Narrative Update • Jul 21
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South Korean (KOSPI) Electrical Industry Analysis
UpdatedJul 31, 2026
DataAggregated Company Financials
Companies92
- 7D-21.9%
- 3M-47.4%
- 1Y1.5%
- YTD-13.7%
Over the last 7 days, the Electrical industry has dropped 15%, and LS ELECTRIC contributed the most with a 33% decline. In contrast, SK Signet has gained 25%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 44% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | ₩246.5t | ₩131.5t | ₩424.8b | 18.6x | 580.3x | 1.9x |
| Sun, 28 Jun 2026 | ₩320.5t | ₩131.3t | ₩332.0b | 26.7x | 965.4x | 2.4x |
| Tue, 26 May 2026 | ₩442.3t | ₩130.6t | ₩86.5b | 48.5x | 5113.9x | 3.4x |
| Thu, 23 Apr 2026 | ₩428.6t | ₩127.3t | ₩1.0t | 43.8x | 423.4x | 3.4x |
| Sat, 21 Mar 2026 | ₩364.3t | ₩124.0t | ₩565.2b | 32.6x | 644.5x | 2.9x |
| Mon, 16 Feb 2026 | ₩328.3t | ₩120.3t | ₩712.6b | 30.2x | 460.7x | 2.7x |
| Wed, 14 Jan 2026 | ₩310.6t | ₩123.4t | ₩480.4b | 26.1x | 646.6x | 2.5x |
| Fri, 12 Dec 2025 | ₩319.5t | ₩123.2t | ₩472.1b | 23.8x | 676.7x | 2.6x |
| Sun, 09 Nov 2025 | ₩315.5t | ₩120.3t | -₩343,149,606,124.00 | 24.2x | -919.3x | 2.6x |
| Tue, 07 Oct 2025 | ₩249.7t | ₩120.8t | -₩363,348,636,974.00 | 23.1x | -687.3x | 2.1x |
| Thu, 04 Sep 2025 | ₩229.3t | ₩121.0t | -₩324,904,268,154.00 | 23.7x | -705.6x | 1.9x |
| Sat, 02 Aug 2025 | ₩230.1t | ₩120.0t | -₩187,211,412,168.00 | 21.3x | -1229.1x | 1.9x |
| Mon, 30 Jun 2025 | ₩207.7t | ₩120.0t | -₩184,497,448,118.00 | 19.8x | -1126x | 1.7x |
| Wed, 28 May 2025 | ₩175.7t | ₩120.0t | -₩184,294,604,878.00 | 19.2x | -953.4x | 1.5x |
| Fri, 25 Apr 2025 | ₩178.7t | ₩120.2t | -₩39,578,326,269.00 | 18.8x | -4516.2x | 1.5x |
| Sun, 23 Mar 2025 | ₩235.8t | ₩118.2t | ₩190.1b | 20.3x | 1240.3x | 2x |
| Tue, 18 Feb 2025 | ₩114.9t | ₩92.2t | ₩1.1t | 21.1x | 109.4x | 1.2x |
| Thu, 16 Jan 2025 | ₩190.8t | ₩119.4t | ₩687.7b | 22.6x | 277.5x | 1.6x |
| Sat, 14 Dec 2024 | ₩198.7t | ₩119.4t | ₩681.5b | 20x | 291.5x | 1.7x |
| Mon, 11 Nov 2024 | ₩213.0t | ₩123.4t | ₩1.2t | 20.4x | 179.1x | 1.7x |
| Wed, 09 Oct 2024 | ₩228.0t | ₩123.3t | ₩1.2t | 20.9x | 195.2x | 1.8x |
| Fri, 06 Sep 2024 | ₩202.3t | ₩123.3t | ₩1.2t | 17.8x | 173.8x | 1.6x |
| Sun, 04 Aug 2024 | ₩192.7t | ₩127.9t | ₩1.9t | 22.4x | 100.8x | 1.5x |
| Tue, 02 Jul 2024 | ₩206.8t | ₩127.5t | ₩1.8t | 25.7x | 115.7x | 1.6x |
| Thu, 30 May 2024 | ₩209.3t | ₩127.7t | ₩1.8t | 27.3x | 115x | 1.6x |
| Sat, 27 Apr 2024 | ₩217.1t | ₩132.1t | ₩2.8t | 22.1x | 77.2x | 1.6x |
| Mon, 25 Mar 2024 | ₩235.4t | ₩133.1t | ₩2.2t | 22.2x | 105.9x | 1.8x |
| Wed, 21 Feb 2024 | ₩226.7t | ₩133.3t | ₩2.0t | 19x | 113.1x | 1.7x |
| Fri, 19 Jan 2024 | ₩219.9t | ₩133.5t | ₩2.2t | 19.5x | 98x | 1.6x |
| Sun, 17 Dec 2023 | ₩213.6t | ₩125.2t | ₩2.3t | 17.7x | 92.6x | 1.7x |
| Tue, 14 Nov 2023 | ₩174.8t | ₩115.8t | ₩2.6t | 17.9x | 66.1x | 1.5x |
| Thu, 12 Oct 2023 | ₩203.0t | ₩115.8t | ₩2.6t | 18.6x | 76.7x | 1.8x |
| Sat, 09 Sep 2023 | ₩221.2t | ₩115.8t | ₩2.6t | 20x | 83.5x | 1.9x |
| Mon, 07 Aug 2023 | ₩242.7t | ₩107.0t | ₩2.0t | 20x | 118.6x | 2.3x |
Price to Earnings Ratio
118.6x
Current Industry PE
- Investors are optimistic on the South Korean Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 682x which is higher than its 3-year average PE of 231x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 44% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.0% 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 | -21.12% | |
| Industrials | -19.82% | |
| Electrical | -21.91% | |
| Electrical Components | -19.25% | |
| Heavy Electrical Equipment | -26.65% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 33.9x.
- Analysts are expecting annual earnings growth of 30.7%, which is lower than the prior year's growth of 66.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 52% over the next 5 years.
- This is better than its past earnings growth rate of 19% 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 | |
|---|---|---|---|---|---|
| A058610 SPG | ₩94.60k | 32.1% +₩510.1b | 293.3% | PE221.3x | |
| A373220 LG Energy Solution | ₩331.50k | 0.6% +₩468.0b | -11.1% | PS3.3x | |
| A086520 Ecopro | ₩79.10k | 1.3% +₩135.4b | 65.8% | PE174.5x | |
| A065350 Shinsung Delta TechLtd | ₩29.00k | 5.5% +₩40.8b | -55.2% | PE35.3x | |
| A260870 SK Signet | ₩8.12k | 24.9% +₩35.1b | -27.4% | n/a |