South Korean (KOSPI) Logistics Industry Analysis
UpdatedMay 17, 2022
DataAggregated Company Financials
Companies5
- 7D1.6%
- 3M19.8%
- 1Y6.8%
- YTD17.8%
The Logistics industry has been flat over the last week, but Hanjin Transportation has lost 3.8%. As for the the longer term, the industry is up 6.8% over the past 12 months. As for the next few years, earnings are expected to grow by 6.1% per annum.
Industry Valuation and Performance
Has the South Korean Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Wed, 18 May 2022 | ₩8.6t | ₩25.8t | ₩1.0t | 6.5x |
| Fri, 15 Apr 2022 | ₩8.3t | ₩25.8t | ₩1.0t | 5.9x |
| Sun, 13 Mar 2022 | ₩7.2t | ₩24.6t | ₩954.1b | 8x |
| Tue, 08 Feb 2022 | ₩7.1t | ₩24.5t | ₩956.7b | 7.2x |
| Thu, 06 Jan 2022 | ₩7.3t | ₩24.5t | ₩956.7b | 8.4x |
| Sat, 04 Dec 2021 | ₩6.7t | ₩24.5t | ₩956.7b | 7.6x |
| Mon, 01 Nov 2021 | ₩7.2t | ₩22.6t | ₩921.4b | 6.3x |
| Wed, 29 Sep 2021 | ₩7.3t | ₩22.6t | ₩921.4b | 7.1x |
| Fri, 27 Aug 2021 | ₩8.1t | ₩22.6t | ₩921.4b | 7.1x |
| Sat, 03 Jul 2021 | ₩9.0t | ₩22.6t | ₩921.4b | 9x |
| Tue, 06 Apr 2021 | ₩8.1t | ₩20.2t | ₩797.9b | 12.2x |
| Fri, 08 Jan 2021 | ₩7.8t | ₩19.8t | ₩661.8b | 8.7x |
| Thu, 01 Oct 2020 | ₩6.1t | ₩19.8t | ₩731.0b | 8.1x |
| Sun, 05 Jul 2020 | ₩4.5t | ₩21.1t | ₩603.6b | 7.2x |
| Wed, 08 Apr 2020 | ₩3.9t | ₩22.5t | ₩597.0b | 6.1x |
| Tue, 31 Dec 2019 | ₩5.9t | ₩22.2t | ₩513.6b | 11.1x |
| Fri, 04 Oct 2019 | ₩6.4t | ₩21.9t | ₩389.9b | 18.6x |
| Mon, 08 Jul 2019 | ₩6.7t | ₩21.5t | ₩493.6b | 19.5x |
Median PE Ratio
12.9x
Current Industry PE
- Investors are relatively neutral on the 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 10.3x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have grown 33% per year over the last three years.
- Revenues for these companies have grown 6.6% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | 0.006% | |
| Industrials | 0.31% | |
| Logistics | 1.65% | |
| Air Freight and Logistics | 1.65% | |
Industry PE
- Investors are most optimistic about the Air Freight and Logistics industry even though it's trading below its 3-year average PE ratio of 10.3x.
- Analysts are expecting annual earnings growth of 6.1%, which is lower than the prior year's growth of 57% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth
- Analysts are most optimistic on the Air Freight and Logistics industry, expecting annual earnings growth of 6.1% over the next 5 years.
- However this is lower than its past earnings growth rate of 57% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A086280 Hyundai Glovis | ₩208.00k | 0.2% +₩18.8b | 10.6% | PS10x | |
| A009070 KCTC | ₩6.20k | 1.6% +₩3.0b | -18.8% | PS9.1x | |
| A040610 SG&G | ₩2.83k | 1.3% +₩1.2b | 1.1% | PS6.4x | |
| A009180 Hansol Logistics | ₩4.10k | 1.0% +₩1.1b | 20.8% | PS4.8x |