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South Korean (KOSPI) Real Estate Sector Analysis
UpdatedDec 31, 2024
DataAggregated Company Financials
Companies33
- 7D-1.3%
- 3M-12.9%
- 1Y-14.0%
- YTD-14.6%
In the last week, the Real Estate industry is up 1.2%, with KB STAR REIT leading the way with a 5.5% gain. However, the industry is down 13% over the past year. Looking forward, earnings are forecast to grow by 41% 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 |
|---|---|---|---|---|---|---|
| Tue, 31 Dec 2024 | ₩9.5t | ₩5.3t | ₩27.9b | 15.8x | 341.4x | 1.8x |
| Thu, 28 Nov 2024 | ₩9.8t | ₩5.4t | -₩7,355,175,042.00 | 14.3x | -1326x | 1.8x |
| Sat, 26 Oct 2024 | ₩9.8t | ₩5.6t | ₩16.6b | 8.1x | 586.1x | 1.8x |
| Mon, 23 Sep 2024 | ₩10.3t | ₩5.6t | ₩16.0b | 8.4x | 644.6x | 1.9x |
| Wed, 21 Aug 2024 | ₩10.3t | ₩5.7t | ₩20.4b | 7.6x | 502.7x | 1.8x |
| Fri, 19 Jul 2024 | ₩10.3t | ₩6.0t | ₩192.1b | 6x | 53.4x | 1.7x |
| Sun, 16 Jun 2024 | ₩10.1t | ₩6.0t | ₩191.6b | 5.7x | 52.7x | 1.7x |
| Tue, 14 May 2024 | ₩10.1t | ₩6.5t | ₩265.2b | 3.5x | 37.9x | 1.6x |
| Thu, 11 Apr 2024 | ₩9.5t | ₩6.5t | ₩274.3b | 3.5x | 34.7x | 1.5x |
| Sat, 09 Mar 2024 | ₩10.1t | ₩7.0t | ₩321.7b | 3.3x | 31.4x | 1.4x |
| Mon, 05 Feb 2024 | ₩9.7t | ₩7.0t | ₩320.5b | 3.4x | 30.3x | 1.4x |
| Wed, 03 Jan 2024 | ₩9.8t | ₩7.0t | ₩320.5b | 3.5x | 30.6x | 1.4x |
| Fri, 01 Dec 2023 | ₩9.8t | ₩7.0t | ₩336.7b | 3.5x | 29x | 1.4x |
| Sun, 29 Oct 2023 | ₩9.2t | ₩7.2t | ₩403.8b | 3.2x | 22.9x | 1.3x |
| Tue, 26 Sep 2023 | ₩9.7t | ₩7.3t | ₩418.4b | 3.4x | 23.2x | 1.3x |
| Thu, 24 Aug 2023 | ₩9.5t | ₩7.4t | ₩503.2b | 5.4x | 18.8x | 1.3x |
| Sat, 22 Jul 2023 | ₩10.0t | ₩7.2t | ₩390.3b | 10.4x | 25.7x | 1.4x |
| Mon, 19 Jun 2023 | ₩10.5t | ₩7.2t | ₩389.6b | 10.5x | 26.9x | 1.5x |
| Wed, 17 May 2023 | ₩10.5t | ₩6.7t | ₩415.8b | 7.9x | 25.2x | 1.6x |
| Fri, 14 Apr 2023 | ₩9.9t | ₩6.7t | ₩424.0b | 6.4x | 23.4x | 1.5x |
| Sun, 12 Mar 2023 | ₩9.5t | ₩6.0t | ₩482.3b | 4.2x | 19.6x | 1.6x |
| Tue, 07 Feb 2023 | ₩9.9t | ₩6.0t | ₩482.3b | 4.3x | 20.6x | 1.7x |
| Thu, 05 Jan 2023 | ₩9.5t | ₩6.0t | ₩482.3b | 4.3x | 19.7x | 1.6x |
| Sat, 03 Dec 2022 | ₩9.6t | ₩6.0t | ₩485.9b | 4.7x | 19.7x | 1.6x |
| Mon, 31 Oct 2022 | ₩8.5t | ₩5.2t | ₩504.4b | 4.1x | 16.9x | 1.6x |
| Wed, 28 Sep 2022 | ₩9.9t | ₩5.2t | ₩504.4b | 4.5x | 19.7x | 1.9x |
| Fri, 26 Aug 2022 | ₩10.6t | ₩4.4t | ₩530.3b | 5x | 20.1x | 2.4x |
| Sun, 24 Jul 2022 | ₩10.0t | ₩4.4t | ₩533.9b | 4.7x | 18.8x | 2.3x |
| Tue, 21 Jun 2022 | ₩10.8t | ₩4.3t | ₩528.7b | 4.6x | 20.5x | 2.5x |
| Thu, 19 May 2022 | ₩11.7t | ₩4.0t | ₩527.2b | 6.3x | 22.1x | 2.9x |
| Sat, 16 Apr 2022 | ₩11.8t | ₩4.0t | ₩540.1b | 6.4x | 21.9x | 3x |
| Mon, 14 Mar 2022 | ₩11.3t | ₩3.0t | ₩388.7b | 10.5x | 29.1x | 3.8x |
| Wed, 09 Feb 2022 | ₩10.8t | ₩3.0t | ₩388.7b | 10x | 27.9x | 3.7x |
| Fri, 07 Jan 2022 | ₩10.7t | ₩3.0t | ₩388.7b | n/a | 27.4x | 3.6x |
Price to Earnings Ratio
27.4x
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 346x which is higher than its 3-year average PE of 71.5x.
- The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 58% per year over the last three years.
- Meanwhile revenues for these companies have grown 22% 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 Real Estate sector?
| KR Market | -1.47% | |
| Real Estate | -1.28% | |
| Specialized REITs | 1.11% | |
| Office REITs | 0.42% | |
| Real Estate | 0.082% | |
| Health Care REITs | 0% | |
| Residential REITs | -2.30% | |
| REITS | -2.50% | |
| Industrial REITs | -2.85% | |
| Retail REITs | -3.93% | |
| Hotel and Resort REITs | -12.63% | |
Industry PE
- Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 46.2x.
- Analysts are expecting annual earnings growth of 25.7%, which is higher than its past year's earnings decline of 59.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 62% over the next 5 years.
- This is better than its past earnings decline of 88% per year.
- In contrast, the REITS industry is expected to see its earnings grow by 26% 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 | |
|---|---|---|---|---|---|
| A432320 KB STAR REIT | ₩3.89k | 5.3% +₩19.8b | -2.0% | n/a | |
| A377450 REFINE | ₩12.82k | 10.0% +₩18.5b | 47.4% | n/a | |
| A015020 E-Starco | ₩1.90k | 26.2% +₩15.3b | 161.9% | n/a | |
| A448730 Samsung FN REIT | ₩4.60k | 3.5% +₩14.1b | -8.4% | n/a | |
| A334890 IGIS Value Plus REIT | ₩4.39k | 3.4% +₩7.5b | -3.4% | n/a |