South Korean (KOSPI) Packaging Industry Analysis
UpdatedJan 29, 2023
DataAggregated Company Financials
Companies24
- 7D0.3%
- 3M4.9%
- 1Y-9.4%
- YTD7.0%
In the last week, the Packaging industry is flat overall, with Youlchon ChemicalLtd standing out by going down 5.1%. Unfortunately though, the industry is down 9.4% over the past 12 months. Earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the South Korean Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Jan 2023 | ₩4.9t | ₩6.4t | ₩87.4b | 12.4x | 56.5x | 0.8x |
| Wed, 28 Dec 2022 | ₩4.8t | ₩6.4t | ₩87.4b | 11.5x | 55.4x | 0.8x |
| Fri, 25 Nov 2022 | ₩5.0t | ₩6.4t | ₩126.6b | 15.6x | 39.4x | 0.8x |
| Sun, 23 Oct 2022 | ₩4.6t | ₩6.2t | ₩135.3b | 10.9x | 34.2x | 0.7x |
| Tue, 20 Sep 2022 | ₩5.3t | ₩6.2t | ₩135.3b | 12.5x | 39x | 0.8x |
| Thu, 18 Aug 2022 | ₩5.5t | ₩6.0t | ₩122.7b | 12.1x | 44.9x | 0.9x |
| Sat, 16 Jul 2022 | ₩4.9t | ₩6.0t | ₩122.7b | 12.5x | 40x | 0.8x |
| Mon, 13 Jun 2022 | ₩5.4t | ₩6.0t | ₩122.7b | 13.2x | 43.8x | 0.9x |
| Wed, 11 May 2022 | ₩5.6t | ₩5.8t | ₩164.0b | 16.8x | 34.2x | 1x |
| Fri, 08 Apr 2022 | ₩5.7t | ₩5.8t | ₩164.0b | 14.2x | 35x | 1x |
| Sun, 06 Mar 2022 | ₩5.7t | ₩5.6t | ₩279.2b | 13.7x | 20.3x | 1x |
| Tue, 01 Feb 2022 | ₩5.3t | ₩5.6t | ₩282.9b | 13x | 18.8x | 0.9x |
| Thu, 30 Dec 2021 | ₩5.9t | ₩5.6t | ₩282.9b | 14.4x | 20.9x | 1.1x |
| Sat, 27 Nov 2021 | ₩5.8t | ₩5.6t | ₩295.1b | 12x | 19.7x | 1x |
| Mon, 25 Oct 2021 | ₩5.9t | ₩5.4t | ₩293.8b | 16.1x | 20.1x | 1.1x |
| Wed, 22 Sep 2021 | ₩6.2t | ₩5.4t | ₩293.8b | 17.4x | 21x | 1.1x |
| Fri, 20 Aug 2021 | ₩5.4t | ₩6.1t | ₩306.6b | 16.6x | 17.5x | 0.9x |
| Fri, 04 Jun 2021 | ₩5.8t | ₩5.9t | ₩303.3b | 15.7x | 19.2x | 1x |
| Mon, 08 Mar 2021 | ₩5.1t | ₩5.8t | ₩281.1b | 11.1x | 18.2x | 0.9x |
| Thu, 10 Dec 2020 | ₩4.5t | ₩5.8t | ₩277.4b | 13.1x | 16.3x | 0.8x |
| Wed, 02 Sep 2020 | ₩3.4t | ₩5.9t | ₩286.2b | 11.2x | 11.9x | 0.6x |
| Sat, 06 Jun 2020 | ₩3.3t | ₩6.0t | ₩298.5b | 10.2x | 11x | 0.5x |
| Tue, 10 Mar 2020 | ₩3.3t | ₩5.9t | ₩296.0b | 10.6x | 11.2x | 0.6x |
Price to Earnings Ratio
11.6x
Current Industry PE
- Investors are optimistic on the South Korean Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 56.5x which is higher than its 3-year average PE of 23.1x.
- The industry is trading close to its 3-year average PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 33% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Materials industry?
| KR Market | 3.72% | |
| Materials | 4.71% | |
| Packaging | 0.33% | |
| Paper Packaging | 1.25% | |
| Metal and Glass Containers | 0.0061% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry which is trading above its 3-year average PE ratio of 33.3x.
- Analysts are expecting annual earnings growth of 27.1%, which is higher than its past year's earnings decline of 15.0% per year.
- Investors are most pessimistic about the Paper Packaging industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 14.6x.
Forecasted Growth
- Analysts are most optimistic on the Metal and Glass Containers industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings decline of 15% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 27% 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 | |
|---|---|---|---|---|---|
| A014820 Dongwon Systems | ₩41.95k | 1.9% +₩23.2b | -19.3% | PE26.2x | |
| A004250 NPC | ₩6.50k | 4.0% +₩10.5b | -21.6% | PE12.4x | |
| A033310 M2NLtd | ₩4.83k | 3.6% +₩6.7b | -24.5% | PS4.5x | |
| A014160 DAE YOUNG Packaging.Co | ₩1.61k | 2.6% +₩4.4b | -28.6% | n/a | |
| A023600 Sambo Corrugated Board | ₩10.56k | 2.5% +₩4.2b | -23.8% | PE3.3x |