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South Korean (KOSPI) Industrials Sector Analysis

UpdatedApr 18, 2026
DataAggregated Company Financials
Companies456
  • 7D4.7%
  • 3M18.5%
  • 1Y111.8%
  • YTD38.0%

The Industrials industry is up 4.7% in the last week, with SK Square up 20%. Meanwhile, Hanwha Aerospace actually underperformed within the industry, shrinking 5.6% in the last week. In the last 12 months, the industry was up 112%. Looking forward, 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
Sat, 18 Apr 2026₩1203.3t₩991.3t₩33.1t17.7x36.3x1.2x
Mon, 16 Mar 2026₩1113.4t₩969.3t₩32.2t14.6x34.5x1.1x
Wed, 11 Feb 2026₩1057.5t₩975.8t₩31.2t14.7x33.9x1.1x
Fri, 09 Jan 2026₩926.0t₩979.9t₩31.1t13.2x29.7x0.9x
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
Price to Earnings Ratio

15.5x


Total Market Cap: ₩438.2tTotal Earnings: ₩28.2tTotal Revenue: ₩880.3tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 26.5x202420252026
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 36.3x which is higher than its 3-year average PE of 26.5x.
  • The 3-year average PS ratio of 0.65x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 5.5% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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 Market5.83%
Industrials4.74%
Industrials8.56%
Electrical6.82%
Professional Services5.48%
Machinery5.47%
Commercial Services5.07%
Building3.99%
Construction3.92%
Logistics3.58%
Airlines1.74%
Transportation1.31%
Infrastructure0.68%
Trade Distributors0.56%
Marine and Shipping-2.46%
Aerospace & Defense-4.31%
Industry PE
  • Investors are most optimistic about the Airlines industry which is trading above its 3-year average PE ratio of 19.0x.
    • Analysts are expecting annual earnings growth of 33.1%, which is higher than its past year's earnings decline of 41.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 42% over the next 5 years.
  • This is better than its past earnings growth rate of 23% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 24% 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₩682.00k20.1%
+₩15.1t		727.7%PE10.2x
A034020 Doosan Enerbility₩108.50k8.3%
+₩5.3t		318.1%PE819.8x
A010120 LS ELECTRIC₩186.50k18.3%
+₩4.3t		419.8%PE96.8x
A329180 HD Hyundai Heavy Industries₩514.00k8.2%
+₩4.1t		43.0%PE38.1x
A267260 HD Hyundai Electric₩1.09m8.8%
+₩3.2t		228.9%PE53.4x

Latest News

A000720
₩177,000.00
Hyundai Engineering & ConstructionLtd
7D
-1.4%
1Y
349.8%
A028050
₩49,550.00
Samsung E&A
7D
-3.2%
1Y
156.7%
A047810
₩188,400.00
Korea Aerospace Industries
7D
-5.8%
1Y
134.3%
A267260
₩1,087,000.00
HD Hyundai Electric
7D
8.8%
1Y
228.9%

Should You Investigate HD Hyundai Electric Co., Ltd. (KRX:267260) At ₩1,050,000?

Apr 15
Should You Investigate HD Hyundai Electric Co., Ltd. (KRX:267260) At ₩1,050,000?
A012450
₩1,423,000.00
Hanwha Aerospace
7D
-5.6%
1Y
71.9%

A012450: Lower Discount Rate And Higher Revenue Assumptions Will Shape Future Returns

Analysts have raised their fair value estimate for Hanwha Aerospace from roughly ₩1,557,857 to about ₩1,610,682, reflecting updated assumptions around revenue growth, discount rate, profit margin, and future P/E expectations. Valuation Changes Fair Value: Raised from roughly ₩1,557,857 to about ₩1,610,682, a small uplift in the valuation estimate.
A402340
₩682,000.00
SK Square
7D
20.1%
1Y
727.7%
A042660
₩130,000.00
Hanwha Ocean
7D
5.3%
1Y
65.8%

A042660: Defense Contracts And Ongoing Buybacks Will Support Future Upside Potential

Analysts kept the Hanwha Ocean fair value estimate steady at ₩180,000, pointing to relatively unchanged long term assumptions for growth, profitability, and P/E multiples despite a slightly higher discount rate. What's in the News Board of Directors authorized a share buyback plan on March 4, 2026, setting the framework for repurchases under a new program aimed at employee stock compensation.
A010120
₩186,500.00
LS ELECTRIC
7D
18.3%
1Y
419.8%
A272210
₩129,500.00
Hanwha Systems
7D
-2.9%
1Y
235.1%
A100090
₩23,100.00
SK oceanplantLtd
7D
-10.3%
1Y
67.6%
A079550
₩876,000.00
LIG Defense&Aerospace
7D
-4.9%
1Y
204.7%
A329180
₩514,000.00
HD Hyundai Heavy Industries
7D
8.2%
1Y
43.0%

A329180: New Tanker Contracts And Waste Heat Recovery Will Support Future Profitability

Analysts have kept the fair value target for HD Hyundai Heavy Industries steady at ₩910,000, citing updated assumptions that reflect a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Hafnia Limited signed a contract for eight Medium Range product tankers to be built at HD Hyundai Heavy Industries, expanding the shipyard's order book in the product tanker segment (Key Developments).
A009540
₩419,500.00
HD Korea Shipbuilding & Offshore Engineering
7D
6.5%
1Y
85.6%

A009540: Revenue Assumptions And Margin Outlook Will Support Future Upside

Analysts have kept the ₩640,000 price target for HD Korea Shipbuilding & Offshore Engineering unchanged, citing updated assumptions that now pair slightly lower discount and profit margin inputs with revised revenue growth and forward P/E expectations. Valuation Changes Fair Value: Modelled fair value remains unchanged at ₩640,000.
A034020
₩108,500.00
Doosan Enerbility
7D
8.3%
1Y
318.1%

Doosan Enerbility's (KRX:034020) Weak Earnings May Only Reveal A Part Of The Whole Picture

Mar 27
Doosan Enerbility's (KRX:034020) Weak Earnings May Only Reveal A Part Of The Whole Picture
A047040
₩28,700.00
Daewoo Engineering & Construction
7D
18.1%
1Y
771.0%
A011200
₩21,100.00
HMMLtd
7D
-2.5%
1Y
9.0%