Narrative Update • Jul 24
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- 7D-21.5%
- 3M-25.4%
- 1Y108.6%
- YTD53.4%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 21%, driven by Samsung Electro-Mechanics declining 39%. Meanwhile, ICH actually outperformed within the industry, gaining 124% in the last week. Over the past 12 months, the industry was up 109%. Earnings are forecast to grow by 42% 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 |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | ₩159.1t | ₩121.5t | ₩785.6b | 9.2x | 202.5x | 1.3x |
| Sat, 27 Jun 2026 | ₩267.5t | ₩121.6t | ₩2.1t | 9.5x | 130.4x | 2.2x |
| Mon, 25 May 2026 | ₩254.1t | ₩120.3t | ₩1.8t | 14.9x | 141.6x | 2.1x |
| Wed, 22 Apr 2026 | ₩198.8t | ₩118.3t | ₩943.2b | 18.1x | 210.7x | 1.7x |
| Fri, 20 Mar 2026 | ₩146.8t | ₩117.0t | ₩615.4b | 16.5x | 238.5x | 1.3x |
| Sun, 15 Feb 2026 | ₩122.0t | ₩115.3t | ₩754.7b | 17.1x | 161.7x | 1.1x |
| Tue, 13 Jan 2026 | ₩105.0t | ₩116.0t | -₩68,593,567,565.00 | 16.9x | -1530.4x | 0.9x |
| Thu, 11 Dec 2025 | ₩110.4t | ₩115.6t | -₩30,161,715,415.00 | 16.1x | -3661.1x | 1x |
| Sat, 08 Nov 2025 | ₩98.3t | ₩115.2t | -₩358,094,554,512.00 | 16.4x | -274.5x | 0.9x |
| Mon, 06 Oct 2025 | ₩85.0t | ₩115.9t | -₩250,535,653,052.00 | 16.8x | -339.1x | 0.7x |
| Wed, 03 Sep 2025 | ₩76.2t | ₩115.9t | -₩241,344,811,122.00 | 16.5x | -315.8x | 0.7x |
| Fri, 01 Aug 2025 | ₩74.9t | ₩116.8t | ₩612.5b | 15.3x | 122.3x | 0.6x |
| Sun, 29 Jun 2025 | ₩67.2t | ₩117.8t | -₩743,766,275,288.00 | 14.6x | -90.4x | 0.6x |
| Tue, 27 May 2025 | ₩57.6t | ₩116.3t | -₩696,627,227,844.00 | 14.1x | -82.7x | 0.5x |
| Thu, 24 Apr 2025 | ₩58.4t | ₩116.0t | -₩478,519,901,319.00 | 12x | -122.1x | 0.5x |
| Sat, 22 Mar 2025 | ₩62.5t | ₩115.8t | -₩227,447,474,769.00 | 14.9x | -274.9x | 0.5x |
| Mon, 17 Feb 2025 | ₩65.6t | ₩120.2t | ₩1.2t | 15.4x | 54.4x | 0.5x |
| Wed, 15 Jan 2025 | ₩62.8t | ₩118.5t | ₩1.5t | 14.2x | 41.4x | 0.5x |
| Fri, 13 Dec 2024 | ₩61.4t | ₩118.5t | ₩1.5t | 13.3x | 40.4x | 0.5x |
| Sun, 10 Nov 2024 | ₩66.3t | ₩118.3t | ₩2.2t | 11.9x | 30.7x | 0.6x |
| Tue, 08 Oct 2024 | ₩76.6t | ₩115.7t | ₩2.0t | 12.5x | 39x | 0.7x |
| Thu, 05 Sep 2024 | ₩75.1t | ₩115.8t | ₩2.0t | 12.2x | 37.5x | 0.6x |
| Sat, 03 Aug 2024 | ₩77.5t | ₩114.5t | ₩1.9t | 13.3x | 40.3x | 0.7x |
| Mon, 01 Jul 2024 | ₩86.9t | ₩112.5t | ₩1.5t | 14.9x | 56.6x | 0.8x |
| Wed, 29 May 2024 | ₩88.3t | ₩112.2t | ₩1.6t | 16.3x | 56.4x | 0.8x |
| Fri, 26 Apr 2024 | ₩83.7t | ₩110.4t | ₩1.2t | 14.9x | 72.1x | 0.8x |
| Sun, 24 Mar 2024 | ₩86.4t | ₩110.4t | ₩1.0t | 16x | 84x | 0.8x |
| Tue, 20 Feb 2024 | ₩80.1t | ₩109.5t | -₩1,120,202,140,070.00 | 18x | -71.5x | 0.7x |
| Thu, 18 Jan 2024 | ₩79.6t | ₩110.1t | -₩1,752,314,210,131.00 | 17.3x | -45.4x | 0.7x |
| Sat, 16 Dec 2023 | ₩88.9t | ₩110.0t | -₩1,735,107,868,021.00 | 16.7x | -51.3x | 0.8x |
| Mon, 13 Nov 2023 | ₩85.8t | ₩116.0t | -₩1,136,854,892,095.00 | 15x | -75.4x | 0.7x |
| Wed, 11 Oct 2023 | ₩92.9t | ₩117.8t | -₩1,236,553,827,380.00 | 14.9x | -75.2x | 0.8x |
| Fri, 08 Sep 2023 | ₩103.5t | ₩117.8t | -₩1,205,309,733,575.00 | 16.5x | -85.9x | 0.9x |
| Sun, 06 Aug 2023 | ₩108.2t | ₩117.7t | -₩657,098,104,055.00 | 15.6x | -164.7x | 0.9x |
Price to Earnings Ratio
-164.7x
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 202x which is higher than its 3-year average PE of -408x.
- The 3-year average PS ratio of 0.86x is lower than the industry's current PS ratio of 1.3x.
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 | -16.51% | |
| Tech | -21.34% | |
| Electronic Equipment and Components | -21.47% | |
| Electronic Manufacturing Services | -10.43% | |
| Electronic Equipment and Instruments | -14.58% | |
| Technology Distributors | -18.36% | |
| Electronic Components | -21.91% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 19.1x.
- Analysts are expecting annual earnings growth of 41.8%, 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 79% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 33% 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 | |
|---|---|---|---|---|---|
| A368600 ICH | ₩1.01k | 64.4% +₩9.9b | -62.6% | PS0.5x | |
| A094840 Suprema HQ | ₩13.96k | 7.4% +₩8.7b | 91.5% | PE11.4x | |
| A317770 Xperix | ₩2.53k | 9.3% +₩7.9b | -33.0% | PS4x | |
| A057540 OmnisystemLtd | ₩865.00 | 6.5% +₩3.1b | -6.2% | PE38.8x | |
| A291810 Pintel | ₩1.12k | 29.5% +₩2.9b | -53.9% | PS1.7x |
