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South Korean (KOSPI) Industrials Sector Analysis
UpdatedApr 12, 2026
DataAggregated Company Financials
Companies457
- 7D6.4%
- 3M21.0%
- 1Y108.3%
- YTD31.7%
The Industrials industry is up 6.4% in the last week, with SK Square up 18%. During this same period, the Posco International underperformed, falling 12%. This takes the industry's 12 month performance to a gain of 108%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Apr 2026 | ₩1149.0t | ₩991.6t | ₩33.2t | 16.6x | 34.7x | 1.2x |
| Tue, 10 Mar 2026 | ₩1057.1t | ₩964.0t | ₩32.1t | 13.7x | 33x | 1.1x |
| Thu, 05 Feb 2026 | ₩1108.2t | ₩975.8t | ₩31.2t | 15.4x | 35.6x | 1.1x |
| Sat, 03 Jan 2026 | ₩871.0t | ₩979.8t | ₩31.2t | 13.3x | 27.9x | 0.9x |
| Mon, 01 Dec 2025 | ₩855.3t | ₩984.8t | ₩31.8t | 13.1x | 26.9x | 0.9x |
| Wed, 29 Oct 2025 | ₩942.7t | ₩967.5t | ₩27.8t | 15.3x | 33.9x | 1x |
| Fri, 26 Sep 2025 | ₩792.4t | ₩966.5t | ₩27.7t | 15.2x | 28.7x | 0.8x |
| Sun, 24 Aug 2025 | ₩745.2t | ₩966.8t | ₩28.2t | 13.8x | 26.5x | 0.8x |
| Tue, 22 Jul 2025 | ₩730.6t | ₩955.7t | ₩27.7t | 14.2x | 26.4x | 0.8x |
| Thu, 19 Jun 2025 | ₩696.6t | ₩948.7t | ₩27.4t | 13.6x | 25.4x | 0.7x |
| Sat, 17 May 2025 | ₩592.8t | ₩931.4t | ₩25.7t | 12.6x | 23.1x | 0.6x |
| Mon, 14 Apr 2025 | ₩539.3t | ₩936.8t | ₩24.5t | 11.2x | 22x | 0.6x |
| Wed, 12 Mar 2025 | ₩555.4t | ₩926.1t | ₩21.3t | 12x | 26.1x | 0.6x |
| Fri, 07 Feb 2025 | ₩532.3t | ₩929.7t | ₩19.9t | 12x | 26.8x | 0.6x |
| Sun, 05 Jan 2025 | ₩498.9t | ₩929.6t | ₩19.7t | 11.6x | 25.4x | 0.5x |
| Tue, 03 Dec 2024 | ₩492.3t | ₩929.9t | ₩19.9t | 11.5x | 24.7x | 0.5x |
| Thu, 31 Oct 2024 | ₩512.9t | ₩919.3t | ₩19.5t | 11x | 26.3x | 0.6x |
| Sat, 28 Sep 2024 | ₩517.4t | ₩918.8t | ₩19.5t | 11.3x | 26.6x | 0.6x |
| Mon, 26 Aug 2024 | ₩496.1t | ₩920.9t | ₩19.4t | 11.4x | 25.6x | 0.5x |
| Wed, 24 Jul 2024 | ₩506.2t | ₩914.5t | ₩17.3t | 12x | 29.3x | 0.6x |
| Fri, 21 Jun 2024 | ₩507.9t | ₩916.6t | ₩17.1t | 12.5x | 29.7x | 0.6x |
| Sun, 19 May 2024 | ₩510.9t | ₩910.3t | ₩17.5t | 11.7x | 29.2x | 0.6x |
| Tue, 16 Apr 2024 | ₩483.8t | ₩911.5t | ₩17.9t | 11.5x | 27x | 0.5x |
| Thu, 14 Mar 2024 | ₩513.0t | ₩921.2t | ₩16.2t | 13.3x | 31.6x | 0.6x |
| Sat, 10 Feb 2024 | ₩491.5t | ₩920.1t | ₩16.5t | 12.4x | 29.8x | 0.5x |
| Mon, 08 Jan 2024 | ₩501.9t | ₩925.7t | ₩17.0t | 12.5x | 29.4x | 0.5x |
| Wed, 06 Dec 2023 | ₩466.8t | ₩917.5t | ₩17.1t | 11.8x | 27.3x | 0.5x |
| Fri, 03 Nov 2023 | ₩396.4t | ₩913.9t | ₩19.4t | 11.7x | 20.5x | 0.4x |
| Sun, 01 Oct 2023 | ₩451.2t | ₩914.0t | ₩19.4t | 12.1x | 23.3x | 0.5x |
| Tue, 29 Aug 2023 | ₩501.2t | ₩914.2t | ₩19.7t | 12.7x | 25.4x | 0.5x |
| Thu, 27 Jul 2023 | ₩482.0t | ₩903.0t | ₩25.2t | 13.3x | 19.1x | 0.5x |
| Sat, 24 Jun 2023 | ₩453.6t | ₩902.8t | ₩25.2t | 13.8x | 18x | 0.5x |
| Mon, 22 May 2023 | ₩423.3t | ₩886.3t | ₩25.9t | 13.6x | 16.3x | 0.5x |
| Wed, 19 Apr 2023 | ₩451.2t | ₩880.3t | ₩28.2t | 14x | 16x | 0.5x |
Price to Earnings Ratio
16x
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 34.7x which is higher than its 3-year average PE of 26.4x.
- 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 Market | 8.26% | |
| Industrials | 6.37% | |
| Construction | 19.02% | |
| Industrials | 14.77% | |
| Airlines | 6.85% | |
| Marine and Shipping | 6.80% | |
| Electrical | 5.62% | |
| Logistics | 4.00% | |
| Aerospace & Defense | 3.74% | |
| Building | 3.70% | |
| Commercial Services | 2.65% | |
| Transportation | 2.39% | |
| Infrastructure | 2.39% | |
| Machinery | 1.69% | |
| Professional Services | -2.82% | |
| Trade Distributors | -8.46% | |
Industry PE
- Investors are most optimistic about the Airlines industry which is trading above its 3-year average PE ratio of 14.1x.
- Analysts are expecting annual earnings growth of 25.5%, 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 41% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A402340 SK Square | ₩568.00k | 17.6% +₩11.2t | 567.5% | PE8.5x | |
| A028260 Samsung C&T | ₩302.50k | 15.0% +₩6.5t | 164.2% | PE20.3x | |
| A267260 HD Hyundai Electric | ₩999.00k | 13.1% +₩4.2t | 221.7% | PE49.1x | |
| A000150 Doosan | ₩1.28m | 19.6% +₩3.7t | 346.3% | PE316.5x | |
| A298040 Hyosung Heavy Industries | ₩2.94m | 14.8% +₩3.5t | 574.3% | PE52.7x |
