South Korean (KOSPI) Chemicals Industry Analysis
UpdatedDec 03, 2023
DataAggregated Company Financials
Companies158
- 7D-0.1%
- 3M-13.2%
- 1Y-2.8%
- YTD11.6%
Last week, the Chemicals industry hasn't moved much but Kumyang is up 16% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 60% annually.
Industry Valuation and Performance
Has the South Korean Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 03 Dec 2023 | ₩136.6t | ₩203.4t | ₩4.5t | 16.6x | 30.4x | 0.7x |
| Tue, 31 Oct 2023 | ₩123.9t | ₩205.8t | ₩4.9t | 13x | 25.3x | 0.6x |
| Thu, 28 Sep 2023 | ₩138.8t | ₩206.8t | ₩5.0t | 13.6x | 27.9x | 0.7x |
| Sat, 26 Aug 2023 | ₩156.2t | ₩206.8t | ₩5.2t | 13.9x | 29.9x | 0.8x |
| Mon, 24 Jul 2023 | ₩172.8t | ₩206.7t | ₩6.5t | 14.5x | 26.6x | 0.8x |
| Wed, 21 Jun 2023 | ₩166.2t | ₩206.7t | ₩6.5t | 15x | 25.6x | 0.8x |
| Fri, 19 May 2023 | ₩151.6t | ₩206.4t | ₩6.6t | 15.6x | 22.9x | 0.7x |
| Sun, 16 Apr 2023 | ₩164.8t | ₩198.2t | ₩7.1t | 14.4x | 23.2x | 0.8x |
| Tue, 14 Mar 2023 | ₩141.7t | ₩195.5t | ₩6.6t | 12.2x | 21.4x | 0.7x |
| Thu, 09 Feb 2023 | ₩132.0t | ₩193.7t | ₩6.8t | 11.7x | 19.3x | 0.7x |
| Sat, 07 Jan 2023 | ₩116.0t | ₩193.5t | ₩6.8t | 10.4x | 17.1x | 0.6x |
| Mon, 05 Dec 2022 | ₩133.0t | ₩193.5t | ₩7.1t | 11.7x | 18.7x | 0.7x |
| Wed, 02 Nov 2022 | ₩128.1t | ₩187.2t | ₩8.3t | 12x | 15.5x | 0.7x |
| Fri, 30 Sep 2022 | ₩111.6t | ₩187.0t | ₩8.3t | 12x | 13.5x | 0.6x |
| Sun, 28 Aug 2022 | ₩130.7t | ₩185.7t | ₩8.4t | 14.1x | 15.6x | 0.7x |
| Tue, 26 Jul 2022 | ₩119.0t | ₩178.8t | ₩11.0t | 13.8x | 10.9x | 0.7x |
| Thu, 23 Jun 2022 | ₩121.6t | ₩178.8t | ₩11.0t | 12.3x | 11.1x | 0.7x |
| Sat, 21 May 2022 | ₩131.7t | ₩168.7t | ₩12.5t | 15.1x | 10.6x | 0.8x |
| Mon, 18 Apr 2022 | ₩128.3t | ₩167.9t | ₩12.9t | 15.7x | 9.9x | 0.8x |
| Wed, 16 Mar 2022 | ₩120.1t | ₩160.6t | ₩13.4t | 15.8x | 8.9x | 0.7x |
| Fri, 11 Feb 2022 | ₩142.5t | ₩155.9t | ₩11.7t | 16.1x | 12.2x | 0.9x |
| Sun, 09 Jan 2022 | ₩156.7t | ₩155.9t | ₩11.7t | 17x | 13.4x | 1x |
| Tue, 07 Dec 2021 | ₩158.7t | ₩155.9t | ₩12.3t | 16.7x | 13x | 1x |
| Thu, 04 Nov 2021 | ₩162.9t | ₩143.8t | ₩10.1t | 19.5x | 16.1x | 1.1x |
| Sat, 02 Oct 2021 | ₩167.3t | ₩137.3t | ₩9.6t | 19.3x | 17.4x | 1.2x |
| Mon, 30 Aug 2021 | ₩160.5t | ₩139.1t | ₩9.6t | 19.7x | 16.6x | 1.2x |
| Tue, 06 Jul 2021 | ₩163.8t | ₩139.1t | ₩9.6t | 19.6x | 17x | 1.2x |
| Fri, 09 Apr 2021 | ₩143.3t | ₩124.5t | ₩6.8t | 18x | 21.2x | 1.2x |
| Thu, 31 Dec 2020 | ₩135.3t | ₩118.3t | ₩3.9t | 17.1x | 34.3x | 1.1x |
Price to Earnings Ratio
46.6x
Current Industry PE
- Investors are optimistic on the South Korean Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 30.4x which is higher than its 3-year average PE of 19.7x.
- The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 21% 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 industry?
| KR Market | 0.53% | |
| Materials | -0.21% | |
| Chemicals | -0.13% | |
| Specialty Chemicals | 3.64% | |
| Industrial Gases | 1.87% | |
| Commodity Chemicals | -0.66% | |
| Fertilizers and Agricultural Chemicals | -2.13% | |
| Diversified Chemicals | -5.42% | |
Industry PE
- Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 22.6x.
- Analysts are expecting annual earnings growth of 63.9%, which is higher than its past year's earnings decline of 35.7% per year.
- Investors are most pessimistic about the Diversified Chemicals industry, which is trading below its 3-year average of 6.3x.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 64% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings decline by 4.9% 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 | |
|---|---|---|---|---|---|
| A001570 Kumyang | ₩122.50k | 16.3% +₩996.3b | 283.4% | PS41.6x | |
| A086520 Ecopro | ₩724.00k | 4.2% +₩764.1b | 456.5% | PS2.4x | |
| A457190 ISU Specialty Chemical | ₩193.90k | 32.1% +₩263.7b | n/a | n/a | |
| A014680 Hansol Chemical | ₩202.00k | 9.6% +₩192.5b | -1.9% | PE18.2x | |
| A357780 Soulbrain | ₩289.00k | 8.0% +₩166.5b | 33.1% | PE17.7x |