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South African (JSE) Telecom Services and Carriers Industry Analysis

UpdatedJan 03, 2025
DataAggregated Company Financials
Companies4
  • 7D-0.8%
  • 3M21.4%
  • 1Y21.1%
  • YTD0%

In the last week, the Telecom Services and Carriers industry is up 2.7%, with all of the companies up. This takes the industry's 12 month performance to a gain of 24%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Jan 2025R22.1bR57.6bR2.2b10x10x0.4x
Sun, 01 Dec 2024R21.9bR57.6bR2.2b9.8x9.9x0.4x
Tue, 29 Oct 2024R18.8bR57.0bR2.1b9.5x8.8x0.3x
Thu, 26 Sep 2024R18.3bR57.0bR2.1b9.5x8.6x0.3x
Sat, 24 Aug 2024R18.4bR59.2bR2.2b9.5x8.2x0.3x
Mon, 22 Jul 2024R15.4bR59.2bR2.2b8.7x6.9x0.3x
Wed, 19 Jun 2024R16.4bR60.4b-R8,883,936,552.0010.7x-1.8x0.3x
Fri, 17 May 2024R16.7bR60.4b-R8,873,611,326.0017.1x-1.9x0.3x
Sun, 14 Apr 2024R17.3bR60.4b-R8,873,611,326.0015.9x-2x0.3x
Tue, 12 Mar 2024R17.1bR60.4b-R8,874,561,582.0017.3x-1.9x0.3x
Thu, 08 Feb 2024R17.6bR62.6b-R9,357,802,582.0016.7x-1.9x0.3x
Sat, 06 Jan 2024R18.3bR62.6b-R9,357,802,582.0017.1x-2x0.3x
Mon, 04 Dec 2023R15.8bR62.6b-R9,393,225,493.0017.5x-1.7x0.3x
Wed, 01 Nov 2023R14.1bR62.1b-R9,612,978,582.0016.2x-1.5x0.2x
Fri, 29 Sep 2023R14.3bR62.1b-R9,616,486,975.009.7x-1.5x0.2x
Sun, 27 Aug 2023R17.4bR61.7b-R9,504,797,687.006x-1.8x0.3x
Tue, 25 Jul 2023R18.4bR62.1b-R9,504,797,687.006.2x-1.9x0.3x
Thu, 22 Jun 2023R19.3bR62.5b-R9,504,797,687.006.5x-2x0.3x
Sat, 20 May 2023R15.8bR61.2bR2.4b6.2x6.6x0.3x
Mon, 17 Apr 2023R21.2bR61.2bR2.4b8.6x8.8x0.3x
Wed, 15 Mar 2023R21.9bR61.2bR2.4b9x9.1x0.4x
Fri, 10 Feb 2023R22.2bR60.5bR3.0b4.5x7.4x0.4x
Sun, 08 Jan 2023R20.6bR60.5bR3.0b4.6x6.9x0.3x
Tue, 06 Dec 2022R21.1bR60.5bR3.0b4.1x7.1x0.3x
Thu, 03 Nov 2022R23.2bR60.6bR4.1b4.5x5.6x0.4x
Sat, 01 Oct 2022R28.3bR60.6bR4.1b4.8x6.9x0.5x
Mon, 29 Aug 2022R29.2bR60.6bR4.1b5.9x7.1x0.5x
Wed, 27 Jul 2022R29.0bR61.1bR4.0b6.8x7.3x0.5x
Fri, 24 Jun 2022R23.2bR61.7bR4.1b5.6x5.7x0.4x
Sun, 22 May 2022R26.4bR61.9bR4.1b4.3x6.5x0.4x
Tue, 19 Apr 2022R27.4bR61.9bR4.1b5.4x6.8x0.4x
Thu, 17 Mar 2022R23.9bR44.0bR3.1b4.9x7.6x0.5x
Sat, 12 Feb 2022R21.2bR44.0bR3.2b7.5x6.6x0.5x
Mon, 10 Jan 2022R26.3bR44.0bR3.2b9.4x8.2x0.6x
Price to Earnings Ratio

8.2x


Total Market Cap: R26.3bTotal Earnings: R3.2bTotal Revenue: R44.0bTotal Market Cap vs Earnings and Revenue0%0%0%
South African Telecom Services and Carriers Industry Price to Earnings3Y Average 4.4x202320242025
Current Industry PE
  • Investors are optimistic on the South African Telecom industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.4x which is higher than its 3-year average PE of 4.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have declined 12% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the South African Telecom industry?

ZA Market-0.78%
Telecom3.87%
Telecom Services and Carriers-0.85%
Alternative Carriers0%
Integrated Telecom Services-0.87%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry which is trading above its 3-year average PE ratio of 4.6x.
    • Analysts are expecting annual earnings growth of 18.0%, which is lower than the prior year's growth of 140.7% per year.
  • Investors are most pessimistic about the Alternative Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.8x.
Forecasted Growth
  • Analysts are most optimistic on the Integrated Telecom Services industry, expecting annual earnings growth of 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 141% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BLU Blue Label TelecomsR5.720.4%
+R17.9m		49.3%PE7.9x
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