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South Korean (KOSPI) Industrials Sector Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies457
  • 7D2.7%
  • 3M-17.9%
  • 1Y43.8%
  • YTD25.0%

The Industrials industry is up 1.7% in the last week, with Doosan Enerbility up 13%. This means that the industry has gained 40% over the past year. Looking forward, earnings are forecast to grow by 28% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Aug 2026₩1093.3t₩1089.4t₩70.1t10.9x15.6x1x
Sun, 26 Jul 2026₩1037.7t₩1024.2t₩43.9t11.3x23.6x1x
Tue, 23 Jun 2026₩1339.8t₩1024.0t₩44.1t12.2x30.4x1.3x
Thu, 21 May 2026₩1230.0t₩993.7t₩32.6t15.1x37.7x1.2x
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
Price to Earnings Ratio

24.8x


Total Market Cap: ₩485.5tTotal Earnings: ₩19.5tTotal Revenue: ₩914.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 27.9x202420252026
Current Industry PE
  • Investors are pessimistic on the South Korean Industrials industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 15.2x which is lower than its 3-year average PE of 27.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 53% per year over the last three years.
  • Revenues for these companies have grown 6.0% 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 Market0.70%
Industrials2.74%
Airlines11.61%
Construction10.29%
Commercial Services8.07%
Electrical7.69%
Building3.22%
Professional Services2.90%
Transportation2.52%
Logistics1.60%
Infrastructure1.40%
Machinery1.01%
Marine and Shipping0.77%
Trade Distributors0.54%
Aerospace & Defense-1.17%
Industrials-1.44%
Industry PE
  • Investors are most optimistic about the Building industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 13.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 87% over the next 5 years.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 11% 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
A034020 Doosan Enerbility₩85.90k13.2%
+₩6.4t		36.6%PE303.8x
A010120 LS ELECTRIC₩219.50k10.2%
+₩3.0t		287.1%PE84.2x
A373220 LG Energy Solution₩370.50k3.5%
+₩2.9t		1.8%PS3.4x
A267260 HD Hyundai Electric₩821.00k10.1%
+₩2.7t		66.2%PE34.7x
A298040 Hyosung Heavy Industries₩3.08m7.8%
+₩2.1t		150.5%PE49x

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