Narrative Update • Aug 03

In the last week, the Aerospace and Defense industry is up 16%, with all of the companies up. This takes the industry's 12 month performance to a gain of 32%. Looking forward, earnings are forecast to grow by 26% annually.
Has the South Korean Aerospace and Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | ₩104.9t | ₩41.1t | ₩2.3t | 35.1x | 46.3x | 2.6x |
| Tue, 07 Jul 2026 | ₩112.7t | ₩41.1t | ₩2.3t | 37.1x | 49.7x | 2.7x |
| Thu, 04 Jun 2026 | ₩109.2t | ₩41.1t | ₩2.3t | 34.3x | 48.2x | 2.7x |
| Sat, 02 May 2026 | ₩140.1t | ₩40.0t | ₩2.1t | 51.9x | 68x | 3.5x |
| Mon, 30 Mar 2026 | ₩133.8t | ₩40.0t | ₩2.0t | 48.9x | 65.5x | 3.3x |
| Wed, 25 Feb 2026 | ₩121.6t | ₩35.3t | ₩3.6t | 35.4x | 33.4x | 3.4x |
| Fri, 23 Jan 2026 | ₩117.6t | ₩35.2t | ₩3.7t | 31.3x | 32.1x | 3.3x |
| Sun, 21 Dec 2025 | ₩80.1t | ₩35.2t | ₩3.7t | 28.3x | 21.9x | 2.3x |
| Tue, 18 Nov 2025 | ₩84.4t | ₩31.3t | ₩3.5t | 24.9x | 24.1x | 2.7x |
| Thu, 16 Oct 2025 | ₩83.5t | ₩31.1t | ₩3.4t | 27x | 24.8x | 2.7x |
| Sat, 13 Sep 2025 | ₩87.1t | ₩31.1t | ₩3.4t | 27.2x | 25.9x | 2.8x |
| Mon, 11 Aug 2025 | ₩78.7t | ₩26.7t | ₩3.3t | 35.4x | 24x | 2.9x |
| Wed, 09 Jul 2025 | ₩71.4t | ₩26.6t | ₩3.3t | 31.7x | 21.7x | 2.7x |
| Fri, 06 Jun 2025 | ₩72.7t | ₩26.6t | ₩3.3t | 32x | 22.1x | 2.7x |
| Sun, 04 May 2025 | ₩63.4t | ₩22.3t | ₩3.2t | 30.6x | 20x | 2.8x |
| Tue, 01 Apr 2025 | ₩49.9t | ₩22.3t | ₩3.2t | 18.5x | 15.8x | 2.2x |
| Thu, 27 Feb 2025 | ₩51.8t | ₩21.7t | ₩1.4t | 32.2x | 37.3x | 2.4x |
| Sat, 25 Jan 2025 | ₩36.6t | ₩21.7t | ₩1.4t | 25.2x | 26.4x | 1.7x |
| Mon, 23 Dec 2024 | ₩29.6t | ₩21.7t | ₩1.4t | 20.5x | 21.4x | 1.4x |
| Wed, 20 Nov 2024 | ₩36.8t | ₩20.6t | ₩991.2b | 23.6x | 37.1x | 1.8x |
| Fri, 18 Oct 2024 | ₩34.5t | ₩20.6t | ₩952.5b | 19.7x | 36.3x | 1.7x |
| Sun, 15 Sep 2024 | ₩30.0t | ₩20.6t | ₩952.5b | 19.5x | 31.4x | 1.5x |
| Tue, 13 Aug 2024 | ₩31.2t | ₩19.4t | ₩1.0t | 19.7x | 31x | 1.6x |
| Thu, 11 Jul 2024 | ₩28.4t | ₩19.4t | ₩1.0t | 18.3x | 28.2x | 1.5x |
| Sat, 08 Jun 2024 | ₩24.7t | ₩19.4t | ₩985.0b | 20.8x | 25.1x | 1.3x |
| Mon, 06 May 2024 | ₩25.5t | ₩18.9t | ₩1.6t | 13.3x | 16.2x | 1.3x |
| Wed, 03 Apr 2024 | ₩26.8t | ₩19.0t | ₩1.5t | 14.9x | 18x | 1.4x |
| Fri, 01 Mar 2024 | ₩22.4t | ₩16.9t | ₩1.0t | 36x | 21.8x | 1.3x |
| Sun, 28 Jan 2024 | ₩19.3t | ₩16.9t | ₩1.0t | 28.4x | 18.8x | 1.1x |
| Tue, 26 Dec 2023 | ₩18.7t | ₩16.9t | ₩1.0t | 34.1x | 18.2x | 1.1x |
| Thu, 23 Nov 2023 | ₩16.8t | ₩16.7t | ₩1.1t | 15.9x | 15.3x | 1x |
| Sat, 21 Oct 2023 | ₩14.9t | ₩16.1t | ₩1.2t | 14.9x | 12.6x | 0.9x |
| Mon, 18 Sep 2023 | ₩16.3t | ₩16.1t | ₩1.2t | 14.3x | 13.8x | 1x |
| Wed, 16 Aug 2023 | ₩16.0t | ₩15.5t | ₩865.0b | 22.1x | 18.5x | 1x |
18.5x
How does South Korean Aerospace and Defense compare with similar industries?
| KR Market | -4.20% | |
| Industrials | 5.81% | |
| Aerospace & Defense | 16.15% | |
| Aerospace and Defense | 16.15% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A012450 Hanwha Aerospace | ₩1.10m | 19.6% +₩9.3t | 24.5% | PE35.1x | |
| A047810 Korea Aerospace Industries | ₩154.20k | 21.1% +₩2.6t | 69.8% | PE76x | |
| A272210 Hanwha Systems | ₩70.70k | 13.1% +₩1.5t | 33.9% | PE80x | |
| A079550 LIG Defense&Aerospace | ₩741.00k | 6.0% +₩917.5b | 44.4% | PE52.1x | |
| A099320 Satrec Initiative | ₩74.80k | 16.3% +₩115.0b | 51.1% | PE68.2x |