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South Korean (KOSPI) REITS Industry Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies23
  • 7D0.8%
  • 3M-14.8%
  • 1Y-24.6%
  • YTD-23.4%

In the last week, REITS has been flat. As for the longer term, the industry has declined 25% in the last year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the South Korean REITS Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022₩7.6t₩218.8b₩114.9b3.6x66.5x34.9x
Tue, 01 Nov 2022₩6.6t₩210.4b₩109.8b3.2x60.3x31.5x
Thu, 29 Sep 2022₩7.8t₩210.4b₩109.8b3.4x71.3x37.2x
Sat, 27 Aug 2022₩8.3t₩205.9b₩112.2b3.9x73.8x40.2x
Mon, 25 Jul 2022₩7.8t₩205.9b₩112.2b3.7x69.2x37.7x
Wed, 22 Jun 2022₩8.5t₩205.9b₩112.2b3.9x76.1x41.5x
Fri, 20 May 2022₩9.0t₩200.0b₩107.5b4.4x84x45.1x
Sun, 17 Apr 2022₩9.1t₩200.0b₩107.5b4.5x84.5x45.4x
Tue, 15 Mar 2022₩8.5t₩203.1b₩112.0b4.6x76.1x42x
Thu, 10 Feb 2022₩8.2t₩203.1b₩112.0b4.1x72.8x40.1x
Sat, 08 Jan 2022₩7.4t₩203.1b₩112.0b4.4x66x36.4x
Mon, 06 Dec 2021₩7.3t₩203.1b₩112.0b4.6x65.2x36x
Wed, 03 Nov 2021₩7.5t₩211.6b₩123.2bn/a60.8x35.4x
Fri, 01 Oct 2021₩7.3t₩211.6b₩123.2b4.5x59.1x34.4x
Sun, 29 Aug 2021₩6.0t₩264.1b₩128.0b18.9x47.2x22.9x
Mon, 05 Jul 2021₩6.3t₩264.1b₩128.0b22.4x49.2x23.8x
Thu, 08 Apr 2021₩5.3t₩273.1b₩130.2b17.6x40.4x19.2x
Sun, 10 Jan 2021₩4.9t₩275.6b₩134.8b13.7x36.4x17.8x
Sat, 03 Oct 2020₩4.0t₩216.9b₩122.8b9x32.9x18.6x
Tue, 07 Jul 2020₩2.5t₩212.8b₩111.2b8.8x22.9x12x
Fri, 10 Apr 2020₩2.3t₩209.2b₩99.0b8.8x23.4x11.1x
Thu, 02 Jan 2020₩2.9t₩209.2b₩93.5b11.1x31.3x14x
Price to Earnings Ratio

31.3x


Total Market Cap: ₩2.9tTotal Earnings: ₩93.5bTotal Revenue: ₩209.2bTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean REITS Industry Price to Earnings3Y Average 49.5x20212022
Current Industry PE
  • Investors are optimistic on the South Korean REITs industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 69.6x which is higher than its 3-year average PE of 49.5x.
  • The industry's 3-year average PS ratio of 26.0x is exceeded by the industry's current PS ratio of 36.3x.
Past Earnings Growth
  • The earnings for companies in the REITs industry have grown 5.5% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

KR Market-0.18%
Real Estate1.23%
REITS0.80%
Residential REITs3.62%
Diversified REITs2.05%
Retail REITs0.88%
Office REITs0.82%
Healthcare REITs0%
Hotel and Resort REITs-0.61%
Specialized REITs-0.79%
Industrial REITs-2.93%
Industry PE
    • Investors are most pessimistic about the Diversified REITs industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 17.2x.
    Forecasted Growth
    • Analysts are most optimistic on the Diversified REITs industry, expecting annual earnings growth of 13% over the next 5 years.
    • This is better than its past earnings growth rate of 2.6% per year.
    • In contrast, the Diversified REITs industry is expected to see its earnings grow by 13% 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
    A348950 JR Global REIT₩4.41k2.4%
    +₩20.7b
    -17.8%n/a
    A395400 SK Reits₩4.70k1.8%
    +₩16.7b
    -20.0%n/a
    A432320 KB STAR REIT₩4.54k2.5%
    +₩11.2b
    n/an/a
    A330590 LOTTE REIT₩3.93k1.2%
    +₩10.9b
    -30.5%n/a
    A123890 Korea Asset In Trust₩3.35k2.6%
    +₩10.4b
    -20.2%PB0.5x
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    Latest News

    A123890

    ₩3,350.00

    Korea Asset In Trust

    7D

    2.6%

    1Y

    -20.2%

    A395400

    ₩4,695.00

    SK Reits

    7D

    1.8%

    1Y

    -20.0%

    A357430

    ₩3,660.00

    MASTERN PREMIER REIT 1

    7D

    -1.1%

    1Y

    n/a

    A417310

    ₩4,495.00

    Koramco The One Reit

    7D

    -2.2%

    1Y

    n/a

    A404990

    ₩3,785.00

    Shinhan Seobu T&D REIT

    7D

    -0.7%

    1Y

    n/a

    A357250

    ₩3,505.00

    Miraeasset Maps REIT 1

    7D

    -2.8%

    1Y

    -29.5%

    A357120

    ₩5,010.00

    Koramco Energy Plus Reit

    7D

    -0.8%

    1Y

    -21.0%

    A338100

    ₩4,070.00

    NH Prime REIT

    7D

    -1.1%

    1Y

    -15.4%

    A293940

    ₩6,800.00

    Shinhan Alpha REIT

    7D

    -2.4%

    1Y

    -14.4%

    A330590

    ₩3,925.00

    LOTTE REIT

    7D

    1.2%

    1Y

    -30.5%

    A348950

    ₩4,405.00

    JR Global REIT

    7D

    2.4%

    1Y

    -17.8%

    A365550

    ₩3,980.00

    ESR Kendall Square REIT

    7D

    -2.9%

    1Y

    -39.1%