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South Korean (KOSPI) REITS Industry Analysis
UpdatedJan 19, 2025
DataAggregated Company Financials
Companies11
- 7D1.0%
- 3M-6.7%
- 1Y5.7%
- YTD3.1%
Over the last 7 days, the REITS industry has risen 1.0%, driven by gains from SK Reits of 2.6%. This means that the industry has gained 5.7% over the past year. Earnings are forecast to grow by 26% annually.
Industry Valuation and Performance
Has the South Korean REITS Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jan 2025 | ₩3.1t | ₩214.1b | ₩53.6b | 6.4x | 58.2x | 14.6x |
| Tue, 17 Dec 2024 | ₩3.1t | ₩0 | ₩0 | n/a | n/a | n/a |
| Thu, 14 Nov 2024 | ₩3.0t | ₩222.1b | ₩75.6b | 4.5x | 39.9x | 13.6x |
| Sat, 12 Oct 2024 | ₩3.2t | ₩222.1b | ₩75.6b | 4.8x | 42.8x | 14.6x |
| Mon, 09 Sep 2024 | ₩3.4t | ₩222.1b | ₩75.6b | 4.7x | 45x | 15.3x |
| Wed, 07 Aug 2024 | ₩3.3t | ₩232.6b | ₩88.5b | 4.1x | 37.1x | 14.1x |
| Fri, 05 Jul 2024 | ₩3.2t | ₩232.6b | ₩88.5b | 4.2x | 36.2x | 13.8x |
| Sun, 02 Jun 2024 | ₩3.2t | ₩227.8b | ₩88.5b | 4.2x | 35.8x | 13.9x |
| Tue, 30 Apr 2024 | ₩3.0t | ₩237.8b | ₩129.6b | 2.9x | 23.5x | 12.8x |
| Thu, 28 Mar 2024 | ₩2.8t | ₩237.8b | ₩129.6b | 3x | 21.7x | 11.8x |
| Sat, 24 Feb 2024 | ₩2.7t | ₩229.8b | ₩130.8b | 3.2x | 20.7x | 11.8x |
| Mon, 22 Jan 2024 | ₩2.6t | ₩229.8b | ₩130.8b | 2.9x | 19.8x | 11.3x |
| Wed, 20 Dec 2023 | ₩2.6t | ₩229.8b | ₩130.8b | 3x | 20.2x | 11.5x |
| Fri, 17 Nov 2023 | ₩2.6t | ₩230.9b | ₩136.4b | 3x | 19.2x | 11.3x |
| Sun, 15 Oct 2023 | ₩2.7t | ₩230.9b | ₩136.4b | 2.9x | 19.5x | 11.5x |
| Tue, 12 Sep 2023 | ₩2.7t | ₩230.9b | ₩136.4b | 2.8x | 19.7x | 11.6x |
| Thu, 10 Aug 2023 | ₩2.7t | ₩219.3b | ₩141.6b | 2.7x | 18.9x | 12.2x |
| Sat, 08 Jul 2023 | ₩2.8t | ₩219.3b | ₩141.6b | 2.6x | 20.1x | 13x |
| Mon, 05 Jun 2023 | ₩3.0t | ₩219.3b | ₩141.6b | 2.7x | 20.9x | 13.5x |
| Wed, 03 May 2023 | ₩2.8t | ₩217.6b | ₩108.2b | 3.3x | 26x | 12.9x |
| Fri, 31 Mar 2023 | ₩2.8t | ₩218.8b | ₩114.9b | 3x | 24.8x | 13x |
| Sun, 26 Feb 2023 | ₩7.7t | ₩218.8b | ₩114.9b | 3.2x | 67.5x | 35.4x |
| Tue, 24 Jan 2023 | ₩8.2t | ₩218.8b | ₩114.9b | 3.3x | 71.3x | 37.4x |
| Thu, 22 Dec 2022 | ₩7.7t | ₩218.8b | ₩114.9b | 3.5x | 67.2x | 35.3x |
| Sat, 19 Nov 2022 | ₩7.5t | ₩210.4b | ₩109.8b | 3.6x | 68.1x | 35.5x |
| Mon, 17 Oct 2022 | ₩7.0t | ₩210.4b | ₩109.8b | 3.4x | 63.7x | 33.2x |
| Wed, 14 Sep 2022 | ₩8.3t | ₩210.4b | ₩109.8b | 3.8x | 75.6x | 39.4x |
| Fri, 12 Aug 2022 | ₩8.2t | ₩205.9b | ₩112.2b | 3.9x | 73.4x | 40x |
| Sun, 10 Jul 2022 | ₩8.1t | ₩205.9b | ₩112.2b | 3.8x | 71.9x | 39.2x |
| Tue, 07 Jun 2022 | ₩9.4t | ₩205.9b | ₩112.2b | 4.2x | 84.2x | 45.9x |
| Thu, 05 May 2022 | ₩9.0t | ₩200.0b | ₩107.5b | 4.5x | 84.2x | 45.2x |
| Sat, 02 Apr 2022 | ₩8.6t | ₩203.1b | ₩112.0b | 4.5x | 77.1x | 42.5x |
| Mon, 28 Feb 2022 | ₩8.3t | ₩203.1b | ₩112.0b | 4x | 73.9x | 40.7x |
| Wed, 26 Jan 2022 | ₩7.1t | ₩203.1b | ₩112.0b | 3.9x | 63.4x | 34.9x |
Price to Earnings Ratio
63.4x
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 58.2x which is higher than its 3-year average PE of 46.1x.
- The 3-year average PS ratio of 23.0x is higher than the industry's current PS ratio of 14.6x.
Past Earnings Growth
- The earnings for companies in the REITs industry have declined 22% 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 industry?
| KR Market | 0.33% | |
| Real Estate | -1.14% | |
| REITS | 1.00% | |
| Diversified REITs | 1.00% | |
| Healthcare REITs | 0% | |
| Retail REITs | -0.40% | |
| Residential REITs | -0.65% | |
| Industrial REITs | -0.78% | |
| Office REITs | -2.54% | |
| Specialized REITs | -2.95% | |
| Hotel and Resort REITs | -4.25% | |
Industry PE
- Investors are most optimistic about the Diversified REITs industry which is trading above its 3-year average PE ratio of 28.9x.
- Analysts are expecting annual earnings growth of 25.7%, which is higher than its past year's earnings decline of 59.0% per year.
- 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 28.9x.
Forecasted Growth
- Analysts are most optimistic on the Diversified REITs industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 59% per year.
- In contrast, the Diversified 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 | |
|---|---|---|---|---|---|
| A395400 SK Reits | ₩4.87k | 2.6% +₩34.1b | 27.9% | n/a | |
| A094800 Mirae Asset Asia Pacific Real Estate 1 Investment | ₩4.09k | 0.7% +₩2.8b | 0.7% | n/a | |
| A377190 D&D platform REIT | ₩3.02k | 0.3% +₩644.0m | -4.1% | n/a | |
| A404990 Shinhan Seobu T&D REIT | ₩3.45k | 0.3% +₩559.6m | -4.6% | n/a |