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South Korean (KOSPI) Industrials Sector Analysis
UpdatedJan 31, 2025
DataAggregated Company Financials
Companies450
- 7D1.9%
- 3M5.5%
- 1Y8.7%
- YTD8.8%
The Industrials is pretty flat in the last 7 days, but Hanwha Ocean has stood out, gaining 10%. The past year has been better, since the industry has gained 11% in that time. As for the next few years, earnings are expected to grow by 36% 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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jan 2025 | ₩536.8t | ₩929.6t | ₩19.8t | 11.9x | 27.1x | 0.6x |
| Sun, 29 Dec 2024 | ₩482.7t | ₩930.3t | ₩19.7t | 11.2x | 24.5x | 0.5x |
| Tue, 26 Nov 2024 | ₩525.1t | ₩934.6t | ₩19.2t | 11.6x | 27.3x | 0.6x |
| Thu, 24 Oct 2024 | ₩511.8t | ₩919.4t | ₩19.5t | 11.1x | 26.2x | 0.6x |
| Sat, 21 Sep 2024 | ₩504.5t | ₩919.0t | ₩19.5t | 11x | 25.9x | 0.5x |
| Mon, 19 Aug 2024 | ₩493.7t | ₩915.2t | ₩19.3t | 11.6x | 25.6x | 0.5x |
| Wed, 17 Jul 2024 | ₩520.2t | ₩914.5t | ₩17.1t | 12.4x | 30.4x | 0.6x |
| Fri, 14 Jun 2024 | ₩514.8t | ₩916.6t | ₩17.1t | 12.5x | 30.2x | 0.6x |
| Sun, 12 May 2024 | ₩512.7t | ₩911.1t | ₩17.9t | 12.2x | 28.7x | 0.6x |
| Tue, 09 Apr 2024 | ₩489.6t | ₩911.4t | ₩17.8t | 11.5x | 27.5x | 0.5x |
| Thu, 07 Mar 2024 | ₩498.0t | ₩918.9t | ₩16.5t | 13.1x | 30.2x | 0.5x |
| Sat, 03 Feb 2024 | ₩483.3t | ₩923.9t | ₩16.7t | 12.4x | 28.9x | 0.5x |
| Mon, 01 Jan 2024 | ₩490.7t | ₩917.6t | ₩17.1t | 12.3x | 28.7x | 0.5x |
| Wed, 29 Nov 2023 | ₩454.3t | ₩912.4t | ₩17.0t | 12.9x | 26.7x | 0.5x |
| Fri, 27 Oct 2023 | ₩392.8t | ₩914.1t | ₩19.4t | 11.7x | 20.2x | 0.4x |
| Sun, 24 Sep 2023 | ₩466.0t | ₩914.0t | ₩19.4t | 12.3x | 24x | 0.5x |
| Tue, 22 Aug 2023 | ₩480.6t | ₩902.5t | ₩22.3t | 12.4x | 21.5x | 0.5x |
| Thu, 20 Jul 2023 | ₩471.6t | ₩903.0t | ₩25.2t | 14.1x | 18.7x | 0.5x |
| Sat, 17 Jun 2023 | ₩463.3t | ₩902.8t | ₩25.2t | 13.8x | 18.4x | 0.5x |
| Mon, 15 May 2023 | ₩419.1t | ₩875.9t | ₩27.8t | 13.9x | 15.1x | 0.5x |
| Wed, 12 Apr 2023 | ₩442.1t | ₩876.4t | ₩28.2t | 13.4x | 15.7x | 0.5x |
| Fri, 10 Mar 2023 | ₩410.2t | ₩841.3t | ₩32.9t | 11.6x | 12.5x | 0.5x |
| Sun, 05 Feb 2023 | ₩400.8t | ₩839.9t | ₩32.5t | 12.2x | 12.3x | 0.5x |
| Tue, 03 Jan 2023 | ₩356.5t | ₩840.0t | ₩32.5t | 10.8x | 11x | 0.4x |
| Thu, 01 Dec 2022 | ₩416.9t | ₩839.3t | ₩32.5t | 12.5x | 12.8x | 0.5x |
| Sat, 29 Oct 2022 | ₩381.1t | ₩790.6t | ₩30.7t | 12.2x | 12.4x | 0.5x |
| Mon, 26 Sep 2022 | ₩377.0t | ₩790.4t | ₩30.6t | 13.4x | 12.3x | 0.5x |
| Wed, 24 Aug 2022 | ₩393.1t | ₩760.4t | ₩27.4t | 14.5x | 14.4x | 0.5x |
| Fri, 22 Jul 2022 | ₩359.1t | ₩746.6t | ₩23.6t | 13x | 15.2x | 0.5x |
| Sun, 19 Jun 2022 | ₩379.0t | ₩747.3t | ₩23.6t | 13.3x | 16x | 0.5x |
| Tue, 17 May 2022 | ₩387.8t | ₩709.7t | ₩20.2t | 14.6x | 19.2x | 0.5x |
| Thu, 14 Apr 2022 | ₩394.9t | ₩688.5t | ₩19.2t | 13.6x | 20.6x | 0.6x |
| Sat, 12 Mar 2022 | ₩378.4t | ₩662.2t | ₩5.1t | 15.2x | 73.9x | 0.6x |
| Mon, 07 Feb 2022 | ₩379.5t | ₩642.0t | ₩10.4t | 14.7x | 36.5x | 0.6x |
Price to Earnings Ratio
36.5x
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 27.0x 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 24% per year over the last three years.
- Revenues for these companies have grown 13% 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 | 0.80% | |
| Industrials | 1.89% | |
| Logistics | 5.51% | |
| Aerospace & Defense | 4.82% | |
| Machinery | 2.92% | |
| Trade Distributors | 2.75% | |
| Construction | 2.05% | |
| Electrical | 1.48% | |
| Airlines | 1.20% | |
| Commercial Services | 0.33% | |
| Industrials | 0.29% | |
| Professional Services | 0.24% | |
| Infrastructure | 0.041% | |
| Transportation | -0.019% | |
| Marine and Shipping | -0.80% | |
| Building | -2.71% | |
Industry PE
- Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 119x.
- Analysts are expecting annual earnings growth of 45.1%, 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 9.2x.
Forecasted Growth
- Analysts are most optimistic on the Transportation industry, expecting annual earnings growth of 56% 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 44% 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 | |
|---|---|---|---|---|---|
| A277810 Rainbow RoboticsLtd | ₩299.50k | 21.3% +₩1.0t | 93.6% | PS402.7x | |
| A329180 HD Hyundai Heavy IndustriesLtd | ₩311.00k | 3.2% +₩843.3b | 173.0% | PE96.6x | |
| A028260 Samsung C&T | ₩119.90k | 4.3% +₩809.0b | -19.4% | PE9.4x | |
| A086280 Hyundai Glovis | ₩149.40k | 3.7% +₩397.5b | 58.0% | PE9x | |
| A011200 HMMLtd | ₩19.04k | 2.1% +₩352.4b | -3.2% | PE5.4x |
