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South Korean (KOSPI) Electronic Equipment and Components Industry Analysis
UpdatedJan 19, 2025
DataAggregated Company Financials
Companies176
- 7D-0.6%
- 3M-13.9%
- 1Y-24.9%
- YTD1.8%
Last week, the Electronic Equipment and Components industry hasn't moved much but Daejoo Electronic Materials is up 30% in that time. As for the longer term, the industry has declined 25% in the last year. Looking forward, earnings are forecast to grow by 38% annually.
Industry Valuation and Performance
Has the South Korean Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jan 2025 | ₩62.8t | ₩118.5t | ₩1.5t | 14.7x | 41.4x | 0.5x |
| Tue, 17 Dec 2024 | ₩63.7t | ₩84.1t | -₩327,310,061,896.00 | 12x | -194.8x | 0.8x |
| Thu, 14 Nov 2024 | ₩60.4t | ₩118.3t | ₩2.1t | 11x | 28.6x | 0.5x |
| Sat, 12 Oct 2024 | ₩76.0t | ₩115.7t | ₩2.0t | 12.4x | 38.7x | 0.7x |
| Mon, 09 Sep 2024 | ₩72.6t | ₩115.8t | ₩2.0t | 12.2x | 36.2x | 0.6x |
| Wed, 07 Aug 2024 | ₩72.5t | ₩114.5t | ₩1.9t | 12.5x | 37.7x | 0.6x |
| Fri, 05 Jul 2024 | ₩88.3t | ₩112.5t | ₩1.6t | 14.6x | 56.4x | 0.8x |
| Sun, 02 Jun 2024 | ₩85.3t | ₩112.5t | ₩1.5t | 14.8x | 55.9x | 0.8x |
| Tue, 30 Apr 2024 | ₩85.9t | ₩111.2t | ₩1.6t | 15.4x | 53.2x | 0.8x |
| Thu, 28 Mar 2024 | ₩89.5t | ₩110.4t | ₩1.1t | 16x | 81.8x | 0.8x |
| Sat, 24 Feb 2024 | ₩79.9t | ₩109.5t | -₩1,120,202,140,070.00 | 17x | -71.3x | 0.7x |
| Mon, 22 Jan 2024 | ₩81.3t | ₩110.1t | -₩1,752,314,210,131.00 | 17.7x | -46.4x | 0.7x |
| Wed, 20 Dec 2023 | ₩89.1t | ₩110.0t | -₩1,735,107,868,021.00 | 17x | -51.3x | 0.8x |
| Fri, 17 Nov 2023 | ₩89.5t | ₩115.4t | -₩1,357,057,084,905.00 | 16.2x | -66x | 0.8x |
| Sun, 15 Oct 2023 | ₩97.4t | ₩117.8t | -₩1,236,553,827,380.00 | 15.6x | -78.7x | 0.8x |
| Tue, 12 Sep 2023 | ₩101.4t | ₩117.8t | -₩1,226,078,419,575.00 | 16.4x | -82.7x | 0.9x |
| Thu, 10 Aug 2023 | ₩108.2t | ₩117.7t | -₩657,098,104,055.00 | 16x | -164.7x | 0.9x |
| Sat, 08 Jul 2023 | ₩114.0t | ₩118.6t | -₩190,318,465,375.00 | 16x | -598.8x | 1x |
| Mon, 05 Jun 2023 | ₩117.6t | ₩118.6t | -₩179,109,025,555.00 | 17.1x | -656.6x | 1x |
| Wed, 03 May 2023 | ₩111.4t | ₩118.1t | ₩629.5b | 14.6x | 176.9x | 0.9x |
| Fri, 31 Mar 2023 | ₩116.8t | ₩120.2t | ₩2.3t | 15.2x | 51x | 1x |
| Sun, 26 Feb 2023 | ₩108.9t | ₩119.1t | ₩2.6t | 11.9x | 41.9x | 0.9x |
| Tue, 24 Jan 2023 | ₩99.5t | ₩117.7t | ₩4.5t | 10.7x | 22.1x | 0.8x |
| Thu, 22 Dec 2022 | ₩98.0t | ₩117.7t | ₩4.5t | 10.6x | 21.8x | 0.8x |
| Sat, 19 Nov 2022 | ₩107.9t | ₩115.6t | ₩4.6t | 10.9x | 23.4x | 0.9x |
| Mon, 17 Oct 2022 | ₩95.7t | ₩112.7t | ₩5.4t | 10.1x | 17.6x | 0.8x |
| Wed, 14 Sep 2022 | ₩102.0t | ₩112.5t | ₩5.5t | 12.4x | 18.7x | 0.9x |
| Fri, 12 Aug 2022 | ₩107.8t | ₩108.2t | ₩5.8t | 14.6x | 18.4x | 1x |
| Sun, 10 Jul 2022 | ₩97.8t | ₩108.1t | ₩5.8t | 13.4x | 16.8x | 0.9x |
| Tue, 07 Jun 2022 | ₩110.9t | ₩108.0t | ₩5.9t | 14.8x | 19x | 1x |
| Thu, 05 May 2022 | ₩113.9t | ₩103.3t | ₩5.2t | 15.8x | 22x | 1.1x |
| Sat, 02 Apr 2022 | ₩114.0t | ₩103.3t | ₩5.2t | 16.3x | 21.7x | 1.1x |
| Mon, 28 Feb 2022 | ₩105.3t | ₩102.0t | ₩5.0t | 17.3x | 21.1x | 1x |
| Wed, 26 Jan 2022 | ₩115.6t | ₩98.4t | ₩5.2t | 17.4x | 22.3x | 1.2x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are optimistic on the South Korean Electronic industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 41.4x which is higher than its 3-year average PE of -16.7x.
- The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 34% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.4% per year.
- This means that although more sales are being generated, 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 Tech industry?
| KR Market | 0.33% | |
| Tech | -0.42% | |
| Electronic Equipment and Components | -0.61% | |
| Technology Distributors | 0.14% | |
| Electronic Components | -0.53% | |
| Electronic Equipment and Instruments | -1.23% | |
| Electronic Manufacturing Services | -2.43% | |
Industry PE
- Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio.
- Analysts expect its future annual earnings growth (36.5%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Technology Distributors industry, which is trading below its 3-year average of 19.2x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings decline of 4.2% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| A078600 Daejoo Electronic Materials | ₩104.20k | 29.8% +₩357.9b | 35.1% | PE87.7x | |
| A007660 ISU Petasys | ₩28.30k | 3.7% +₩63.2b | 1.4% | PE28.7x | |
| A108490 ROBOTIS | ₩35.25k | 10.2% +₩41.9b | 15.2% | PS14.2x | |
| A032820 Woori Technology | ₩2.05k | 11.4% +₩33.6b | 55.4% | PE1012.9x | |
| A060720 KHVATECLtd | ₩9.51k | 14.2% +₩26.0b | -30.4% | PE17.3x |
