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South Korean (KOSPI) Oil and Gas Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies16
  • 7D-2.5%
  • 3M15.8%
  • 1Y29.8%
  • YTD30.6%

Over the last 7 days, the Oil and Gas industry has dropped 4.1%, driven by declines in SK Innovation and HD Hyundai of 3.3% and 3.6%, respectively. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 83% per annum.

Industry Valuation and Performance

Has the South Korean Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025₩46.3t₩215.2t-₩988,429,583,780.0011.3x-46.8x0.2x
Fri, 21 Nov 2025₩50.5t₩211.0t-₩1,731,874,115,040.0012.7x-29.2x0.2x
Sun, 19 Oct 2025₩43.5t₩210.8t-₩2,011,482,441,020.0011x-21.6x0.2x
Tue, 16 Sep 2025₩41.6t₩210.8t-₩2,011,482,441,020.0012.3x-20.7x0.2x
Thu, 14 Aug 2025₩37.7t₩212.4t-₩1,708,789,070,850.0010.8x-22.1x0.2x
Sat, 12 Jul 2025₩41.2t₩212.4t-₩1,708,789,070,850.0012.8x-24.1x0.2x
Mon, 09 Jun 2025₩33.5t₩212.4t-₩1,710,511,070,850.0010.1x-19.6x0.2x
Wed, 07 May 2025₩30.2t₩208.8t-₩1,773,742,085,960.0011.3x-17x0.1x
Fri, 04 Apr 2025₩31.5t₩209.1t-₩1,562,942,085,960.0011.1x-20.2x0.2x
Sun, 02 Mar 2025₩35.7t₩207.3t-₩817,521,309,360.0012.4x-43.6x0.2x
Tue, 28 Jan 2025₩37.1t₩207.3t-₩817,521,309,360.0012x-45.3x0.2x
Thu, 26 Dec 2024₩34.2t₩208.2t-₩586,297,309,360.0012.3x-58.4x0.2x
Sat, 23 Nov 2024₩34.8t₩204.6t₩445.0b11.2x78.2x0.2x
Mon, 21 Oct 2024₩27.6t₩207.0t₩1.9t10.9x14.8x0.1x
Wed, 18 Sep 2024₩27.4t₩206.6t₩1.9t10.6x14.7x0.1x
Fri, 16 Aug 2024₩27.8t₩203.5t₩2.1t10.7x13.1x0.1x
Sun, 14 Jul 2024₩28.1t₩201.8t₩2.0t10.6x13.7x0.1x
Tue, 11 Jun 2024₩27.2t₩201.8t₩2.0t10.7x13.3x0.1x
Thu, 09 May 2024₩28.0t₩201.2t₩2.3t8.2x12.1x0.1x
Sat, 06 Apr 2024₩30.3t₩201.0t₩2.4t8.9x12.9x0.2x
Mon, 04 Mar 2024₩28.8t₩200.0t₩2.2t9.8x13.1x0.1x
Wed, 31 Jan 2024₩27.4t₩200.7t₩2.1t9.4x12.8x0.1x
Fri, 29 Dec 2023₩28.3t₩200.7t₩2.1t9.3x13.2x0.1x
Sun, 26 Nov 2023₩28.9t₩200.8t₩2.2t9.3x13.4x0.1x
Tue, 24 Oct 2023₩28.2t₩209.2t₩974.0b9.6x29x0.1x
Thu, 21 Sep 2023₩31.9t₩209.2t₩974.0b10.3x32.8x0.2x
Sat, 19 Aug 2023₩31.2t₩211.2t₩3.1t6.3x10.1x0.1x
Mon, 17 Jul 2023₩29.8t₩214.9t₩4.1t6.7x7.2x0.1x
Wed, 14 Jun 2023₩33.6t₩214.9t₩4.1t6.9x8.1x0.2x
Fri, 12 May 2023₩31.5t₩208.1t₩5.9t8.2x5.4x0.2x
Sun, 09 Apr 2023₩32.5t₩208.1t₩6.0t8x5.4x0.2x
Tue, 07 Mar 2023₩31.5t₩191.0t₩6.1t6.9x5.2x0.2x
Thu, 02 Feb 2023₩32.0t₩191.0t₩6.1t6.8x5.3x0.2x
Sat, 31 Dec 2022₩29.7t₩191.0t₩6.1t6.1x4.9x0.2x
Price to Earnings Ratio

4.9x


Total Market Cap: ₩29.7tTotal Earnings: ₩6.1tTotal Revenue: ₩191.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Oil and Gas Industry Price to Earnings3Y Average -3x202320242025
Current Industry PE
  • Investors are optimistic on the South Korean Oil and Gas 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 Oil and Gas industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 4.1% 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 industry?

