Is There Now An Opportunity In Samsung Engineering Co., Ltd. (KRX:028050)?
May 14
South Korean (KOSPI) Industrials Sector Analysis
UpdatedMay 17, 2024
DataAggregated Company Financials
Companies439
- 7D1.4%
- 3M0.8%
- 1Y-0.2%
- YTD-1.2%
Over the last 7 days, the Industrials industry has remained flat, although notably HD HYUNDAI Marine SolutionLTD gained 25%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 32% annually.
Sector Valuation and Performance
Has the South Korean Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 May 2024 | ₩518.6t | ₩912.5t | ₩17.9t | 12.2x | 28.9x | 0.6x |
| Sun, 14 Apr 2024 | ₩483.8t | ₩911.5t | ₩17.9t | 11.4x | 27x | 0.5x |
| Tue, 12 Mar 2024 | ₩503.4t | ₩918.3t | ₩15.7t | 13.2x | 32x | 0.5x |
| Thu, 08 Feb 2024 | ₩484.6t | ₩920.9t | ₩16.6t | 12.4x | 29.2x | 0.5x |
| Sat, 06 Jan 2024 | ₩501.6t | ₩925.7t | ₩17.0t | 12.5x | 29.4x | 0.5x |
| Mon, 04 Dec 2023 | ₩465.2t | ₩917.5t | ₩17.1t | 12.4x | 27.2x | 0.5x |
| Wed, 01 Nov 2023 | ₩383.8t | ₩913.9t | ₩19.4t | 11.6x | 19.8x | 0.4x |
| Fri, 29 Sep 2023 | ₩451.2t | ₩914.0t | ₩19.4t | 12.1x | 23.3x | 0.5x |
| Sun, 27 Aug 2023 | ₩489.2t | ₩914.3t | ₩19.7t | 11.6x | 24.8x | 0.5x |
| Tue, 25 Jul 2023 | ₩486.5t | ₩903.0t | ₩25.2t | 14x | 19.3x | 0.5x |
| Thu, 22 Jun 2023 | ₩457.6t | ₩902.8t | ₩25.2t | 13.8x | 18.1x | 0.5x |
| Sat, 20 May 2023 | ₩423.2t | ₩878.7t | ₩28.1t | 13.7x | 15x | 0.5x |
| Mon, 17 Apr 2023 | ₩446.4t | ₩880.3t | ₩28.2t | 14x | 15.8x | 0.5x |
| Wed, 15 Mar 2023 | ₩398.8t | ₩845.8t | ₩33.3t | 11.3x | 12x | 0.5x |
| Fri, 10 Feb 2023 | ₩402.9t | ₩840.3t | ₩32.6t | 12x | 12.4x | 0.5x |
| Sun, 08 Jan 2023 | ₩357.4t | ₩840.0t | ₩32.5t | 11.1x | 11x | 0.4x |
| Tue, 06 Dec 2022 | ₩403.6t | ₩839.7t | ₩32.6t | 12.3x | 12.4x | 0.5x |
| Thu, 03 Nov 2022 | ₩395.7t | ₩790.4t | ₩30.7t | 12.4x | 12.9x | 0.5x |
| Sat, 01 Oct 2022 | ₩346.1t | ₩790.2t | ₩30.7t | 11.9x | 11.3x | 0.4x |
| Mon, 29 Aug 2022 | ₩408.2t | ₩788.4t | ₩30.6t | 14x | 13.4x | 0.5x |
| Wed, 27 Jul 2022 | ₩362.3t | ₩746.6t | ₩23.6t | 13.3x | 15.4x | 0.5x |
| Fri, 24 Jun 2022 | ₩352.8t | ₩747.3t | ₩23.6t | 11.5x | 14.9x | 0.5x |
| Sun, 22 May 2022 | ₩395.3t | ₩720.1t | ₩23.6t | 15.1x | 16.7x | 0.5x |
| Tue, 19 Apr 2022 | ₩395.9t | ₩688.7t | ₩19.2t | 13.9x | 20.6x | 0.6x |
| Thu, 17 Mar 2022 | ₩369.0t | ₩660.9t | ₩11.3t | 15.6x | 32.6x | 0.6x |
| Sat, 12 Feb 2022 | ₩372.7t | ₩642.0t | ₩10.4t | 14.3x | 35.9x | 0.6x |
| Mon, 10 Jan 2022 | ₩287.9t | ₩666.2t | ₩10.1t | 15.3x | 28.6x | 0.4x |
| Wed, 08 Dec 2021 | ₩280.8t | ₩666.4t | ₩10.4t | 14.8x | 26.9x | 0.4x |
| Fri, 05 Nov 2021 | ₩292.8t | ₩634.6t | ₩6.9t | 17.3x | 42.7x | 0.5x |
| Sun, 03 Oct 2021 | ₩296.9t | ₩634.0t | ₩6.7t | 18.1x | 44x | 0.5x |
| Tue, 31 Aug 2021 | ₩310.0t | ₩630.7t | ₩7.7t | 18.2x | 40.2x | 0.5x |
| Wed, 07 Jul 2021 | ₩304.3t | ₩628.9t | ₩7.7t | 18x | 39.6x | 0.5x |
Price to Earnings Ratio
49.4x
Current Industry PE
- Investors are optimistic on the South Korean Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.6x which is higher than its 3-year average PE of 24.7x.
- The industry is trading close to its 3-year average PS ratio of 0.50x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 45% per year over the last three years.
- Revenues for these companies have grown 15% 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 Korean Industrials sector?
| KR Market | 1.15% | |
| Industrials | 1.40% | |
| Commercial Services | 13.33% | |
| Industrials | 3.49% | |
| Machinery | 3.35% | |
| Logistics | 1.76% | |
| Building | 1.67% | |
| Trade Distributors | 0.70% | |
| Aerospace & Defense | 0.33% | |
| Electrical | -0.0043% | |
| Airlines | -0.13% | |
| Transportation | -0.25% | |
| Construction | -0.27% | |
| Professional Services | -0.47% | |
| Infrastructure | -1.81% | |
| Marine and Shipping | -3.97% | |
Industry PE
- Investors are most optimistic about the Electrical industry even though it's trading below its 3-year average PE ratio of 99x.
- Analysts are expecting annual earnings growth of 33.7%, which is lower than the prior year's growth of 42.6% per year.
- Investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 117x.
Forecasted Growth
- Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Airlines industry is expected to see its earnings grow by 2.9% 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 | |
|---|---|---|---|---|---|
| A443060 HD HYUNDAI Marine SolutionLTD | ₩198.60k | 30.4% +₩2.1t | n/a | PE58.4x | |
| A001440 Taihan Cable & Solution | ₩18.58k | 29.2% +₩779.8b | 26.0% | PE48.9x | |
| A010120 LS ELECTRIC | ₩197.10k | 15.1% +₩760.3b | 209.9% | PE28.1x | |
| A028260 Samsung C&T | ₩153.10k | 3.2% +₩760.2b | 38.8% | PE11.3x | |
| A001040 CJ | ₩152.70k | 15.0% +₩667.3b | 69.1% | PE32.6x |
