Narrative Update • Jun 12
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- 7D-2.4%
- 3M102.0%
- 1Y319.0%
- YTD164.0%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.4%, driven by pullbacks in Samsung Electro-Mechanics and LG Innotek of 2.4% and 11%, respectively. On the other hand DAEDUCK ELECTRONICS is actually up 8.4%. Over the past 12 months, the industry was up 319%. Earnings are forecast to grow by 37% 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | ₩273.4t | ₩121.5t | ₩2.1t | 11.6x | 132.1x | 2.3x |
| Wed, 13 May 2026 | ₩220.2t | ₩117.8t | ₩638.4b | 17.1x | 344.9x | 1.9x |
| Fri, 10 Apr 2026 | ₩153.3t | ₩118.4t | ₩949.6b | 15.8x | 161.5x | 1.3x |
| Sun, 08 Mar 2026 | ₩136.1t | ₩116.0t | ₩630.2b | 16.4x | 216x | 1.2x |
| Tue, 03 Feb 2026 | ₩117.2t | ₩115.2t | ₩554.3b | 17.1x | 211.4x | 1x |
| Thu, 01 Jan 2026 | ₩102.1t | ₩115.8t | -₩15,470,603,925.00 | 16.7x | -6600.1x | 0.9x |
| Sat, 29 Nov 2025 | ₩103.5t | ₩115.5t | -₩74,826,365,809.00 | 15.6x | -1383.1x | 0.9x |
| Mon, 27 Oct 2025 | ₩96.9t | ₩115.9t | -₩250,535,653,132.00 | 17x | -387x | 0.8x |
| Wed, 24 Sep 2025 | ₩86.0t | ₩116.0t | -₩250,507,048,862.00 | 17.3x | -343.2x | 0.7x |
| Fri, 22 Aug 2025 | ₩74.1t | ₩116.3t | ₩380.9b | 14.2x | 194.4x | 0.6x |
| Sun, 20 Jul 2025 | ₩70.8t | ₩117.7t | -₩721,029,734,418.00 | 14.8x | -98.2x | 0.6x |
| Tue, 17 Jun 2025 | ₩64.6t | ₩117.8t | -₩722,419,662,718.00 | 14.5x | -89.5x | 0.5x |
| Thu, 15 May 2025 | ₩59.8t | ₩116.0t | -₩519,840,590,674.00 | 12.3x | -115x | 0.5x |
| Sat, 12 Apr 2025 | ₩55.0t | ₩116.0t | -₩479,136,902,229.00 | 11.3x | -114.8x | 0.5x |
| Mon, 10 Mar 2025 | ₩63.5t | ₩115.5t | -₩256,402,331,049.00 | 16.4x | -247.5x | 0.5x |
| Wed, 05 Feb 2025 | ₩60.8t | ₩118.9t | ₩541.1b | 14.4x | 112.3x | 0.5x |
| Fri, 03 Jan 2025 | ₩61.6t | ₩118.5t | ₩1.5t | 13.7x | 40.6x | 0.5x |
| Sun, 01 Dec 2024 | ₩60.6t | ₩118.3t | ₩1.6t | 11.9x | 37.3x | 0.5x |
| Tue, 29 Oct 2024 | ₩72.7t | ₩117.8t | ₩2.1t | 12.7x | 34.1x | 0.6x |
| Thu, 26 Sep 2024 | ₩77.5t | ₩115.7t | ₩2.0t | 12.2x | 39.5x | 0.7x |
| Sat, 24 Aug 2024 | ₩76.9t | ₩114.1t | ₩1.9t | 12.5x | 39.4x | 0.7x |
| Mon, 22 Jul 2024 | ₩85.9t | ₩112.5t | ₩1.6t | 14.1x | 54.7x | 0.8x |
| Wed, 19 Jun 2024 | ₩86.4t | ₩112.5t | ₩1.5t | 15.2x | 56.2x | 0.8x |
| Fri, 17 May 2024 | ₩90.6t | ₩111.2t | ₩1.6t | 15.4x | 57x | 0.8x |
| Sun, 14 Apr 2024 | ₩84.2t | ₩110.4t | ₩1.2t | 15.3x | 72.5x | 0.8x |
| Tue, 12 Mar 2024 | ₩81.0t | ₩110.6t | ₩884.1b | 16.5x | 91.6x | 0.7x |
| Thu, 08 Feb 2024 | ₩77.9t | ₩109.6t | -₩1,150,838,200,536.00 | 17.4x | -67.7x | 0.7x |
| Sat, 06 Jan 2024 | ₩86.7t | ₩110.0t | -₩1,730,034,246,401.00 | 17.8x | -50.1x | 0.8x |
| Mon, 04 Dec 2023 | ₩84.8t | ₩110.0t | -₩1,643,578,658,950.00 | 16.8x | -51.6x | 0.8x |
| Wed, 01 Nov 2023 | ₩81.9t | ₩116.0t | -₩1,140,119,156,265.00 | 14.8x | -71.8x | 0.7x |
| Fri, 29 Sep 2023 | ₩94.2t | ₩117.8t | -₩1,225,906,104,765.00 | 15.2x | -76.9x | 0.8x |
| Sun, 27 Aug 2023 | ₩103.8t | ₩118.2t | -₩1,119,674,391,125.00 | 16.1x | -92.7x | 0.9x |
| Tue, 25 Jul 2023 | ₩117.6t | ₩118.6t | -₩203,576,104,055.00 | 16.3x | -577.6x | 1x |
| Thu, 22 Jun 2023 | ₩115.6t | ₩118.6t | -₩190,416,626,615.00 | 16.8x | -607.1x | 1x |
Price to Earnings Ratio
-607.1x
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 132x which is higher than its 3-year average PE of -437x.
- The 3-year average PS ratio of 0.82x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- Total earnings for the Electronic industry have gone up over the last three years, and the industry is now profitable.
- Revenues have remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | -0.27% | |
| Tech | 0.67% | |
| Electronic Equipment and Components | -2.38% | |
| Electronic Manufacturing Services | 15.49% | |
| Electronic Equipment and Instruments | 5.89% | |
| Technology Distributors | -2.12% | |
| Electronic Components | -2.89% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 37.6%, which is higher than its past year's earnings growth of 1.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 88% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Technology Distributors 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 | |
|---|---|---|---|---|---|
| A353200 DAEDUCK ELECTRONICS | ₩165.20k | 8.4% +₩659.4b | 959.7% | PE89.6x | |
| A032820 Woori Technology | ₩17.57k | 23.7% +₩578.3b | 544.8% | PE89.9x | |
| A007810 Korea Circuit | ₩134.40k | 14.2% +₩463.1b | 1,131.9% | PE60.7x | |
| A140860 Park Systems | ₩339.50k | 19.5% +₩385.8b | 25.5% | PE95.8x | |
| A252990 SEMCNS | ₩16.32k | 27.2% +₩210.2b | 246.1% | PE45.3x |
