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Turkish (BIST) Telecom Sector Analysis
UpdatedOct 09, 2024
DataAggregated Company Financials
Companies12
- 7D-9.3%
- 3M-19.9%
- 1Y60.8%
- YTD51.7%
Over the last 7 days, the Telecom industry has dropped 12%, driven by Turkcell Iletisim Hizmetleri declining 13%. Meanwhile, Ceo Event Medya actually outperformed within the industry, gaining 23% in the last week. This takes the industry's 12 month performance to a gain of 63%. As for the next few years, earnings are expected to grow by 28% per annum.
Sector Valuation and Performance
Has the Turkish Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 09 Oct 2024 | ₺357.0b | ₺226.8b | ₺36.8b | 11.1x | 9.7x | 1.6x |
| Fri, 06 Sep 2024 | ₺422.8b | ₺225.1b | ₺27.8b | 12.5x | 15.2x | 1.9x |
| Sun, 04 Aug 2024 | ₺427.3b | ₺225.0b | ₺27.9b | 12.1x | 15.3x | 1.9x |
| Tue, 02 Jul 2024 | ₺404.0b | ₺222.9b | ₺28.6b | 11.3x | 14.1x | 1.8x |
| Thu, 30 May 2024 | ₺374.4b | ₺221.0b | ₺28.5b | 13.5x | 13.1x | 1.7x |
| Sat, 27 Apr 2024 | ₺330.0b | ₺214.1b | ₺27.9b | 14x | 11.8x | 1.5x |
| Mon, 25 Mar 2024 | ₺275.5b | ₺184.5b | ₺17.0b | 14.4x | 16.2x | 1.5x |
| Wed, 21 Feb 2024 | ₺277.1b | ₺158.3b | ₺23.9b | 16.9x | 11.6x | 1.7x |
| Fri, 19 Jan 2024 | ₺258.2b | ₺158.3b | ₺23.9b | 14.3x | 10.8x | 1.6x |
| Sun, 17 Dec 2023 | ₺225.6b | ₺158.3b | ₺23.9b | 15.1x | 9.4x | 1.4x |
| Tue, 14 Nov 2023 | ₺207.3b | ₺157.8b | ₺23.9b | 14.5x | 8.7x | 1.3x |
| Thu, 12 Oct 2023 | ₺211.6b | ₺136.2b | ₺17.5b | 17.7x | 12.1x | 1.6x |
| Sat, 09 Sep 2023 | ₺237.9b | ₺136.2b | ₺17.5b | 16.7x | 13.6x | 1.7x |
| Mon, 07 Aug 2023 | ₺202.6b | ₺119.1b | ₺18.0b | 17.8x | 11.2x | 1.7x |
| Wed, 05 Jul 2023 | ₺173.4b | ₺119.1b | ₺18.0b | 18.1x | 9.6x | 1.5x |
| Fri, 02 Jun 2023 | ₺148.8b | ₺118.9b | ₺17.9b | 10.4x | 8.3x | 1.3x |
| Sun, 30 Apr 2023 | ₺148.4b | ₺106.1b | ₺15.9b | 15.7x | 9.3x | 1.4x |
| Tue, 28 Mar 2023 | ₺156.3b | ₺106.1b | ₺15.9b | 18.2x | 9.8x | 1.5x |
| Thu, 23 Feb 2023 | ₺155.3b | ₺94.1b | ₺10.9b | 15.5x | 14.2x | 1.6x |
| Sat, 21 Jan 2023 | ₺183.7b | ₺94.1b | ₺10.9b | 22.9x | 16.9x | 2x |
| Mon, 19 Dec 2022 | ₺165.9b | ₺94.1b | ₺10.9b | 19x | 15.2x | 1.8x |
| Wed, 16 Nov 2022 | ₺133.0b | ₺93.8b | ₺10.9b | 16.7x | 12.2x | 1.4x |
| Fri, 14 Oct 2022 | ₺102.5b | ₺84.4b | ₺10.8b | 11.7x | 9.5x | 1.2x |
| Sun, 11 Sep 2022 | ₺103.9b | ₺84.4b | ₺10.8b | 12.6x | 9.6x | 1.2x |
| Tue, 09 Aug 2022 | ₺81.0b | ₺77.3b | ₺9.9b | 16.3x | 8.1x | 1x |
| Thu, 07 Jul 2022 | ₺74.5b | ₺77.3b | ₺9.9b | 14.4x | 7.5x | 1x |
| Sat, 04 Jun 2022 | ₺82.8b | ₺77.3b | ₺9.9b | 14.8x | 8.3x | 1.1x |
| Mon, 02 May 2022 | ₺88.2b | ₺76.9b | ₺10.0b | 17.4x | 8.8x | 1.1x |
| Wed, 30 Mar 2022 | ₺87.4b | ₺71.3b | ₺11.0b | 21.2x | 7.9x | 1.2x |
| Fri, 25 Feb 2022 | ₺77.3b | ₺71.2b | ₺10.7b | 18.9x | 7.2x | 1.1x |
| Sun, 23 Jan 2022 | ₺81.3b | ₺66.9b | ₺10.7b | 14.8x | 7.6x | 1.2x |
| Tue, 21 Dec 2021 | ₺90.5b | ₺66.9b | ₺10.7b | 11.4x | 8.4x | 1.4x |
| Thu, 18 Nov 2021 | ₺77.3b | ₺66.9b | ₺10.7b | 10.5x | 7.2x | 1.2x |
| Sat, 16 Oct 2021 | ₺63.0b | ₺63.9b | ₺8.9b | 11.1x | 7.1x | 1x |
Price to Earnings Ratio
7.1x
Current Industry PE
- Investors are pessimistic on the Turkish Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 9.6x which is lower than its 3-year average PE of 10.7x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 53% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Turkish Telecom sector?
| TR Market | -2.61% | |
| Telecom | -9.25% | |
| Media | 1.63% | |
| Entertainment | 0% | |
| Interactive Media and Services | -7.05% | |
| Telecom Services and Carriers | -9.11% | |
| Wireless Telecom | -10.25% | |
Industry PE
- Investors are most optimistic about the Interactive Media and Services industry, which is trading close to its 3-year average PE ratio of 12.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 29% over the next 5 years.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 28% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CEOEM Ceo Event Medya | ₺63.65 | 22.4% +₺512.6m | 210.5% | PE175.8x | |
| PCILT PC Iletisim ve Medya Hizmetleri Sanayi Ticaret | ₺19.55 | 5.4% +₺119.5m | 61.6% | PE9.2x | |
| IHGZT Ihlas Gazetecilik | ₺1.22 | 4.3% +₺40.0m | -12.2% | PS0.8x | |
| HURGZ Hürriyet Gazetecilik ve Matbaacilik | ₺3.97 | 0.5% +₺11.8m | -29.0% | PS3.2x |