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South Korean (KOSPI) Materials Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
  • 7D-0.6%
  • 3M-8.3%
  • 1Y11.0%
  • YTD4.3%

Over the last 7 days, the Materials industry has remained flat, although notably POSCO gained 4.4%. As for the the longer term, the industry is up 11% over the past 12 months.

Sector Valuation and Performance

Has the South Korean Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Sat, 04 Dec 2021₩238.9t₩336.0t₩23.0t13.2x
Mon, 01 Nov 2021₩252.4t₩309.6t₩18.9t15.8x
Wed, 29 Sep 2021₩266.4t₩303.1t₩16.9t16.2x
Fri, 27 Aug 2021₩253.5t₩307.2t₩17.2t16.2x
Sat, 03 Jul 2021₩256.9t₩307.3t₩17.2t17x
Tue, 06 Apr 2021₩227.6t₩280.1t₩11.2t17.5x
Fri, 08 Jan 2021₩203.2t₩269.7t₩6.8t17.3x
Thu, 01 Oct 2020₩162.0t₩264.8t₩5.2t15.3x
Sun, 05 Jul 2020₩128.5t₩267.0t₩4.8t13.6x
Wed, 08 Apr 2020₩100.7t₩275.7t₩4.9t9.6x
Tue, 31 Dec 2019₩128.6t₩277.1t₩6.4t13.3x
Fri, 04 Oct 2019₩127.6t₩279.2t₩6.5t12.7x
Mon, 08 Jul 2019₩138.5t₩277.0t₩7.9t13.9x
Sun, 31 Mar 2019₩142.9t₩278.7t₩8.5t13.1x
Wed, 02 Jan 2019₩136.2t₩279.7t₩10.2t12.7x
PE Ratio


Total Market Cap: ₩136.2tTotal Earnings: ₩10.2tTotal Revenue: ₩279.7t0%0%0%3 Year10 Year

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 14.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Materials industry have grown 23% per year over the last three years, and revenues for these companies have grown 7.3% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South Korean Materials sector?

Metals and Mining0.40%
Basic Materials-3.95%
Paper and Forestry Products-5.43%

Industry PE: Investors are most optimistic about the Basic Materials industry even though it's trading below its 3-year average PE ratio of 22.1x. However analysts are expecting annual earnings growth of 15%, which is lower than the prior year's growth of 81% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Metals and Mining industry, which is trading below its 3-year average of 13.7x.

Forecasted Growth: Analysts are most optimistic on the Paper and Forestry Products industry, expecting annual earnings growth of 22% over the next 5 years. However this is lower than its past earnings growth rate of 106% per year. Meanwhile, the Metals and Mining industry is expected to see its earnings decline by 8.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

A005490 POSCO4.4%+₩907.5b7.0%PE3.7x
A011170 Lotte Chemical11.4%+₩788.3b-20.3%PE5.6x
A361610 SK IE Technology4.3%+₩499.1bn/aPE101.7x
A009830 Hanwha Solutions6.7%+₩431.3b-20.6%PE9.7x
A011780 Kumho Petrochemical9.2%+₩404.5b25.1%PE2.7x
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