Narrative Update • Jul 02
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South Korean (KOSPI) Tech Sector Analysis
UpdatedJul 06, 2026
DataAggregated Company Financials
Companies646
- 7D-8.2%
- 3M88.8%
- 1Y425.5%
- YTD165.6%
Over the last 7 days, the Tech industry has dropped 8.2%, driven by pullbacks in Samsung Electronics and SK hynix of 8.8% and 9.3%, respectively. On the other hand JUSUNG ENGINEERINGLtd is actually up 16%. This takes the industry's 12 month performance to a gain of 426%. Looking forward, earnings are forecast to grow by 40% annually.
Sector Valuation and Performance
Has the South Korean Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | ₩4189.6t | ₩760.2t | ₩164.7t | 13x | 25.4x | 5.5x |
| Wed, 03 Jun 2026 | ₩4535.7t | ₩760.8t | ₩164.8t | 15.1x | 27.5x | 6x |
| Fri, 01 May 2026 | ₩2801.4t | ₩697.1t | ₩123.0t | 20.4x | 22.8x | 4x |
| Sun, 29 Mar 2026 | ₩2154.8t | ₩659.7t | ₩91.3t | 16.8x | 23.6x | 3.3x |
| Tue, 24 Feb 2026 | ₩2233.0t | ₩654.5t | ₩91.0t | 17.7x | 24.5x | 3.4x |
| Thu, 22 Jan 2026 | ₩1778.1t | ₩624.0t | ₩68.2t | 16.2x | 26.1x | 2.8x |
| Sat, 20 Dec 2025 | ₩1331.7t | ₩623.9t | ₩68.2t | 15.2x | 19.5x | 2.1x |
| Mon, 17 Nov 2025 | ₩1268.6t | ₩622.0t | ₩70.5t | 16.5x | 18x | 2x |
| Wed, 15 Oct 2025 | ₩1115.0t | ₩608.6t | ₩59.9t | 17.1x | 18.6x | 1.8x |
| Fri, 12 Sep 2025 | ₩905.3t | ₩608.6t | ₩59.9t | 16.9x | 15.1x | 1.5x |
| Sun, 10 Aug 2025 | ₩850.3t | ₩607.6t | ₩62.5t | 15.5x | 13.6x | 1.4x |
| Tue, 08 Jul 2025 | ₩788.8t | ₩601.6t | ₩62.2t | 15x | 12.7x | 1.3x |
| Thu, 05 Jun 2025 | ₩705.7t | ₩601.4t | ₩63.1t | 13.9x | 11.2x | 1.2x |
| Sat, 03 May 2025 | ₩653.7t | ₩597.2t | ₩59.0t | 13.1x | 11.1x | 1.1x |
| Mon, 31 Mar 2025 | ₩705.6t | ₩584.8t | ₩56.2t | 12.6x | 12.6x | 1.2x |
| Wed, 26 Feb 2025 | ₩704.9t | ₩573.2t | ₩46.3t | 16.2x | 15.2x | 1.2x |
| Fri, 24 Jan 2025 | ₩683.7t | ₩562.0t | ₩42.9t | 15.5x | 15.9x | 1.2x |
| Sun, 22 Dec 2024 | ₩629.2t | ₩561.9t | ₩43.0t | 14.6x | 14.6x | 1.1x |
| Tue, 19 Nov 2024 | ₩660.2t | ₩550.8t | ₩38.9t | 13.1x | 17x | 1.2x |
| Thu, 17 Oct 2024 | ₩718.2t | ₩536.4t | ₩32.5t | 14.2x | 22.1x | 1.3x |
| Sat, 14 Sep 2024 | ₩728.9t | ₩536.4t | ₩32.6t | 13.8x | 22.4x | 1.4x |
| Mon, 12 Aug 2024 | ₩803.8t | ₩523.7t | ₩27.2t | 15.3x | 29.6x | 1.5x |
| Wed, 10 Jul 2024 | ₩978.9t | ₩507.7t | ₩18.7t | 17x | 52.3x | 1.9x |
| Fri, 07 Jun 2024 | ₩879.7t | ₩508.3t | ₩18.5t | 17.6x | 47.6x | 1.7x |
| Sun, 05 May 2024 | ₩870.2t | ₩498.4t | ₩14.1t | 17.9x | 61.5x | 1.7x |
| Tue, 02 Apr 2024 | ₩913.6t | ₩489.5t | ₩8.5t | 18.5x | 108x | 1.9x |
| Thu, 29 Feb 2024 | ₩815.9t | ₩487.1t | ₩3.8t | 18.5x | 215.4x | 1.7x |
| Sat, 27 Jan 2024 | ₩800.9t | ₩490.8t | ₩19.4t | 18.6x | 41.4x | 1.6x |
| Mon, 25 Dec 2023 | ₩823.7t | ₩491.4t | ₩19.5t | 18.3x | 42.3x | 1.7x |
| Wed, 22 Nov 2023 | ₩793.1t | ₩497.2t | ₩21.9t | 16.7x | 36.3x | 1.6x |
| Fri, 20 Oct 2023 | ₩759.6t | ₩512.7t | ₩29.2t | 15.1x | 26x | 1.5x |
| Sun, 17 Sep 2023 | ₩797.2t | ₩512.7t | ₩29.2t | 16.2x | 27.3x | 1.6x |
| Tue, 15 Aug 2023 | ₩755.2t | ₩522.0t | ₩37.1t | 14.8x | 20.3x | 1.4x |
| Thu, 13 Jul 2023 | ₩790.6t | ₩540.0t | ₩47.0t | 16x | 16.8x | 1.5x |
Price to Earnings Ratio
16.8x
Current Industry PE
- Investors are pessimistic on the South Korean Information Technology 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 25.4x which is lower than its 3-year average PE of 35.9x.
- The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 52% per year over the last three years.
- Revenues for these companies have grown 12% 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 Tech sector?
| KR Market | -3.59% | |
| Tech | -8.19% | |
| Software | 5.37% | |
| IT | 1.44% | |
| Communications | 0.68% | |
| Electronic Equipment and Components | -0.38% | |
| Tech Hardware | -8.81% | |
| Semiconductors | -8.89% | |
Industry PE
- Investors are most optimistic about the Electronic Equipment and Components industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 37.8%, which is higher than its past year's earnings growth of 4.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Communications industry, expecting annual earnings growth of 77% over the next 5 years.
- This is better than its past earnings growth rate of 7.0% per year.
- In contrast, the IT industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| A036930 JUSUNG ENGINEERINGLtd | ₩181.70k | 2.9% +₩233.0b | 501.7% | PE1223.4x | |
| A131290 TSE | ₩244.50k | 9.2% +₩226.8b | 522.1% | PE37.5x | |
| A477850 MakinaRocks | ₩30.40k | 66.9% +₩213.8b | n/a | PS39.9x | |
| A140860 Park Systems | ₩272.00k | 11.9% +₩201.8b | -6.8% | PE76.8x | |
| A281820 KCTech | ₩99.00k | 8.9% +₩160.4b | 256.1% | PE25.4x |
