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South Korean (KOSPI) Industrials Sector Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies454
  • 7D-1.4%
  • 3M26.4%
  • 1Y49.9%
  • YTD50.6%

Over the last 7 days, the Industrials industry has dropped 1.4%, driven by a pullback from Hanwha Ocean of 8.9%. In the past year, the industry has gained 49%. Earnings are forecast to grow by 30% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 Aug 2025₩759.7t₩957.2t₩28.1t14.4x27.1x0.8x
Sun, 13 Jul 2025₩699.9t₩955.5t₩27.7t13.6x25.3x0.7x
Tue, 10 Jun 2025₩645.8t₩949.4t₩27.3t13.4x23.6x0.7x
Thu, 08 May 2025₩581.0t₩935.8t₩24.5t12.3x23.7x0.6x
Sat, 05 Apr 2025₩523.5t₩937.0t₩24.6t11.2x21.3x0.6x
Mon, 03 Mar 2025₩463.6t₩900.5t₩22.3t12.3x20.8x0.5x
Wed, 29 Jan 2025₩536.5t₩929.6t₩19.8t11.9x27x0.6x
Fri, 27 Dec 2024₩488.9t₩930.3t₩19.7t11.6x24.8x0.5x
Sun, 24 Nov 2024₩514.4t₩934.2t₩20.2t11.4x25.5x0.6x
Tue, 22 Oct 2024₩510.9t₩919.3t₩19.5t11.2x26.2x0.6x
Thu, 19 Sep 2024₩496.7t₩885.3t₩18.5t11.1x26.9x0.6x
Sat, 17 Aug 2024₩493.7t₩916.3t₩19.3t11.6x25.5x0.5x
Mon, 15 Jul 2024₩525.1t₩914.5t₩17.1t11.9x30.7x0.6x
Wed, 12 Jun 2024₩507.1t₩916.6t₩17.1t12.2x29.7x0.6x
Fri, 10 May 2024₩511.4t₩911.1t₩17.9t12.3x28.6x0.6x
Sun, 07 Apr 2024₩492.2t₩911.4t₩17.8t11.6x27.7x0.5x
Tue, 05 Mar 2024₩505.7t₩918.9t₩16.5t12.7x30.7x0.6x
Thu, 01 Feb 2024₩459.6t₩923.9t₩16.9t12.3x27.3x0.5x
Sat, 30 Dec 2023₩490.7t₩917.7t₩17.1t12.3x28.7x0.5x
Mon, 27 Nov 2023₩446.6t₩912.3t₩17.1t12.8x26.2x0.5x
Wed, 25 Oct 2023₩418.8t₩914.1t₩19.4t12x21.6x0.5x
Fri, 22 Sep 2023₩468.5t₩914.0t₩19.4t12.4x24.2x0.5x
Sun, 20 Aug 2023₩480.6t₩904.9t₩22.6t12.3x21.3x0.5x
Tue, 18 Jul 2023₩461.6t₩902.8t₩25.2t14.1x18.3x0.5x
Thu, 15 Jun 2023₩456.4t₩902.8t₩25.2t13.6x18.1x0.5x
Sat, 13 May 2023₩419.2t₩876.3t₩27.7t13.8x15.1x0.5x
Mon, 10 Apr 2023₩429.2t₩876.4t₩28.2t13.4x15.2x0.5x
Wed, 08 Mar 2023₩414.4t₩840.4t₩32.6t11.8x12.7x0.5x
Fri, 03 Feb 2023₩400.1t₩839.9t₩32.5t12.2x12.3x0.5x
Sun, 01 Jan 2023₩358.2t₩840.0t₩32.5t11.1x11x0.4x
Tue, 29 Nov 2022₩405.5t₩839.0t₩32.5t12x12.5x0.5x
Thu, 27 Oct 2022₩371.3t₩790.5t₩30.7t12x12.1x0.5x
Sat, 24 Sep 2022₩377.0t₩790.4t₩30.6t13.4x12.3x0.5x
Mon, 22 Aug 2022₩395.9t₩760.4t₩27.3t14.6x14.5x0.5x
Price to Earnings Ratio

14.5x


Total Market Cap: ₩395.9tTotal Earnings: ₩27.3tTotal Revenue: ₩760.4tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 22.4x202320242025
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 26.8x 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 0.54x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 8.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

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

KR Market0.12%
Industrials-1.35%
Logistics4.60%
Airlines2.63%
Electrical1.80%
Commercial Services0.43%
Trade Distributors0.027%
Transportation-0.53%
Professional Services-1.13%
Machinery-2.41%
Industrials-2.56%
Construction-3.16%
Infrastructure-3.54%
Building-4.04%
Marine and Shipping-4.47%
Aerospace & Defense-6.49%
Industry PE
  • Investors are most optimistic about the Machinery industry even though it's trading below its 3-year average PE ratio of 274x.
    • Analysts are expecting annual earnings growth of 30.0%, which is higher than its past year's earnings growth of 2.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 49% over the next 5 years.
  • This is better than its past earnings growth rate of 9.0% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 43% 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
A373220 LG Energy Solution₩394.00k1.9%
+₩1.8t
16.9%PS3.6x
A247540 EcoPro BM₩138.80k11.2%
+₩1.4t
-25.4%PS5.7x
A003670 Posco Future M₩163.20k7.7%
+₩1.0t
-22.3%PS4.3x
A009540 HD Korea Shipbuilding & Offshore Engineering₩378.50k4.0%
+₩1.0t
91.5%PE18.1x
A086520 Ecopro₩58.60k12.9%
+₩900.4b
-34.2%PS2.7x

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