Calculating The Fair Value Of Mobile Appliance, Inc. (KOSDAQ:087260)
Apr 24
South Korean (KOSPI) Consumer Durables Industry Analysis
UpdatedApr 25, 2024
DataAggregated Company Financials
Companies40
- 7D1.5%
- 3M-1.1%
- 1Y-10.7%
- YTD-6.8%
In the last week, the Consumer Durables industry is up 1.5%, with Hanssem up 11%. In contrast, the industry has lost 11% in the last 12 months. Looking forward, earnings are forecast to grow by 37% annually.
Industry Valuation and Performance
Has the South Korean Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Apr 2024 | ₩25.1t | ₩99.2t | ₩1.2t | 17x | 21x | 0.3x |
| Sun, 24 Mar 2024 | ₩26.3t | ₩99.2t | ₩1.3t | 17.8x | 20.2x | 0.3x |
| Tue, 20 Feb 2024 | ₩26.8t | ₩97.9t | ₩862.3b | 20.5x | 31.1x | 0.3x |
| Thu, 18 Jan 2024 | ₩24.9t | ₩98.0t | ₩817.0b | 19.3x | 30.5x | 0.3x |
| Sat, 16 Dec 2023 | ₩26.0t | ₩98.0t | ₩822.3b | 19.7x | 31.7x | 0.3x |
| Mon, 13 Nov 2023 | ₩26.8t | ₩98.4t | ₩1.2t | 14.4x | 22.5x | 0.3x |
| Wed, 11 Oct 2023 | ₩26.4t | ₩99.0t | ₩511.8b | 14.3x | 51.5x | 0.3x |
| Fri, 08 Sep 2023 | ₩26.0t | ₩99.0t | ₩572.6b | 15.4x | 45.5x | 0.3x |
| Sun, 06 Aug 2023 | ₩26.4t | ₩98.9t | ₩908.5b | 15.4x | 29.1x | 0.3x |
| Tue, 04 Jul 2023 | ₩30.9t | ₩98.5t | ₩746.3b | 16.1x | 41.4x | 0.3x |
| Thu, 01 Jun 2023 | ₩30.5t | ₩98.5t | ₩805.9b | 15.2x | 37.9x | 0.3x |
| Sat, 29 Apr 2023 | ₩28.2t | ₩99.2t | ₩1.8t | 14x | 15.3x | 0.3x |
| Mon, 27 Mar 2023 | ₩29.1t | ₩99.3t | ₩1.9t | 16.2x | 15.2x | 0.3x |
| Wed, 22 Feb 2023 | ₩29.7t | ₩99.0t | ₩2.1t | 12.9x | 14x | 0.3x |
| Fri, 20 Jan 2023 | ₩26.5t | ₩98.7t | ₩2.1t | 12.4x | 12.4x | 0.3x |
| Sun, 18 Dec 2022 | ₩24.9t | ₩98.7t | ₩2.1t | 11x | 11.8x | 0.3x |
| Tue, 15 Nov 2022 | ₩26.3t | ₩97.1t | ₩2.2t | 11.6x | 11.8x | 0.3x |
| Thu, 13 Oct 2022 | ₩22.9t | ₩95.9t | ₩2.5t | 9.4x | 9.2x | 0.2x |
| Sat, 10 Sep 2022 | ₩26.5t | ₩95.9t | ₩2.6t | 10.6x | 10.1x | 0.3x |
| Mon, 08 Aug 2022 | ₩27.9t | ₩94.6t | ₩2.6t | 15x | 10.6x | 0.3x |
| Wed, 06 Jul 2022 | ₩27.4t | ₩92.9t | ₩2.8t | 14.9x | 9.8x | 0.3x |
| Fri, 03 Jun 2022 | ₩30.7t | ₩93.3t | ₩2.9t | 17.8x | 10.5x | 0.3x |
| Sun, 01 May 2022 | ₩33.1t | ₩93.1t | ₩3.1t | 13.8x | 10.8x | 0.4x |
| Tue, 29 Mar 2022 | ₩33.7t | ₩89.8t | ₩3.1t | 20.5x | 11x | 0.4x |
| Thu, 24 Feb 2022 | ₩34.4t | ₩89.5t | ₩3.0t | 18.6x | 11.3x | 0.4x |
| Sat, 22 Jan 2022 | ₩36.1t | ₩91.1t | ₩2.8t | 19.4x | 13x | 0.4x |
| Mon, 20 Dec 2021 | ₩36.2t | ₩91.1t | ₩2.8t | 19.6x | 13x | 0.4x |
| Wed, 17 Nov 2021 | ₩35.5t | ₩88.0t | ₩3.4t | 18.6x | 10.5x | 0.4x |
| Fri, 15 Oct 2021 | ₩35.6t | ₩87.4t | ₩3.2t | 19.2x | 11.2x | 0.4x |
| Sun, 12 Sep 2021 | ₩40.0t | ₩87.6t | ₩3.2t | 18.3x | 12.7x | 0.5x |
| Tue, 10 Aug 2021 | ₩42.3t | ₩87.6t | ₩3.2t | 20.1x | 13.2x | 0.5x |
| Mon, 03 May 2021 | ₩41.5t | ₩81.7t | ₩2.7t | 17.6x | 15.6x | 0.5x |
Price to Earnings Ratio
15.6x
Current Industry PE
- Investors are relatively neutral on the South Korean Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 19.8x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 23% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.7% 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 Consumer Discretionary industry?
| KR Market | 3.45% | |
| Consumer Discretionary | 3.40% | |
| Consumer Durables | 1.53% | |
| Home Furnishings | 8.65% | |
| Housewares and Specialties | 5.17% | |
| Consumer Electronics | 1.36% | |
| Household Appliances | -0.21% | |
| Homebuilding | -0.79% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 20.3x.
- Analysts are expecting annual earnings growth of 39.3%, which is higher than its past year's earnings growth of 2.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 104% over the next 5 years.
- This is better than its past earnings decline of 6.5% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 9.2% 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 | |
|---|---|---|---|---|---|
| A009240 Hanssem | ₩52.80k | 10.9% +₩85.7b | 18.7% | PS0.4x | |
| A192400 Cuckoo Holdings | ₩19.60k | 7.0% +₩39.8b | 29.0% | PE4.7x | |
| A084730 THINKWARE | ₩15.23k | 6.1% +₩9.2b | 10.1% | PE10.2x | |
| A407400 GGUMBI | ₩8.56k | 9.7% +₩9.0b | -45.3% | PS3.5x | |
| A087260 Mobile Appliance | ₩2.80k | 8.1% +₩6.8b | -8.5% | PE43.1x |
