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
Mon, 17 Aug 2026	₩303.9t	₩65.5t	₩3.4t	13.7x	88.6x	4.6x
Wed, 15 Jul 2026	₩266.6t	₩65.4t	₩3.4t	12.2x	78.7x	4.1x
Fri, 12 Jun 2026	₩297.5t	₩65.8t	₩3.3t	13.7x	89.8x	4.5x
Sun, 10 May 2026	₩352.2t	₩64.6t	₩2.0t	20.2x	178.2x	5.5x
Tue, 07 Apr 2026	₩355.6t	₩65.9t	₩1.6t	18.5x	222.1x	5.4x
Thu, 05 Mar 2026	₩346.6t	₩61.0t	₩2.7t	16.9x	126.1x	5.7x
Sat, 31 Jan 2026	₩396.3t	₩61.0t	₩2.7t	19.2x	146.7x	6.5x
Mon, 29 Dec 2025	₩360.5t	₩61.9t	₩2.7t	19.1x	133.3x	5.8x
Wed, 26 Nov 2025	₩338.2t	₩61.6t	₩2.8t	18.8x	120x	5.5x
Fri, 24 Oct 2025	₩310.8t	₩60.3t	₩2.1t	19.9x	150.3x	5.2x
Sun, 21 Sep 2025	₩307.7t	₩60.1t	₩1.9t	21.6x	159x	5.1x
Tue, 19 Aug 2025	₩291.4t	₩59.0t	₩1.5t	21.2x	191.8x	4.9x
Thu, 17 Jul 2025	₩294.2t	₩58.2t	₩1.5t	22.5x	200.6x	5.1x
Sat, 14 Jun 2025	₩275.1t	₩57.6t	₩1.5t	21.6x	178.6x	4.8x
Mon, 12 May 2025	₩264.1t	₩56.1t	₩1.4t	19.1x	193.7x	4.7x
Wed, 09 Apr 2025	₩252.7t	₩56.1t	₩1.3t	17.2x	190x	4.5x
Fri, 07 Mar 2025	₩283.5t	₩54.9t	₩867.4b	14.5x	326.9x	5.2x
Sun, 02 Feb 2025	₩272.1t	₩54.6t	₩831.2b	14.7x	327.4x	5x
Tue, 31 Dec 2024	₩257.7t	₩54.6t	₩808.0b	14.2x	318.9x	4.7x
Thu, 28 Nov 2024	₩248.8t	₩54.2t	₩805.0b	13.1x	309.1x	4.6x
Sat, 26 Oct 2024	₩274.6t	₩53.3t	₩854.8b	16.5x	321.3x	5.2x
Mon, 23 Sep 2024	₩279.8t	₩53.4t	₩856.4b	17.2x	326.7x	5.2x
Wed, 21 Aug 2024	₩261.6t	₩53.0t	₩904.5b	15.9x	289.3x	4.9x
Fri, 19 Jul 2024	₩247.8t	₩52.3t	₩750.8b	16.8x	330x	4.7x
Sun, 16 Jun 2024	₩226.8t	₩53.0t	₩740.9b	16.6x	306.1x	4.3x
Tue, 14 May 2024	₩233.1t	₩52.3t	₩543.3b	18.5x	429.1x	4.5x
Thu, 11 Apr 2024	₩231.4t	₩52.3t	₩519.5b	17.6x	445.4x	4.4x
Sat, 09 Mar 2024	₩237.9t	₩52.1t	-₩122,882,827,436.00	21.3x	-1935.8x	4.6x
Mon, 05 Feb 2024	₩241.5t	₩55.7t	₩32.1b	22.6x	7529.7x	4.3x
Wed, 03 Jan 2024	₩240.6t	₩56.1t	₩268.1b	23.7x	897.2x	4.3x
Fri, 01 Dec 2023	₩209.9t	₩56.1t	₩378.3b	20.6x	554.9x	3.7x
Sun, 29 Oct 2023	₩195.5t	₩56.0t	₩1.0t	18.2x	191.1x	3.5x
Tue, 26 Sep 2023	₩204.6t	₩56.0t	₩1.0t	18.5x	199.9x	3.7x
Thu, 24 Aug 2023	₩210.1t	₩55.7t	₩1.4t	22.2x	150.9x	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 35% per year over the last three years.
Revenues for these companies have grown 5.5% 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	11.45%
Healthcare	2.54%
Healthtech	5.67%
Pharma	4.06%
Biotech	3.46%
Healthcare Services	2.43%
Medical Equipment	1.85%
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	47.7% +₩783.4b	-24.7%	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
A000250 Sam Chun Dang Pharm	₩189.00k	14.8% +₩568.8b	2.1%	PE432.4x
A0126Z0 Samsung Epis Holdings	₩433.50k	5.3% +₩546.4b	n/a	PE21x

