South Korean (KOSPI) Healthcare Sector Analysis

Sector Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 16 Aug 2026	₩304.0t	₩65.5t	₩3.4t	13.7x	88.8x	4.6x
Tue, 14 Jul 2026	₩274.8t	₩65.4t	₩3.4t	12.5x	81.2x	4.2x
Thu, 11 Jun 2026	₩291.6t	₩65.8t	₩3.3t	13.5x	88x	4.4x
Sat, 09 May 2026	₩352.2t	₩64.6t	₩2.0t	20.2x	178.2x	5.5x
Mon, 06 Apr 2026	₩361.7t	₩65.9t	₩1.6t	18.7x	225.9x	5.5x
Wed, 04 Mar 2026	₩398.3t	₩61.0t	₩2.7t	18.5x	144.9x	6.5x
Fri, 30 Jan 2026	₩408.2t	₩61.0t	₩2.7t	19.5x	151.2x	6.7x
Sun, 28 Dec 2025	₩360.5t	₩61.9t	₩2.7t	19.1x	133.3x	5.8x
Tue, 25 Nov 2025	₩349.9t	₩61.6t	₩2.8t	19x	124.2x	5.7x
Thu, 23 Oct 2025	₩314.4t	₩60.3t	₩2.1t	20.2x	152x	5.2x
Sat, 20 Sep 2025	₩307.7t	₩60.0t	₩1.9t	21.6x	159.4x	5.1x
Mon, 18 Aug 2025	₩295.1t	₩59.0t	₩1.5t	22x	194.2x	5x
Wed, 16 Jul 2025	₩294.8t	₩58.2t	₩1.5t	22.4x	201x	5.1x
Fri, 13 Jun 2025	₩283.2t	₩57.6t	₩1.5t	22x	183.7x	4.9x
Sun, 11 May 2025	₩264.1t	₩56.1t	₩1.4t	19.1x	193.7x	4.7x
Tue, 08 Apr 2025	₩249.9t	₩56.1t	₩1.3t	16.9x	187.9x	4.5x
Thu, 06 Mar 2025	₩286.3t	₩54.9t	₩867.6b	14.4x	330x	5.2x
Sat, 01 Feb 2025	₩272.1t	₩54.6t	₩831.2b	14.7x	327.4x	5x
Mon, 30 Dec 2024	₩250.0t	₩54.4t	₩803.1b	13.6x	311.3x	4.6x
Wed, 27 Nov 2024	₩245.3t	₩54.2t	₩805.0b	13x	304.7x	4.5x
Fri, 25 Oct 2024	₩275.6t	₩53.3t	₩854.8b	16x	322.4x	5.2x
Sun, 22 Sep 2024	₩279.8t	₩53.4t	₩856.4b	17.2x	326.7x	5.2x
Tue, 20 Aug 2024	₩264.2t	₩52.3t	₩767.6b	16.1x	344.2x	5.1x
Thu, 18 Jul 2024	₩250.2t	₩52.3t	₩750.8b	16.8x	333.2x	4.8x
Sat, 15 Jun 2024	₩226.8t	₩53.0t	₩740.9b	16.6x	306.1x	4.3x
Mon, 13 May 2024	₩236.3t	₩52.3t	₩544.9b	18.4x	433.6x	4.5x
Wed, 10 Apr 2024	₩231.4t	₩52.3t	₩463.2b	17.3x	499.6x	4.4x
Fri, 08 Mar 2024	₩228.6t	₩52.1t	-₩122,882,827,436.00	21.2x	-1860.1x	4.4x
Sun, 04 Feb 2024	₩241.5t	₩55.7t	₩32.1b	22.6x	7529.7x	4.3x
Tue, 02 Jan 2024	₩232.1t	₩56.1t	₩268.1b	22.9x	865.6x	4.1x
Thu, 30 Nov 2023	₩209.0t	₩56.1t	₩352.7b	20.1x	592.7x	3.7x
Sat, 28 Oct 2023	₩195.5t	₩56.0t	₩1.0t	18.2x	191.1x	3.5x
Mon, 25 Sep 2023	₩206.5t	₩56.0t	₩1.0t	18.8x	201.7x	3.7x
Wed, 23 Aug 2023	₩213.7t	₩55.6t	₩1.4t	23x	150x	3.8x

Current Industry PE

Investors are pessimistic on the South Korean Healthcare industry, indicating that they anticipate long term growth rates will be lower than they have historically.

The industry is trading at a PE ratio of 88.8x which is lower than its 3-year average PE of 289x.

