Returns On Capital At K-Ensol (KOSDAQ:053080) Have Stalled
Jul 26
South Korean (KOSPI) Construction Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies63
- 7D-4.4%
- 3M0.3%
- 1Y-13.5%
- YTD-3.4%
Over the last 7 days, the Construction industry has dropped 4.4%, driven by JEIO declining 12%. On the other hand Samsung E&A is actually up 12%. However, the industry is down 14% over the past year. Looking forward, earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the South Korean Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₩24.8t | ₩111.8t | ₩1.9t | 7.9x | 13.3x | 0.2x |
| Sun, 23 Jun 2024 | ₩24.2t | ₩111.8t | ₩1.9t | 8.2x | 13x | 0.2x |
| Tue, 21 May 2024 | ₩24.6t | ₩109.4t | ₩2.1t | 9.5x | 11.4x | 0.2x |
| Thu, 18 Apr 2024 | ₩23.7t | ₩109.9t | ₩2.1t | 8.7x | 11.1x | 0.2x |
| Sat, 16 Mar 2024 | ₩25.6t | ₩110.8t | ₩2.5t | 7.2x | 10.1x | 0.2x |
| Mon, 12 Feb 2024 | ₩25.0t | ₩110.9t | ₩2.5t | 7.9x | 10x | 0.2x |
| Wed, 10 Jan 2024 | ₩25.7t | ₩113.6t | ₩2.5t | 7.3x | 10.2x | 0.2x |
| Fri, 08 Dec 2023 | ₩26.2t | ₩113.6t | ₩2.5t | 7.7x | 10.4x | 0.2x |
| Sun, 05 Nov 2023 | ₩24.8t | ₩110.2t | ₩2.9t | 7.7x | 8.6x | 0.2x |
| Tue, 03 Oct 2023 | ₩26.5t | ₩109.7t | ₩3.0t | 7.9x | 9x | 0.2x |
| Thu, 31 Aug 2023 | ₩28.5t | ₩109.7t | ₩3.0t | 9.1x | 9.6x | 0.3x |
| Sat, 29 Jul 2023 | ₩28.5t | ₩105.4t | ₩3.3t | 9.6x | 8.5x | 0.3x |
| Mon, 26 Jun 2023 | ₩28.6t | ₩105.4t | ₩3.3t | 8.3x | 8.5x | 0.3x |
| Wed, 24 May 2023 | ₩29.2t | ₩104.3t | ₩3.4t | 8.5x | 8.6x | 0.3x |
| Fri, 21 Apr 2023 | ₩30.4t | ₩105.3t | ₩3.4t | 8.7x | 8.9x | 0.3x |
| Sun, 19 Mar 2023 | ₩29.4t | ₩104.0t | ₩3.7t | 6x | 8x | 0.3x |
| Tue, 14 Feb 2023 | ₩28.0t | ₩102.3t | ₩3.8t | 6.4x | 7.3x | 0.3x |
| Thu, 12 Jan 2023 | ₩27.7t | ₩102.3t | ₩3.8t | 5.8x | 7.2x | 0.3x |
| Sat, 10 Dec 2022 | ₩28.0t | ₩102.3t | ₩3.8t | 6x | 7.3x | 0.3x |
| Mon, 07 Nov 2022 | ₩28.2t | ₩97.3t | ₩3.9t | 4.9x | 7.2x | 0.3x |
| Wed, 05 Oct 2022 | ₩27.3t | ₩97.3t | ₩3.9t | 5x | 7x | 0.3x |
| Fri, 02 Sep 2022 | ₩31.2t | ₩97.3t | ₩3.9t | 6.4x | 7.9x | 0.3x |
| Sun, 31 Jul 2022 | ₩30.2t | ₩91.7t | ₩4.3t | 6.9x | 7x | 0.3x |
| Tue, 28 Jun 2022 | ₩29.9t | ₩91.7t | ₩4.3t | 6.6x | 6.9x | 0.3x |
| Thu, 26 May 2022 | ₩34.6t | ₩91.0t | ₩4.5t | 7.9x | 7.7x | 0.4x |
| Sat, 23 Apr 2022 | ₩36.8t | ₩89.9t | ₩4.8t | 8.4x | 7.7x | 0.4x |
| Mon, 21 Mar 2022 | ₩39.2t | ₩80.7t | ₩3.6t | 8.3x | 10.8x | 0.5x |
| Wed, 16 Feb 2022 | ₩33.1t | ₩78.1t | ₩3.4t | 7.8x | 9.9x | 0.4x |
| Fri, 14 Jan 2022 | ₩37.2t | ₩78.1t | ₩3.4t | 8.4x | 11.1x | 0.5x |
| Sun, 12 Dec 2021 | ₩37.1t | ₩78.1t | ₩3.4t | 8.5x | 11x | 0.5x |
| Tue, 09 Nov 2021 | ₩38.3t | ₩77.1t | ₩3.2t | 10.2x | 11.9x | 0.5x |
| Thu, 07 Oct 2021 | ₩36.1t | ₩77.1t | ₩3.2t | 10.1x | 11.2x | 0.5x |
| Sat, 04 Sep 2021 | ₩40.2t | ₩79.9t | ₩3.3t | 11.7x | 12.2x | 0.5x |
| Mon, 02 Aug 2021 | ₩40.4t | ₩79.9t | ₩3.3t | 11.5x | 12.3x | 0.5x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are optimistic on the South Korean Construction industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 13.3x which is higher than its 3-year average PE of 9.4x.
- The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
- The earnings for companies in the Construction industry have declined 17% per year over the last three years.
- Meanwhile revenues for these companies have grown 12% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | -3.99% | |
| Industrials | -2.48% | |
| Construction | -4.39% | |
| Construction and Engineering | -4.39% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A028050 Samsung E&A | ₩27.90k | 11.6% +₩568.4b | -22.0% | PE7.9x | |
| A006360 GS Engineering & Construction | ₩19.21k | 7.3% +₩111.2b | 36.2% | PS0.1x | |
| A052690 KEPCO Engineering & Construction Company | ₩74.80k | 1.9% +₩53.3b | 1.2% | PE87.7x | |
| A294870 HDC Hyundai Development | ₩21.55k | 3.9% +₩51.3b | 112.7% | PE8.5x | |
| A047040 Daewoo Engineering & Construction | ₩4.22k | 2.4% +₩41.1b | -2.5% | PE3.4x |