D&D Pharmatech Inc. Publishes 12-Week Clinical Trial Results of Zabopegdutide in the Lancet Gastroenterology & Hepatology

D&D Pharmatech Inc. announced that the results of the initial clinical trial (12 weeks) of Zabopegdutide (DD01), a candidate drug for the treatment of MASH (metabolic disorder-associated fatty liver disease), which recently announced excellent 48-week biopsy results, have been published in the online edition of the medical journal 'The Lancet Gastroenterology & Hepatology'. The title of the published paper is 'The glucagon and GLP-1 receptor dual agonist DD01 for metabolic dysfunction-associated steatotic liver disease and steatohepatitis (DD01-DN-02): 12-week results from a randomized, double-blind, multicentre, placebo-controlled, phase 2 trial,' and it details the 12-week analysis results of the Phase 2 clinical trial of Zabopegdutide. This paper is a study that scientifically supports the company's recently announced 48-week tissue biopsy results, demonstrating that Zabopegdutide rapidly improved fatty liver, liver stiffness (MRE), and fibrosis biomarkers within 12 weeks of treatment, and that these positive changes in early non-invasive indicators (NIT) led to histological improvement at the 48-week mark. In the recently announced final results of its Phase 2 clinical trial, D&D Pharmatech statistically significantly achieved all key FDA approval endpoints, including resolution of MASH, improvement in liver fibrosis, and the composite endpoint. The key achievement of the study is that it demonstrated rapid liver improvement compared to existing MASH treatments, while simultaneously proving the weight-independent therapeutic effect of Zabopegdutide, which is differentiated from previously reported GLP-1 class therapies. While GLP-1/GIP dual agonists, such as the approved MASH drugs Wigovi (semaglutide) or terjepatide, focused on the improvement of fatty liver secondary to weight loss, Zabopegdutide demonstrated rapid and potent therapeutic efficacy even in patients with limited weight loss during the early stages of treatment by directly targeting fatty liver through glucagon receptor action. Even in the patient group with less than 5% weight loss during the first 12 weeks of administration, fatty liver volume decreased by 37.4% and liver stiffness improved by 19.2%, demonstrating the liver therapeutic effect of Zabopegdutide independent of weight loss. Additionally, in the patient group with a weight loss of 5% or more, fatty liver volume decreased by an average of 81.1%, confirming a maximized synergistic effect with weight loss. Along with improvements in key fibrosis biomarkers, simultaneous effects of weight loss and blood glucose control were observed, confirming the overall metabolic improvement efficacy of Zabopegdutide. These improvements persisted until 24 weeks and subsequently led to significant improvement in liver fibrosis and resolution of MASH, as confirmed by a tissue biopsy at 48 weeks. The tissue biopsy analysis also showed statistically significant histological improvement in the patient group with relatively low weight loss, reaffirming a clear differentiation from the antifibrotic effects of existing incretin-class drugs that rely heavily on weight loss. With the publication of this paper in The Lancet, D&D Pharmatech plans to further strengthen the global academic credibility of Zabopegdutide, while actively pursuing strategic partnering with global pharmaceutical companies and late-stage clinical development in conjunction with the recently secured 48-week tissue biopsy results.

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 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

D&D Pharmatech Inc. Publishes 12-Week Clinical Trial Results of Zabopegdutide in the Lancet Gastroenterology & Hepatology

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