KR Market2.68%
Energy-2.46%
Oil and Gas-2.46%
Coal and Fuels2.08%
Oil and Gas Refining and Marketing-2.45%
Oil and Gas Storage and Transportation-2.72%
Industry PE
  • Investors are most optimistic about the Oil and Gas Storage and Transportation industry which is trading above its 3-year average PE ratio of 6.5x.
    • Analysts are expecting annual earnings growth of 18.8%, which is lower than the prior year's growth of 95.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 87% over the next 5 years.
  • This is better than its past earnings growth rate of 6.4% per year.
  • In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 19% 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
A002960 Hankook Shell OilLtd₩473.50k2.4%
+₩14.3b		35.7%PE15.1x
A003650 Michang Oil Ind₩122.70k2.4%
+₩4.4b		36.9%PE2.9x
A000440 Joong Ang Enervis₩16.09k5.6%
+₩3.8b		-1.8%PS1.4x
A024060 Hung -Gu Oil₩11.88k1.9%
+₩3.2b		-7.0%PE766.7x
A065420 SI Resources₩251.006.4%
+₩1.1b		16.7%n/a

Latest News

A024060
₩11,880.00
Hung -Gu Oil
7D
1.9%
1Y
-7.0%
A000440
₩16,090.00
Joong Ang Enervis
7D
5.6%
1Y
-1.8%
A003650
₩122,700.00
Michang Oil Ind
7D
2.4%
1Y
36.9%
A137950
₩3,340.00
JC Chemical
7D
0.1%
1Y
-16.4%
A053620
₩6,670.00
TAEYANG
7D
0.3%
1Y
3.3%
A012320
₩53,100.00
Kyungdong Invest
7D
0.8%
1Y
-17.4%
A096770
₩105,200.00
SK Innovation
7D
-4.8%
1Y
-6.7%

A096770 Will Face Rich Multiple Despite Weakening Revenue And Margin Outlook

Analysts have raised their fair value estimate for SK Innovation from 60,643.10 South Korean won to 67,727.55 South Korean won, citing a lower perceived discount rate and higher future valuation multiples, which more than offset weaker expectations for revenue growth and profit margins. What's in the News SK Innovation announced a large private placement of series 1 unregistered, unsecured private convertible bonds totaling approximately KRW 600 billion, with multiple institutional investors participating and board approval secured ahead of the expected October 31, 2025 closing (Key Developments).
A010950
₩83,100.00
S-Oil
7D
-2.1%
1Y
48.1%

A010950: Future Margins And Earnings Multiple Will Support Fairly Balanced Outlook

Analysts have modestly raised their price target on S-Oil to approximately ₩85,400 from about ₩84,300, citing a slightly lower perceived risk profile, marginally stronger long term profitability, and a slightly higher future valuation multiple despite softer revenue growth expectations. Valuation Changes Fair Value Estimate has risen slightly from about ₩84,341 to roughly ₩85,433 per share, reflecting a modestly higher intrinsic valuation.
A267250
₩192,000.00
HD Hyundai
7D
-4.2%
1Y
138.5%

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
A018670
₩233,500.00
SK Gas
7D
-3.3%
1Y
13.9%

Is There An Opportunity With SK Gas Co., Ltd.'s (KRX:018670) 43% Undervaluation?

Nov 24
Is There An Opportunity With SK Gas Co., Ltd.'s (KRX:018670) 43% Undervaluation?
A017940
₩85,600.00
E1
7D
-6.4%
1Y
18.7%

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
A060900
₩600.50
Agent AILtd
7D
-5.1%
1Y
18.6%
A006120
₩57,900.00
SK Discovery
7D
-3.2%
1Y
45.5%
A017860
₩18,870.00
DS DANSUK
7D
-1.0%
1Y
-45.6%
A002960
₩473,500.00
Hankook Shell OilLtd
7D
2.4%
1Y
35.7%
A065420
₩251.00
SI Resources
7D
6.4%
1Y
16.7%