South Korean (KOSPI) Healthcare Sector Analysis
UpdatedJan 29, 2023
DataAggregated Company Financials
Companies342
- 7D1.9%
- 3M-0.9%
- 1Y-10.3%
- YTD1.9%
Over the last 7 days, the Healthcare industry has risen 1.9%, driven by gains in Samsung BiologicsLtd and Celltrion of 1.1% and 2.6%, respectively. In the past year, the industry is down 10%. As for the next few years, earnings are expected to grow by 19% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 30 Jan 2023 | ₩207.7t | ₩57.8t | ₩4.6t | 16.8x | 45.1x | 3.6x |
| Wed, 28 Dec 2022 | ₩208.9t | ₩58.0t | ₩4.4t | 16.1x | 47.9x | 3.6x |
| Fri, 25 Nov 2022 | ₩213.3t | ₩57.0t | ₩4.1t | 15.6x | 51.4x | 3.7x |
| Sun, 23 Oct 2022 | ₩194.5t | ₩55.7t | ₩4.1t | 14.7x | 47.7x | 3.5x |
| Tue, 20 Sep 2022 | ₩203.1t | ₩54.8t | ₩3.8t | 17.6x | 53.6x | 3.7x |
| Thu, 18 Aug 2022 | ₩232.2t | ₩54.2t | ₩3.9t | 21.2x | 60.3x | 4.3x |
| Sat, 16 Jul 2022 | ₩223.3t | ₩54.2t | ₩3.9t | 20.2x | 57.5x | 4.1x |
| Mon, 13 Jun 2022 | ₩220.4t | ₩54.2t | ₩3.9t | 21.9x | 56.4x | 4.1x |
| Wed, 11 May 2022 | ₩216.1t | ₩51.1t | ₩3.9t | 21.3x | 55.7x | 4.2x |
| Fri, 08 Apr 2022 | ₩228.0t | ₩51.0t | ₩4.0t | 22.7x | 56.9x | 4.5x |
| Sun, 06 Mar 2022 | ₩225.7t | ₩49.2t | ₩4.3t | 21.6x | 51.9x | 4.6x |
| Tue, 01 Feb 2022 | ₩216.9t | ₩49.0t | ₩4.3t | 20.4x | 50.2x | 4.4x |
| Thu, 30 Dec 2021 | ₩263.0t | ₩49.0t | ₩4.3t | 23.8x | 60.9x | 5.4x |
| Sat, 27 Nov 2021 | ₩262.0t | ₩48.5t | ₩4.4t | 22.8x | 59.2x | 5.4x |
| Mon, 25 Oct 2021 | ₩268.1t | ₩48.0t | ₩4.3t | 22.3x | 62.9x | 5.6x |
| Wed, 22 Sep 2021 | ₩305.4t | ₩48.2t | ₩4.3t | 26.4x | 71.4x | 6.3x |
| Fri, 20 Aug 2021 | ₩304.7t | ₩49.5t | ₩4.3t | 27.5x | 71.2x | 6.2x |
| Fri, 04 Jun 2021 | ₩276.3t | ₩44.3t | ₩2.9t | 27.4x | 95.6x | 6.2x |
| Mon, 08 Mar 2021 | ₩255.2t | ₩42.7t | ₩2.2t | 26.6x | 115.9x | 6x |
| Thu, 10 Dec 2020 | ₩274.2t | ₩41.2t | ₩1.5t | 31.9x | 179.6x | 6.7x |
| Wed, 02 Sep 2020 | ₩262.4t | ₩39.3t | ₩1.0t | 38.3x | 251.5x | 6.7x |
| Sat, 06 Jun 2020 | ₩179.8t | ₩37.7t | ₩855.3b | 27.5x | 210.2x | 4.8x |
| Tue, 10 Mar 2020 | ₩137.0t | ₩36.6t | ₩803.2b | 24.4x | 170.6x | 3.7x |
Price to Earnings Ratio
174.8x
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 45.1x which is lower than its 3-year average PE of 107x.
- The 3-year average PS ratio of 5.1x is higher than the industry's current PS ratio of 3.6x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have grown 79% per year over the last three years.
- Revenues for these companies have grown 16% 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 | 3.72% | |
| Healthcare | 1.93% | |
| Healthtech | 10.75% | |
| Medical Equipment | 3.68% | |
| Biotech | 2.17% | |
| Healthcare Services | 1.83% | |
| Pharma | 1.41% | |
| Life Sciences | 1.16% | |
Industry PE
- Investors are most optimistic about the Life Sciences industry even though it's trading below its 3-year average PE ratio of 190x.
- Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings growth of 15.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings growth rate of 24% per year.
- In contrast, the Healthcare Services industry is expected to see its earnings grow by 7.8% 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 | |
|---|---|---|---|---|---|
| A207940 Samsung BiologicsLtd | ₩809.00k | 1.1% +₩640.6b | 9.5% | PE113.5x | |
| A068270 Celltrion | ₩166.80k | 2.6% +₩616.2b | 14.9% | PE41.5x | |
| A302440 SK bioscienceLtd | ₩80.30k | 8.1% +₩460.7b | -51.3% | PE22.1x | |
| A326030 SK Biopharmaceuticals | ₩76.20k | 6.3% +₩352.4b | 0.5% | PS14.4x | |
| A048260 Osstem Implant | ₩187.20k | 15.2% +₩345.7b | n/a | PE51.3x |