South Korean (KOSPI) Transportation Industry Analysis
UpdatedDec 01, 2023
DataAggregated Company Financials
Companies10
- 7D2.2%
- 3M-6.2%
- 1Y-7.2%
- YTD-1.8%
The Transportation industry is up 1.5% in the last week, with LOTTE rentalltd up 3.0%. In the past year, the industry is down 6.9%. As for the next few years, earnings are expected to grow by 46% per annum.
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, 02 Dec 2023 | ₩2.4t | ₩6.2t | ₩173.2b | 7.7x | 14x | 0.4x |
| Mon, 30 Oct 2023 | ₩2.4t | ₩6.3t | ₩146.0b | 10.4x | 16.2x | 0.4x |
| Wed, 27 Sep 2023 | ₩2.3t | ₩6.3t | ₩146.0b | 10.5x | 15.9x | 0.4x |
| Fri, 25 Aug 2023 | ₩2.5t | ₩6.3t | ₩145.9b | 10.7x | 17.3x | 0.4x |
| Sun, 23 Jul 2023 | ₩2.4t | ₩6.2t | ₩156.4b | 10x | 15.4x | 0.4x |
| Tue, 20 Jun 2023 | ₩2.6t | ₩6.2t | ₩156.4b | 10.5x | 16.4x | 0.4x |
| Thu, 18 May 2023 | ₩2.4t | ₩6.1t | ₩140.3b | 10.6x | 17.4x | 0.4x |
| Sat, 15 Apr 2023 | ₩2.5t | ₩6.1t | ₩134.5b | 10.4x | 18.4x | 0.4x |
| Mon, 13 Mar 2023 | ₩2.4t | ₩6.0t | ₩157.1b | 11.9x | 15.5x | 0.4x |
| Wed, 08 Feb 2023 | ₩2.5t | ₩6.0t | ₩157.1b | 12.2x | 16.1x | 0.4x |
| Fri, 06 Jan 2023 | ₩2.4t | ₩6.0t | ₩157.1b | 11.4x | 15.2x | 0.4x |
| Sun, 04 Dec 2022 | ₩2.7t | ₩6.2t | ₩216.9b | 10.5x | 12.4x | 0.4x |
| Tue, 01 Nov 2022 | ₩2.5t | ₩5.8t | ₩250.0b | 9.3x | 10x | 0.4x |
| Thu, 29 Sep 2022 | ₩2.6t | ₩5.8t | ₩250.0b | 9.5x | 10.3x | 0.4x |
| Sat, 27 Aug 2022 | ₩3.3t | ₩5.4t | ₩228.1b | 10.2x | 14.5x | 0.6x |
| Mon, 25 Jul 2022 | ₩4.8t | ₩16.8t | ₩267.2b | 10.6x | 17.9x | 0.3x |
| Wed, 22 Jun 2022 | ₩4.6t | ₩16.8t | ₩267.2b | 10.4x | 17.3x | 0.3x |
| Fri, 20 May 2022 | ₩5.0t | ₩16.4t | ₩242.9b | 14.2x | 20.6x | 0.3x |
| Sun, 17 Apr 2022 | ₩5.6t | ₩16.4t | ₩242.7b | 16.1x | 23.1x | 0.3x |
| Tue, 15 Mar 2022 | ₩5.4t | ₩16.0t | ₩149.9b | 18.7x | 36.2x | 0.3x |
| Thu, 10 Feb 2022 | ₩5.0t | ₩16.0t | ₩149.9b | 18.4x | 33.1x | 0.3x |
| Sat, 08 Jan 2022 | ₩5.1t | ₩16.0t | ₩149.9b | 18.2x | 34.1x | 0.3x |
| Mon, 06 Dec 2021 | ₩5.2t | ₩16.0t | ₩149.9b | 18.4x | 34.7x | 0.3x |
| Wed, 03 Nov 2021 | ₩6.0t | ₩13.5t | ₩88.1b | n/a | 67.9x | 0.4x |
| Fri, 01 Oct 2021 | ₩6.1t | ₩13.5t | ₩88.1b | 21.7x | 69.8x | 0.5x |
| Sun, 29 Aug 2021 | ₩6.6t | ₩15.4t | ₩114.4b | 24.7x | 57.5x | 0.4x |
| Mon, 05 Jul 2021 | ₩5.0t | ₩13.5t | ₩88.1b | 21.7x | 56.4x | 0.4x |
| Thu, 08 Apr 2021 | ₩4.5t | ₩13.3t | ₩156.4b | 15x | 28.8x | 0.3x |
| Sun, 10 Jan 2021 | ₩4.1t | ₩13.1t | ₩154.8b | 13.9x | 26.4x | 0.3x |
Price to Earnings Ratio
21.3x
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 14.0x which is lower than its 3-year average PE of 26.9x.
- 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 declined 3.7% per year over the last three years,
- Revenues have also declined 22% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | 0.53% | |
| Industrials | 2.30% | |
| Transportation | 2.20% | |
| Trucking | 2.53% | |
| Railroads | 0% | |
| Cargo Ground Transportation | -1.16% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 27.9x.
- Analysts are expecting annual earnings growth of 45.7%, which is higher than its past year's earnings decline of 10.8% per year.
- Investors are most pessimistic about the Cargo Ground Transportation industry, which is trading close to its 3-year average of 5.7x.
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 decline of 11% per year.
- In contrast, the Trucking industry is expected to see its earnings grow by 46% 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 | ₩16.08k | 5.7% +₩28.5b | -21.6% | PS1.2x | |
| A089860 LOTTE rentalltd | ₩27.35k | 2.1% +₩20.1b | -5.0% | PE7.2x | |
| A068400 SK Rent A Car | ₩10.56k | 1.4% +₩6.8b | 48.7% | PE25.9x | |
| A024800 Yoosung T&S | ₩2.24k | 6.2% +₩4.3b | -11.3% | PE1.1x | |
| A038390 RedcapTour | ₩15.32k | 0.8% +₩1.0b | -22.0% | PE7.8x |