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
Sat, 03 Dec 2022	₩2.7t	₩6.2t	₩216.9b	10.5x	12.4x	0.4x
Mon, 31 Oct 2022	₩2.5t	₩5.8t	₩250.0b	9.3x	10x	0.4x
Wed, 28 Sep 2022	₩2.7t	₩5.8t	₩250.0b	10.1x	10.7x	0.5x
Fri, 26 Aug 2022	₩3.3t	₩5.4t	₩228.1b	10.3x	14.5x	0.6x
Sun, 24 Jul 2022	₩4.8t	₩16.8t	₩267.2b	10.6x	17.9x	0.3x
Tue, 21 Jun 2022	₩4.6t	₩16.8t	₩267.2b	10.3x	17.2x	0.3x
Thu, 19 May 2022	₩5.2t	₩16.4t	₩242.9b	14.5x	21.5x	0.3x
Sat, 16 Apr 2022	₩5.6t	₩16.4t	₩242.7b	16.1x	23.1x	0.3x
Mon, 14 Mar 2022	₩5.4t	₩16.0t	₩149.9b	18.7x	35.8x	0.3x
Wed, 09 Feb 2022	₩4.9t	₩16.0t	₩149.9b	18.2x	32.5x	0.3x
Fri, 07 Jan 2022	₩5.1t	₩16.0t	₩149.9b	n/a	34.1x	0.3x
Sun, 05 Dec 2021	₩5.2t	₩16.0t	₩149.9b	18.4x	34.7x	0.3x
Tue, 02 Nov 2021	₩6.0t	₩13.5t	₩88.1b	19.8x	67.9x	0.4x
Thu, 30 Sep 2021	₩6.2t	₩13.5t	₩88.1b	22.4x	70.8x	0.5x
Sat, 28 Aug 2021	₩6.6t	₩15.4t	₩114.4b	24.7x	57.5x	0.4x
Sun, 04 Jul 2021	₩5.0t	₩13.5t	₩88.1b	21.7x	56.4x	0.4x
Wed, 07 Apr 2021	₩4.5t	₩13.3t	₩156.4b	15x	28.8x	0.3x
Sat, 09 Jan 2021	₩4.1t	₩13.1t	₩154.8b	13.9x	26.4x	0.3x
Fri, 02 Oct 2020	₩4.2t	₩13.1t	₩194.1b	7.8x	21.7x	0.3x
Mon, 06 Jul 2020	₩3.7t	₩12.9t	₩133.9b	7x	27.6x	0.3x
Thu, 09 Apr 2020	₩3.1t	₩12.8t	₩139.2b	6.1x	22.6x	0.2x
Wed, 01 Jan 2020	₩3.6t	₩12.7t	₩105.0b	8.6x	34.7x	0.3x

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 12.4x which is lower than its 3-year average PE of 30.4x.

Past Earnings Growth

The earnings for companies in the Transportation industry have grown 105% per year over the last three years.
Meanwhile revenues for these companies have declined 21% per year.
This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Trends

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

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 30.4x.

Analysts are expecting annual earnings growth of 44.8%, which is higher than its past year's earnings decline of 6.2% per year.

Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 30.4x.

Forecasted Growth

Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 45% over the next 5 years.
This is better than its past earnings decline of 6.2% per year.

In contrast, the Trucking industry is expected to see its earnings grow by 45% 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	₩20.50k	16.5% +₩100.1b	n/a	PE49.3x
A038390 RedcapTour	₩19.65k	3.2% +₩4.9b	-1.0%	PE8.8x
A014130 Hanexpress.Co	₩5.65k	5.6% +₩3.6b	0.5%	PE131.4x
A024800 Yoosung T&S	₩2.52k	4.1% +₩2.8b	-19.4%	PE1.7x
A084670 Dongyang Express	₩14.60k	3.2% +₩1.2b	-19.8%	PS0.4x

Dec 01

Industry Valuation and Performance