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South Korean (KOSPI) Real Estate Sector Analysis

UpdatedNov 28, 2022
DataAggregated Company Financials
Companies31
  • 7D1.0%
  • 3M-16.0%
  • 1Y-28.2%
  • YTD-26.9%

Last week, the Real Estate industry hasn't moved much but SK D&D is up 7.9% in that time. Unfortunately though, the industry is down 28% over the past 12 months. As for the next few years, earnings are expected to grow by 7.3% per annum.

Sector Valuation and Performance

Has the South Korean Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 29 Nov 2022₩9.5t₩5.9t₩518.9b4.2x18.2x1.6x
Thu, 27 Oct 2022₩8.4t₩5.2t₩504.4b4.1x16.6x1.6x
Sat, 24 Sep 2022₩10.2t₩5.2t₩504.4b4.9x20.3x2x
Mon, 22 Aug 2022₩10.7t₩4.4t₩530.3b5.1x20.2x2.4x
Wed, 20 Jul 2022₩10.0t₩4.4t₩533.9b4.7x18.7x2.3x
Fri, 17 Jun 2022₩11.4t₩4.3t₩528.7b4.8x21.5x2.7x
Sun, 15 May 2022₩11.7t₩4.0t₩540.1b6.1x21.6x2.9x
Tue, 12 Apr 2022₩11.5t₩4.0t₩540.1b6.3x21.3x2.9x
Thu, 10 Mar 2022₩11.1t₩3.0t₩388.7b9.8x28.4x3.7x
Sat, 05 Feb 2022₩10.8t₩3.0t₩388.7b10.2x27.9x3.6x
Mon, 03 Jan 2022₩10.6t₩3.0t₩388.7b10x27.4x3.6x
Wed, 01 Dec 2021₩9.9t₩2.7t₩732.0b9.3x13.5x3.7x
Fri, 29 Oct 2021₩10.2t₩2.9t₩726.2b8.6x14.1x3.6x
Sun, 26 Sep 2021₩10.0t₩2.9t₩726.2b9x13.7x3.5x
Tue, 24 Aug 2021₩8.9t₩3.2t₩765.4b16.1x11.7x2.7x
Wed, 30 Jun 2021₩9.4t₩3.2t₩765.4b17.4x12.3x2.9x
Sat, 03 Apr 2021₩7.9t₩2.8t₩689.1b11.5x11.5x2.8x
Tue, 05 Jan 2021₩7.5t₩2.4t₩663.1b13.7x11.3x3.2x
Fri, 09 Oct 2020₩6.1t₩2.2t₩714.9b7.1x8.5x2.8x
Thu, 02 Jul 2020₩4.1t₩1.7t₩338.4b8.8x12.2x2.4x
Sun, 05 Apr 2020₩3.7t₩1.6t₩328.7b8.3x11.3x2.3x
Wed, 08 Jan 2020₩4.7t₩1.6t₩304.1b11.7x15.4x3x
Price to Earnings Ratio

17.4x


Total Market Cap: ₩4.7tTotal Earnings: ₩270.5bTotal Revenue: ₩1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Real Estate Sector Price to Earnings3Y Average 15.7x202020212022
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 18.2x which is higher than its 3-year average PE of 15.7x.
  • The 3-year average PS ratio of 2.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 58% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the South Korean Real Estate sector?

KR Market-0.30%
Real Estate0.95%
REITS1.48%
Real Estate-1.12%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 48.9x.
    • Analysts are expecting annual earnings growth of 13.3%, which is higher than its past year's earnings decline of 10.9% per year.
  • Investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 6.3x.
Forecasted Growth
  • Analysts are most optimistic on the REITS industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Real Estate industry is expected to see its earnings grow by 2.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A210980 SK D&D₩23.20k7.9%
+₩41.1b
-18.0%PB0.8x
A330590 LOTTE REIT₩3.90k2.9%
+₩26.7b
-28.3%n/a
A348950 JR Global REIT₩4.30k3.0%
+₩24.7b
-19.0%n/a
A365550 ESR Kendall Square REIT₩4.02k1.4%
+₩11.7b
-39.5%n/a
A357120 Koramco Energy Plus Reit₩5.01k2.6%
+₩11.1b
-20.7%n/a
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Latest News

A210980

₩23,200.00

SK D&D

7D

7.9%

1Y

-18.0%

A123890

₩3,240.00

Korea Asset In Trust

7D

2.2%

1Y

-19.0%

A015020

₩975.00

E-Starco

7D

-2.0%

1Y

-65.7%

A013120

₩3,570.00

DongWon DevelopmentLtd

7D

1.9%

1Y

-25.9%

A404990

₩3,800.00

Shinhan Seobu T&D REIT

7D

-1.9%

1Y

n/a

A357120

₩5,010.00

Koramco Energy Plus Reit

7D

2.6%

1Y

-20.7%

A293940

₩6,850.00

Shinhan Alpha REIT

7D

-1.3%

1Y

-13.7%

A330590

₩3,900.00

LOTTE REIT

7D

2.9%

1Y

-28.3%

A140910

₩3,990.00

A Self-Administered Real Estate Investment Trust

7D

-0.9%

1Y

-52.4%

A348950

₩4,300.00

JR Global REIT

7D

3.0%

1Y

-19.0%

A365550

₩4,020.00

ESR Kendall Square REIT

7D

1.4%

1Y

-39.5%