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South Korean (KOSPI) Energy Sector Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies16
  • 7D1.4%
  • 3M10.8%
  • 1Y16.3%
  • YTD3.4%

The Energy is pretty flat in the last 7 days, but HD Hyundai has stood out, gaining 4.2%. The past year has been better, since the industry has gained 19% in that time. Looking forward, earnings are forecast to grow by 82% annually.

Sector Valuation and Performance

Has the South Korean Energy Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026₩45.5t₩214.8t-₩1,051,682,967,610.0013.9x-43.2x0.2x
Sun, 07 Dec 2025₩48.4t₩215.2t-₩996,610,583,780.0011.2x-48.6x0.2x
Tue, 04 Nov 2025₩50.4t₩210.8t-₩2,011,482,441,020.0011.9x-25.1x0.2x
Thu, 02 Oct 2025₩40.0t₩210.8t-₩2,011,482,441,020.0011.4x-19.9x0.2x
Sat, 30 Aug 2025₩36.9t₩210.8t-₩2,019,012,441,020.0011.5x-18.3x0.2x
Mon, 28 Jul 2025₩40.5t₩212.4t-₩1,708,789,070,850.0011.6x-23.7x0.2x
Wed, 25 Jun 2025₩36.8t₩212.4t-₩1,708,789,070,850.0011.3x-21.5x0.2x
Fri, 23 May 2025₩29.0t₩209.0t-₩1,678,657,534,680.009.6x-17.3x0.1x
Sun, 20 Apr 2025₩29.8t₩209.1t-₩1,562,942,085,960.0011x-19.1x0.1x
Tue, 18 Mar 2025₩36.4t₩207.5t-₩1,729,576,525,400.0013.1x-21.1x0.2x
Thu, 13 Feb 2025₩35.7t₩207.3t-₩817,521,309,360.0011.6x-43.6x0.2x
Sat, 11 Jan 2025₩36.9t₩208.2t-₩586,297,309,360.0012.4x-63x0.2x
Mon, 09 Dec 2024₩34.4t₩208.2t-₩602,488,740,450.0011.8x-57.1x0.2x
Wed, 06 Nov 2024₩28.2t₩207.0t₩1.9t10.7x15.1x0.1x
Fri, 04 Oct 2024₩27.9t₩207.0t₩1.9t10.6x15x0.1x
Sun, 01 Sep 2024₩27.9t₩207.0t₩1.9t11.1x15x0.1x
Tue, 30 Jul 2024₩28.3t₩203.5t₩2.1t10.9x13.3x0.1x
Thu, 27 Jun 2024₩28.0t₩201.8t₩2.0t10.3x13.7x0.1x
Sat, 25 May 2024₩26.8t₩201.2t₩2.3t10.2x11.8x0.1x
Mon, 22 Apr 2024₩27.3t₩201.0t₩2.4t7.8x11.6x0.1x
Wed, 20 Mar 2024₩30.1t₩200.0t₩2.6t9.2x11.5x0.2x
Fri, 16 Feb 2024₩28.7t₩200.0t₩2.2t9.7x13.1x0.1x
Sun, 14 Jan 2024₩28.1t₩200.7t₩2.1t9.3x13.1x0.1x
Tue, 12 Dec 2023₩27.8t₩200.7t₩2.1t9.3x13x0.1x
Thu, 09 Nov 2023₩27.7t₩207.0t₩1.5t8.9x18.1x0.1x
Sat, 07 Oct 2023₩28.3t₩209.2t₩974.0b9.7x29.1x0.1x
Mon, 04 Sep 2023₩31.3t₩209.2t₩968.9b9.4x32.4x0.1x
Wed, 02 Aug 2023₩34.5t₩211.2t₩3.1t6.9x11.2x0.2x
Fri, 30 Jun 2023₩29.0t₩214.9t₩4.1t6.7x7x0.1x
Sun, 28 May 2023₩32.1t₩214.9t₩4.1t6.6x7.8x0.1x
Tue, 25 Apr 2023₩32.1t₩208.1t₩6.0t7.6x5.4x0.2x
Thu, 23 Mar 2023₩29.9t₩199.4t₩5.7t8.1x5.3x0.1x
Sat, 18 Feb 2023₩31.3t₩191.0t₩6.1t6.6x5.2x0.2x
Mon, 16 Jan 2023₩30.6t₩191.0t₩6.1t6.4x5x0.2x
Price to Earnings Ratio

5x


Total Market Cap: ₩30.6tTotal Earnings: ₩6.1tTotal Revenue: ₩191.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Energy Sector Price to Earnings3Y Average -3.7x202420252026
Current Industry PE
  • Investors are optimistic on the South Korean Energy industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.16x.
Past Earnings Growth
  • Total earnings for the Energy industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 4.0% 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 Energy sector?

