Capital Allocation Trends At Samsung Electro-Mechanics (KRX:009150) Aren't Ideal
Feb 04
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South Korean (KOSPI) Tech Sector Analysis
UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies642
- 7D4.9%
- 3M56.1%
- 1Y208.0%
- YTD30.4%
Over the last 7 days, the Tech industry has risen 7.7%, driven by gains in Samsung Electronics and SK hynix of 4.1% and 7.0%, respectively. In the last 12 months, the industry was up 213%. Looking forward, earnings are forecast to grow by 37% 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 |
|---|---|---|---|---|---|---|
| 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 |
| Thu, 27 Jul 2023 | ₩774.2t | ₩540.0t | ₩47.0t | 14.5x | 16.5x | 1.4x |
| Sat, 24 Jun 2023 | ₩786.4t | ₩540.0t | ₩47.0t | 16.2x | 16.7x | 1.5x |
| Mon, 22 May 2023 | ₩753.2t | ₩547.0t | ₩48.3t | 14.6x | 15.6x | 1.4x |
| Wed, 19 Apr 2023 | ₩736.4t | ₩568.6t | ₩64.2t | 14.9x | 11.5x | 1.3x |
| Fri, 17 Mar 2023 | ₩678.6t | ₩572.0t | ₩65.8t | 12.1x | 10.3x | 1.2x |
| Sun, 12 Feb 2023 | ₩712.8t | ₩574.9t | ₩74.5t | 12.3x | 9.6x | 1.2x |
Price to Earnings Ratio
9.6x
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 24.3x which is lower than its 3-year average PE of 34.3x.
- The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Information Technology industry have grown 3.9% per year over the last three years.
- Revenues for these companies have grown 3.7% 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 | 3.51% | |
| Tech | 4.89% | |
| Semiconductors | 6.88% | |
| Communications | 5.30% | |
| Tech Hardware | 4.12% | |
| Electronic Equipment and Components | 2.82% | |
| IT | -0.17% | |
| Software | -2.41% | |
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 47.5%, which is higher than its past year's earnings decline of 0.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Communications industry, expecting annual earnings growth of 125% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the IT industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| A005930 Samsung Electronics | ₩169.10k | 4.1% +₩45.0t | 219.7% | PE25.2x | |
| A000660 SK hynix | ₩900.00k | 7.0% +₩40.7t | 352.7% | PE14.5x | |
| A042700 HANMI Semiconductor | ₩202.50k | 11.3% +₩1.9t | 85.8% | PE79.5x | |
| A009150 Samsung Electro-Mechanics | ₩305.00k | 8.9% +₩1.9t | 132.8% | PE38.3x | |
| A058470 LEENO Industrial | ₩98.20k | 13.0% +₩853.6b | 141.9% | n/a |
