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Apr 10
South Korean (KOSPI) Telecom Sector Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies137
- 7D-1.1%
- 3M-7.0%
- 1Y-14.6%
- YTD-8.5%
Over the last 7 days, the Telecom industry has dropped 1.1%, driven by Kakao declining 2.8%. The industry has fallen 15% in the last year. Earnings are forecast to grow by 32% annually.
Sector Valuation and Performance
Has the South Korean Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ₩139.3t | ₩118.5t | ₩2.1t | 16.6x | 65.3x | 1.2x |
| Tue, 16 Apr 2024 | ₩134.6t | ₩118.3t | ₩2.1t | 17.5x | 64x | 1.1x |
| Thu, 14 Mar 2024 | ₩143.0t | ₩118.4t | ₩3.8t | 20x | 37.8x | 1.2x |
| Sat, 10 Feb 2024 | ₩144.4t | ₩118.1t | ₩4.0t | 19.9x | 36.3x | 1.2x |
| Mon, 08 Jan 2024 | ₩149.4t | ₩118.5t | ₩3.8t | 20.7x | 39.3x | 1.3x |
| Wed, 06 Dec 2023 | ₩144.6t | ₩118.8t | ₩3.8t | 19.2x | 38x | 1.2x |
| Fri, 03 Nov 2023 | ₩131.5t | ₩117.6t | ₩3.5t | 18.1x | 37.6x | 1.1x |
| Sun, 01 Oct 2023 | ₩138.0t | ₩117.5t | ₩3.5t | 18.5x | 39.5x | 1.2x |
| Tue, 29 Aug 2023 | ₩142.9t | ₩117.6t | ₩3.5t | 19x | 40.5x | 1.2x |
| Thu, 27 Jul 2023 | ₩139.0t | ₩116.4t | ₩3.3t | 17.3x | 42.6x | 1.2x |
| Sat, 24 Jun 2023 | ₩149.0t | ₩116.8t | ₩3.3t | 19x | 45x | 1.3x |
| Mon, 22 May 2023 | ₩160.4t | ₩116.2t | ₩3.3t | 20x | 48.8x | 1.4x |
| Wed, 19 Apr 2023 | ₩156.3t | ₩115.0t | ₩4.6t | 19.1x | 34.3x | 1.4x |
| Fri, 17 Mar 2023 | ₩147.9t | ₩113.8t | ₩7.2t | 14.9x | 20.5x | 1.3x |
| Sun, 12 Feb 2023 | ₩165.1t | ₩113.2t | ₩8.0t | 15.6x | 20.7x | 1.5x |
| Tue, 10 Jan 2023 | ₩150.7t | ₩112.8t | ₩8.0t | 13.6x | 18.7x | 1.3x |
| Thu, 08 Dec 2022 | ₩146.5t | ₩112.9t | ₩8.1t | 13.1x | 18.2x | 1.3x |
| Sat, 05 Nov 2022 | ₩136.8t | ₩109.3t | ₩9.6t | 13.2x | 14.3x | 1.3x |
| Mon, 03 Oct 2022 | ₩143.7t | ₩109.4t | ₩9.6t | 12.9x | 15x | 1.3x |
| Wed, 31 Aug 2022 | ₩168.8t | ₩109.1t | ₩9.9t | 14.6x | 17.1x | 1.5x |
| Fri, 29 Jul 2022 | ₩171.1t | ₩107.0t | ₩10.5t | 15.1x | 16.3x | 1.6x |
| Sun, 26 Jun 2022 | ₩171.6t | ₩107.0t | ₩10.5t | 13.8x | 16.3x | 1.6x |
| Tue, 24 May 2022 | ₩192.2t | ₩106.2t | ₩10.8t | 15.2x | 17.8x | 1.8x |
| Thu, 21 Apr 2022 | ₩216.7t | ₩104.2t | ₩10.0t | 17.6x | 21.7x | 2.1x |
| Sat, 19 Mar 2022 | ₩229.3t | ₩99.0t | ₩8.2t | 21.3x | 27.9x | 2.3x |
| Mon, 14 Feb 2022 | ₩210.4t | ₩97.8t | ₩8.9t | 22.6x | 23.8x | 2.2x |
| Wed, 12 Jan 2022 | ₩230.3t | ₩100.4t | ₩8.7t | 24.7x | 26.6x | 2.3x |
| Fri, 10 Dec 2021 | ₩269.7t | ₩100.4t | ₩8.6t | 25.7x | 31.2x | 2.7x |
| Sun, 07 Nov 2021 | ₩277.3t | ₩97.7t | ₩7.1t | 31.4x | 39.3x | 2.8x |
| Tue, 05 Oct 2021 | ₩255.7t | ₩97.4t | ₩7.0t | 23.8x | 36.7x | 2.6x |
| Thu, 02 Sep 2021 | ₩281.3t | ₩97.6t | ₩6.9t | 28.2x | 40.7x | 2.9x |
| Sat, 31 Jul 2021 | ₩255.3t | ₩96.0t | ₩6.4t | 27.3x | 39.7x | 2.7x |
Price to Earnings Ratio
39.5x
Current Industry PE
- Investors are optimistic on the South Korean Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 65.4x which is higher than its 3-year average PE of 32.2x.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 28% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.3% 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 Korean Telecom sector?
| KR Market | -0.34% | |
| Telecom | -1.10% | |
| Telecom Services and Carriers | 2.22% | |
| Wireless Telecom | -1.13% | |
| Interactive Media and Services | -1.44% | |
| Entertainment | -1.51% | |
| Media | -1.70% | |
Industry PE
- Investors are most optimistic about the Wireless Telecom industry, which is trading close to its 3-year average PE ratio of 10.5x.
- Analysts are expecting annual earnings growth of 4.0%, which is lower than the prior year's growth of 6.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 4.0% 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 | |
|---|---|---|---|---|---|
| A030200 KT | ₩37.25k | 4.1% +₩356.3b | 18.8% | PE8.5x | |
| A036570 Ncsoft | ₩216.50k | 6.1% +₩253.8b | -42.3% | PE28.3x | |
| A263750 Pearl Abyss | ₩40.05k | 7.4% +₩168.9b | -13.2% | PE161.8x | |
| A041510 SM Entertainment | ₩85.90k | 3.2% +₩62.6b | -20.2% | PE22.8x | |
| A299900 Wysiwyg Studios | ₩2.47k | 7.6% +₩29.7b | -45.9% | PE8x |