KR Market7.44%
Energy1.38%
Oil and Gas1.38%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Oil and Gas industry, expecting annual earnings growth of 82% over the next 5 years.
    • This is better than its past earnings growth rate of 63% per year.
    • In contrast, the Oil and Gas industry is expected to see its earnings grow by 82% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    		A267250 HD Hyundai₩205.00k11.3%
    +₩1.5t    		148.2%PE20.2x
    		A010950 S-Oil₩83.70k4.2%
    +₩395.8b    		32.2%PS0.3x
    		A096770 SK Innovation₩100.10k0.2%
    +₩33.4b    		-19.7%PS0.2x
    		A006120 SK Discovery₩61.35k1.4%
    +₩15.7b    		68.1%PE19x
    		A024060 Hung -Gu Oil₩12.60k7.4%
    +₩12.7b    		-4.5%PE813.2x

    Latest News

    A010950
    ₩83,700.00
    S-Oil
    7D
    4.2%
    1Y
    32.2%

    A010950: Higher Margin Assumptions Will Likely Mask Weakening Revenue Outlook

    Analysts have lifted their price target on S-Oil from ₩54,345 to ₩60,000, citing updated assumptions that include a lower discount rate, a higher profit margin estimate and a reduced future P/E multiple, even as they model slightly weaker revenue growth. Valuation Changes Fair value estimate was raised from ₩54,345 to ₩60,000.
    A096770
    ₩100,100.00
    SK Innovation
    7D
    0.2%
    1Y
    -19.7%

    A096770: Leadership Shift And Convertible Bond Issue Will Support Upside Potential

    Analysts have trimmed their price target for SK Innovation from ₩180,000 to ₩170,000, reflecting updated assumptions for slightly lower revenue growth, a different discount rate, and a revised future P/E alongside modestly higher profit margin expectations. What's in the News SK Innovation announced a private placement of series 1 unregistered unsecured private convertible bonds for gross proceeds of ₩600,009,437,500 on October 22, 2025, with a zero coupon and maturity on October 31, 2027, and a conversion price of ₩123,642 per share into 4,852,796 shares during the period from October 31, 2026 to October 25, 2027 (Key Developments).
    A018670
    ₩219,500.00
    SK Gas
    7D
    0.2%
    1Y
    -0.5%

    Improved Earnings Required Before SK Gas Co., Ltd. (KRX:018670) Shares Find Their Feet

    Dec 31
    Improved Earnings Required Before SK Gas Co., Ltd. (KRX:018670) Shares Find Their Feet
    A024060
    ₩12,600.00
    Hung -Gu Oil
    7D
    7.4%
    1Y
    -4.5%
    A000440
    ₩15,710.00
    Joong Ang Enervis
    7D
    -0.06%
    1Y
    -6.7%
    A003650
    ₩119,800.00
    Michang Oil Ind
    7D
    -5.0%
    1Y
    35.7%
    A137950
    ₩3,170.00
    JC Chemical
    7D
    0.2%
    1Y
    -20.8%
    A053620
    ₩6,370.00
    TAEYANG
    7D
    -1.8%
    1Y
    -0.5%
    A012320
    ₩52,200.00
    Kyungdong Invest
    7D
    -1.3%
    1Y
    -21.4%
    A267250
    ₩205,000.00
    HD Hyundai
    7D
    11.3%
    1Y
    148.2%

    HD Hyundai's (KRX:267250) Performance Is Even Better Than Its Earnings Suggest

    Nov 24
    HD Hyundai's (KRX:267250) Performance Is Even Better Than Its Earnings Suggest
    A017940
    ₩79,200.00
    E1
    7D
    -2.0%
    1Y
    17.3%

    E1's (KRX:017940) Anemic Earnings Might Be Worse Than You Think

    Nov 24
    E1's (KRX:017940) Anemic Earnings Might Be Worse Than You Think
    A006120
    ₩61,350.00
    SK Discovery
    7D
    1.4%
    1Y
    68.1%
    A017860
    ₩17,200.00
    DS DANSUK
    7D
    -5.4%
    1Y
    -46.3%
    A002960
    ₩431,500.00
    Hankook Shell OilLtd
    7D
    -1.4%
    1Y
    38.3%
    A065420
    ₩230.00
    SI Resources
    7D
    -10.2%
    1Y
    0%