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South Korean (KOSPI) Real Estate Sector Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies34
  • 7D-0.4%
  • 3M1.1%
  • 1Y4.9%
  • YTD8.4%

Over the last 7 days, the Real Estate industry has remained flat, although notably Xi S&D gained 20%. As for the the longer term, the industry is up 4.9% over the past 12 months. As for the next few years, earnings are expected to grow by 24% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025₩11.4t₩5.4t₩96.5b20.5x118.1x2.1x
Tue, 07 Oct 2025₩11.5t₩5.4t₩96.5b20.8x118.7x2.1x
Thu, 04 Sep 2025₩11.2t₩5.4t₩74.5b19x150.7x2.1x
Sat, 02 Aug 2025₩10.7t₩5.5t₩70.0b26.6x152.2x1.9x
Mon, 30 Jun 2025₩10.5t₩5.5t₩70.0b30.1x149.5x1.9x
Wed, 28 May 2025₩10.4t₩5.6t₩72.8b9.8x142.6x1.9x
Fri, 25 Apr 2025₩10.4t₩5.7t₩90.1b9.5x114.9x1.8x
Sun, 23 Mar 2025₩10.4t₩5.8t₩95.8b13.4x108.9x1.8x
Tue, 18 Feb 2025₩10.0t₩5.3t₩11.7b16.7x849.7x1.9x
Thu, 16 Jan 2025₩9.8t₩5.3t₩27.9b16x349.4x1.8x
Sat, 14 Dec 2024₩9.9t₩5.3t₩27.9b16.5x353.7x1.8x
Mon, 11 Nov 2024₩9.4t₩5.6t₩16.6b7.7x565.3x1.7x
Wed, 09 Oct 2024₩9.7t₩5.6t₩16.0b8.3x607x1.7x
Fri, 06 Sep 2024₩10.2t₩5.6t₩20.1b8.2x508.2x1.8x
Sun, 04 Aug 2024₩10.4t₩6.0t₩192.1b5.8x53.9x1.7x
Tue, 02 Jul 2024₩10.0t₩6.0t₩192.1b5.8x51.9x1.7x
Thu, 30 May 2024₩10.1t₩6.0t₩194.7b5.4x51.9x1.7x
Sat, 27 Apr 2024₩9.8t₩6.5t₩275.6b3.5x35.4x1.5x
Mon, 25 Mar 2024₩10.1t₩6.9t₩284.2b3.2x35.7x1.5x
Wed, 21 Feb 2024₩9.9t₩7.0t₩320.5b3.3x30.8x1.4x
Fri, 19 Jan 2024₩9.6t₩7.0t₩320.5b3.2x29.8x1.4x
Sun, 17 Dec 2023₩10.0t₩7.0t₩320.5b3.5x31.1x1.4x
Tue, 14 Nov 2023₩9.4t₩7.2t₩403.8b3.2x23.4x1.3x
Thu, 12 Oct 2023₩9.6t₩7.2t₩402.2b3.4x23.9x1.3x
Sat, 09 Sep 2023₩9.7t₩7.3t₩433.6b3.5x22.4x1.3x
Mon, 07 Aug 2023₩9.8t₩7.2t₩390.3b10.1x25x1.4x
Wed, 05 Jul 2023₩10.3t₩7.2t₩389.6b10.7x26.4x1.4x
Fri, 02 Jun 2023₩10.5t₩7.2t₩377.1b10.3x27.9x1.5x
Sun, 30 Apr 2023₩10.0t₩6.7t₩424.0b7.1x23.6x1.5x
Tue, 28 Mar 2023₩9.3t₩6.6t₩450.3b4.4x20.7x1.4x
Thu, 23 Feb 2023₩9.6t₩6.0t₩482.3b4.3x19.9x1.6x
Sat, 21 Jan 2023₩10.0t₩6.0t₩482.3b4.3x20.8x1.7x
Mon, 19 Dec 2022₩9.6t₩6.0t₩482.3b4.5x20x1.6x
Wed, 16 Nov 2022₩9.4t₩5.2t₩504.4b4.3x18.6x1.8x
Price to Earnings Ratio

18.6x


Total Market Cap: ₩9.4tTotal Earnings: ₩504.4bTotal Revenue: ₩5.2tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Real Estate Sector Price to Earnings3Y Average 135.2x202320242025
Current Industry PE
  • Investors are pessimistic on the South Korean Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 118x which is lower than its 3-year average PE of 135x.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 42% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-3.80%
Real Estate-0.44%
REITS0.27%
Hotel and Resort REITs0%0
Real Estate-0.12%
Specialized REITs-0.23%
Industrial REITs-0.52%
Retail REITs-0.70%
Office REITs-1.09%
Residential REITs-1.89%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 50.7x.
    • Analysts are expecting annual earnings growth of 43.3%, which is higher than its past year's earnings decline of 60.7% per year.
  • Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.2x.
Forecasted Growth
  • Analysts are most optimistic on the REITS industry, expecting annual earnings growth of 43% over the next 5 years.
  • This is better than its past earnings decline of 61% per year.
  • In contrast, the Real Estate industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
A317400 Xi S&D₩3.72k20.4%
+₩24.0b
0.5%PE24.9x
A395400 SK Reits₩5.35k1.1%
+₩17.7b
17.8%n/a
A348950 JR Global REIT₩2.90k0.7%
+₩3.9b
-3.3%n/a
A123890 Korea Asset In Trust₩2.25k1.4%
+₩3.7b
-22.3%PB0.3x
A338100 NH Prime REIT₩4.88k3.3%
+₩2.9b
5.4%n/a

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