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South Korean (KOSPI) Industrials Sector Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies417
  • 7D-0.3%
  • 3M-0.4%
  • 1Y-2.4%
  • YTD-3.2%

The Industrials is pretty flat in the last 7 days, but Ecopro BM has stood out, gaining 7.8%. In line with that, the industry has also been flat over the past 12 months. 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
Tue, 29 Nov 2022₩405.5t₩839.0t₩32.5t12x12.5x0.5x
Thu, 27 Oct 2022₩371.3t₩790.5t₩30.7t12x12.1x0.5x
Sat, 24 Sep 2022₩377.0t₩790.4t₩30.6t13.4x12.3x0.5x
Mon, 22 Aug 2022₩395.9t₩760.4t₩27.3t14.6x14.5x0.5x
Wed, 20 Jul 2022₩349.6t₩746.6t₩23.6t12.6x14.8x0.5x
Fri, 17 Jun 2022₩378.2t₩747.2t₩23.6t13.1x16x0.5x
Sun, 15 May 2022₩388.1t₩709.7t₩20.4t14.5x19x0.5x
Tue, 12 Apr 2022₩388.1t₩688.6t₩19.2t13.8x20.2x0.6x
Thu, 10 Mar 2022₩372.3t₩660.7t₩5.1t14.7x72.7x0.6x
Sat, 05 Feb 2022₩379.5t₩642.0t₩10.4t14.7x36.5x0.6x
Mon, 03 Jan 2022₩283.0t₩666.2t₩10.1t14.9x28.1x0.4x
Wed, 01 Dec 2021₩263.9t₩666.5t₩10.5t13.8x25.2x0.4x
Fri, 29 Oct 2021₩293.0t₩634.6t₩6.9t17.6x42.6x0.5x
Sun, 26 Sep 2021₩307.9t₩634.5t₩6.8t18.4x45.6x0.5x
Tue, 24 Aug 2021₩300.4t₩630.7t₩7.7t17.6x39x0.5x
Wed, 30 Jun 2021₩304.3t₩628.9t₩7.7t18x39.6x0.5x
Sat, 03 Apr 2021₩254.1t₩601.3t₩5.9t16.8x42.8x0.4x
Tue, 05 Jan 2021₩229.2t₩601.9t₩1.8t16.9x130.4x0.4x
Fri, 09 Oct 2020₩180.7t₩598.4t₩2.3t14.9x78.3x0.3x
Thu, 02 Jul 2020₩172.0t₩613.1t₩368.4b14.4x466.9x0.3x
Sun, 05 Apr 2020₩132.2t₩639.1t₩2.0t10.4x65.1x0.2x
Wed, 08 Jan 2020₩190.9t₩652.1t₩4.0t16x48.3x0.3x
Price to Earnings Ratio

24.4x


Total Market Cap: ₩184.2tTotal Earnings: ₩7.5tTotal Revenue: ₩659.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Industrials Sector Price to Earnings3Y Average 86.9x202020212022
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 12.5x which is lower than its 3-year average PE of 86.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.41x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 63% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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 Market0.20%
Industrials-0.35%
Marine and Shipping3.21%
Infrastructure2.51%
Trade Distributors1.95%
Transportation0.82%
Building0.66%
Airlines0.60%
Construction0.015%
Machinery-0.20%
Industrials-0.37%
Electrical-0.69%
Commercial Services-0.83%
Professional Services-1.49%
Logistics-1.59%
Aerospace & Defense-2.72%
Industry PE
  • Investors are most optimistic about the Electrical industry which is trading above its 3-year average PE ratio of 61.0x.
    • Analysts are expecting annual earnings growth of 41.0%, which is higher than its past year's earnings growth of 9.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Machinery industry, expecting annual earnings growth of 61% over the next 5 years.
  • This is better than its past earnings growth rate of 33% per year.
  • In contrast, the Marine and Shipping industry is expected to see its earnings decline by 37% 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
A247540 Ecopro BM₩110.50k7.8%
+₩781.2b
-18.7%PE47.5x
A011200 HMM₩21.85k6.3%
+₩635.8b
-7.4%PE0.9x
A034730 SK₩215.50k4.6%
+₩532.2b
-17.0%PE5.8x
A003490 Korean Air Lines₩25.20k3.7%
+₩332.4b
-4.9%PE5.2x
A089590 Jeju Air₩10.60k6.2%
+₩319.5b
-32.9%PS1.7x
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A064350

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22.6%

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7.0%