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South Korean (KOSPI) Industrials Sector Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies459
  • 7D5.4%
  • 3M12.4%
  • 1Y73.5%
  • YTD4.9%

Over the last 7 days, the Industrials industry has risen 5.4%, and HD Hyundai Heavy IndustriesLtd contributed the most with a gain of 15%. This means that the industry has gained 74% over the past year. Earnings are forecast to grow by 31% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026₩913.7t₩979.8t₩31.1t13.4x29.3x0.9x
Sun, 07 Dec 2025₩883.6t₩979.7t₩31.4t13.4x28.1x0.9x
Tue, 04 Nov 2025₩962.6t₩966.7t₩27.7t15.1x34.7x1x
Thu, 02 Oct 2025₩789.7t₩965.4t₩27.7t15.1x28.5x0.8x
Sat, 30 Aug 2025₩756.7t₩967.1t₩27.9t14.4x27.1x0.8x
Mon, 28 Jul 2025₩743.0t₩956.1t₩27.9t13.9x26.7x0.8x
Wed, 25 Jun 2025₩724.5t₩949.0t₩27.4t13.5x26.4x0.8x
Fri, 23 May 2025₩588.0t₩941.7t₩26.5t12.5x22.2x0.6x
Sun, 20 Apr 2025₩555.5t₩936.8t₩24.5t11.9x22.6x0.6x
Tue, 18 Mar 2025₩563.5t₩926.8t₩20.2t12.5x27.9x0.6x
Thu, 13 Feb 2025₩468.9t₩903.6t₩20.1t11.9x23.3x0.5x
Sat, 11 Jan 2025₩514.4t₩929.6t₩19.8t12x25.9x0.6x
Mon, 09 Dec 2024₩479.9t₩886.7t₩18.9t11x25.4x0.5x
Wed, 06 Nov 2024₩515.1t₩923.8t₩18.2t11.2x28.4x0.6x
Fri, 04 Oct 2024₩509.8t₩919.0t₩19.5t11.1x26.2x0.6x
Sun, 01 Sep 2024₩500.0t₩919.1t₩19.5t11x25.6x0.5x
Tue, 30 Jul 2024₩510.7t₩914.2t₩17.6t12.2x29x0.6x
Thu, 27 Jun 2024₩502.3t₩916.6t₩17.1t12.3x29.3x0.5x
Sat, 25 May 2024₩498.2t₩914.8t₩18.1t11.8x27.5x0.5x
Mon, 22 Apr 2024₩479.1t₩911.4t₩17.9t11.4x26.8x0.5x
Wed, 20 Mar 2024₩511.1t₩918.8t₩15.9t12.4x32.1x0.6x
Fri, 16 Feb 2024₩495.6t₩918.9t₩16.5t12.8x30.1x0.5x
Sun, 14 Jan 2024₩494.9t₩925.7t₩17.0t12.4x29x0.5x
Tue, 12 Dec 2023₩471.2t₩917.5t₩17.0t12.2x27.6x0.5x
Thu, 09 Nov 2023₩424.3t₩913.9t₩19.4t11.8x21.9x0.5x
Sat, 07 Oct 2023₩431.5t₩914.0t₩19.4t12.4x22.2x0.5x
Mon, 04 Sep 2023₩485.5t₩914.0t₩19.5t12.6x24.8x0.5x
Wed, 02 Aug 2023₩483.5t₩901.5t₩25.1t13.5x19.3x0.5x
Fri, 30 Jun 2023₩445.7t₩902.8t₩25.2t13.7x17.7x0.5x
Sun, 28 May 2023₩430.6t₩899.1t₩26.1t12.9x16.5x0.5x
Tue, 25 Apr 2023₩438.2t₩880.3t₩28.2t13.8x15.5x0.5x
Thu, 23 Mar 2023₩413.1t₩853.6t₩30.8t11.5x13.4x0.5x
Sat, 18 Feb 2023₩400.7t₩840.3t₩32.6t11.9x12.3x0.5x
Mon, 16 Jan 2023₩380.0t₩840.0t₩32.5t11.8x11.7x0.5x
Price to Earnings Ratio

11.7x


Total Market Cap: ₩380.0tTotal Earnings: ₩32.5tTotal Revenue: ₩840.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 24.6x202420252026
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 29.3x which is higher than its 3-year average PE of 24.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.59x.
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 5.3% 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 Market7.50%
Industrials5.39%
Logistics17.77%
Aerospace & Defense10.00%
Industrials9.28%
Machinery5.16%
Electrical3.60%
Construction2.45%
Commercial Services-1.40%
Building-1.48%
Airlines-2.13%
Trade Distributors-2.20%
Marine and Shipping-2.24%
Professional Services-2.81%
Infrastructure-2.89%
Transportation-6.38%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 89.5x.
    • Analysts are expecting annual earnings growth of 47.9%, which is higher than its past year's earnings growth of 22.3% per year.
  • Investors are most pessimistic about the Infrastructure industry, which is trading below its 3-year average of 6.6x.
Forecasted Growth
  • Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 26% 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
A402340 SK Square₩430.50k17.0%
+₩8.3t
359.0%PE8.1x
A012450 Hanwha Aerospace₩1.09m15.8%
+₩7.7t
178.1%PE21.4x
A329180 HD Hyundai Heavy IndustriesLtd₩582.00k14.3%
+₩7.7t
93.0%PE47.3x
A034020 Doosan Enerbility₩83.70k11.2%
+₩5.4t
344.5%PS3.2x
A028260 Samsung C&T₩270.50k12.9%
+₩5.1t
124.3%PE21.1x

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