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South Korean (KOSPI) Machinery Industry Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies155
  • 7D4.6%
  • 3M3.1%
  • 1Y95.5%
  • YTD4.8%

The Machinery industry is up 4.6% in the last week, with HD Hyundai Heavy IndustriesLtd up 8.6%. This takes the industry's 12 month performance to a gain of 95%. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026₩245.9t₩125.2t₩7.9t20.1x31.2x2x
Fri, 05 Dec 2025₩235.5t₩130.4t₩8.2t18.6x28.7x1.8x
Sun, 02 Nov 2025₩271.1t₩125.4t₩6.0t25.7x45x2.2x
Tue, 30 Sep 2025₩227.9t₩125.5t₩6.0t25.6x37.8x1.8x
Thu, 28 Aug 2025₩225.0t₩125.9t₩6.3t21x35.7x1.8x
Sat, 26 Jul 2025₩201.1t₩122.5t₩5.7t19.8x35.4x1.6x
Mon, 23 Jun 2025₩199.8t₩122.5t₩5.6t19.3x35.4x1.6x
Wed, 21 May 2025₩165.2t₩120.8t₩5.2t15.3x32x1.4x
Fri, 18 Apr 2025₩156.2t₩119.8t₩5.0t15.3x31.5x1.3x
Sun, 16 Mar 2025₩145.8t₩118.1t₩3.7t14.7x39.7x1.2x
Tue, 11 Feb 2025₩137.3t₩116.3t₩3.2t14.1x42.3x1.2x
Thu, 09 Jan 2025₩126.8t₩115.8t₩3.0t13.2x42.7x1.1x
Sat, 07 Dec 2024₩101.3t₩116.2t₩3.1t11.7x32.7x0.9x
Mon, 04 Nov 2024₩96.6t₩113.8t₩3.8t11.7x25.5x0.8x
Wed, 02 Oct 2024₩98.7t₩113.1t₩3.7t13.1x26.7x0.9x
Fri, 30 Aug 2024₩99.9t₩113.2t₩3.7t13.6x27.1x0.9x
Sun, 28 Jul 2024₩106.4t₩110.7t₩3.0t15.1x35.5x1x
Tue, 25 Jun 2024₩97.2t₩110.8t₩2.8t14.5x34.4x0.9x
Thu, 23 May 2024₩93.0t₩110.2t₩2.5t14.4x37.9x0.8x
Sat, 20 Apr 2024₩83.5t₩106.5t₩2.3t13.4x36.6x0.8x
Mon, 18 Mar 2024₩81.9t₩103.4t₩1.8t17.4x46.2x0.8x
Wed, 14 Feb 2024₩76.3t₩101.7t₩911.8b15.7x83.6x0.7x
Fri, 12 Jan 2024₩79.5t₩102.0t₩902.8b14.4x88x0.8x
Sun, 10 Dec 2023₩78.3t₩102.1t₩893.5b15.1x87.7x0.8x
Tue, 07 Nov 2023₩73.3t₩98.8t₩23.4b15x3131.6x0.7x
Thu, 05 Oct 2023₩76.4t₩98.7t₩18.7b15x4094.5x0.8x
Sat, 02 Sep 2023₩81.5t₩98.7t₩37.4b15.9x2178.3x0.8x
Mon, 31 Jul 2023₩84.8t₩93.5t-₩298,523,519,726.0016.3x-284.1x0.9x
Wed, 28 Jun 2023₩80.5t₩93.5t-₩298,523,519,726.0017.4x-269.8x0.9x
Fri, 26 May 2023₩70.7t₩92.6t-₩535,443,602,259.0016x-132x0.8x
Sun, 23 Apr 2023₩67.5t₩90.0t-₩1,563,341,371,509.0017.1x-43.2x0.8x
Tue, 21 Mar 2023₩58.9t₩88.0t-₩1,928,079,976,787.0014x-30.5x0.7x
Thu, 16 Feb 2023₩59.6t₩87.1t-₩2,323,300,622,117.0014.7x-25.6x0.7x
Sat, 14 Jan 2023₩57.8t₩87.2t-₩2,323,749,423,657.0014x-24.9x0.7x
Price to Earnings Ratio

-24.9x


Total Market Cap: ₩57.8tTotal Earnings: -₩2,323,749,423,657.00Total Revenue: ₩87.2tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Machinery Industry Price to Earnings3Y Average 282.1x202420252026
Current Industry PE
  • Investors are pessimistic on the South Korean Machinery industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.2x which is lower than its 3-year average PE of 282x.
  • 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 Machinery industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% 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 Market7.01%
Industrials5.97%
Machinery4.58%
Construction Machinery and Vehicles5.27%
Agricultural Machinery3.25%
Industrial Machinery1.52%
Industry PE
  • Investors are most optimistic about the Industrial Machinery industry which is trading above its 3-year average PE ratio of 41.0x.
    • Analysts are expecting annual earnings growth of 66.2%, which is higher than its past year's earnings growth of 24.0% per year.
  • Investors are most pessimistic about the Agricultural Machinery industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Industrial Machinery industry, expecting annual earnings growth of 66% over the next 5 years.
  • This is better than its past earnings growth rate of 24% per year.
  • In contrast, the Construction Machinery and Vehicles industry is expected to see its earnings grow by 28% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A329180 HD Hyundai Heavy IndustriesLtd₩557.00k9.4%
+₩5.0t		83.5%PE45.2x
A042660 Hanwha Ocean₩121.20k6.7%
+₩2.3t		173.6%PE31.2x
A064350 Hyundai Rotem₩202.50k7.8%
+₩1.6t		268.2%PE31.9x
A010140 Samsung Heavy Industries₩25.35k5.2%
+₩1.1t		111.1%PE61.6x
A009540 HD Korea Shipbuilding & Offshore Engineering₩418.00k2.7%
+₩777.9b		77.9%PE14.6x

