South Korean (KOSPI) Oil and Gas Industry Analysis
UpdatedSep 24, 2023
DataAggregated Company Financials
Companies15
- 7D-1.8%
- 3M-2.0%
- 1Y-0.3%
- YTD3.3%
Over the last 7 days, the Oil and Gas industry has dropped 1.8%, driven by a pullback from S-Oil of 4.1%. In contrast, SK Gas has gained 16%. The industry has fallen 4.8% in the last year. Looking forward, earnings are forecast to grow by 61% annually.
Industry Valuation and Performance
Has the South Korean Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Sep 2023 | ₩31.2t | ₩209.2t | ₩974.0b | 10.2x | 32x | 0.1x |
| Tue, 22 Aug 2023 | ₩31.2t | ₩209.3t | ₩1.7t | 6.3x | 18.7x | 0.1x |
| Thu, 20 Jul 2023 | ₩30.4t | ₩214.9t | ₩4.1t | 6.7x | 7.4x | 0.1x |
| Sat, 17 Jun 2023 | ₩32.6t | ₩214.9t | ₩4.1t | 6.8x | 7.9x | 0.2x |
| Mon, 15 May 2023 | ₩31.2t | ₩208.1t | ₩5.9t | 8.2x | 5.3x | 0.2x |
| Wed, 12 Apr 2023 | ₩34.4t | ₩208.1t | ₩6.0t | 8x | 5.7x | 0.2x |
| Fri, 10 Mar 2023 | ₩31.0t | ₩191.0t | ₩6.1t | 6.8x | 5.1x | 0.2x |
| Sun, 05 Feb 2023 | ₩31.9t | ₩191.0t | ₩6.1t | 6.8x | 5.2x | 0.2x |
| Tue, 03 Jan 2023 | ₩29.6t | ₩191.0t | ₩6.1t | 6.2x | 4.9x | 0.2x |
| Thu, 01 Dec 2022 | ₩33.1t | ₩191.0t | ₩6.1t | 7x | 5.4x | 0.2x |
| Sat, 29 Oct 2022 | ₩31.7t | ₩165.9t | ₩6.5t | 4.8x | 4.9x | 0.2x |
| Mon, 26 Sep 2022 | ₩31.1t | ₩165.9t | ₩6.5t | 4.4x | 4.8x | 0.2x |
| Wed, 24 Aug 2022 | ₩36.0t | ₩155.4t | ₩6.0t | 6.2x | 6x | 0.2x |
| Fri, 22 Jul 2022 | ₩32.8t | ₩140.9t | ₩4.2t | 5.9x | 7.8x | 0.2x |
| Sun, 19 Jun 2022 | ₩39.7t | ₩140.9t | ₩4.2t | 7.3x | 9.5x | 0.3x |
| Tue, 17 May 2022 | ₩37.5t | ₩126.4t | ₩2.9t | 6.9x | 13.1x | 0.3x |
| Thu, 14 Apr 2022 | ₩40.9t | ₩142.7t | ₩3.7t | 6.2x | 11.2x | 0.3x |
| Sat, 12 Mar 2022 | ₩37.0t | ₩134.5t | ₩3.1t | 6.6x | 11.8x | 0.3x |
| Mon, 07 Feb 2022 | ₩40.1t | ₩124.0t | ₩2.6t | 4.8x | 15.7x | 0.3x |
| Wed, 05 Jan 2022 | ₩38.6t | ₩99.7t | ₩2.9t | 5x | 13.3x | 0.4x |
| Fri, 03 Dec 2021 | ₩33.7t | ₩99.7t | ₩2.9t | 4.9x | 11.6x | 0.3x |
| Sun, 31 Oct 2021 | ₩39.6t | ₩88.6t | ₩1.9t | 5.2x | 20.6x | 0.4x |
| Tue, 28 Sep 2021 | ₩41.8t | ₩88.6t | ₩1.9t | 5.8x | 21.7x | 0.5x |
| Thu, 26 Aug 2021 | ₩37.9t | ₩88.6t | ₩1.9t | 5.2x | 19.8x | 0.4x |
| Fri, 02 Jul 2021 | ₩44.6t | ₩88.6t | ₩1.9t | 5.6x | 23.3x | 0.5x |
| Mon, 05 Apr 2021 | ₩34.9t | ₩79.6t | ₩668.1b | 5.8x | 52.3x | 0.4x |
| Thu, 07 Jan 2021 | ₩30.8t | ₩80.7t | -₩2,607,286,906,650.00 | 5x | -11.8x | 0.4x |
| Wed, 30 Sep 2020 | ₩23.9t | ₩87.8t | -₩2,525,077,858,496.00 | 8.2x | -9.5x | 0.3x |
Price to Earnings Ratio
-9.5x
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 at a PE ratio of 32.0x which is higher than its 3-year average PE of 11.3x.
- The industry is trading close to its 3-year average PS ratio of 0.30x.
Past Earnings Growth
- Total earnings for the Oil and Gas industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 34% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Energy industry?
| KR Market | -3.81% | |
| Energy | -1.81% | |
| Oil and Gas | -1.81% | |
| Oil and Gas Storage and Transportation | 8.51% | |
| Integrated Oil and Gas | 0% | |
| Oil and Gas Exploration and Production | 0% | |
| Coal and Fuels | -2.26% | |
| Oil and Gas Refining and Marketing | -2.68% | |
Industry PE
- Investors are most optimistic about the Oil and Gas Refining and Marketing industry which is trading above its 3-year average PE ratio of 55.5x.
- Analysts are expecting annual earnings growth of 63.5%, which is higher than its past year's earnings decline of 33.5% per year.
- Investors are most pessimistic about the Oil and Gas Storage and Transportation industry, which is trading below its 3-year average of 3.7x.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 64% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| A018670 SK Gas | ₩153.20k | 15.5% +₩184.9b | 33.8% | PE5.3x | |
| A006120 SK Discovery | ₩42.20k | 3.3% +₩26.7b | 26.0% | PE2.1x | |
| A017940 E1 | ₩61.70k | 1.8% +₩6.4b | 33.1% | PE1.4x | |
| A065420 SI Resources | ₩349.00 | 2.3% +₩572.5m | -52.4% | n/a |