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South Korean (KOSPI) Industrials Sector Analysis

UpdatedFeb 27, 2024
DataAggregated Company Financials
Companies430
  • 7D-0.4%
  • 3M3.5%
  • 1Y6.8%
  • YTD-2.4%

Over the last 7 days, the Industrials industry has remained flat, although notably Hanwha Aerospace gained 16%. The past year has been better, since the industry has gained 6.8% in that time. Looking forward, earnings are forecast to grow by 36% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Feb 2024₩502.7t₩918.9t₩16.5t12.6x30.5x0.5x
Fri, 26 Jan 2024₩453.1t₩923.7t₩16.9t11.9x26.9x0.5x
Sun, 24 Dec 2023₩484.5t₩917.7t₩17.1t12.5x28.4x0.5x
Tue, 21 Nov 2023₩443.2t₩912.3t₩16.1t12.4x27.6x0.5x
Thu, 19 Oct 2023₩435.1t₩914.0t₩19.4t12.5x22.4x0.5x
Sat, 16 Sep 2023₩477.0t₩914.0t₩19.4t12.7x24.6x0.5x
Mon, 14 Aug 2023₩503.5t₩902.7t₩22.4t13.9x22.5x0.6x
Wed, 12 Jul 2023₩462.5t₩902.8t₩25.2t14x18.3x0.5x
Fri, 09 Jun 2023₩455.2t₩902.8t₩25.3t13.4x18x0.5x
Sun, 07 May 2023₩426.6t₩876.0t₩28.1t13.5x15.2x0.5x
Tue, 04 Apr 2023₩429.3t₩876.4t₩28.3t13.2x15.2x0.5x
Thu, 02 Mar 2023₩398.8t₩840.4t₩32.6t11.6x12.2x0.5x
Sat, 28 Jan 2023₩394.3t₩839.8t₩32.5t11.7x12.1x0.5x
Mon, 26 Dec 2022₩370.5t₩839.7t₩32.5t11.6x11.4x0.4x
Wed, 23 Nov 2022₩408.9t₩826.1t₩32.2t12.3x12.7x0.5x
Fri, 21 Oct 2022₩369.7t₩790.5t₩30.7t12.2x12x0.5x
Sun, 18 Sep 2022₩396.0t₩790.4t₩30.6t13.9x13x0.5x
Tue, 16 Aug 2022₩403.5t₩750.1t₩26.5t14.8x15.3x0.5x
Thu, 14 Jul 2022₩352.1t₩746.6t₩23.6t12.6x14.9x0.5x
Sat, 11 Jun 2022₩397.4t₩747.1t₩23.7t14.3x16.8x0.5x
Mon, 09 May 2022₩392.6t₩689.4t₩19.2t15.4x20.5x0.6x
Wed, 06 Apr 2022₩398.8t₩688.5t₩19.1t13.6x20.8x0.6x
Fri, 04 Mar 2022₩382.7t₩660.6t₩5.1t15.1x75x0.6x
Sun, 30 Jan 2022₩360.5t₩666.3t₩10.1t14.1x35.8x0.5x
Tue, 28 Dec 2021₩281.3t₩666.2t₩10.0t15x28x0.4x
Thu, 25 Nov 2021₩288.2t₩662.3t₩10.0t14.7x28.9x0.4x
Sat, 23 Oct 2021₩292.2t₩634.0t₩6.7t17.9x43.3x0.5x
Mon, 20 Sep 2021₩312.2t₩626.6t₩7.5t18.7x41.4x0.5x
Wed, 18 Aug 2021₩303.4t₩628.9t₩7.7t17.7x39.5x0.5x
Wed, 02 Jun 2021₩293.2t₩601.3t₩5.9t17.8x49.4x0.5x
Sat, 06 Mar 2021₩236.5t₩602.2t₩1.8t16.8x131.9x0.4x
Price to Earnings Ratio

131.9x


Total Market Cap: ₩236.5tTotal Earnings: ₩1.8tTotal Revenue: ₩602.2tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 25.5x202220232024
Current Industry PE
  • Investors are relatively neutral on the South Korean Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 28.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.49x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 109% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Industrials sector?

KR Market-0.86%
Industrials-0.36%
Aerospace & Defense3.08%
Electrical2.69%
Building1.80%
Marine and Shipping1.27%
Logistics-0.11%
Airlines-0.12%
Machinery-0.74%
Transportation-0.84%
Construction-1.07%
Commercial Services-2.31%
Professional Services-2.70%
Trade Distributors-2.92%
Infrastructure-5.16%
Industrials-8.67%
Industry PE
  • Investors are most optimistic about the Industrials industry which is trading above its 3-year average PE ratio of 23.9x.
    • Analysts are expecting annual earnings growth of 39.7%, which is higher than its past year's earnings decline of 43.7% per year.
  • Investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 315x.
Forecasted Growth
  • Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 69% over the next 5 years.
  • This is better than its past earnings decline of 6.4% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 13% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A012450 Hanwha Aerospace₩179.10k16.4%
+₩1.3t
99.0%PE13.1x
A042660 Hanwha Ocean₩24.15k9.5%
+₩643.3b
-6.2%PS1.1x
A329180 HD Hyundai Heavy IndustriesLtd₩114.90k4.8%
+₩470.5b
8.0%PS0.9x
A064350 Hyundai Rotem₩32.85k13.7%
+₩431.1b
31.7%PE22.3x
A003670 Posco Future M₩309.50k1.6%
+₩387.1b
40.0%PE296.2x
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Latest News

A047050

₩56,000.00

Posco International

7D

-4.9%

1Y

147.8%

A042660

₩24,150.00

Hanwha Ocean

7D

9.5%

1Y

-6.2%

A064350

₩32,850.00

Hyundai Rotem

7D

13.7%

1Y

31.7%

A180640

₩74,000.00

Hanjin Kal

7D

6.3%

1Y

65.2%

A247540

₩236,500.00

Ecopro BM

7D

-6.7%

1Y

42.2%

A034020

₩15,960.00

Doosan Enerbility

7D

2.7%

1Y

-1.8%

A003670

₩309,500.00

Posco Future M

7D

1.6%

1Y

40.0%

A003550

₩93,400.00

LG

7D

-8.1%

1Y

13.5%

A402340

₩65,300.00

SK Square

7D

-4.9%

1Y

70.3%

A034730

₩185,500.00

SK

7D

-6.8%

1Y

3.9%

A065350

₩133,000.00

Shinsung Delta TechLtd

7D

-10.4%

1Y

1,339.4%

A010140

₩7,670.00

Samsung Heavy Industries

7D

5.8%

1Y

39.5%