Analysis Article • Mar 30
Have your own idea? Try our Stock Screener
South Korean (KOSPI) Real Estate Sector Analysis
UpdatedJun 29, 2026
DataAggregated Company Financials
Companies32
- 7D-3.7%
- 3M-16.6%
- 1Y-8.8%
- YTD-14.0%
Over the last 7 days, the Real Estate industry has dropped 3.7%, driven by SK Reits declining 5.5%. In contrast, Xi S&D has gained 15%. The industry has fallen 8.8% in the last year. Earnings are forecast to grow by 8.6% annually.
Sector Valuation and Performance
Has the South Korean Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | ₩10.3t | ₩4.8t | ₩67.0b | 7.4x | 154.2x | 2.2x |
| Wed, 27 May 2026 | ₩11.4t | ₩4.8t | ₩105.9b | 11.4x | 107.8x | 2.4x |
| Fri, 24 Apr 2026 | ₩13.3t | ₩4.8t | ₩99.7b | 13x | 133.4x | 2.8x |
| Sun, 22 Mar 2026 | ₩12.6t | ₩4.9t | ₩96.0b | 26.3x | 131.1x | 2.6x |
| Tue, 17 Feb 2026 | ₩12.3t | ₩5.5t | ₩150.2b | 7.1x | 82.1x | 2.3x |
| Thu, 15 Jan 2026 | ₩11.9t | ₩5.5t | ₩159.9b | 5.2x | 74.2x | 2.2x |
| Sat, 13 Dec 2025 | ₩12.0t | ₩5.5t | ₩159.9b | 5.3x | 74.8x | 2.2x |
| Mon, 10 Nov 2025 | ₩11.4t | ₩5.4t | ₩96.5b | 20.5x | 118.1x | 2.1x |
| Wed, 08 Oct 2025 | ₩11.5t | ₩5.4t | ₩96.5b | 20.8x | 118.7x | 2.1x |
| Fri, 05 Sep 2025 | ₩11.3t | ₩5.4t | ₩74.5b | 19.5x | 151.3x | 2.1x |
| Sun, 03 Aug 2025 | ₩10.7t | ₩5.5t | ₩70.0b | 26.6x | 152.2x | 1.9x |
| Tue, 01 Jul 2025 | ₩10.4t | ₩5.5t | ₩70.0b | 31.6x | 148.3x | 1.9x |
| Thu, 29 May 2025 | ₩10.4t | ₩5.6t | ₩72.8b | 9.9x | 142.3x | 1.9x |
| Sat, 26 Apr 2025 | ₩10.4t | ₩5.7t | ₩90.1b | 9.7x | 115.1x | 1.8x |
| Mon, 24 Mar 2025 | ₩10.4t | ₩5.8t | ₩95.8b | 13.4x | 108.9x | 1.8x |
| Wed, 19 Feb 2025 | ₩10.0t | ₩5.3t | ₩11.7b | 17.1x | 851.2x | 1.9x |
| Fri, 17 Jan 2025 | ₩9.8t | ₩5.3t | ₩27.9b | 16x | 348.9x | 1.8x |
| Sun, 15 Dec 2024 | ₩9.9t | ₩5.3t | ₩27.9b | 16.5x | 353.7x | 1.8x |
| Tue, 12 Nov 2024 | ₩9.3t | ₩5.6t | ₩16.6b | 7.6x | 556.6x | 1.7x |
| Thu, 10 Oct 2024 | ₩9.7t | ₩5.6t | ₩16.0b | 8.3x | 607x | 1.7x |
| Sat, 07 Sep 2024 | ₩10.2t | ₩5.6t | ₩20.1b | 8.2x | 510.2x | 1.8x |
| Mon, 05 Aug 2024 | ₩10.4t | ₩6.0t | ₩192.1b | 5.8x | 53.9x | 1.7x |
| Wed, 03 Jul 2024 | ₩9.9t | ₩6.0t | ₩192.1b | 5.7x | 51.6x | 1.6x |
| Fri, 31 May 2024 | ₩10.0t | ₩6.0t | ₩194.7b | 5.4x | 51.5x | 1.7x |
| Sun, 28 Apr 2024 | ₩9.8t | ₩6.5t | ₩275.6b | 3.5x | 35.4x | 1.5x |
| Tue, 26 Mar 2024 | ₩10.2t | ₩6.9t | ₩284.2b | 3.3x | 35.9x | 1.5x |
| Thu, 22 Feb 2024 | ₩9.8t | ₩7.0t | ₩321.7b | 3.3x | 30.6x | 1.4x |
| Sat, 20 Jan 2024 | ₩9.6t | ₩7.0t | ₩320.5b | 3.3x | 29.9x | 1.4x |
| Mon, 18 Dec 2023 | ₩10.0t | ₩7.0t | ₩320.5b | 3.5x | 31.1x | 1.4x |
| Wed, 15 Nov 2023 | ₩9.4t | ₩7.2t | ₩403.8b | 3.2x | 23.4x | 1.3x |
| Fri, 13 Oct 2023 | ₩9.6t | ₩7.2t | ₩402.2b | 3.4x | 23.9x | 1.3x |
| Sun, 10 Sep 2023 | ₩9.7t | ₩7.3t | ₩433.6b | 3.5x | 22.4x | 1.3x |
| Tue, 08 Aug 2023 | ₩9.8t | ₩7.2t | ₩390.3b | 10.5x | 25x | 1.4x |
| Thu, 06 Jul 2023 | ₩10.2t | ₩7.2t | ₩389.6b | 10.6x | 26.1x | 1.4x |
Price to Earnings Ratio
26.1x
Current Industry PE
- Investors are relatively neutral on the South Korean Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 154x.
- The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 44% per year over the last three years,
- Revenues have also declined 13% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the South Korean Real Estate sector?
| KR Market | -7.37% | |
| Real Estate | -3.66% | |
| Hotel and Resort REITs | 0% | 0 |
| Office REITs | -1.59% | |
| Specialized REITs | -1.71% | |
| Residential REITs | -2.33% | |
| Real Estate | -3.73% | |
| Retail REITs | -4.35% | |
| REITS | -4.84% | |
| Industrial REITs | -6.64% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 6.0x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the REITS industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 53.7x.
Forecasted Growth
- Analysts are most optimistic on the REITS industry, expecting annual earnings growth of 8.6% over the next 5 years.
- However this is lower than its past earnings growth rate of 62% per year.
- In contrast, the REITS industry is expected to see its earnings grow 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A317400 Xi S&D | ₩4.04k | 15.3% +₩20.4b | 14.1% | PE3.8x | |
| A034810 Haesung Industrial | ₩6.23k | 9.3% +₩15.7b | -19.3% | PS0.08x | |
| A448730 Samsung FN REIT | ₩5.39k | 2.1% +₩10.0b | 21.1% | n/a | |
| A334890 IGIS Value Plus REIT | ₩3.49k | 4.0% +₩9.4b | -26.8% | n/a | |
| A013120 DongWon DevelopmentLtd | ₩2.29k | 3.6% +₩7.3b | -21.0% | PE7.9x |