Narrative Update • Jun 19

Over the last 7 days, the Trade Distributors industry has dropped 8.3%, driven by a pullback from Posco International of 18%. In contrast, Hyundai G.F. Holdings has gained 13%. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 11% annually.
Has the South Korean Trade Distributors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | ₩15.5t | ₩83.2t | ₩1.5t | 7.8x | 10.2x | 0.2x |
| Sun, 24 May 2026 | ₩19.4t | ₩82.7t | ₩1.5t | 13.5x | 13x | 0.2x |
| Tue, 21 Apr 2026 | ₩20.0t | ₩82.2t | ₩1.5t | 12.1x | 13x | 0.2x |
| Thu, 19 Mar 2026 | ₩19.0t | ₩82.2t | ₩1.6t | 11.5x | 11.6x | 0.2x |
| Sat, 14 Feb 2026 | ₩18.0t | ₩83.0t | ₩1.3t | 16.9x | 13.8x | 0.2x |
| Mon, 12 Jan 2026 | ₩13.1t | ₩83.0t | ₩1.3t | 13.4x | 10x | 0.2x |
| Wed, 10 Dec 2025 | ₩14.4t | ₩83.0t | ₩1.3t | 13.5x | 11.1x | 0.2x |
| Fri, 07 Nov 2025 | ₩13.9t | ₩83.3t | ₩1.3t | 9.4x | 10.5x | 0.2x |
| Sun, 05 Oct 2025 | ₩13.2t | ₩83.4t | ₩1.3t | 8.4x | 9.8x | 0.2x |
| Tue, 02 Sep 2025 | ₩12.9t | ₩84.4t | ₩1.3t | 9.7x | 10x | 0.2x |
| Thu, 31 Jul 2025 | ₩14.3t | ₩84.9t | ₩1.8t | 11.3x | 7.8x | 0.2x |
| Sat, 28 Jun 2025 | ₩13.5t | ₩84.9t | ₩1.8t | 11.2x | 7.4x | 0.2x |
| Mon, 26 May 2025 | ₩12.4t | ₩83.5t | ₩1.7t | 9.5x | 7.4x | 0.1x |
| Wed, 23 Apr 2025 | ₩12.9t | ₩83.6t | ₩1.7t | 8.8x | 7.7x | 0.2x |
| Fri, 21 Mar 2025 | ₩13.8t | ₩81.9t | ₩1.6t | 9.4x | 8.4x | 0.2x |
| Sun, 16 Feb 2025 | ₩11.3t | ₩81.9t | ₩1.9t | 5.9x | 6x | 0.1x |
| Tue, 14 Jan 2025 | ₩11.4t | ₩81.8t | ₩1.9t | 6.2x | 6.1x | 0.1x |
| Thu, 12 Dec 2024 | ₩10.8t | ₩81.8t | ₩1.9t | 6.9x | 5.7x | 0.1x |
| Sat, 09 Nov 2024 | ₩13.5t | ₩79.4t | ₩2.6t | 10.5x | 5.2x | 0.2x |
| Mon, 07 Oct 2024 | ₩13.9t | ₩78.5t | ₩2.5t | 10.4x | 5.5x | 0.2x |
| Wed, 04 Sep 2024 | ₩14.6t | ₩78.5t | ₩2.5t | 10.1x | 5.7x | 0.2x |
| Fri, 02 Aug 2024 | ₩13.8t | ₩76.7t | ₩2.0t | 13.9x | 6.8x | 0.2x |
| Sun, 30 Jun 2024 | ₩15.7t | ₩76.7t | ₩2.0t | 13.3x | 7.7x | 0.2x |
| Tue, 28 May 2024 | ₩12.5t | ₩76.7t | ₩2.0t | 13.8x | 6.2x | 0.2x |
| Thu, 25 Apr 2024 | ₩12.2t | ₩76.6t | ₩2.1t | 11.6x | 6x | 0.2x |
| Sat, 23 Mar 2024 | ₩14.4t | ₩78.5t | ₩1.9t | 14.2x | 7.4x | 0.2x |
| Mon, 19 Feb 2024 | ₩14.6t | ₩79.4t | ₩2.0t | 14x | 7.1x | 0.2x |
| Wed, 17 Jan 2024 | ₩13.1t | ₩79.4t | ₩2.0t | 12.6x | 6.4x | 0.2x |
| Fri, 15 Dec 2023 | ₩13.9t | ₩79.4t | ₩2.0t | 13.7x | 6.8x | 0.2x |
| Sun, 12 Nov 2023 | ₩13.9t | ₩82.3t | ₩1.3t | 15.9x | 10.8x | 0.2x |
| Tue, 10 Oct 2023 | ₩16.1t | ₩82.3t | ₩1.3t | 17.3x | 12.5x | 0.2x |
| Thu, 07 Sep 2023 | ₩19.1t | ₩82.3t | ₩1.3t | 18.8x | 14.9x | 0.2x |
| Sat, 05 Aug 2023 | ₩20.2t | ₩84.9t | ₩1.3t | 13.7x | 15.3x | 0.2x |
| Mon, 03 Jul 2023 | ₩12.1t | ₩86.5t | ₩1.4t | 12.5x | 8.4x | 0.1x |
8.4x
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | -2.19% | |
| Industrials | -6.23% | |
| Trade Distributors | -8.25% | |
| Trade Companies and Distributors | -8.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A005440 Hyundai G.F. Holdings | ₩15.08k | 11.5% +₩243.2b | 76.0% | PE7.1x | |
| A162300 Shin SteelLtd | ₩1.78k | 1.8% +₩1.3b | -21.4% | PS0.2x |