SK D&D Co. Ltd. (KRX:210980) Shares Could Be 37% Below Their Intrinsic Value Estimate
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South Korean (KOSPI) Real Estate Sector Analysis
UpdatedSep 19, 2024
DataAggregated Company Financials
Companies32
- 7D0.04%
- 3M3.1%
- 1Y0.8%
- YTD1.0%
The Real Estate is pretty flat in the last 7 days, but LOTTE REIT has stood out, gaining 3.0%. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 49% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 20 Sep 2024 | ₩10.2t | ₩2.6t | ₩21.2b | 4.8x | 484.3x | 3.9x |
| Sun, 18 Aug 2024 | ₩10.3t | ₩6.0t | ₩192.5b | 5.8x | 53.5x | 1.7x |
| Tue, 16 Jul 2024 | ₩10.1t | ₩6.0t | ₩192.1b | 5.8x | 52.5x | 1.7x |
| Thu, 13 Jun 2024 | ₩10.2t | ₩6.0t | ₩191.6b | 5.6x | 53.2x | 1.7x |
| Sat, 11 May 2024 | ₩10.0t | ₩6.5t | ₩275.6b | 3.5x | 36.3x | 1.5x |
| Mon, 08 Apr 2024 | ₩9.7t | ₩6.5t | ₩274.3b | 3.5x | 35.2x | 1.5x |
| Wed, 06 Mar 2024 | ₩10.0t | ₩7.0t | ₩321.7b | 3.2x | 31x | 1.4x |
| Fri, 02 Feb 2024 | ₩9.7t | ₩7.0t | ₩320.5b | 3.3x | 30.2x | 1.4x |
| Sun, 31 Dec 2023 | ₩9.8t | ₩7.0t | ₩320.5b | 3.5x | 30.5x | 1.4x |
| Tue, 28 Nov 2023 | ₩9.9t | ₩7.0t | ₩335.0b | 3.5x | 29.5x | 1.4x |
| Thu, 26 Oct 2023 | ₩9.3t | ₩7.2t | ₩403.8b | 3.3x | 23.1x | 1.3x |
| Sat, 23 Sep 2023 | ₩9.8t | ₩7.3t | ₩418.4b | 3.4x | 23.4x | 1.3x |
| Mon, 21 Aug 2023 | ₩9.5t | ₩7.2t | ₩385.0b | 9.8x | 24.6x | 1.3x |
| Wed, 19 Jul 2023 | ₩10.1t | ₩7.2t | ₩389.6b | 10.8x | 25.9x | 1.4x |
| Fri, 16 Jun 2023 | ₩10.4t | ₩7.2t | ₩389.6b | 10.4x | 26.7x | 1.5x |
| Sun, 14 May 2023 | ₩10.3t | ₩6.7t | ₩415.8b | 7.9x | 24.7x | 1.5x |
| Tue, 11 Apr 2023 | ₩9.7t | ₩6.7t | ₩424.0b | 6x | 23x | 1.5x |
| Thu, 09 Mar 2023 | ₩9.6t | ₩6.0t | ₩482.3b | 4.3x | 19.8x | 1.6x |
| Sat, 04 Feb 2023 | ₩10.0t | ₩6.0t | ₩482.3b | 4.3x | 20.7x | 1.7x |
| Mon, 02 Jan 2023 | ₩9.5t | ₩6.0t | ₩482.3b | 4.4x | 19.6x | 1.6x |
| Wed, 30 Nov 2022 | ₩9.5t | ₩6.0t | ₩486.8b | 4.6x | 19.4x | 1.6x |
| Fri, 28 Oct 2022 | ₩8.5t | ₩5.2t | ₩504.4b | 4.1x | 16.9x | 1.6x |
| Sun, 25 Sep 2022 | ₩10.2t | ₩5.2t | ₩504.4b | 4.9x | 20.3x | 2x |
| Tue, 23 Aug 2022 | ₩10.6t | ₩4.4t | ₩530.3b | 5x | 20.1x | 2.4x |
| Thu, 21 Jul 2022 | ₩10.0t | ₩4.4t | ₩533.9b | 4.7x | 18.7x | 2.3x |
| Sat, 18 Jun 2022 | ₩11.2t | ₩4.3t | ₩528.7b | 4.7x | 21.3x | 2.6x |
| Mon, 16 May 2022 | ₩11.7t | ₩4.0t | ₩540.1b | 6.1x | 21.6x | 2.9x |
| Wed, 13 Apr 2022 | ₩11.5t | ₩4.0t | ₩540.1b | 6.3x | 21.3x | 2.9x |
| Fri, 11 Mar 2022 | ₩11.2t | ₩3.0t | ₩388.7b | 10.3x | 28.8x | 3.8x |
| Sun, 06 Feb 2022 | ₩10.8t | ₩3.0t | ₩388.7b | 10.2x | 27.9x | 3.6x |
| Tue, 04 Jan 2022 | ₩10.7t | ₩3.0t | ₩388.7b | 10x | 27.4x | 3.6x |
| Thu, 02 Dec 2021 | ₩10.0t | ₩2.7t | ₩747.4b | 9.5x | 13.4x | 3.7x |
| Sat, 30 Oct 2021 | ₩10.2t | ₩2.9t | ₩726.2b | 8.6x | 14.1x | 3.6x |
| Mon, 27 Sep 2021 | ₩10.0t | ₩2.9t | ₩726.2b | 9x | 13.7x | 3.5x |
Price to Earnings Ratio
13.7x
Current Industry PE
- Investors are optimistic on the South Korean Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 484x which is higher than its 3-year average PE of 40.4x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 69% per year over the last three years,
- Revenues have also declined 2.5% 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 | 2.54% | |
| Real Estate | 0.036% | |
| Hotel and Resort REITs | 2.44% | |
| Real Estate | 1.32% | |
| Specialized REITs | 0.96% | |
| Residential REITs | 0.62% | |
| Office REITs | 0.27% | |
| Health Care REITs | 0% | |
| REITS | -0.14% | |
| Retail REITs | -0.77% | |
| Industrial REITs | -1.15% | |
Industry PE
- Investors are most optimistic about the REITS industry, which is trading close to its 3-year average PE ratio of 47.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings decline of 50% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 49% 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 | |
|---|---|---|---|---|---|
| A330590 LOTTE REIT | ₩3.93k | 3.0% +₩27.9b | 17.5% | n/a | |
| A293940 Shinhan Alpha REIT | ₩6.01k | 3.8% +₩19.4b | -3.7% | n/a | |
| A365550 ESR Kendall Square REIT | ₩5.31k | 1.3% +₩14.9b | 41.6% | n/a | |
| A377450 REFINE | ₩12.75k | 3.2% +₩6.3b | 70.2% | n/a | |
| A348950 JR Global REIT | ₩3.63k | 0.7% +₩4.9b | -11.6% | n/a |