The industry is trading close to its 3-year average PS ratio of 4.8x.

Past Earnings Growth

The earnings for companies in the Healthcare industry have grown 34% per year over the last three years.
Revenues for these companies have grown 5.6% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South Korean Healthcare sector?


KR Market	11.46%
Healthcare	2.54%
Healthtech	5.67%
Pharma	4.06%
Biotech	3.46%
Healthcare Services	2.43%
Medical Equipment	1.86%
Life Sciences	0.18%

Industry PE

Investors are most optimistic about the Biotech industry which is trading above its 3-year average PE ratio.

Analysts expect its future annual earnings growth (21.2%) to be largely in line with prior year's earnings growth.

Forecasted Growth

Analysts are most optimistic on the Medical Equipment industry, expecting annual earnings growth of 45% over the next 5 years.
This is better than its past earnings growth rate of 27% per year.

In contrast, the Healthtech industry is expected to see its earnings grow by 11% 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
A950160 Kolon TissueGene	₩28.55k	61.7% +₩925.3b	-27.3%	PS459.4x
A028300 HLB	₩43.15k	15.7% +₩777.7b	4.5%	PS67.3x
A196170 ALTEOGEN	₩314.00k	3.0% +₩626.7b	-6.6%	PE167.9x
A310210 Voronoi	₩179.70k	21.7% +₩576.0b	46.5%	PS430.5x
A000250 Sam Chun Dang Pharm	₩189.00k	14.8% +₩568.8b	2.1%	PE432.4x

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion on July 17, 2026. Under the terms of the agreement, Samsung Biologics agreed to make an all-cash public tender offer to acquire all publicly held registered shares of PolyPeptide for CHF 44.31 in cash per share. The Offer values PolyPeptide's equity at approximately CHF 1.46 billion. The transaction aims to provide PolyPeptide with the resources, investment capacity and strategic platform to pursue the next phase of its growth and innovation. Alongside Samsung Biologics’ global manufacturing scale and track record of operational excellence, PolyPeptide will also benefit from an aligned customer footprint. Draupnir Holding B.V. owning a stake of approximately 56.3% stake has been in support of the strategic review process and has committed to tender all of its shares into the offer. Once the offer has been successfully completed, Samsung Biologics intends to pursue a squeeze-out of any remaining minority shares and to delist PolyPeptide from the SIX Swiss Exchange. Upon completion, PolyPeptide will operate as a wholly owned subsidiary of Samsung Biologics. The transaction is subject to approval by the shareholders of PolyPeptide Group AG, minimum acceptance threshold of 66?%, applicable regulatory approvals, and other conditions. The Board of Directors of PolyPeptide Group AG formed a special committee for the transaction. The deal has been unanimously approved by the special committee of board of directors of PolyPeptide Group AG and recommends that PolyPeptide shareholders accept the tender offer. The tender offer is expected to be launched by the end of August 2026 by publication of the formal offer prospectus and will remain open for a minimum of twenty trading days on the SIX Swiss Exchange. The transaction is expected to be completed towards the end of 2026. JP Morgan Korea acted as exclusive financial advisor to Samsung Biologics Co.,Ltd. Ernst & Young, Korea acted as accountant to Samsung Biologics Co.,Ltd. O'Melveny & Myers LLP, Seoul office acted as legal advisor to Samsung Biologics Co.,Ltd. Schellenberg Wittmer acted as legal advisor to Samsung Biologics Co.,Ltd. IFBC AG acted as fairness opinion provider to PolyPeptide Group AG. Morgan Stanley & Co. International plc acted as exclusive financial advisor to PolyPeptide Group AG. Homburger AG acted as legal advisor to PolyPeptide Group AG.

South Korean (KOSPI) Healthcare Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Price target decreased by 8.2% to ₩67,105

New major risk - Share price stability

Price target increased by 10% to ₩388,718

Investor sentiment improves as stock rises 42%

Investor sentiment improves as stock rises 24%

Investor sentiment improves as stock rises 15%

HLB Co., Ltd. announced that it expects to receive KRW 30 billion in funding from BNK Securities Co.,Ltd. and other investors

Mezzion Pharma Co., Ltd. Reports Positive In Vivo Results For Udenafil In ADPKD

Now 21% undervalued after recent price drop

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.

New minor risk - Share price stability

New minor risk - Share price stability

New major risk - Earnings quality

We Ran A Stock Scan For Earnings Growth And Celltrion (KRX:068270) Passed With Ease

New major risk - Revenue and earnings growth

New major risk - Revenue and earnings growth