Narrative Update • Jul 13

Over the last 7 days, the Steel industry has dropped 4.3%, driven by a pullback from POSCO Holdings of 4.1%. In contrast, Hanil Iron & Steel has gained 12%. However, the industry is down 12% over the past year. Looking forward, earnings are forecast to grow by 37% annually.
Has the South Korean Steel Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 14 Jul 2026 | ₩36.3t | ₩155.1t | ₩1.3t | 13.4x | 28.8x | 0.2x |
| Thu, 11 Jun 2026 | ₩42.8t | ₩155.1t | ₩1.2t | 13.6x | 34.8x | 0.3x |
| Sat, 09 May 2026 | ₩60.3t | ₩153.9t | ₩1.2t | 16.1x | 49.7x | 0.4x |
| Mon, 06 Apr 2026 | ₩44.3t | ₩153.4t | ₩1.0t | 15.7x | 42.2x | 0.3x |
| Wed, 04 Mar 2026 | ₩46.7t | ₩150.4t | ₩1.2t | 10.8x | 39.9x | 0.3x |
| Fri, 30 Jan 2026 | ₩44.7t | ₩151.4t | ₩968.3b | 10.1x | 46.1x | 0.3x |
| Sun, 28 Dec 2025 | ₩39.2t | ₩152.4t | ₩987.7b | 10.9x | 39.7x | 0.3x |
| Tue, 25 Nov 2025 | ₩37.3t | ₩152.1t | ₩972.0b | 9.9x | 38.3x | 0.2x |
| Thu, 23 Oct 2025 | ₩39.3t | ₩152.5t | ₩889.0b | 12.1x | 44.2x | 0.3x |
| Sat, 20 Sep 2025 | ₩37.8t | ₩152.5t | ₩889.0b | 12.6x | 42.5x | 0.2x |
| Mon, 18 Aug 2025 | ₩39.4t | ₩153.2t | ₩1.1t | 10.4x | 35.7x | 0.3x |
| Wed, 16 Jul 2025 | ₩41.5t | ₩154.1t | ₩1.4t | 10.1x | 28.6x | 0.3x |
| Fri, 13 Jun 2025 | ₩36.3t | ₩150.8t | ₩1.4t | 9.8x | 25.2x | 0.2x |
| Sun, 11 May 2025 | ₩35.0t | ₩151.2t | ₩1.5t | 9.4x | 23.2x | 0.2x |
| Tue, 08 Apr 2025 | ₩34.2t | ₩152.1t | ₩1.8t | 8.8x | 19x | 0.2x |
| Thu, 06 Mar 2025 | ₩36.1t | ₩152.6t | ₩2.4t | 9.7x | 15.1x | 0.2x |
| Sat, 01 Feb 2025 | ₩33.4t | ₩153.5t | ₩2.6t | 9.2x | 12.8x | 0.2x |
| Mon, 30 Dec 2024 | ₩32.2t | ₩153.8t | ₩2.6t | 8.1x | 12.4x | 0.2x |
| Wed, 27 Nov 2024 | ₩36.9t | ₩153.9t | ₩2.6t | 8.6x | 14.1x | 0.2x |
| Fri, 25 Oct 2024 | ₩41.0t | ₩156.0t | ₩3.1t | 7.5x | 13.1x | 0.3x |
| Sun, 22 Sep 2024 | ₩43.3t | ₩156.0t | ₩3.1t | 7.8x | 13.8x | 0.3x |
| Tue, 20 Aug 2024 | ₩39.4t | ₩158.1t | ₩3.6t | 6.3x | 11x | 0.2x |
| Thu, 18 Jul 2024 | ₩43.9t | ₩159.7t | ₩3.8t | 7.1x | 11.6x | 0.3x |
| Sat, 15 Jun 2024 | ₩45.9t | ₩159.7t | ₩3.8t | 7.3x | 12.1x | 0.3x |
| Mon, 13 May 2024 | ₩48.1t | ₩161.8t | ₩4.1t | 6.7x | 11.7x | 0.3x |
| Wed, 10 Apr 2024 | ₩48.2t | ₩163.2t | ₩4.3t | 6.4x | 11.3x | 0.3x |
| Fri, 08 Mar 2024 | ₩51.9t | ₩171.1t | ₩4.6t | 7.2x | 11.3x | 0.3x |
| Sun, 04 Feb 2024 | ₩53.1t | ₩171.1t | ₩4.7t | 7.2x | 11.2x | 0.3x |
| Tue, 02 Jan 2024 | ₩57.0t | ₩162.6t | ₩3.9t | 7.6x | 14.6x | 0.4x |
| Thu, 30 Nov 2023 | ₩54.5t | ₩154.5t | ₩3.7t | 8x | 14.9x | 0.4x |
| Sat, 28 Oct 2023 | ₩48.6t | ₩158.5t | ₩3.9t | 7.5x | 12.5x | 0.3x |
| Mon, 25 Sep 2023 | ₩62.4t | ₩158.5t | ₩3.9t | 8.1x | 16x | 0.4x |
| Wed, 23 Aug 2023 | ₩59.5t | ₩158.9t | ₩3.9t | 7x | 15.4x | 0.4x |
| Fri, 21 Jul 2023 | ₩56.2t | ₩162.5t | ₩5.1t | 6.8x | 11.1x | 0.3x |
11.1x
How does South Korean Steel compare with similar industries?
| KR Market | -15.00% | |
| Materials | -4.45% | |
| Metals and Mining | -5.76% | |
| Steel | -4.29% | |
| Aluminum | 2.00% | |
| Diversified Metals and Mining | -8.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A002220 Hanil Iron & Steel | ₩4.38k | 11.6% +₩10.8b | 36.7% | PS0.5x | |
| A058730 Development Advance SolutionLtd | ₩4.46k | 11.4% +₩8.5b | 43.2% | PS0.3x | |
| A012160 Youngwire | ₩2.01k | 13.7% +₩3.3b | -40.7% | PS0.07x | |
| A138070 Shinjin SmLtd | ₩1.41k | 13.0% +₩2.7b | -42.0% | PS0.4x | |
| A146060 Yulchon | ₩1.02k | 9.5% +₩2.1b | -29.2% | PE11.6x |