Narrative Update • Jun 24

Over the last 7 days, the Financials industry has dropped 9.3%, driven by a pullback from Mirae Asset Securities of 17%. In the past year, the industry has gained 38%. Looking forward, earnings are forecast to grow by 6.7% annually.
Has the South Korean Financials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 25 Jun 2026 | ₩427.4t | ₩437.4t | ₩45.3t | 14.1x | 9.4x | 1x |
| Sat, 23 May 2026 | ₩456.2t | ₩362.1t | ₩43.7t | 20x | 10.4x | 1.3x |
| Mon, 20 Apr 2026 | ₩449.2t | ₩390.8t | ₩43.4t | 22.8x | 10.3x | 1.1x |
| Wed, 18 Mar 2026 | ₩424.6t | ₩347.9t | ₩41.7t | 26.5x | 10.2x | 1.2x |
| Fri, 13 Feb 2026 | ₩441.4t | ₩370.2t | ₩40.4t | 36.1x | 10.9x | 1.2x |
| Sun, 11 Jan 2026 | ₩326.5t | ₩371.0t | ₩39.7t | 26.1x | 8.2x | 0.9x |
| Tue, 09 Dec 2025 | ₩328.5t | ₩371.1t | ₩39.7t | 27.4x | 8.3x | 0.9x |
| Thu, 06 Nov 2025 | ₩317.8t | ₩354.3t | ₩38.8t | 39.6x | 8.2x | 0.9x |
| Sat, 04 Oct 2025 | ₩315.0t | ₩361.3t | ₩37.8t | 43.9x | 8.3x | 0.9x |
| Mon, 01 Sep 2025 | ₩301.2t | ₩325.2t | ₩38.3t | 42x | 7.9x | 0.9x |
| Wed, 30 Jul 2025 | ₩304.7t | ₩334.4t | ₩37.0t | 10.5x | 8.2x | 0.9x |
| Fri, 27 Jun 2025 | ₩301.1t | ₩334.2t | ₩36.6t | 8.9x | 8.2x | 0.9x |
| Sun, 25 May 2025 | ₩243.6t | ₩317.6t | ₩37.5t | 8.5x | 6.5x | 0.8x |
| Tue, 22 Apr 2025 | ₩221.5t | ₩330.0t | ₩37.1t | 7.6x | 6x | 0.7x |
| Thu, 20 Mar 2025 | ₩227.4t | ₩301.5t | ₩36.5t | 7.8x | 6.2x | 0.8x |
| Sat, 15 Feb 2025 | ₩225.1t | ₩315.6t | ₩36.1t | 6.7x | 6.2x | 0.7x |
| Mon, 13 Jan 2025 | ₩219.9t | ₩319.0t | ₩34.3t | 6.8x | 6.4x | 0.7x |
| Wed, 11 Dec 2024 | ₩220.6t | ₩319.0t | ₩34.9t | 7x | 6.3x | 0.7x |
| Fri, 08 Nov 2024 | ₩231.4t | ₩311.8t | ₩33.0t | 7.8x | 7x | 0.7x |
| Sun, 06 Oct 2024 | ₩219.4t | ₩313.4t | ₩32.9t | 7.4x | 6.7x | 0.7x |
| Tue, 03 Sep 2024 | ₩227.0t | ₩295.5t | ₩32.3t | 8.2x | 7x | 0.8x |
| Thu, 01 Aug 2024 | ₩227.3t | ₩316.2t | ₩31.6t | 8.3x | 7.2x | 0.7x |
| Sat, 29 Jun 2024 | ₩212.6t | ₩307.3t | ₩31.1t | 8.8x | 6.8x | 0.7x |
| Mon, 27 May 2024 | ₩207.3t | ₩297.6t | ₩32.1t | 8.5x | 6.4x | 0.7x |
| Wed, 24 Apr 2024 | ₩201.5t | ₩314.3t | ₩32.7t | 8.3x | 6.2x | 0.6x |
| Fri, 22 Mar 2024 | ₩222.4t | ₩321.0t | ₩31.0t | 9.9x | 7.2x | 0.7x |
| Sun, 18 Feb 2024 | ₩207.7t | ₩398.7t | ₩31.6t | 11x | 6.6x | 0.5x |
| Tue, 16 Jan 2024 | ₩186.3t | ₩465.6t | ₩33.2t | 15.2x | 5.6x | 0.4x |
| Thu, 14 Dec 2023 | ₩183.6t | ₩465.6t | ₩33.2t | 15x | 5.5x | 0.4x |
| Sat, 11 Nov 2023 | ₩177.5t | ₩485.3t | ₩34.4t | 14.9x | 5.2x | 0.4x |
| Mon, 09 Oct 2023 | ₩179.8t | ₩446.8t | ₩32.6t | 15.4x | 5.5x | 0.4x |
| Wed, 06 Sep 2023 | ₩177.8t | ₩446.9t | ₩33.3t | 15.7x | 5.3x | 0.4x |
| Fri, 04 Aug 2023 | ₩174.2t | ₩497.2t | ₩34.0t | 12.7x | 5.1x | 0.4x |
| Sun, 02 Jul 2023 | ₩168.8t | ₩459.3t | ₩32.6t | 13.5x | 5.2x | 0.4x |
5.2x
Which industries have driven the changes within the South Korean Financials sector?
| KR Market | -4.92% | |
| Financials | -9.34% | |
| Mortgage Finance | 0% | 0 |
| Insurance | -6.21% | |
| Consumer Finance | -7.81% | |
| Banks | -9.00% | |
| Diversified Financial | -11.02% | |
| Capital Markets | -14.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A064850 FnGuide | ₩27.00k | 1.9% +₩5.7b | 239.2% | PE23.3x | |
| A0099X0 Ibks No.25 Special Purpose Acquisition | ₩2.17k | 1.9% +₩239.2m | n/a | n/a | |
| A484130 Hana 34 Special Purpose Acquisition | ₩2.04k | 0.5% +₩45.2m | -0.7% | PE60.1x | |
| A469880 Hana 30 Special Purpose Acquisition | ₩2.11k | 0.2% +₩36.5m | 2.9% | PE67.4x | |
| A479880 Korea No.15 Special Purpose Acquisition | ₩2.05k | 0.2% +₩34.4m | -1.4% | PE36.9x |