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South Korean (KOSPI) Electronic Equipment and Components Industry Analysis
UpdatedDec 02, 2021
DataAggregated Company Financials
Companies162
- 7D-2.2%
- 3M1.7%
- 1Y31.0%
- YTD13.5%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.8%, driven by a decline by Samsung SDI of 2.9%. This takes the industry's 12 month performance to a gain of 29%.
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 |
|---|---|---|---|---|
| Sat, 04 Dec 2021 | ₩121.5t | ₩98.4t | ₩5.2t | 16.8x |
| Mon, 01 Nov 2021 | ₩117.3t | ₩94.8t | ₩4.5t | 18.3x |
| Wed, 29 Sep 2021 | ₩117.5t | ₩94.5t | ₩4.0t | 18.2x |
| Fri, 27 Aug 2021 | ₩118.8t | ₩94.7t | ₩4.0t | 18.5x |
| Sat, 03 Jul 2021 | ₩115.0t | ₩94.7t | ₩4.0t | 20.1x |
| Tue, 06 Apr 2021 | ₩108.8t | ₩88.9t | ₩2.3t | 20.6x |
| Fri, 08 Jan 2021 | ₩101.1t | ₩82.6t | ₩1.3t | 24.2x |
| Thu, 01 Oct 2020 | ₩78.8t | ₩77.4t | -₩1,564,482,915,369.00 | 24.5x |
| Sun, 05 Jul 2020 | ₩66.9t | ₩75.5t | -₩1,918,130,724,411.00 | 18.1x |
| Wed, 08 Apr 2020 | ₩48.2t | ₩76.6t | -₩1,621,512,971,190.00 | 15.1x |
| Tue, 31 Dec 2019 | ₩58.2t | ₩76.2t | -₩1,601,603,715,610.00 | 18.6x |
| Fri, 04 Oct 2019 | ₩51.0t | ₩76.2t | ₩1.4t | 14.1x |
| Mon, 08 Jul 2019 | ₩54.7t | ₩75.7t | ₩1.9t | 16.3x |
| Sun, 31 Mar 2019 | ₩53.5t | ₩75.0t | ₩2.2t | 15.9x |
| Wed, 02 Jan 2019 | ₩51.2t | ₩74.4t | ₩2.1t | 12.9x |
PE Ratio
12.9x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 18.6x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Electronic industry have grown 51% per year over the last three years, and revenues for these companies have grown 10.0% 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 Electronic Equipment and Components industry?
| Electronic Equipment and Instruments | 0.63% | |
| Electronic Manufacturing Services | 0.12% | |
| Technology Distributors | -0.75% | |
| Electronic Components | -2.39% | |
Industry PE: Investors are most optimistic about the Electronic Components industry, which is trading close to its 3-year average PE ratio of 19.2x. However analysts are expecting annual earnings growth of 24%, which is lower than the prior year's growth of 60% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 11.0x.
Forecasted Growth: Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 52% over the next 5 years. This is better than it's past earnings growth rate of 24% per year. Meanwhile, the Electronic Components industry is expected to see its earnings grow by 24% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | 4.7%+₩604.4b | 9.8% | PE13.2x | |
| A097520 MCNEX | 12.2%+₩98.8b | 39.2% | PE48.2x | |
| A090460 BH | 8.2%+₩52.9b | 6.4% | PE19.9x | |
| A193250 YJM Games | 28.1%+₩48.9b | 150.0% | PS6x | |
| A121800 Vidente | 3.1%+₩45.7b | 246.0% | PE8.5x |