Has the South Korean Logistics Industry valuation changed over the past few years?

Investors are relatively neutral on the South Korean Logistics industry at the moment, indicating that they anticipate long term growth rates to remain steady. The industry is trading close to its 3-year average PE ratio of 8.7x. The industry is trading close to its 3-year average PS ratio of 0.30x.

Which industries have driven the changes within the South Korean Industrials industry?

There are no additional sub-industries under this industry.

South Korean (KOSPI) Logistics Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 13 Sep 2026	₩17.6t	₩50.0t	₩1.9t	6.8x	9.4x	0.4x
Tue, 11 Aug 2026	₩17.4t	₩49.5t	₩1.9t	5x	9.4x	0.4x
Thu, 09 Jul 2026	₩16.3t	₩48.3t	₩2.0t	4.8x	8.2x	0.3x
Sat, 06 Jun 2026	₩17.9t	₩48.3t	₩2.0t	5.2x	9x	0.4x
Mon, 04 May 2026	₩19.8t	₩48.0t	₩2.0t	7x	10x	0.4x
Wed, 01 Apr 2026	₩18.3t	₩47.4t	₩2.0t	6.4x	9x	0.4x
Fri, 27 Feb 2026	₩25.3t	₩47.2t	₩1.7t	8.4x	14.8x	0.5x
Sun, 25 Jan 2026	₩21.6t	₩47.2t	₩1.7t	7.4x	12.7x	0.5x
Tue, 23 Dec 2025	₩16.1t	₩47.2t	₩1.7t	7.4x	9.5x	0.3x
Thu, 20 Nov 2025	₩14.7t	₩47.1t	₩1.7t	6.7x	8.7x	0.3x
Sat, 18 Oct 2025	₩14.7t	₩47.2t	₩1.7t	6.9x	8.8x	0.3x
Mon, 15 Sep 2025	₩16.5t	₩47.2t	₩1.7t	7.2x	9.9x	0.4x
Wed, 13 Aug 2025	₩15.1t	₩47.2t	₩1.7t	7.7x	9.1x	0.3x
Fri, 11 Jul 2025	₩13.3t	₩46.7t	₩1.5t	8.3x	9x	0.3x
Sun, 08 Jun 2025	₩11.2t	₩46.7t	₩1.5t	7.4x	7.6x	0.2x
Tue, 06 May 2025	₩10.3t	₩46.0t	₩1.4t	6.6x	7.4x	0.2x
Thu, 03 Apr 2025	₩11.2t	₩46.0t	₩1.4t	6.4x	8x	0.2x
Sat, 01 Mar 2025	₩12.3t	₩45.8t	₩1.4t	6.1x	8.6x	0.3x
Mon, 27 Jan 2025	₩13.0t	₩45.0t	₩1.6t	5.9x	8.3x	0.3x
Wed, 25 Dec 2024	₩11.1t	₩45.0t	₩1.6t	6.2x	7.1x	0.2x
Fri, 22 Nov 2024	₩11.3t	₩43.8t	₩1.4t	5.9x	7.9x	0.3x
Sun, 20 Oct 2024	₩11.5t	₩43.8t	₩1.4t	7.1x	8.1x	0.3x
Tue, 17 Sep 2024	₩11.4t	₩43.8t	₩1.4t	6.3x	8x	0.3x
Thu, 15 Aug 2024	₩10.7t	₩43.1t	₩1.4t	6.9x	7.6x	0.2x
Sat, 13 Jul 2024	₩11.9t	₩43.1t	₩1.4t	7.8x	8.4x	0.3x
Mon, 10 Jun 2024	₩9.6t	₩43.1t	₩1.4t	6.3x	6.9x	0.2x
Wed, 08 May 2024	₩10.1t	₩42.9t	₩1.4t	6.4x	7.2x	0.2x
Fri, 05 Apr 2024	₩9.6t	₩42.7t	₩1.4t	6.1x	7x	0.2x
Sun, 03 Mar 2024	₩10.4t	₩43.0t	₩1.4t	5.2x	7.5x	0.2x
Tue, 30 Jan 2024	₩9.7t	₩42.2t	₩1.4t	5.5x	6.7x	0.2x
Thu, 28 Dec 2023	₩10.2t	₩42.2t	₩1.4t	5.6x	7.1x	0.2x
Sat, 25 Nov 2023	₩9.1t	₩42.2t	₩1.4t	5.4x	6.3x	0.2x
Mon, 23 Oct 2023	₩8.4t	₩43.1t	₩1.4t	5x	5.8x	0.2x
Wed, 20 Sep 2023	₩9.0t	₩43.1t	₩1.4t	5.4x	6.2x	0.2x


KR Market	3.10%
Industrials	4.04%
Logistics	0.90%
Air Freight and Logistics	0.90%

	Company	Last Price	7D	1Y	Valuation
	A086280 Hyundai Glovis	₩208.50k	1.2% +₩187.5b	10.8%	PE10.1x

New Risk • Sep 02

New minor risk - Dividend sustainability

The dividend is not well covered by cash flows. Cash payout ratio: 0% Dividend yield: 9.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (0% cash payout ratio). Market cap is less than US$100m (₩79.5b market cap, or US$58.1m).

South Korean (KOSPI) Logistics Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New minor risk - Profit margin trend

New minor risk - Dividend sustainability

New minor risk - Dividend sustainability

New major risk - Dividend sustainability

New major risk - Earnings quality

New minor risk - Financial position

Now 22% undervalued after recent price drop