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
Tue, 04 Aug 2026	₩2.7t	₩5.9t	₩210.5b	8.9x	12.7x	0.4x
Thu, 02 Jul 2026	₩2.5t	₩5.9t	₩210.5b	7.9x	12x	0.4x
Sat, 30 May 2026	₩2.6t	₩5.9t	₩217.0b	7.8x	12x	0.4x
Mon, 27 Apr 2026	₩2.7t	₩6.0t	₩237.9b	8.7x	11.5x	0.5x
Wed, 25 Mar 2026	₩2.6t	₩6.1t	₩209.3b	7.8x	12.5x	0.4x
Fri, 20 Feb 2026	₩2.8t	₩6.1t	₩216.7b	8.5x	13.1x	0.5x
Sun, 18 Jan 2026	₩2.7t	₩6.1t	₩216.7b	7.9x	12.3x	0.4x
Tue, 16 Dec 2025	₩3.0t	₩6.1t	₩216.7b	8.4x	14x	0.5x
Thu, 13 Nov 2025	₩2.2t	₩6.1t	₩214.3b	7.5x	10.3x	0.4x
Sat, 11 Oct 2025	₩2.1t	₩6.1t	₩214.3b	7.5x	10x	0.3x
Mon, 08 Sep 2025	₩2.2t	₩6.1t	₩222.1b	7x	9.7x	0.4x
Wed, 06 Aug 2025	₩2.3t	₩6.1t	₩216.7b	6.6x	10.5x	0.4x
Fri, 04 Jul 2025	₩2.5t	₩6.1t	₩216.7b	7.1x	11.5x	0.4x
Sun, 01 Jun 2025	₩2.3t	₩6.1t	₩221.4b	6.4x	10.6x	0.4x
Tue, 29 Apr 2025	₩2.2t	₩6.1t	₩235.5b	5.7x	9.2x	0.4x
Thu, 27 Mar 2025	₩2.2t	₩6.1t	₩253.3b	5.4x	8.6x	0.4x
Sat, 22 Feb 2025	₩2.3t	₩6.0t	₩166.3b	11.5x	13.8x	0.4x
Mon, 20 Jan 2025	₩2.2t	₩6.0t	₩166.3b	7x	13.1x	0.4x
Wed, 18 Dec 2024	₩2.3t	₩5.4t	₩213.9b	6.9x	10.9x	0.4x
Fri, 15 Nov 2024	₩2.2t	₩5.9t	₩164.3b	6.9x	13.3x	0.4x
Sun, 13 Oct 2024	₩2.3t	₩5.9t	₩164.3b	6.5x	14x	0.4x
Tue, 10 Sep 2024	₩2.3t	₩5.9t	₩176.1b	6.3x	13.3x	0.4x
Thu, 08 Aug 2024	₩2.3t	₩5.8t	₩176.5b	6.6x	12.9x	0.4x
Sat, 06 Jul 2024	₩2.4t	₩5.8t	₩176.5b	6.5x	13.7x	0.4x
Mon, 03 Jun 2024	₩2.3t	₩5.9t	₩151.2b	7.1x	15.3x	0.4x
Wed, 01 May 2024	₩2.3t	₩5.8t	₩165.2b	7.8x	14.1x	0.4x
Fri, 29 Mar 2024	₩2.4t	₩5.9t	₩169.8b	7.9x	14x	0.4x
Sun, 25 Feb 2024	₩2.3t	₩6.0t	₩231.3b	7.2x	10x	0.4x
Tue, 23 Jan 2024	₩2.6t	₩7.3t	₩249.8b	7.3x	10.4x	0.4x
Thu, 21 Dec 2023	₩2.7t	₩7.3t	₩249.8b	7.7x	10.9x	0.4x
Sat, 18 Nov 2023	₩2.3t	₩6.3t	₩147.4b	10.6x	15.8x	0.4x
Mon, 16 Oct 2023	₩2.4t	₩6.3t	₩146.0b	10.5x	16.3x	0.4x
Wed, 13 Sep 2023	₩2.4t	₩6.3t	₩146.0b	10.6x	16.6x	0.4x
Fri, 11 Aug 2023	₩2.4t	₩6.2t	₩156.4b	9.7x	15.4x	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 12.7x.

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 10% 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	-7.09%
Industrials	-5.38%
Transportation	-1.94%
Cargo Ground Transportation	-1.63%
Trucking	-2.00%

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 23.0x.

Analysts are expecting annual earnings growth of 39.6%, 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 40% 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 40% 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	₩10.28k	10.1% +₩35.7b	-21.0%	PS0.9x
A089860 LOTTE rentalltd	₩39.40k	1.2% +₩16.3b	27.5%	PE11.1x
A000650 Chunil Express	₩143.30k	5.9% +₩11.4b	247.0%	PS4.5x
A038390 RedcapTour	₩9.90k	2.5% +₩4.0b	-15.2%	PE6.9x
A084670 Dongyang Express	₩23.10k	6.5% +₩3.7b	177.3%	PE16.9x

New minor risk - Share price stability

The company's share price has been volatile over the past 3 months. It is more volatile than 75% of South Korean stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.9% operating cash flow to total debt). Earnings have declined by 4.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).

South Korean (KOSPI) Transportation Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Investor sentiment deteriorates as stock falls 18%

SOCAR Inc. (KOSE:A403550) announces an Equity Buyback for KRW 3,000 million worth of its shares.

Hanexpress.Co., Ltd (KOSE:A014130) announces an Equity Buyback for 400,000 shares, for KRW 888 million.

Upcoming dividend of ₩300 per share

Investor sentiment deteriorates as stock falls 16%

Investor sentiment deteriorates as stock falls 17%

Now 21% undervalued after recent price drop

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