Turkish (BIST) Telecom Sector Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies10
- 7D13.7%
- 3M56.8%
- 1Y82.8%
- YTD82.9%
Over the last 7 days, the Telecom industry has risen 14%, driven by gains from every company within the industry. This means that the industry has gained 83% over the past year. As for the next few years, earnings are expected to grow by 41% 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 |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | ₺149.9b | ₺94.1b | ₺10.9b | 17.3x | 13.8x | 1.6x |
| Thu, 27 Oct 2022 | ₺108.6b | ₺84.4b | ₺10.8b | 14.8x | 10x | 1.3x |
| Sat, 24 Sep 2022 | ₺97.7b | ₺84.4b | ₺10.8b | 11.6x | 9x | 1.2x |
| Mon, 22 Aug 2022 | ₺83.0b | ₺84.3b | ₺10.8b | 12.1x | 7.7x | 1x |
| Wed, 20 Jul 2022 | ₺72.9b | ₺77.3b | ₺9.9b | 14.6x | 7.3x | 0.9x |
| Fri, 17 Jun 2022 | ₺75.5b | ₺77.3b | ₺9.9b | 14.4x | 7.6x | 1x |
| Sun, 15 May 2022 | ₺81.5b | ₺77.1b | ₺9.9b | 16.2x | 8.2x | 1.1x |
| Tue, 12 Apr 2022 | ₺96.1b | ₺72.2b | ₺11.1b | 18x | 8.7x | 1.3x |
| Thu, 10 Mar 2022 | ₺85.8b | ₺71.2b | ₺10.8b | 9.1x | 7.9x | 1.2x |
| Sat, 05 Feb 2022 | ₺78.3b | ₺66.9b | ₺10.7b | 14.2x | 7.3x | 1.2x |
| Mon, 03 Jan 2022 | ₺79.4b | ₺66.9b | ₺10.7b | 12.3x | 7.4x | 1.2x |
| Wed, 01 Dec 2021 | ₺84.3b | ₺66.9b | ₺10.7b | 11.3x | 7.9x | 1.3x |
| Fri, 29 Oct 2021 | ₺64.3b | ₺63.9b | ₺8.9b | 11.8x | 7.2x | 1x |
| Sun, 26 Sep 2021 | ₺63.0b | ₺63.9b | ₺8.9b | 11.2x | 7.1x | 1x |
| Tue, 24 Aug 2021 | ₺65.4b | ₺63.9b | ₺8.9b | 12.5x | 7.3x | 1x |
| Wed, 30 Jun 2021 | ₺60.9b | ₺63.9b | ₺8.9b | 11.3x | 6.8x | 1x |
| Sat, 03 Apr 2021 | ₺60.0b | ₺60.9b | ₺8.3b | 21.7x | 7.2x | 1x |
| Tue, 05 Jan 2021 | ₺68.7b | ₺58.4b | ₺7.4b | 45.7x | 9.3x | 1.2x |
| Fri, 09 Oct 2020 | ₺61.9b | ₺55.8b | ₺6.3b | 44.2x | 9.9x | 1.1x |
| Thu, 02 Jul 2020 | ₺66.4b | ₺53.5b | ₺6.5b | 128.4x | 10.2x | 1.2x |
| Sun, 05 Apr 2020 | ₺50.3b | ₺51.6b | ₺5.6b | 46.1x | 9x | 1x |
| Wed, 08 Jan 2020 | ₺56.2b | ₺49.7b | ₺4.8b | 40.3x | 11.6x | 1.1x |
Price to Earnings Ratio
8.2x
Current Industry PE
- Investors are optimistic on the Turkish Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.8x which is higher than its 3-year average PE of 8.8x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 25% 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 | 8.54% | |
| Telecom | 13.75% | |
| Telecom Services and Carriers | 18.67% | |
| Media | 14.13% | |
| Wireless Telecom | 10.22% | |
| Entertainment | 2.76% | |
| Interactive Media and Services | 0% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 313x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Wireless Telecom industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.0x.
Forecasted Growth
- Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 46% over the next 5 years.
- This is better than its past earnings decline of 27% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 37% 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 | |
|---|---|---|---|---|---|
| TTKOM Türk Telekomünikasyon Anonim Sirketi | ₺17.21 | 13.4% +₺7.1b | 75.1% | PE14.3x | |
| TCELL Turkcell Iletisim Hizmetleri | ₺35.10 | 7.3% +₺5.2b | 85.7% | PE11.9x | |
| GSRAY Galatasaray Sportif Sinai ve Ticari Yatirimlar | ₺7.13 | 15.0% +₺502.2m | 84.2% | PS3.3x | |
| FENER Fenerbahçe Futbol | ₺64.90 | 7.3% +₺435.5m | 109.4% | PS5.1x | |
| PCILT PC Iletisim ve Medya Hizmetleri Sanayi Ticaret | ₺36.52 | 23.5% +₺313.2m | n/a | PE19x |