Loading…
← CockpitCompetitor Analysis › 0315.HK SmarTone Telecommunications Holdings LimitedOpen in the cockpit ↗

SmarTone Telecommunications Holdings Limited0315.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Communication Services›Wireless Telecommunications
Momentum strong 65
Mkt cap
$663M
US dollars, full cap
Free float
26%
of shares outstanding
$/day
$468,124
20-day average traded
Fwd P/E
9.2×
forward earnings
ROIC−WACC
+4.8 pp
WACC 5.2%
Hurdle
-17 pp
Req g minus delivered
Next earnings
110 days
24 Feb 2027
Close · HKDHK$4.72
1D0.0%
1W-2.5%
1M-2.4%
3M-2.3%
6M-9.4%
YTD+0.4%
1Y-2.5%
ATR %1.3%
52w lowhigh10.9% off high

What SmarTone Telecommunications does

Employees: 1,507

SmarTone Telecommunications at a glance

Size SmarTone Telecommunications (0315.HK) is a Hong Kong Communication Services company (Wireless Telecommunications) with a market value of $663M, the 691st largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$4.72 on 6 Nov 2026.

Performance Over six months the shares fell 9.4%, against -10.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 5th highest of 9 in its peer set.

Growth Revenue grew 5.6% over the last twelve months (peer median +18.8%); the operating margin is 11.4% (peer median 6.4%).

Valuation It trades at 9.2× forward earnings against a peer median of 25.7× (cheapest of 7).

Price implies For today's price to make sense, revenue must grow about -17% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -17 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 4.8 points above its cost of capital (5.2% WACC).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 910315.HK 90
Six months, rebased to 100: SmarTone Telecommunications against the median of its 9 peers (local-currency closes).

SmarTone Telecommunications financials

Reported figures in HKD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueHK$6.60BHK$6.60BHK$6.25BHK$6.22BHK$6.76B
Revenue growth—+6%+1%-8%—
Gross profitHK$1.61BHK$1.61BHK$1.66BHK$1.67BHK$1.69B
EBITDAHK$2.39BHK$2.39BHK$2.44BHK$2.44BHK$2.46B
Net incomeHK$525MHK$525MHK$479MHK$470MHK$269M
Free cash flowHK$1.75BHK$1.75BHK$1.61BHK$1.63BHK$1.63B
Capital expenditureHK$816MHK$816MHK$842MHK$827MHK$928M
Total debtn/aHK$3.38BHK$3.55BHK$963MHK$853M

Quarterly statements and history in the cockpit →

SmarTone Telecommunications competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-75%-50%-25%0%+25%0%+50%0215TUA300959GOGO9416ATEX9436AD0315.HK6-month return →1-month return →
Up and to the right = strong over both horizons. SmarTone Telecommunications is the large dot.

Fundamentals: revenue growth against valuation

-100%-50%0%20×40×0215TUAGOGO94169436AD0315.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. SmarTone Telecommunications is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%0215TUA3009599416ATEX94360315.HKGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. SmarTone Telecommunications is the large dot.

SmarTone Telecommunications competitors and peer comparison

How SmarTone Telecommunications compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

SmarTone Telecommunications against its 9 peers (data as of 6 Nov 2026)
Measure0315.HKPeer medianRank in peer set
1-month return-2.4%-2.7%5th highest of 10
6-month return-9.4%-10.2%5th highest of 9
Distance from 52-week high-10.9%-34.2%2nd highest of 10
Revenue growth (TTM)+5.6%+18.8%4th lowest of 10
Operating margin11.4%6.4%5th highest of 10
Forward P/E9.2×25.7×cheapest of 7
Growth the price implies (Req g, 7 yrs)-17.5%-1.9%least demanding of 7
Growth delivered (Del g)-0.3%+11.1%2nd lowest of 7
Hurdle (Req g minus delivered)-17.1 pp-8.8 pp3rd least demanding of 7
ROIC minus cost of capital+4.8 pp-6.1 pp3rd highest of 10
EV / EBITDA2.5×7.8×2nd cheapest of 8
Net debt / EBITDA0.3×-0.2×4th most indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
SmarTone Telecommunications 0315.HKHong Kong$663M-9%+6%11%9.2×-17.5%-0.3%
Hutchison Telecommunications Hong Kong 0215.HKHong Kong$679M-9%+23%0%55.2×-7.2%+3.7%
Tuas TUA.AXAustralia$555M-75%+21%12%23.9×-0.1%+44.5%
Wuxi Online Offline Communication Information Technology 300959.SZChina$808M-29%-50%-12%n/a21.5%-12.1%
Gogo GOGOUnited States$526M-12%+30%12%35.3×n/an/a
Vision, Inc. ( Japan) 9416.TJapan$310M-9%+6%17%9.7×-15.5%+18.6%
Anterix ATEXUnited States$1.46B+33%+19%-579%n/a45.3%+47.8%
Okinawa Cellular Telephone 9436.TJapan$1.90B-3%+5%24%21.2×-3.7%+3.1%
Digi Spain Telecom, S.A. Unipersonal DIGIS.MCSpain$2.16Bn/a+19%6%n/an/an/a
Array Digital Infrastructure ADUnited States$2.59B-46%-94%1%27.6×n/an/a

Questions

Which companies are SmarTone Telecommunications's closest peers?
The cockpit's peer set: Hutchison Telecommunications Hong Kong (0215.HK), Tuas (TUA.AX), Wuxi Online Offline Communication Information Technology (300959.SZ), Gogo (GOGO), Vision, Inc. ( Japan) (9416.T), Anterix (ATEX), Okinawa Cellular Telephone (9436.T), Digi Spain Telecom, S.A. Unipersonal (DIGIS.MC).
Is SmarTone Telecommunications expensive compared with its peers?
On forward p/e it trades at 9.2× against a peer median of 25.7×, cheapest of 7 in its peer set. For today's price to make sense, revenue must grow about -17% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -17 pp: the price already allows for a slowdown.
How has SmarTone Telecommunications stock performed?
Over six months to 6 Nov 2026 the shares returned -9.4% against -10.2% for the median peer; over one year -2.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.