We Like These Underlying Return On Capital Trends At HD Hyundai Heavy IndustriesLtd (KRX:329180)
Jan 10
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South Korean (KOSPI) Industrials Sector Analysis
UpdatedJan 14, 2025
DataAggregated Company Financials
Companies450
- 7D1.0%
- 3M-1.2%
- 1Y-0.4%
- YTD4.0%
In the last week, the Industrials industry is up 3.1%, with Hanwha Ocean leading the way, up 18%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 40% per annum.
Sector Valuation and Performance
Has the South Korean Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jan 2025 | ₩511.3t | ₩929.6t | ₩19.8t | 11.9x | 25.8x | 0.6x |
| Thu, 12 Dec 2024 | ₩484.9t | ₩930.0t | ₩19.9t | 11.4x | 24.4x | 0.5x |
| Sat, 09 Nov 2024 | ₩521.6t | ₩923.8t | ₩18.2t | 11.2x | 28.7x | 0.6x |
| Mon, 07 Oct 2024 | ₩508.6t | ₩919.1t | ₩19.5t | 11x | 26.1x | 0.6x |
| Wed, 04 Sep 2024 | ₩508.2t | ₩919.0t | ₩19.5t | 11.1x | 26x | 0.6x |
| Fri, 02 Aug 2024 | ₩514.6t | ₩914.1t | ₩17.6t | 12.3x | 29.2x | 0.6x |
| Sun, 30 Jun 2024 | ₩507.0t | ₩916.6t | ₩17.1t | 12.3x | 29.6x | 0.6x |
| Tue, 28 May 2024 | ₩509.6t | ₩917.1t | ₩17.3t | 11.9x | 29.4x | 0.6x |
| Thu, 25 Apr 2024 | ₩502.8t | ₩911.4t | ₩17.9t | 11.9x | 28.1x | 0.6x |
| Sat, 23 Mar 2024 | ₩522.9t | ₩924.0t | ₩17.1t | 12.5x | 30.6x | 0.6x |
| Mon, 19 Feb 2024 | ₩503.7t | ₩918.9t | ₩16.5t | 12.8x | 30.6x | 0.5x |
| Wed, 17 Jan 2024 | ₩486.3t | ₩925.7t | ₩17.0t | 12.4x | 28.5x | 0.5x |
| Fri, 15 Dec 2023 | ₩463.9t | ₩917.5t | ₩17.0t | 11.9x | 27.2x | 0.5x |
| Sun, 12 Nov 2023 | ₩413.3t | ₩913.9t | ₩19.4t | 11.9x | 21.3x | 0.5x |
| Tue, 10 Oct 2023 | ₩431.5t | ₩914.0t | ₩19.4t | 12.4x | 22.2x | 0.5x |
| Thu, 07 Sep 2023 | ₩486.2t | ₩914.0t | ₩19.5t | 12.6x | 24.9x | 0.5x |
| Sat, 05 Aug 2023 | ₩509.3t | ₩906.4t | ₩25.0t | 13.7x | 20.4x | 0.6x |
| Mon, 03 Jul 2023 | ₩451.2t | ₩902.8t | ₩25.2t | 13.8x | 17.9x | 0.5x |
| Wed, 31 May 2023 | ₩432.6t | ₩899.1t | ₩26.2t | 13.2x | 16.5x | 0.5x |
| Fri, 28 Apr 2023 | ₩437.2t | ₩880.4t | ₩28.2t | 13.4x | 15.5x | 0.5x |
| Sun, 26 Mar 2023 | ₩414.1t | ₩863.7t | ₩30.6t | 12.5x | 13.5x | 0.5x |
| Tue, 21 Feb 2023 | ₩397.6t | ₩840.3t | ₩32.6t | 11.9x | 12.2x | 0.5x |
| Thu, 19 Jan 2023 | ₩372.1t | ₩839.9t | ₩32.5t | 11.6x | 11.4x | 0.4x |
| Sat, 17 Dec 2022 | ₩381.9t | ₩839.7t | ₩32.5t | 12x | 11.8x | 0.5x |
| Mon, 14 Nov 2022 | ₩424.1t | ₩793.5t | ₩31.2t | 12.7x | 13.6x | 0.5x |
| Wed, 12 Oct 2022 | ₩365.2t | ₩790.5t | ₩30.7t | 12.1x | 11.9x | 0.5x |
| Fri, 09 Sep 2022 | ₩393.4t | ₩790.4t | ₩30.7t | 13.8x | 12.8x | 0.5x |
| Sun, 07 Aug 2022 | ₩387.3t | ₩747.0t | ₩23.6t | 14.2x | 16.4x | 0.5x |
| Tue, 05 Jul 2022 | ₩350.7t | ₩746.6t | ₩23.6t | 12.4x | 14.9x | 0.5x |
| Thu, 02 Jun 2022 | ₩404.8t | ₩746.8t | ₩23.7t | 14.4x | 17.1x | 0.5x |
| Sat, 30 Apr 2022 | ₩395.3t | ₩689.4t | ₩19.2t | 15.5x | 20.6x | 0.6x |
| Mon, 28 Mar 2022 | ₩393.6t | ₩685.8t | ₩18.0t | 14.1x | 21.9x | 0.6x |
| Wed, 23 Feb 2022 | ₩372.2t | ₩642.1t | ₩10.4t | 20x | 35.8x | 0.6x |
| Fri, 21 Jan 2022 | ₩276.0t | ₩666.1t | ₩10.1t | 14.9x | 27.4x | 0.4x |
Price to Earnings Ratio
27.4x
Current Industry PE
- Investors are optimistic on the South Korean Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.9x which is higher than its 3-year average PE of 22.4x.
- The industry is trading close to its 3-year average PS ratio of 0.52x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 12% 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 | -0.21% | |
| Industrials | 1.01% | |
| Machinery | 6.22% | |
| Building | 2.57% | |
| Construction | 1.25% | |
| Aerospace & Defense | 0.79% | |
| Commercial Services | 0.76% | |
| Infrastructure | 0.63% | |
| Trade Distributors | 0.40% | |
| Logistics | 0.27% | |
| Industrials | -0.32% | |
| Electrical | -1.23% | |
| Airlines | -1.56% | |
| Marine and Shipping | -1.71% | |
| Professional Services | -1.92% | |
| Transportation | -3.17% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 116x.
- Analysts are expecting annual earnings growth of 52.2%, which is higher than its past year's earnings growth of 14.0% per year.
- Investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 9.4x.
Forecasted Growth
- Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 55% over the next 5 years.
- This is better than its past earnings decline of 34% per year.
- In contrast, the Marine and Shipping industry is expected to see its earnings decline by 37% 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 | |
|---|---|---|---|---|---|
| A329180 HD Hyundai Heavy IndustriesLtd | ₩308.50k | 6.9% +₩1.8t | 159.5% | PE95.8x | |
| A042660 Hanwha Ocean | ₩47.85k | 11.5% +₩1.5t | 116.5% | PE69.4x | |
| A247540 Ecopro BM | ₩127.30k | 9.7% +₩1.1t | -57.1% | PS3.6x | |
| A034020 Doosan Enerbility | ₩20.15k | 6.2% +₩749.3b | 32.3% | PE156.9x | |
| A443060 HD HYUNDAI Marine SolutionLTD | ₩174.40k | 9.8% +₩689.0b | n/a | PE40.3x |