Latest News

A454910
₩86,800.00
Doosan Robotics
7D
11.3%
1Y
37.8%
A241560
₩59,700.00
Doosan Bobcat
7D
3.5%
1Y
42.1%
A042660
₩121,200.00
Hanwha Ocean
7D
6.7%
1Y
173.6%

A042660: Future Earnings Quality Will Depend On Risky Tanker Order Pipeline

Analysts have raised their fair value estimate for Hanwha Ocean from ₩67,799.69 to ₩81,896.75, citing updated assumptions for revenue, profit margins, and a lower future P/E multiple despite a slightly higher discount rate. What's in the News DHT Holdings took delivery of a VLCC newbuilding from Hanwha Ocean, named DHT Antelope, which is entering the spot market as the first of four VLCCs scheduled for delivery in the first half of 2026.
A099440
₩6,290.00
SmecLtd
7D
-7.4%
1Y
78.2%

Does SmecLtd (KOSDAQ:099440) Have A Healthy Balance Sheet?

Jan 05
Does SmecLtd (KOSDAQ:099440) Have A Healthy Balance Sheet?
A064350
₩202,500.00
Hyundai Rotem
7D
7.8%
1Y
268.2%

Hyundai Rotem (KRX:064350) Seems To Use Debt Rather Sparingly

Jan 04
Hyundai Rotem (KRX:064350) Seems To Use Debt Rather Sparingly
A329180
₩557,000.00
HD Hyundai Heavy IndustriesLtd
7D
9.4%
1Y
83.5%
A009540
₩418,000.00
HD Korea Shipbuilding & Offshore Engineering
7D
2.7%
1Y
77.9%

A009540: Port Crane MoU And Stable Margins Are Expected To Support Upside

Analysts have slightly raised their price target for HD Korea Shipbuilding & Offshore Engineering to KRW 577,235, citing incremental improvements in discount rate assumptions and sustained expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Signed a tripartite MoU with BEML Limited and HD Hyundai Samho Heavy Industries to jointly design and develop next generation conventional and autonomous maritime and port cranes in India, targeting modernization of port infrastructure and logistics capabilities (Key Developments) Partnership framework includes local manufacturing in India, aiming to deepen industrial collaboration and support the government’s focus on self reliance in critical port equipment (Key Developments) MoU covers full lifecycle support, including after sales service, spare parts supply, and operator training, which could strengthen recurring revenue and long term customer relationships in the region (Key Developments) Valuation Changes Fair Value Estimate unchanged at approximately ₩577,235 per share, reflecting stable core assumptions in the valuation model Discount Rate edged down slightly from 8.46 percent to about 8.46 percent, indicating a marginally lower perceived risk or cost of capital Revenue Growth effectively unchanged at around 9.89 percent, suggesting maintained expectations for top line expansion Net Profit Margin stable at roughly 13.15 percent, implying no material revision to profitability assumptions Future P/E eased very slightly from about 10.21x to 10.21x, reflecting a negligible adjustment in forward valuation multiples
A443060
₩191,000.00
HD HYUNDAI Marine SolutionLTD
7D
-1.3%
1Y
17.0%

Some Investors May Be Worried About HD HYUNDAI Marine SolutionLTD's (KRX:443060) Returns On Capital

Dec 25
Some Investors May Be Worried About HD HYUNDAI Marine SolutionLTD's (KRX:443060) Returns On Capital
A077970
₩33,200.00
STX EngineLtd
7D
-2.4%
1Y
64.0%

Optimistic Investors Push STX Engine Co.,Ltd. (KRX:077970) Shares Up 25% But Growth Is Lacking

Dec 19
Optimistic Investors Push STX Engine Co.,Ltd. (KRX:077970) Shares Up 25% But Growth Is Lacking
A017800
₩86,700.00
Hyundai Elevator
7D
-1.8%
1Y
78.0%

Is It Time To Consider Buying Hyundai Elevator Co., Ltd (KRX:017800)?

Dec 18
Is It Time To Consider Buying Hyundai Elevator Co., Ltd (KRX:017800)?
A010140
₩25,350.00
Samsung Heavy Industries
7D
5.2%
1Y
111.1%

Samsung Heavy Industries (KRX:010140) Shareholders Will Want The ROCE Trajectory To Continue

Dec 12
Samsung Heavy Industries (KRX:010140) Shareholders Will Want The ROCE Trajectory To Continue
A199430
₩24,150.00
KNR System
7D
-10.9%
1Y
184.5%

KNR System Inc.'s (KOSDAQ:199430) Business Is Trailing The Industry But Its Shares Aren't

Dec 04
KNR System Inc.'s (KOSDAQ:199430) Business Is Trailing The Industry But Its Shares Aren't
A439260
₩65,600.00
Daehan Shipbuilding
7D
-2.1%
1Y
n/a
A097230
₩24,300.00
HJ Shipbuilding & Construction
7D
15.4%
1Y
234.3%

Risks Still Elevated At These Prices As HJ Shipbuilding & Construction Co., Ltd. (KRX:097230) Shares Dive 27%

Nov 21
Risks Still Elevated At These Prices As HJ Shipbuilding & Construction Co., Ltd. (KRX:097230) Shares Dive 27%
A277810
₩466,000.00
Rainbow RoboticsLtd
7D
-1.0%
1Y
99.1%
A012210
₩8,000.00
Sammi Metal ProductsLtd
7D
-24.7%
1Y
96.6%