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
Wed, 20 May 2026	₩2.7t	₩6.0t	₩226.7b	8x	12x	0.5x
Fri, 17 Apr 2026	₩2.7t	₩6.0t	₩237.9b	8.4x	11.3x	0.4x
Sun, 15 Mar 2026	₩2.6t	₩6.1t	₩216.7b	8x	12.2x	0.4x
Tue, 10 Feb 2026	₩2.9t	₩6.1t	₩216.7b	8.8x	13.2x	0.5x
Thu, 08 Jan 2026	₩2.7t	₩6.1t	₩216.7b	7.8x	12.3x	0.4x
Sat, 06 Dec 2025	₩2.9t	₩6.1t	₩226.3b	7.3x	12.7x	0.5x
Mon, 03 Nov 2025	₩2.1t	₩6.1t	₩214.3b	7.3x	10x	0.4x
Wed, 01 Oct 2025	₩2.2t	₩6.1t	₩214.3b	7.5x	10.1x	0.4x
Fri, 29 Aug 2025	₩2.2t	₩6.1t	₩219.1b	7.1x	9.9x	0.4x
Sun, 27 Jul 2025	₩2.4t	₩6.1t	₩216.7b	6.8x	10.9x	0.4x
Tue, 24 Jun 2025	₩2.4t	₩6.1t	₩216.7b	6.9x	11.1x	0.4x
Thu, 22 May 2025	₩2.3t	₩6.1t	₩234.2b	6.6x	9.7x	0.4x
Sat, 19 Apr 2025	₩2.2t	₩6.1t	₩235.5b	5.5x	9.2x	0.4x
Mon, 17 Mar 2025	₩2.3t	₩6.0t	₩166.3b	8x	13.6x	0.4x
Wed, 12 Feb 2025	₩2.1t	₩6.0t	₩166.3b	7.3x	12.9x	0.4x
Fri, 10 Jan 2025	₩2.2t	₩6.0t	₩166.3b	7x	13.4x	0.4x
Sun, 08 Dec 2024	₩2.4t	₩5.8t	₩116.8b	10.8x	20.3x	0.4x
Tue, 05 Nov 2024	₩2.2t	₩5.9t	₩164.3b	6.5x	13.5x	0.4x
Thu, 03 Oct 2024	₩2.3t	₩5.9t	₩164.3b	6.5x	14.1x	0.4x
Sat, 31 Aug 2024	₩2.4t	₩5.9t	₩176.1b	6.4x	13.7x	0.4x
Mon, 29 Jul 2024	₩2.4t	₩5.8t	₩176.5b	6.6x	13.6x	0.4x
Wed, 26 Jun 2024	₩2.4t	₩5.8t	₩176.5b	6.7x	13.4x	0.4x
Fri, 24 May 2024	₩2.3t	₩5.9t	₩152.9b	7x	15.2x	0.4x
Sun, 21 Apr 2024	₩2.3t	₩5.8t	₩165.2b	7.6x	13.9x	0.4x
Tue, 19 Mar 2024	₩2.3t	₩6.0t	₩231.3b	7.2x	10.1x	0.4x
Thu, 15 Feb 2024	₩2.3t	₩6.0t	₩231.3b	7x	9.9x	0.4x
Sat, 13 Jan 2024	₩2.6t	₩7.3t	₩249.8b	7.4x	10.5x	0.4x
Mon, 11 Dec 2023	₩2.7t	₩7.3t	₩249.8b	7.5x	10.8x	0.4x
Wed, 08 Nov 2023	₩2.3t	₩6.3t	₩146.0b	10.7x	15.9x	0.4x
Fri, 06 Oct 2023	₩2.4t	₩6.3t	₩146.0b	10.5x	16.1x	0.4x
Sun, 03 Sep 2023	₩2.6t	₩6.3t	₩146.0b	10.8x	17.8x	0.4x
Tue, 01 Aug 2023	₩2.3t	₩6.2t	₩156.4b	9.7x	14.9x	0.4x
Thu, 29 Jun 2023	₩2.5t	₩6.2t	₩156.4b	10.5x	16.2x	0.4x
Sat, 27 May 2023	₩2.5t	₩6.2t	₩137.9b	10.6x	18x	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 13.0x.

The industry is trading close to its 3-year average PS ratio of 0.39x.

Past Earnings Growth

The earnings for companies in the Transportation industry have grown 16% 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	-5.14%
Industrials	-10.53%
Transportation	3.24%
Trucking	5.26%
Cargo Ground Transportation	-4.98%

Industry PE

Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 23.2x.

Analysts are expecting annual earnings growth of 42.6%, which is higher than its past year's earnings growth of 18.2% 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 4.3x.

Forecasted Growth

Analysts are most optimistic on the Trucking industry, expecting annual earnings growth of 43% over the next 5 years.
This is better than its past earnings growth rate of 18% per year.

In contrast, the Trucking industry is expected to see its earnings grow by 43% per year over the next few years.

Company	Last Price	7D	1Y	Valuation
A000650 Chunil Express	₩245.50k	40.4% +₩100.8b	517.6%	PS7.7x
A084670 Dongyang Express	₩49.60k	48.9% +₩42.5b	561.3%	PE43.6x
A403550 SOCAR	₩13.46k	2.0% +₩8.9b	0.5%	PS0.9x

Company

Last Price

Valuation

A000650 Chunil Express

₩245.50k

40.4%
+₩100.8b

517.6%

PS7.7x

A084670 Dongyang Express

₩49.60k

48.9%
+₩42.5b

561.3%

PE43.6x

A403550 SOCAR

₩13.46k

2.0%
+₩8.9b

0.5%

PS0.9x

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

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.

SOCAR Inc. announced that it has received KRW 65.00001 billion in funding from KRAFTON, Inc.

New minor risk - Share price stability

Investor sentiment improves as stock rises 21%

RedcapTour Co., Ltd. to Report Q1, 2026 Results on May 07, 2026

New major risk - Revenue and earnings growth

Yoosung T&S Co., Ltd, Annual General Meeting, Mar 31, 2026

Investor sentiment deteriorates as stock falls 16%

Samil Co.Ltd. announces Annual dividend