Solid Earnings May Not Tell The Whole Story For Yoosung T&S (KOSDAQ:024800)
Mar 27
South Korean (KOSPI) Transportation Industry Analysis
UpdatedApr 24, 2024
DataAggregated Company Financials
Companies10
- 7D3.1%
- 3M7.0%
- 1Y-7.6%
- YTD3.9%
Over the last 7 days, the Transportation industry has remained flat, although notably SOCAR gained 7.5%. Unfortunately though, the industry is down 23% over the past 12 months. Earnings are forecast to grow by 55% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 24 Apr 2024 | ₩2.3t | ₩5.8t | ₩165.2b | 7.7x | 14x | 0.4x |
| Fri, 22 Mar 2024 | ₩2.4t | ₩5.9t | ₩176.9b | 7.8x | 13.4x | 0.4x |
| Sun, 18 Feb 2024 | ₩2.3t | ₩6.0t | ₩231.3b | 7x | 10x | 0.4x |
| Tue, 16 Jan 2024 | ₩2.6t | ₩7.3t | ₩249.8b | 7.4x | 10.4x | 0.4x |
| Thu, 14 Dec 2023 | ₩2.6t | ₩7.3t | ₩249.8b | 7.4x | 10.6x | 0.4x |
| Sat, 11 Nov 2023 | ₩2.3t | ₩6.3t | ₩146.0b | 10.6x | 15.7x | 0.4x |
| Mon, 09 Oct 2023 | ₩2.3t | ₩6.3t | ₩146.0b | 10.6x | 15.8x | 0.4x |
| Wed, 06 Sep 2023 | ₩2.5t | ₩6.3t | ₩146.0b | 10.7x | 17.4x | 0.4x |
| Fri, 04 Aug 2023 | ₩2.4t | ₩6.2t | ₩156.4b | 9.7x | 15.2x | 0.4x |
| Sun, 02 Jul 2023 | ₩2.5t | ₩6.2t | ₩156.4b | 10.4x | 16x | 0.4x |
| Tue, 30 May 2023 | ₩2.5t | ₩6.2t | ₩142.4b | 10.4x | 17.4x | 0.4x |
| Thu, 27 Apr 2023 | ₩2.4t | ₩6.1t | ₩134.5b | 9.9x | 17.6x | 0.4x |
| Sat, 25 Mar 2023 | ₩2.4t | ₩6.1t | ₩118.7b | 9.7x | 19.9x | 0.4x |
| Mon, 20 Feb 2023 | ₩2.5t | ₩6.0t | ₩157.1b | 11.8x | 15.8x | 0.4x |
| Wed, 18 Jan 2023 | ₩2.4t | ₩6.0t | ₩157.1b | 12x | 15.6x | 0.4x |
| Fri, 16 Dec 2022 | ₩2.7t | ₩6.2t | ₩216.9b | 10.4x | 12.3x | 0.4x |
| Sun, 13 Nov 2022 | ₩2.6t | ₩5.8t | ₩250.0b | 9.5x | 10.3x | 0.4x |
| Tue, 11 Oct 2022 | ₩2.7t | ₩5.8t | ₩250.0b | 9.7x | 10.6x | 0.5x |
| Thu, 08 Sep 2022 | ₩3.1t | ₩5.5t | ₩249.9b | 9.4x | 12.5x | 0.6x |
| Sat, 06 Aug 2022 | ₩2.5t | ₩5.3t | ₩216.3b | 11.1x | 11.4x | 0.5x |
| Mon, 04 Jul 2022 | ₩4.6t | ₩16.8t | ₩267.2b | 10x | 17.3x | 0.3x |
| Wed, 01 Jun 2022 | ₩5.2t | ₩16.8t | ₩267.2b | 12.3x | 19.3x | 0.3x |
| Fri, 29 Apr 2022 | ₩5.3t | ₩16.4t | ₩242.7b | 15.2x | 21.9x | 0.3x |
| Sun, 27 Mar 2022 | ₩5.4t | ₩16.4t | ₩208.8b | 19.9x | 25.8x | 0.3x |
| Tue, 22 Feb 2022 | ₩5.1t | ₩16.0t | ₩149.9b | 18.7x | 33.8x | 0.3x |
| Thu, 20 Jan 2022 | ₩4.8t | ₩16.0t | ₩149.9b | 17.9x | 32.3x | 0.3x |
| Sat, 18 Dec 2021 | ₩5.3t | ₩16.0t | ₩149.9b | 18.6x | 35.3x | 0.3x |
| Mon, 15 Nov 2021 | ₩5.8t | ₩13.5t | ₩88.1b | 18.1x | 65.4x | 0.4x |
| Wed, 13 Oct 2021 | ₩5.8t | ₩13.5t | ₩88.1b | 20.1x | 66.2x | 0.4x |
| Fri, 10 Sep 2021 | ₩6.5t | ₩15.4t | ₩114.4b | 26.2x | 56.5x | 0.4x |
| Sun, 08 Aug 2021 | ₩5.0t | ₩13.5t | ₩88.1b | 22.4x | 56.2x | 0.4x |
| Sat, 01 May 2021 | ₩4.4t | ₩13.3t | ₩156.4b | 18.5x | 28.4x | 0.3x |
Price to Earnings Ratio
28.4x
Current Industry PE
- Investors are pessimistic on the South Korean Transportation 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 13.9x which is lower than its 3-year average PE of 24.7x.
- The industry is trading close to its 3-year average PS ratio of 0.38x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 24% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | 0.53% | |
| Industrials | 4.26% | |
| Transportation | 3.06% | |
| Trucking | 3.33% | |
| Cargo Ground Transportation | 1.87% | |
| Railroads | 0% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 26.6x.
- Analysts are expecting annual earnings growth of 54.7%, which is higher than its past year's earnings growth of 2.7% per year.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 5.2x.
Forecasted Growth
- Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 55% over the next 5 years.
- This is better than its past earnings growth rate of 2.7% per year.
- In contrast, the Trucking industry is expected to see its earnings grow by 55% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A403550 SOCAR | ₩20.45k | 6.2% +₩39.3b | 12.8% | PS1.7x | |
| A089860 LOTTE rentalltd | ₩27.10k | 1.9% +₩18.3b | 5.2% | PE8.3x | |
| A004360 Sebang | ₩11.75k | 2.5% +₩6.3b | -44.4% | PE3.6x | |
| A024800 Yoosung T&S | ₩2.11k | 3.7% +₩2.5b | -13.2% | PE1.3x | |
| A038390 RedcapTour | ₩15.08k | 2.0% +₩2.5b | -14.8% | PE7.7x |