Narrative Update • Aug 19

In the last week, the Tech industry is up 2.4%, with SK hynix up 5.2%. During this same period, the Samsung Electro-Mechanics underperformed, falling 16%. In the last 12 months, the industry was up 310%. Earnings are forecast to grow by 31% annually.
Has the South Korean Tech Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | ₩3378.0t | ₩915.3t | ₩317.5t | 12.8x | 10.6x | 3.7x |
| Mon, 20 Jul 2026 | ₩3365.9t | ₩759.6t | ₩164.6t | 12.8x | 20.4x | 4.4x |
| Wed, 17 Jun 2026 | ₩4455.9t | ₩760.7t | ₩164.8t | 14.1x | 27x | 5.9x |
| Fri, 15 May 2026 | ₩3795.8t | ₩751.9t | ₩162.1t | 20.9x | 23.4x | 5x |
| Sun, 12 Apr 2026 | ₩2417.3t | ₩662.9t | ₩91.2t | 17.6x | 26.5x | 3.6x |
| Tue, 10 Mar 2026 | ₩2022.2t | ₩655.5t | ₩90.8t | 16x | 22.3x | 3.1x |
| Thu, 05 Feb 2026 | ₩2033.6t | ₩654.5t | ₩90.9t | 17.9x | 22.4x | 3.1x |
| Sat, 03 Jan 2026 | ₩1579.8t | ₩624.0t | ₩68.2t | 16.2x | 23.2x | 2.5x |
| Mon, 01 Dec 2025 | ₩1278.1t | ₩623.6t | ₩71.3t | 15.4x | 17.9x | 2x |
| Wed, 29 Oct 2025 | ₩1263.4t | ₩608.6t | ₩59.9t | 17.5x | 21.1x | 2.1x |
| Fri, 26 Sep 2025 | ₩1034.7t | ₩608.6t | ₩59.9t | 17.3x | 17.3x | 1.7x |
| Sun, 24 Aug 2025 | ₩837.2t | ₩607.8t | ₩62.2t | 15.6x | 13.5x | 1.4x |
| Tue, 22 Jul 2025 | ₩836.0t | ₩602.4t | ₩62.1t | 15.3x | 13.5x | 1.4x |
| Thu, 19 Jun 2025 | ₩757.4t | ₩601.2t | ₩62.1t | 14.7x | 12.2x | 1.3x |
| Sat, 17 May 2025 | ₩688.1t | ₩597.8t | ₩63.5t | 13.2x | 10.8x | 1.2x |
| Mon, 14 Apr 2025 | ₩648.9t | ₩585.0t | ₩56.0t | 12.3x | 11.6x | 1.1x |
| Wed, 12 Mar 2025 | ₩659.3t | ₩581.7t | ₩55.6t | 14.9x | 11.9x | 1.1x |
| Fri, 07 Feb 2025 | ₩681.4t | ₩576.7t | ₩47.1t | 15.2x | 14.5x | 1.2x |
| Sun, 05 Jan 2025 | ₩656.3t | ₩562.0t | ₩42.9t | 15.5x | 15.3x | 1.2x |
| Tue, 03 Dec 2024 | ₩626.0t | ₩561.1t | ₩46.3t | 13.4x | 13.5x | 1.1x |
| Thu, 31 Oct 2024 | ₩711.6t | ₩538.4t | ₩32.7t | 13.7x | 21.8x | 1.3x |
| Sat, 28 Sep 2024 | ₩753.6t | ₩536.4t | ₩32.5t | 14.6x | 23.2x | 1.4x |
| Mon, 26 Aug 2024 | ₩841.5t | ₩533.8t | ₩34.4t | 13.9x | 24.4x | 1.6x |
| Wed, 24 Jul 2024 | ₩911.6t | ₩507.7t | ₩18.7t | 16x | 48.7x | 1.8x |
| Fri, 21 Jun 2024 | ₩943.3t | ₩508.3t | ₩18.5t | 17.4x | 51x | 1.9x |
| Sun, 19 May 2024 | ₩880.0t | ₩506.0t | ₩18.7t | 17.8x | 47.1x | 1.7x |
| Tue, 16 Apr 2024 | ₩906.2t | ₩489.4t | ₩8.4t | 17.7x | 107.7x | 1.9x |
| Thu, 14 Mar 2024 | ₩838.0t | ₩490.4t | ₩8.1t | 19.1x | 102.9x | 1.7x |
| Sat, 10 Feb 2024 | ₩805.9t | ₩486.8t | ₩3.8t | 18.7x | 211x | 1.7x |
| Mon, 08 Jan 2024 | ₩827.3t | ₩491.4t | ₩19.5t | 18.7x | 42.5x | 1.7x |
| Wed, 06 Dec 2023 | ₩770.7t | ₩491.3t | ₩20.6t | 17x | 37.5x | 1.6x |
| Fri, 03 Nov 2023 | ₩755.3t | ₩501.5t | ₩26.0t | 14.9x | 29.1x | 1.5x |
| Sun, 01 Oct 2023 | ₩750.5t | ₩512.7t | ₩29.2t | 15.1x | 25.7x | 1.5x |
| Tue, 29 Aug 2023 | ₩755.6t | ₩513.4t | ₩30.1t | 15.3x | 25.1x | 1.5x |
25.1x
Which industries have driven the changes within the South Korean Tech sector?
| KR Market | 0.35% | |
| Tech | 2.39% | |
| Semiconductors | 5.38% | |
| Tech Hardware | 1.11% | |
| IT | -1.25% | |
| Software | -3.16% | |
| Electronic Equipment and Components | -3.97% | |
| Communications | -4.10% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A000660 SK hynix | ₩1.73m | 5.2% +₩62.0t | 589.2% | PE7.8x | |
| A005930 Samsung Electronics | ₩281.50k | 2.6% +₩46.0t | 294.3% | PE12.4x | |
| A403870 HPSP | ₩44.90k | 11.1% +₩370.4b | 79.6% | PE44.9x | |
| A183300 KoMiCo | ₩27.70k | 27.3% +₩299.5b | 87.2% | PE28.9x | |
| A007660 ISU Petasys | ₩99.30k | 3.9% +₩271.6b | 68.0% | PE42.2x |