Narrative Update • Jul 10
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- 7D-3.7%
- 3M-23.4%
- 1Y-0.2%
- YTD-6.2%
Over the last 7 days, the Chemicals industry has dropped 4.3%, driven by a pullback from LG Chem of 5.8%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 67% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | ₩80.2t | ₩172.3t | -₩3,110,301,922,224.00 | 11.6x | -25.8x | 0.5x |
| Thu, 11 Jun 2026 | ₩93.8t | ₩170.0t | -₩2,542,754,304,070.00 | 13.1x | -36.9x | 0.6x |
| Sat, 09 May 2026 | ₩121.8t | ₩176.2t | -₩3,183,703,198,320.00 | 15.4x | -38.3x | 0.7x |
| Mon, 06 Apr 2026 | ₩96.4t | ₩168.5t | -₩3,024,572,948,180.00 | 14.6x | -31.9x | 0.6x |
| Wed, 04 Mar 2026 | ₩106.3t | ₩171.4t | -₩1,073,761,938,494.00 | 12.3x | -99x | 0.6x |
| Fri, 30 Jan 2026 | ₩100.0t | ₩172.6t | -₩1,780,086,023,674.00 | 13x | -56.2x | 0.6x |
| Sun, 28 Dec 2025 | ₩87.0t | ₩172.6t | -₩1,777,095,027,534.00 | 11.6x | -48.9x | 0.5x |
| Tue, 25 Nov 2025 | ₩85.2t | ₩172.5t | -₩1,862,573,969,070.00 | 12x | -45.8x | 0.5x |
| Thu, 23 Oct 2025 | ₩92.7t | ₩173.2t | -₩3,313,213,333,376.00 | 13.5x | -28x | 0.5x |
| Sat, 20 Sep 2025 | ₩82.8t | ₩173.2t | -₩2,998,739,651,486.00 | 14x | -27.6x | 0.5x |
| Mon, 18 Aug 2025 | ₩80.4t | ₩174.9t | -₩3,083,317,472,778.00 | 11.3x | -26.1x | 0.5x |
| Wed, 16 Jul 2025 | ₩80.4t | ₩174.9t | -₩3,033,575,389,068.00 | 12.1x | -26.5x | 0.5x |
| Fri, 13 Jun 2025 | ₩74.9t | ₩180.7t | -₩2,985,679,427,239.00 | 12x | -25.1x | 0.4x |
| Sun, 11 May 2025 | ₩69.9t | ₩178.2t | -₩2,585,984,665,480.00 | 10.8x | -27x | 0.4x |
| Tue, 08 Apr 2025 | ₩63.5t | ₩178.2t | -₩2,603,983,699,024.00 | 9.8x | -24.4x | 0.4x |
| Thu, 06 Mar 2025 | ₩73.1t | ₩176.6t | -₩414,885,591,781.00 | 11x | -176.2x | 0.4x |
| Sat, 01 Feb 2025 | ₩71.1t | ₩176.5t | -₩444,188,434,371.00 | 10.5x | -160x | 0.4x |
| Mon, 30 Dec 2024 | ₩67.4t | ₩176.5t | -₩444,188,434,371.00 | 10.3x | -151.7x | 0.4x |
| Wed, 27 Nov 2024 | ₩75.6t | ₩176.2t | -₩358,852,348,290.00 | 9.7x | -210.6x | 0.4x |
| Fri, 25 Oct 2024 | ₩86.5t | ₩175.9t | ₩1.3t | 10.6x | 66.9x | 0.5x |
| Sun, 22 Sep 2024 | ₩86.8t | ₩175.9t | ₩1.3t | 11.4x | 67.5x | 0.5x |
| Tue, 20 Aug 2024 | ₩89.3t | ₩176.7t | ₩2.3t | 12.5x | 38.2x | 0.5x |
| Thu, 18 Jul 2024 | ₩98.9t | ₩176.7t | ₩2.2t | 13.8x | 44.4x | 0.6x |
| Sat, 15 Jun 2024 | ₩108.6t | ₩175.0t | ₩2.1t | 14.8x | 50.8x | 0.6x |
| Mon, 13 May 2024 | ₩107.9t | ₩178.7t | ₩3.4t | 16.1x | 31.9x | 0.6x |
| Wed, 10 Apr 2024 | ₩108.4t | ₩178.4t | ₩3.4t | 14.3x | 31.6x | 0.6x |
| Fri, 08 Mar 2024 | ₩110.3t | ₩185.1t | ₩4.2t | 15.9x | 26.1x | 0.6x |
| Sun, 04 Feb 2024 | ₩106.8t | ₩185.1t | ₩4.1t | 16x | 25.8x | 0.6x |
| Tue, 02 Jan 2024 | ₩140.1t | ₩203.4t | ₩4.3t | 16.7x | 32.4x | 0.7x |
| Thu, 30 Nov 2023 | ₩137.8t | ₩203.5t | ₩4.5t | 16.2x | 30.3x | 0.7x |
| Sat, 28 Oct 2023 | ₩120.8t | ₩205.8t | ₩4.9t | 12.9x | 24.7x | 0.6x |
| Mon, 25 Sep 2023 | ₩143.1t | ₩206.8t | ₩5.0t | 13.9x | 28.8x | 0.7x |
| Wed, 23 Aug 2023 | ₩156.2t | ₩206.2t | ₩5.6t | 15x | 27.8x | 0.8x |
| Fri, 21 Jul 2023 | ₩170.1t | ₩206.7t | ₩6.5t | 14.3x | 26.2x | 0.8x |
Price to Earnings Ratio
26.2x
Current Industry PE
- Investors are pessimistic on the South Korean Chemicals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
- Total earnings for the Chemicals industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 5.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the South Korean Materials industry?
| KR Market | -15.00% | |
| Materials | -4.45% | |
| Chemicals | -3.75% | |
| Fertilizers and Agricultural Chemicals | -0.18% | |
| Diversified Chemicals | -2.47% | |
| Specialty Chemicals | -2.86% | |
| Commodity Chemicals | -4.30% | |
| Industrial Gases | -5.34% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry even though it's trading below its 3-year average PE ratio of 25.6x.
- Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings decline of 4.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 84% over the next 5 years.
- This is better than its past earnings decline of 3.2% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| A170920 LTCLtd | ₩55.50k | 24.4% +₩109.4b | 366.4% | PE54x | |
| A005950 ISU Chemical | ₩13.93k | 8.8% +₩29.7b | 124.0% | PS0.2x | |
| A017890 Korea Alcohol Industrial | ₩13.89k | 10.6% +₩26.9b | 35.2% | PE8.4x | |
| A093370 Foosung | ₩11.81k | 1.9% +₩23.6b | 148.9% | PS2.5x | |
| A003240 Taekwang Industrial | ₩886.00k | 2.5% +₩18.5b | -28.6% | PE8.4x |
