Capital Allocation Trends At ALMAC (KOSDAQ:354320) Aren't Ideal
Feb 12
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South Korean (KOSPI) Auto Components Industry Analysis
UpdatedMar 10, 2026
DataAggregated Company Financials
Companies129
- 7D-18.3%
- 3M7.1%
- 1Y40.7%
- YTD7.2%
Over the last 7 days, the Auto Components industry has dropped 18%, driven by a pullback from Hyundai MobisLtd of 9.7%. In contrast, PIM Korea has gained 38%. Over the past 12 months, the industry was up 41%. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the South Korean Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 11 Mar 2026 | ₩78.5t | ₩205.1t | ₩8.3t | 6.6x | 9.4x | 0.4x |
| Fri, 06 Feb 2026 | ₩83.7t | ₩204.9t | ₩8.4t | 7.1x | 10x | 0.4x |
| Sun, 04 Jan 2026 | ₩72.1t | ₩204.9t | ₩8.4t | 6.5x | 8.6x | 0.4x |
| Tue, 02 Dec 2025 | ₩65.1t | ₩204.9t | ₩8.4t | 6.2x | 7.8x | 0.3x |
| Thu, 30 Oct 2025 | ₩62.7t | ₩198.6t | ₩7.6t | 7.2x | 8.2x | 0.3x |
| Sat, 27 Sep 2025 | ₩58.0t | ₩198.6t | ₩7.6t | 6.8x | 7.6x | 0.3x |
| Mon, 25 Aug 2025 | ₩58.5t | ₩197.6t | ₩7.7t | 6.7x | 7.6x | 0.3x |
| Wed, 23 Jul 2025 | ₩58.6t | ₩191.7t | ₩8.4t | 6.1x | 7x | 0.3x |
| Fri, 20 Jun 2025 | ₩56.3t | ₩191.6t | ₩8.4t | 6.1x | 6.7x | 0.3x |
| Sun, 18 May 2025 | ₩53.1t | ₩185.7t | ₩8.3t | 6.8x | 6.4x | 0.3x |
| Tue, 15 Apr 2025 | ₩50.1t | ₩185.6t | ₩8.4t | 6.6x | 6x | 0.3x |
| Thu, 13 Mar 2025 | ₩53.1t | ₩184.0t | ₩8.5t | 6.5x | 6.3x | 0.3x |
| Sat, 08 Feb 2025 | ₩52.5t | ₩183.8t | ₩7.8t | 6.5x | 6.7x | 0.3x |
| Mon, 06 Jan 2025 | ₩51.0t | ₩183.8t | ₩7.8t | 6.5x | 6.6x | 0.3x |
| Wed, 04 Dec 2024 | ₩50.5t | ₩183.8t | ₩7.8t | 6.4x | 6.5x | 0.3x |
| Fri, 01 Nov 2024 | ₩51.7t | ₩182.5t | ₩8.2t | 5.8x | 6.3x | 0.3x |
| Sun, 29 Sep 2024 | ₩51.9t | ₩182.6t | ₩8.2t | 6.1x | 6.3x | 0.3x |
| Tue, 27 Aug 2024 | ₩51.6t | ₩182.5t | ₩8.2t | 6.4x | 6.3x | 0.3x |
| Thu, 25 Jul 2024 | ₩52.6t | ₩182.1t | ₩7.9t | 6.7x | 6.7x | 0.3x |
| Sat, 22 Jun 2024 | ₩56.9t | ₩182.1t | ₩7.9t | 7.8x | 7.2x | 0.3x |
| Mon, 20 May 2024 | ₩55.4t | ₩181.9t | ₩7.4t | 7.6x | 7.5x | 0.3x |
| Wed, 17 Apr 2024 | ₩58.1t | ₩181.8t | ₩7.3t | 7.8x | 7.9x | 0.3x |
| Fri, 15 Mar 2024 | ₩59.6t | ₩182.5t | ₩6.1t | 7x | 9.8x | 0.3x |
| Sun, 11 Feb 2024 | ₩57.1t | ₩182.5t | ₩6.1t | 7.2x | 9.4x | 0.3x |
| Tue, 09 Jan 2024 | ₩53.8t | ₩182.8t | ₩6.1t | 7.2x | 8.8x | 0.3x |
| Thu, 07 Dec 2023 | ₩54.1t | ₩182.8t | ₩6.1t | 6.9x | 8.9x | 0.3x |
| Sat, 04 Nov 2023 | ₩51.9t | ₩180.6t | ₩5.5t | 6.8x | 9.4x | 0.3x |
| Mon, 02 Oct 2023 | ₩56.6t | ₩180.6t | ₩5.5t | 7.1x | 10.2x | 0.3x |
| Wed, 30 Aug 2023 | ₩56.5t | ₩180.1t | ₩5.6t | 8.2x | 10.1x | 0.3x |
| Fri, 28 Jul 2023 | ₩57.1t | ₩172.9t | ₩5.5t | 8.4x | 10.5x | 0.3x |
| Sun, 25 Jun 2023 | ₩55.5t | ₩172.7t | ₩5.5t | 8.7x | 10.2x | 0.3x |
| Tue, 23 May 2023 | ₩58.0t | ₩169.4t | ₩5.2t | 11.9x | 11.2x | 0.3x |
| Thu, 20 Apr 2023 | ₩56.6t | ₩164.2t | ₩4.6t | 11.1x | 12.2x | 0.3x |
| Sat, 18 Mar 2023 | ₩51.5t | ₩158.1t | ₩5.0t | 8.5x | 10.3x | 0.3x |
Price to Earnings Ratio
10.3x
Current Industry PE
- Investors are optimistic on the South Korean Auto Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.4x which is higher than its 3-year average PE of 8.3x.
- The industry is trading close to its 3-year average PS ratio of 0.31x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have grown 19% per year over the last three years.
- Revenues for these companies have grown 9.1% 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 Consumer Discretionary industry?
| KR Market | -15.08% | |
| Consumer Discretionary | -21.19% | |
| Auto Components | -18.27% | |
| Auto Parts and Equipment | -18.05% | |
| Tires and Rubber | -19.73% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 8.5x.
- Analysts expect its future annual earnings growth (16.7%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 7.7x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 17% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 13% 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 | |
|---|---|---|---|---|---|
| A448900 PIM Korea | ₩169.90k | 37.6% +₩258.1b | 838.7% | n/a | |
| A015750 Sungwoo Hitech | ₩9.39k | 15.8% +₩102.4b | 81.3% | PE4.1x | |
| A007340 DN Automotive | ₩27.75k | 4.7% +₩64.7b | 30.6% | PE5.8x | |
| A354320 ALMAC | ₩56.50k | 9.7% +₩32.0b | 94.2% | PE152.5x | |
| A024740 Hanil Forging Industrial | ₩3.44k | 27.9% +₩24.4b | 43.9% | PE27.9x |
