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South Korean (KOSPI) Real Estate Sector Analysis

UpdatedJan 30, 2025
DataAggregated Company Financials
Companies33
  • 7D-0.01%
  • 3M-7.0%
  • 1Y-11.7%
  • YTD-0.7%

In the last week, Real Estate has been flat. Unfortunately though, the industry is down 12% over the past 12 months. Looking forward, earnings are forecast to grow by 43% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jan 2025₩9.7t₩5.3t₩27.9b15.9x348.5x1.8x
Sat, 28 Dec 2024₩9.7t₩5.3t₩27.9b15.9x345.6x1.8x
Mon, 25 Nov 2024₩9.8t₩5.4t-₩7,355,175,042.0014.3x-1327x1.8x
Wed, 23 Oct 2024₩9.9t₩5.6t₩16.6b8.2x596.3x1.8x
Fri, 20 Sep 2024₩10.3t₩5.6t₩16.0b8.4x643.9x1.9x
Sun, 18 Aug 2024₩10.3t₩6.0t₩192.5b5.8x53.5x1.7x
Tue, 16 Jul 2024₩10.1t₩6.0t₩192.1b5.8x52.5x1.7x
Thu, 13 Jun 2024₩10.2t₩6.0t₩191.6b5.6x53.2x1.7x
Sat, 11 May 2024₩10.0t₩6.5t₩275.6b3.5x36.3x1.5x
Mon, 08 Apr 2024₩9.7t₩6.5t₩274.3b3.5x35.2x1.5x
Wed, 06 Mar 2024₩10.0t₩7.0t₩321.7b3.2x31x1.4x
Fri, 02 Feb 2024₩9.7t₩7.0t₩320.5b3.3x30.2x1.4x
Sun, 31 Dec 2023₩9.8t₩7.0t₩320.5b3.5x30.5x1.4x
Tue, 28 Nov 2023₩9.9t₩7.0t₩335.0b3.5x29.5x1.4x
Thu, 26 Oct 2023₩9.3t₩7.2t₩403.8b3.3x23.1x1.3x
Sat, 23 Sep 2023₩9.8t₩7.3t₩418.4b3.4x23.4x1.3x
Mon, 21 Aug 2023₩9.5t₩7.2t₩385.0b9.8x24.6x1.3x
Wed, 19 Jul 2023₩10.1t₩7.2t₩389.6b10.8x25.9x1.4x
Fri, 16 Jun 2023₩10.4t₩7.2t₩389.6b10.4x26.7x1.5x
Sun, 14 May 2023₩10.3t₩6.7t₩415.8b7.9x24.7x1.5x
Tue, 11 Apr 2023₩9.7t₩6.7t₩424.0b6x23x1.5x
Thu, 09 Mar 2023₩9.6t₩6.0t₩482.3b4.3x19.8x1.6x
Sat, 04 Feb 2023₩10.0t₩6.0t₩482.3b4.3x20.7x1.7x
Mon, 02 Jan 2023₩9.5t₩6.0t₩482.3b4.4x19.6x1.6x
Wed, 30 Nov 2022₩9.5t₩6.0t₩486.8b4.6x19.4x1.6x
Fri, 28 Oct 2022₩8.5t₩5.2t₩504.4b4.1x16.9x1.6x
Sun, 25 Sep 2022₩10.2t₩5.2t₩504.4b4.9x20.3x2x
Tue, 23 Aug 2022₩10.6t₩4.4t₩530.3b5x20.1x2.4x
Thu, 21 Jul 2022₩10.0t₩4.4t₩533.9b4.7x18.7x2.3x
Sat, 18 Jun 2022₩11.2t₩4.3t₩528.7b4.7x21.3x2.6x
Mon, 16 May 2022₩11.7t₩4.0t₩540.1b6.1x21.6x2.9x
Wed, 13 Apr 2022₩11.5t₩4.0t₩540.1b6.3x21.3x2.9x
Fri, 11 Mar 2022₩11.2t₩3.0t₩388.7b10.3x28.8x3.8x
Sun, 06 Feb 2022₩10.8t₩3.0t₩388.7b10.2x27.9x3.6x
Price to Earnings Ratio

27.9x


Total Market Cap: ₩10.8tTotal Earnings: ₩388.7bTotal Revenue: ₩3.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Real Estate Sector Price to Earnings3Y Average 80.6x202320242025
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 349x which is higher than its 3-year average PE of 80.6x.
  • 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-0.43%
Real Estate-0.014%
Industrial REITs1.55%
Residential REITs1.06%
Hotel and Resort REITs0.45%
Office REITs0.078%
Health Care REITs0%0
REITS-0.24%
Real Estate-0.42%
Specialized REITs-0.51%
Retail REITs-0.62%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 46.0x.
    • 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 68% 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?

CompanyLast Price7D1YValuation
A365550 ESR Kendall Square REIT₩4.60k1.5%
+₩14.9b
22.3%n/a
A348950 JR Global REIT₩2.51k2.0%
+₩9.9b
-38.3%n/a
A417310 Koramco The One Reit₩4.56k2.4%
+₩4.2b
-2.7%n/a
A094800 Mirae Asset Asia Pacific Real Estate 1 Investment₩4.17k1.1%
+₩4.2b
1.1%n/a
A395400 SK Reits₩4.84k0.3%
+₩4.1b
28.4%n/a
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Latest News

A417310

₩4,555.00

Koramco The One Reit

7D

2.4%

1Y

-2.7%

A317400

₩3,150.00

Xi S&D

7D

-3.2%

1Y

-32.5%

A357120

₩3,935.00

Koramco Life Infra ReitLtd

7D

0.5%

1Y

-19.7%

A448730

₩4,535.00

Samsung FN REIT

7D

-1.0%

1Y

-9.7%

A395400

₩4,835.00

SK Reits

7D

0.3%

1Y

28.4%

A293940

₩5,820.00

Shinhan Alpha REIT

7D

0.5%

1Y

-10.9%

A365550

₩4,600.00

ESR Kendall Square REIT

7D

1.5%

1Y

22.3%

A330590

₩3,105.00

LOTTE REIT

7D

-0.6%

1Y

0.6%

A451800

₩3,485.00

Hanwha REIT

7D

-0.3%

1Y

-31.0%

A400760

₩3,340.00

NH All-One REIT

7D

-0.6%

1Y

0.8%

A015020

₩1,278.00

E-Starco

7D

3.2%

1Y

66.2%

A481850

₩1,892.00

Shinhan Global Active REIT

7D

-1.7%

1Y

n/a

A377190

₩3,000.00

D&D platform REIT

7D

-0.7%

1Y

-7.4%

A432320

₩3,335.00

KB STAR REIT

7D

-2.9%

1Y

-14.5%

A348950

₩2,510.00

JR Global REIT

7D

2.0%

1Y

-38.3%