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South African (JSE) Telecom Services and Carriers Industry Analysis

UpdatedMay 28, 2022
DataAggregated Company Financials
Companies5
  • 7D4.7%
  • 3M8.3%
  • 1Y-4.6%
  • YTD-13.1%

Over the last 7 days, the Telecom Services and Carriers industry has risen 4.7%, driven by gains from Blue Label Telecoms of 24%. In contrast, the industry has lost 4.6% in the last 12 months. As for the next few years, earnings are expected to grow by 5.9% per annum.

Industry Valuation and Performance

Has the South African Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sat, 28 May 2022R27.6bR61.9bR4.1b5.3x
Mon, 25 Apr 2022R27.5bR61.9bR4.1b5.3x
Wed, 23 Mar 2022R23.0bR44.0bR3.1b4.7x
Fri, 18 Feb 2022R22.0bR44.0bR3.2b7.8x
Sun, 16 Jan 2022R25.1bR44.0bR3.2b9x
Tue, 14 Dec 2021R25.9bR44.1bR2.9b10.4x
Thu, 11 Nov 2021R24.6bR44.3bR2.5b14.6x
Sat, 09 Oct 2021R23.5bR44.3bR2.5b14.9x
Mon, 06 Sep 2021R20.6bR44.3bR2.5b16x
Wed, 04 Aug 2021R21.9bR44.3bR2.5b21.1x
Sat, 08 May 2021R20.7bR44.3bR2.5b16x
Tue, 09 Feb 2021R18.0bR44.2bR1.6b15.4x
Mon, 02 Nov 2020R13.7bR44.0bR885.2m15.1x
Thu, 06 Aug 2020R15.2bR44.1bR783.2m19.9x
Sun, 10 May 2020R11.2bR44.3bR626.3m18.1x
Sat, 01 Feb 2020R17.2bR43.9bR1.5b12.4x
Tue, 05 Nov 2019R35.4bR43.8bR2.4b16.1x
Fri, 09 Aug 2019R44.1bR43.3bR2.6b16.8x
Median PE Ratio

12.3x


Total Market Cap: R46.8bTotal Earnings: R2.9bTotal Revenue: R42.8bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Telecom Services and Carriers Industry Median PE3Y Average 14.7x202020212022
Current Industry PEThere are only 3 profitable companies in this industry, so there is insufficient data to make an industry-wide assessment of PE.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 13% 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 South African Telecom industry?

ZA Market2.68%
Telecom-0.11%
Telecom Services and Carriers4.69%
Alternative Carriers5.84%
Integrated Telecom Services4.66%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 20.7x.
  • Analysts are expecting annual earnings growth of 5.9%, which is lower than the prior year's growth of 241% per year. So the market might believe that analysts are underestimating future growth.
  • Investors are most pessimistic about the Alternative Carriers industry, which is trading below its 3-year average of 25.2x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 5.9% over the next 5 years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    BLU Blue Label TelecomsR5.5523.9%
    +R937.8m
    20.4%PS5.3x
    TKG Telkom SA SOCR44.981.2%
    +R263.5m
    -7.5%PS8.1x
    HUG Huge GroupR3.697.0%
    +R39.2m
    -35.8%PS1.2x
    Simply Wall St
    Simply Wall Street Pty Ltd
    17-21 Bellevue Street, Surry Hills, Sydney
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    Latest News

    HUG

    R3.69

    Huge Group

    7D

    7.0%

    1Y

    -35.8%