00 | 31x |
| Wed, 29 Sep 2021 | ฿182.1b | ฿170.4b | -฿3,811,068,813.00 | 30x |
| Fri, 27 Aug 2021 | ฿130.1b | ฿151.1b | -฿913,744,263.00 | 27x |
| Sat, 03 Jul 2021 | ฿130.1b | ฿151.1b | -฿913,744,263.00 | 24.6x |
| Tue, 06 Apr 2021 | ฿134.6b | ฿150.7b | ฿1.0b | 28.2x |
| Fri, 08 Jan 2021 | ฿131.9b | ฿150.6b | ฿1.6b | 18.9x |
| Thu, 01 Oct 2020 | ฿141.7b | ฿171.4b | ฿2.4b | 17x |
| Sun, 05 Jul 2020 | ฿156.5b | ฿176.2b | ฿6.3b | 17.7x |
| Wed, 08 Apr 2020 | ฿152.9b | ฿178.3b | ฿8.3b | 8.8x |
| Tue, 31 Dec 2019 | ฿207.2b | ฿176.9b | ฿11.3b | 13.7x |
| Fri, 04 Oct 2019 | ฿243.4b | ฿173.5b | ฿4.9b | 18.9x |
| Mon, 08 Jul 2019 | ฿272.4b | ฿170.8b | ฿2.4b | 20.4x |
| Sun, 31 Mar 2019 | ฿220.8b | ฿197.3b | ฿12.9b | 17.2x |
| Wed, 02 Jan 2019 | ฿226.1b | ฿196.7b | ฿12.7b | 23.5x |
23.5x
Current Industry PE: There are only 2 profitable companies in this industry, so there is insufficient data to make an industry-wide assessment of PE.
Past Earnings Growth: Total earnings for the Telecom industry have declined over the last three years, with the industry now making a loss overall. Revenues have declined 5.5% per year. This means overall sales are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Thai Telecom Services and Carriers industry?
| Integrated Telecom Services | -2.94% | |
| Alternative Carriers | -6.94% | |
Industry PE: Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 23.7x. This is likely because analysts are expecting annual earnings growth of 61%, which is higher than its past year's earnings growth of 14% per year.
Forecasted Growth: Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 114% over the next 5 years. Meanwhile, the Alternative Carriers industry is expected to see its earnings grow by 61% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| JAS Jasmine International | 6.3%+฿1.5b | -5.0% | PS1.3x |