South Korean (KOSPI) Real Estate Industry Analysis
UpdatedJan 31, 2023
DataAggregated Company Financials
Companies8
- 7D3.8%
- 3M5.2%
- 1Y-26.8%
- YTD10.8%
All of the companies in the Real Estate industry have been up over the last week, with the industry up 2.4%. In contrast, the industry has lost 28% in the last 12 months. Earnings are forecast to grow by 4.7% annually.
Industry Valuation and Performance
Has the South Korean Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Jan 2023 | ₩1.9t | ₩5.8t | ₩367.4b | 4.6x | 5.2x | 0.3x |
| Thu, 29 Dec 2022 | ₩1.8t | ₩5.8t | ₩367.4b | 4.5x | 4.9x | 0.3x |
| Sat, 26 Nov 2022 | ₩1.9t | ₩5.7t | ₩405.9b | 4.5x | 4.6x | 0.3x |
| Mon, 24 Oct 2022 | ₩1.9t | ₩5.0t | ₩394.6b | 4.4x | 4.8x | 0.4x |
| Wed, 21 Sep 2022 | ₩2.2t | ₩5.0t | ₩394.6b | 5x | 5.6x | 0.4x |
| Fri, 19 Aug 2022 | ₩2.4t | ₩4.2t | ₩421.6b | 6.3x | 5.7x | 0.6x |
| Sun, 17 Jul 2022 | ₩2.1t | ₩4.2t | ₩421.6b | 5.1x | 5.1x | 0.5x |
| Tue, 14 Jun 2022 | ₩2.5t | ₩4.1t | ₩416.5b | 6.6x | 6.1x | 0.6x |
| Thu, 12 May 2022 | ₩2.6t | ₩3.8t | ₩432.6b | 6.3x | 6.1x | 0.7x |
| Sat, 09 Apr 2022 | ₩2.7t | ₩3.5t | ₩433.8b | 6.5x | 6.3x | 0.8x |
| Mon, 07 Mar 2022 | ₩2.7t | ₩2.8t | ₩276.7b | 11.8x | 9.8x | 1x |
| Wed, 02 Feb 2022 | ₩2.6t | ₩2.8t | ₩276.7b | 11.3x | 9.6x | 1x |
| Fri, 31 Dec 2021 | ₩3.2t | ₩2.8t | ₩276.7b | 12.4x | 11.7x | 1.2x |
| Sun, 28 Nov 2021 | ₩2.9t | ₩2.5t | ₩619.8b | 11.2x | 4.6x | 1.2x |
| Tue, 26 Oct 2021 | ₩2.7t | ₩2.6t | ₩603.0b | 11.8x | 4.5x | 1x |
| Thu, 23 Sep 2021 | ₩3.1t | ₩2.6t | ₩603.0b | 12.7x | 5.1x | 1.2x |
| Sat, 21 Aug 2021 | ₩2.9t | ₩3.0t | ₩637.4b | 14.6x | 4.5x | 1x |
| Sat, 05 Jun 2021 | ₩3.0t | ₩2.5t | ₩558.9b | 18.1x | 5.4x | 1.2x |
| Tue, 09 Mar 2021 | ₩2.3t | ₩2.1t | ₩528.3b | 9.7x | 4.4x | 1.1x |
| Mon, 30 Nov 2020 | ₩2.2t | ₩1.9t | ₩592.1b | 6.4x | 3.7x | 1.1x |
| Thu, 03 Sep 2020 | ₩2.0t | ₩1.5t | ₩227.1b | 10.5x | 8.8x | 1.4x |
| Sun, 07 Jun 2020 | ₩1.6t | ₩1.4t | ₩229.6b | 11.9x | 6.9x | 1.1x |
| Sat, 29 Feb 2020 | ₩1.6t | ₩1.4t | ₩210.6b | 11.7x | 7.7x | 1.2x |
Price to Earnings Ratio
7.9x
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 5.2x which is lower than its 3-year average PE of 6.0x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 20% per year over the last three years.
- Revenues for these companies have grown 61% 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 industry?
| KR Market | 2.46% | |
| Real Estate | -1.29% | |
| Real Estate | 3.81% | |
| Real Estate Services | 8.89% | |
| Real Estate Operating Companies | 8.48% | |
| Diversified Real Estate | 2.72% | |
| Real Estate Development | 0.078% | |
Industry PE
- Investors are most optimistic about the Real Estate Operating Companies industry which is trading above its 3-year average PE ratio of 9.2x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Real Estate Services industry, which is trading below its 3-year average of 10.9x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 4.7% over the next 5 years.
- However this is lower than its past earnings growth rate of 23% per year.
- In contrast, the Real Estate Development industry is expected to see its earnings grow by 4.7% 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 | |
|---|---|---|---|---|---|
| A034810 Haesung Industrial | ₩11.59k | 5.8% +₩16.4b | -15.1% | PB0.4x | |
| A377450 REFINE | ₩10.56k | 11.3% +₩12.1b | -12.7% | PB1.3x | |
| A317400 Xi S&D | ₩6.52k | 4.8% +₩11.6b | -30.5% | PB0.5x | |
| A034830 KOREIT | ₩1.38k | 1.5% +₩4.8b | -40.7% | PB0.3x | |
| A013120 DongWon DevelopmentLtd | ₩3.42k | 1.2% +₩3.6b | -28.3% | PB0.3x |