Narrative Update • Sep 03
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South Korean (KOSPI) Electrical Industry Analysis
UpdatedSep 14, 2026
DataAggregated Company Financials
Companies93
- 7D5.1%
- 3M-19.3%
- 1Y37.2%
- YTD15.0%
Over the last 7 days, the Electrical industry has risen 5.1%, driven by gains from GAON CABLE of 4.7%. This means that the industry has gained 37% over the past year. As for the next few years, earnings are expected to grow by 49% per annum.
Industry Valuation and Performance
Has the South Korean Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Sep 2026 | ₩328.6t | ₩138.5t | -₩358,595,382,314.00 | 24.6x | -916.5x | 2.4x |
| Thu, 13 Aug 2026 | ₩319.2t | ₩131.5t | ₩390.1b | 27x | 818.3x | 2.4x |
| Sat, 11 Jul 2026 | ₩311.9t | ₩131.3t | ₩360.7b | 26.3x | 865x | 2.4x |
| Mon, 08 Jun 2026 | ₩383.6t | ₩131.3t | ₩329.6b | 34x | 1163.9x | 2.9x |
| Wed, 06 May 2026 | ₩488.9t | ₩127.3t | ₩1.0t | 54.6x | 480.4x | 3.8x |
| Fri, 03 Apr 2026 | ₩349.6t | ₩127.1t | ₩1.0t | 33.1x | 339.8x | 2.8x |
| Sun, 01 Mar 2026 | ₩367.5t | ₩120.3t | ₩712.8b | 38.2x | 515.6x | 3.1x |
| Tue, 27 Jan 2026 | ₩338.4t | ₩123.4t | ₩480.4b | 28.4x | 704.5x | 2.7x |
| Thu, 25 Dec 2025 | ₩293.6t | ₩123.6t | ₩477.8b | 25.4x | 614.4x | 2.4x |
| Sat, 22 Nov 2025 | ₩291.6t | ₩121.4t | -₩34,850,574,753.00 | 24.6x | -8366.1x | 2.4x |
| Mon, 20 Oct 2025 | ₩289.5t | ₩120.8t | -₩363,348,636,974.00 | 25.4x | -796.7x | 2.4x |
| Wed, 17 Sep 2025 | ₩238.2t | ₩121.0t | -₩336,284,660,854.00 | 25.6x | -708.4x | 2x |
| Fri, 15 Aug 2025 | ₩249.9t | ₩120.0t | -₩169,960,494,028.00 | 22x | -1470.6x | 2.1x |
| Sun, 13 Jul 2025 | ₩213.9t | ₩119.9t | -₩189,847,793,038.00 | 18.9x | -1126.8x | 1.8x |
| Tue, 10 Jun 2025 | ₩186.1t | ₩119.5t | -₩161,944,341,718.00 | 20.4x | -1149.4x | 1.6x |
| Thu, 08 May 2025 | ₩178.1t | ₩120.3t | ₩15.8b | 21.6x | 11292.8x | 1.5x |
| Sat, 05 Apr 2025 | ₩170.8t | ₩119.7t | -₩119,581,659,128.00 | 17.9x | -1428.3x | 1.4x |
| Mon, 03 Mar 2025 | ₩109.1t | ₩92.2t | ₩1.1t | 20.9x | 103.9x | 1.2x |
| Wed, 29 Jan 2025 | ₩198.2t | ₩119.4t | ₩687.7b | 21x | 288.1x | 1.7x |
| Fri, 27 Dec 2024 | ₩182.5t | ₩119.4t | ₩687.7b | 19.7x | 265.4x | 1.5x |
| Sun, 24 Nov 2024 | ₩202.9t | ₩122.6t | ₩977.4b | 16.2x | 207.6x | 1.7x |
| Tue, 22 Oct 2024 | ₩209.4t | ₩123.3t | ₩1.2t | 20.1x | 179.2x | 1.7x |
| Thu, 19 Sep 2024 | ₩202.7t | ₩120.4t | ₩1.1t | 17.9x | 182.6x | 1.7x |
| Sat, 17 Aug 2024 | ₩193.1t | ₩128.0t | ₩1.9t | 22.8x | 99.8x | 1.5x |
| Mon, 15 Jul 2024 | ₩219.4t | ₩127.6t | ₩1.8t | 30.9x | 122.7x | 1.7x |
| Wed, 12 Jun 2024 | ₩217.1t | ₩127.5t | ₩1.8t | 24.4x | 121.5x | 1.7x |
| Fri, 10 May 2024 | ₩221.1t | ₩132.1t | ₩2.8t | 24.4x | 78.6x | 1.7x |
| Sun, 07 Apr 2024 | ₩216.2t | ₩132.1t | ₩2.8t | 16.9x | 77x | 1.6x |
| Tue, 05 Mar 2024 | ₩228.8t | ₩133.3t | ₩2.0t | 18.1x | 114.4x | 1.7x |
| Thu, 01 Feb 2024 | ₩198.5t | ₩133.5t | ₩2.2t | 18.4x | 88.5x | 1.5x |
| Sat, 30 Dec 2023 | ₩217.7t | ₩125.4t | ₩2.3t | 18.6x | 94.2x | 1.7x |
| Mon, 27 Nov 2023 | ₩195.1t | ₩120.0t | ₩2.2t | 18.5x | 88.2x | 1.6x |
| Wed, 25 Oct 2023 | ₩186.8t | ₩115.8t | ₩2.6t | 18.4x | 70.6x | 1.6x |
| Fri, 22 Sep 2023 | ₩212.5t | ₩115.8t | ₩2.6t | 21.3x | 80.3x | 1.8x |
Price to Earnings Ratio
80.3x
Current Industry PE
- Investors are optimistic on the South Korean Electrical industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- Total earnings for the Electrical industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have grown 6.1% 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 | 3.10% | |
| Industrials | 4.04% | |
| Electrical | 5.10% | |
| Heavy Electrical Equipment | 9.27% | |
| Electrical Components | 2.82% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 39.5x.
- Analysts are expecting annual earnings growth of 31.3%, which is lower than the prior year's growth of 54.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 60% over the next 5 years.
- This is better than its past earnings growth rate of 35% per year.
- In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 31% 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 | |
|---|---|---|---|---|---|
| A000500 GAON CABLE | ₩245.50k | 4.7% +₩327.6b | 622.1% | PE113.7x | |
| A112610 CS Wind | ₩52.60k | 7.3% +₩149.2b | 17.3% | PE504x | |
| A119850 GnCenergy | ₩49.75k | 11.8% +₩84.9b | 41.3% | PE18.4x | |
| A217590 TMC | ₩12.77k | 18.9% +₩48.9b | n/a | PE85.3x | |
| A446540 MagatouchLtd | ₩8.49k | 19.7% +₩40.7b | 103.8% | PE89.9x |