South Korean (KOSPI) Electrical Industry Analysis
UpdatedJan 29, 2023
DataAggregated Company Financials
Companies78
- 7D6.4%
- 3M-1.7%
- 1Y10.7%
- YTD11.8%
In the last week, the Electrical industry is up 10%, with LG Energy Solution up 7.8%. During this same period, the VITZROCELLLtd underperformed, falling 7.5%. In the last 12 months, the industry was up 3.4%. Looking forward, earnings are forecast to grow by 36% 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 |
|---|---|---|---|---|---|---|
| Mon, 30 Jan 2023 | ₩162.4t | ₩83.2t | ₩2.0t | 19x | 81.9x | 2x |
| Wed, 28 Dec 2022 | ₩149.2t | ₩83.2t | ₩2.0t | 18.5x | 75.3x | 1.8x |
| Fri, 25 Nov 2022 | ₩179.4t | ₩81.6t | ₩1.9t | 20.7x | 94.7x | 2.2x |
| Sun, 23 Oct 2022 | ₩156.3t | ₩75.9t | ₩1.3t | 15.5x | 124.3x | 2.1x |
| Tue, 20 Sep 2022 | ₩152.7t | ₩75.7t | ₩1.3t | 16.8x | 121.6x | 2x |
| Thu, 18 Aug 2022 | ₩153.9t | ₩71.1t | ₩1.9t | 18.1x | 82.7x | 2.2x |
| Sat, 16 Jul 2022 | ₩134.2t | ₩71.1t | ₩1.9t | 15.8x | 72.2x | 1.9x |
| Mon, 13 Jun 2022 | ₩145.7t | ₩70.9t | ₩1.9t | 18.4x | 77.9x | 2.1x |
| Wed, 11 May 2022 | ₩137.7t | ₩68.1t | ₩1.9t | 17.4x | 72.9x | 2x |
| Fri, 08 Apr 2022 | ₩146.2t | ₩68.0t | ₩1.9t | 16.4x | 77.6x | 2.2x |
| Sun, 06 Mar 2022 | ₩142.5t | ₩70.1t | -₩4,644,955,372,669.00 | 18.8x | -30.7x | 2x |
| Tue, 01 Feb 2022 | ₩140.9t | ₩52.6t | ₩890.1b | 18.8x | 158.3x | 2.7x |
| Thu, 30 Dec 2021 | ₩43.8t | ₩52.6t | ₩890.1b | 19.7x | 49.2x | 0.8x |
| Sat, 27 Nov 2021 | ₩45.0t | ₩52.5t | ₩904.9b | 19.7x | 49.7x | 0.9x |
| Mon, 25 Oct 2021 | ₩44.5t | ₩50.6t | ₩645.5b | 20.8x | 69x | 0.9x |
| Wed, 22 Sep 2021 | ₩46.3t | ₩50.6t | ₩643.0b | 21.7x | 72x | 0.9x |
| Fri, 20 Aug 2021 | ₩39.8t | ₩50.9t | ₩651.0b | 20.6x | 61.1x | 0.8x |
| Fri, 04 Jun 2021 | ₩35.1t | ₩49.2t | ₩78.4b | 20.5x | 447.9x | 0.7x |
| Mon, 08 Mar 2021 | ₩28.5t | ₩48.4t | -₩694,566,059,866.00 | 24.7x | -41x | 0.6x |
| Thu, 10 Dec 2020 | ₩26.3t | ₩47.0t | -₩1,153,295,385,640.00 | 22x | -22.8x | 0.6x |
| Wed, 02 Sep 2020 | ₩22.0t | ₩46.4t | -₩1,183,068,238,585.00 | 18.2x | -18.6x | 0.5x |
| Sat, 06 Jun 2020 | ₩14.0t | ₩48.1t | -₩806,985,890,825.00 | 16.2x | -17.3x | 0.3x |
| Tue, 10 Mar 2020 | ₩12.2t | ₩48.9t | -₩267,167,355,515.00 | 16.1x | -45.8x | 0.3x |
Price to Earnings Ratio
-47.6x
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 83.1x which is higher than its 3-year average PE of 67.7x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- Total earnings for the Electrical industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 19% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | 3.72% | |
| Industrials | 4.17% | |
| Electrical | 6.44% | |
| Electrical Components | 6.92% | |
| Heavy Electrical Equipment | 2.28% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 58.3x.
- Analysts are expecting annual earnings growth of 36.1%, which is higher than its past year's earnings growth of 15.8% per year.
- Investors are most pessimistic about the Heavy Electrical Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.8x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings decline of 9.2% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 36% 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 | |
|---|---|---|---|---|---|
| A373220 LG Energy Solution | ₩506.00k | 7.8% +₩8.5t | 12.4% | PE215.7x | |
| A247540 Ecopro BM | ₩104.30k | 4.9% +₩478.5b | 27.1% | PE44.8x | |
| A034020 Doosan Enerbility | ₩16.59k | 2.1% +₩217.0b | -6.3% | PE52.6x | |
| A393890 W-Scope Chungju Plant | ₩45.75k | 5.8% +₩84.2b | n/a | PE34.4x | |
| A267260 Hyundai Electric & Energy Systems | ₩38.80k | 6.3% +₩82.8b | 122.3% | PE28.5x |