South Korean (KOSPI) Transportation Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 11 Jun 2026	₩2.5t	₩5.9t	₩213.8b	7.6x	11.7x	0.4x
Sat, 09 May 2026	₩2.8t	₩6.0t	₩237.9b	8.7x	11.6x	0.5x
Mon, 06 Apr 2026	₩2.6t	₩6.0t	₩237.9b	8x	10.8x	0.4x
Wed, 04 Mar 2026	₩2.8t	₩6.1t	₩216.7b	8.5x	12.7x	0.5x
Fri, 30 Jan 2026	₩2.7t	₩6.1t	₩216.7b	8.5x	12.7x	0.5x
Sun, 28 Dec 2025	₩2.9t	₩6.1t	₩216.7b	8.5x	13.5x	0.5x
Tue, 25 Nov 2025	₩2.4t	₩6.1t	₩226.3b	6.9x	10.6x	0.4x
Thu, 23 Oct 2025	₩2.1t	₩6.1t	₩214.3b	7.5x	10x	0.4x
Sat, 20 Sep 2025	₩2.2t	₩6.1t	₩214.3b	7.7x	10.3x	0.4x
Mon, 18 Aug 2025	₩2.2t	₩6.1t	₩216.7b	6.8x	10.2x	0.4x
Wed, 16 Jul 2025	₩2.5t	₩6.1t	₩216.7b	7.5x	11.6x	0.4x
Fri, 13 Jun 2025	₩2.5t	₩6.1t	₩221.4b	6.9x	11.1x	0.4x
Sun, 11 May 2025	₩2.2t	₩6.1t	₩235.5b	5.9x	9.5x	0.4x
Tue, 08 Apr 2025	₩2.1t	₩6.1t	₩235.5b	5.1x	8.7x	0.3x
Thu, 06 Mar 2025	₩2.2t	₩6.0t	₩166.3b	11.4x	13.5x	0.4x
Sat, 01 Feb 2025	₩2.2t	₩6.0t	₩166.3b	7.1x	13x	0.4x
Mon, 30 Dec 2024	₩2.3t	₩6.0t	₩166.3b	6.9x	13.7x	0.4x
Wed, 27 Nov 2024	₩2.2t	₩6.0t	₩172.1b	7.2x	12.9x	0.4x
Fri, 25 Oct 2024	₩2.2t	₩5.9t	₩164.3b	6.4x	13.6x	0.4x
Sun, 22 Sep 2024	₩2.3t	₩5.9t	₩164.3b	6.4x	14.2x	0.4x
Tue, 20 Aug 2024	₩2.4t	₩5.8t	₩176.5b	6.7x	13.4x	0.4x
Thu, 18 Jul 2024	₩2.4t	₩5.8t	₩176.5b	6.7x	13.7x	0.4x
Sat, 15 Jun 2024	₩2.3t	₩5.9t	₩144.2b	6.9x	16.1x	0.4x
Mon, 13 May 2024	₩2.3t	₩5.8t	₩153.3b	8.1x	15.2x	0.4x
Wed, 10 Apr 2024	₩2.4t	₩5.8t	₩165.2b	7.8x	14.4x	0.4x
Fri, 08 Mar 2024	₩2.3t	₩6.0t	₩231.3b	7.1x	10x	0.4x
Sun, 04 Feb 2024	₩2.7t	₩7.3t	₩249.8b	7.5x	10.8x	0.4x
Tue, 02 Jan 2024	₩2.7t	₩7.3t	₩249.8b	7.6x	10.7x	0.4x
Thu, 30 Nov 2023	₩2.4t	₩6.2t	₩173.2b	7.7x	14x	0.4x
Sat, 28 Oct 2023	₩2.4t	₩6.3t	₩146.0b	10.4x	16.2x	0.4x
Mon, 25 Sep 2023	₩2.4t	₩6.3t	₩146.0b	10.5x	16.2x	0.4x
Wed, 23 Aug 2023	₩2.5t	₩6.2t	₩150.6b	9.7x	16.4x	0.4x
Fri, 21 Jul 2023	₩2.4t	₩6.2t	₩156.4b	10x	15.5x	0.4x
Sun, 18 Jun 2023	₩2.6t	₩6.2t	₩156.4b	10.5x	16.3x	0.4x

Current Industry PE

Investors are relatively neutral on the South Korean Transportation 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 12.9x.

The industry is trading close to its 3-year average PS ratio of 0.40x.

Past Earnings Growth

The earnings for companies in the Transportation industry have grown 11% per year over the last three years, while revenues have remained mostly flat.
This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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


KR Market	-11.94%
Industrials	-8.93%
Transportation	-4.64%
Cargo Ground Transportation	-1.39%
Trucking	-5.35%

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 23.1x.

Analysts are expecting annual earnings growth of 46.4%, which is higher than its past year's earnings growth of 2.6% per year.

Investors are most pessimistic about the Cargo Ground Transportation industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.2x.

Forecasted Growth

Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 46% over the next 5 years.
This is better than its past earnings growth rate of 2.6% per year.

In contrast, the Trucking industry is expected to see its earnings grow by 46% per year over the next few years.

	Company	Last Price	7D	1Y	Valuation
	A032280 SamilLtd	₩1.31k	8.4% +₩1.6b	-17.9%	PE18.2x
	A038390 RedcapTour	₩9.72k	0.8% +₩1.3b	-21.5%	PE6.8x

Company

Last Price

Valuation

A032280 SamilLtd

₩1.31k

8.4%
+₩1.6b

-17.9%

PE18.2x

A038390 RedcapTour

₩9.72k

0.8%
+₩1.3b

-21.5%

PE6.8x

New major risk - Revenue and earnings growth

Earnings have declined by 4.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 4.7% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (₩30.4b market cap, or US$20.2m).

South Korean (KOSPI) Transportation Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New minor risk - Market cap size

New minor risk - Shareholder dilution

Now 20% undervalued after recent price drop

Investor sentiment improves as stock rises 32%

Investor sentiment deteriorates as stock falls 17%

Careena Transportation Group Limited cancelled the acquisition of 56.2% stake in LOTTE rental co.,ltd. (KOSE:A089860) from Hotel Lotte Co., Ltd. and Hotel Lotte Pusan Co., Ltd.

New minor risk - Share price stability

New major risk - Revenue and earnings growth

Samil Co.Ltd. announces Annual dividend