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?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 28 May 2022 | R27.6b | R61.9b | R4.1b | 5.3x |
| Mon, 25 Apr 2022 | R27.5b | R61.9b | R4.1b | 5.3x |
| Wed, 23 Mar 2022 | R23.0b | R44.0b | R3.1b | 4.7x |
| Fri, 18 Feb 2022 | R22.0b | R44.0b | R3.2b | 7.8x |
| Sun, 16 Jan 2022 | R25.1b | R44.0b | R3.2b | 9x |
| Tue, 14 Dec 2021 | R25.9b | R44.1b | R2.9b | 10.4x |
| Thu, 11 Nov 2021 | R24.6b | R44.3b | R2.5b | 14.6x |
| Sat, 09 Oct 2021 | R23.5b | R44.3b | R2.5b | 14.9x |
| Mon, 06 Sep 2021 | R20.6b | R44.3b | R2.5b | 16x |
| Wed, 04 Aug 2021 | R21.9b | R44.3b | R2.5b | 21.1x |
| Sat, 08 May 2021 | R20.7b | R44.3b | R2.5b | 16x |
| Tue, 09 Feb 2021 | R18.0b | R44.2b | R1.6b | 15.4x |
| Mon, 02 Nov 2020 | R13.7b | R44.0b | R885.2m | 15.1x |
| Thu, 06 Aug 2020 | R15.2b | R44.1b | R783.2m | 19.9x |
| Sun, 10 May 2020 | R11.2b | R44.3b | R626.3m | 18.1x |
| Sat, 01 Feb 2020 | R17.2b | R43.9b | R1.5b | 12.4x |
| Tue, 05 Nov 2019 | R35.4b | R43.8b | R2.4b | 16.1x |
| Fri, 09 Aug 2019 | R44.1b | R43.3b | R2.6b | 16.8x |
Median PE Ratio
12.3x
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 Market | 2.68% | |
| Telecom | -0.11% | |
| Telecom Services and Carriers | 4.69% | |
| Alternative Carriers | 5.84% | |
| Integrated Telecom Services | 4.66% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BLU Blue Label Telecoms | R5.55 | 23.9% +R937.8m | 20.4% | PS5.3x | |
| TKG Telkom SA SOC | R44.98 | 1.2% +R263.5m | -7.5% | PS8.1x | |
| HUG Huge Group | R3.69 | 7.0% +R39.2m | -35.8% | PS1.2x |