Narrative Update • May 16
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- 7D0.4%
- 3M83.0%
- 1Y253.5%
- YTD115.3%
Last week, the Electronic Equipment and Components industry hasn't moved much but LG Innotek is up 14% in that time. The past year has been better, since the industry has gained 254% in that time. As for the next few years, earnings are expected to grow by 40% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | ₩214.4t | ₩118.7t | ₩1.3t | 17.2x | 170.4x | 1.8x |
| Fri, 17 Apr 2026 | ₩170.7t | ₩118.3t | ₩943.2b | 17.2x | 181x | 1.4x |
| Sun, 15 Mar 2026 | ₩135.4t | ₩116.9t | ₩621.5b | 17x | 217.9x | 1.2x |
| Tue, 10 Feb 2026 | ₩123.9t | ₩115.3t | ₩755.8b | 17.2x | 163.9x | 1.1x |
| Thu, 08 Jan 2026 | ₩103.8t | ₩115.9t | -₩21,846,779,665.00 | 17.1x | -4751.1x | 0.9x |
| Sat, 06 Dec 2025 | ₩107.6t | ₩115.6t | -₩29,639,799,415.00 | 16.7x | -3629.4x | 0.9x |
| Mon, 03 Nov 2025 | ₩103.9t | ₩115.2t | -₩358,094,554,512.00 | 16.5x | -290.1x | 0.9x |
| Wed, 01 Oct 2025 | ₩83.3t | ₩116.0t | -₩250,507,049,862.00 | 16.2x | -332.7x | 0.7x |
| Fri, 29 Aug 2025 | ₩77.3t | ₩115.7t | -₩257,910,724,688.00 | 15.9x | -299.9x | 0.7x |
| Sun, 27 Jul 2025 | ₩71.9t | ₩116.8t | ₩612.5b | 15.2x | 117.3x | 0.6x |
| Tue, 24 Jun 2025 | ₩66.0t | ₩117.8t | -₩729,900,927,738.00 | 14.7x | -90.4x | 0.6x |
| Thu, 22 May 2025 | ₩57.7t | ₩116.1t | -₩569,297,368,834.00 | 12.4x | -101.4x | 0.5x |
| Sat, 19 Apr 2025 | ₩56.7t | ₩116.0t | -₩479,136,902,229.00 | 11.8x | -118.4x | 0.5x |
| Mon, 17 Mar 2025 | ₩61.9t | ₩115.8t | -₩220,183,465,709.00 | 15.9x | -281.3x | 0.5x |
| Wed, 12 Feb 2025 | ₩64.2t | ₩119.0t | ₩584.4b | 14.9x | 109.8x | 0.5x |
| Fri, 10 Jan 2025 | ₩63.7t | ₩118.5t | ₩1.5t | 14x | 42x | 0.5x |
| Sun, 08 Dec 2024 | ₩59.4t | ₩117.4t | ₩1.5t | 12.8x | 39.3x | 0.5x |
| Tue, 05 Nov 2024 | ₩71.0t | ₩118.3t | ₩2.2t | 12.1x | 32.9x | 0.6x |
| Thu, 03 Oct 2024 | ₩77.2t | ₩115.7t | ₩2.0t | 12x | 39.4x | 0.7x |
| Sat, 31 Aug 2024 | ₩78.7t | ₩115.7t | ₩2.0t | 13.2x | 39.5x | 0.7x |
| Mon, 29 Jul 2024 | ₩79.6t | ₩114.5t | ₩1.9t | 13.5x | 41.4x | 0.7x |
| Wed, 26 Jun 2024 | ₩86.3t | ₩112.5t | ₩1.5t | 14.9x | 56.2x | 0.8x |
| Fri, 24 May 2024 | ₩87.7t | ₩111.7t | ₩1.5t | 15.1x | 57.6x | 0.8x |
| Sun, 21 Apr 2024 | ₩81.3t | ₩110.4t | ₩1.2t | 14.8x | 70x | 0.7x |
| Tue, 19 Mar 2024 | ₩84.3t | ₩110.6t | ₩976.9b | 16.3x | 86.3x | 0.8x |
| Thu, 15 Feb 2024 | ₩79.8t | ₩109.5t | -₩1,120,009,713,390.00 | 17.4x | -71.2x | 0.7x |
| Sat, 13 Jan 2024 | ₩83.6t | ₩110.0t | -₩1,730,034,246,401.00 | 17.8x | -48.3x | 0.8x |
| Mon, 11 Dec 2023 | ₩85.5t | ₩110.0t | -₩1,736,060,430,320.00 | 16.4x | -49.3x | 0.8x |
| Wed, 08 Nov 2023 | ₩90.2t | ₩116.0t | -₩1,140,119,156,265.00 | 15.2x | -79.1x | 0.8x |
| Fri, 06 Oct 2023 | ₩94.3t | ₩117.8t | -₩1,222,493,487,895.00 | 14.6x | -77.2x | 0.8x |
| Sun, 03 Sep 2023 | ₩105.4t | ₩117.8t | -₩1,205,309,733,575.00 | 16.6x | -87.4x | 0.9x |
| Tue, 01 Aug 2023 | ₩112.2t | ₩117.7t | -₩657,098,104,055.00 | 16x | -170.8x | 1x |
| Thu, 29 Jun 2023 | ₩115.0t | ₩118.6t | -₩189,627,999,575.00 | 16.7x | -606.4x | 1x |
| Sat, 27 May 2023 | ₩114.2t | ₩119.4t | -₩103,027,179,755.00 | 16.7x | -1108.8x | 1x |
Price to Earnings Ratio
-1108.8x
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 200x which is higher than its 3-year average PE of -446x.
- The 3-year average PS ratio of 0.78x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 179% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business 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 | -4.26% | |
| Tech | -2.10% | |
| Electronic Equipment and Components | 0.40% | |
| Technology Distributors | 19.04% | |
| Electronic Components | 1.01% | |
| Electronic Manufacturing Services | -8.82% | |
| Electronic Equipment and Instruments | -9.95% | |
Industry PE
- Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 87.7%, which is higher than its past year's earnings growth of 1.4% per year.
- Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 39.1x.
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 1.4% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 25% 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 | |
|---|---|---|---|---|---|
| A011070 LG Innotek | ₩793.00k | 13.9% +₩2.3t | 456.1% | PE38.7x | |
| A009150 Samsung Electro-Mechanics | ₩987.00k | 3.0% +₩2.2t | 726.6% | PE105.4x | |
| A031330 SAMT | ₩15.64k | 73.0% +₩643.8b | 475.0% | PE20.1x | |
| A353200 DAEDUCK ELECTRONICS | ₩134.30k | 4.9% +₩324.5b | 811.1% | PE151.5x | |
| A090460 BH | ₩34.25k | 12.5% +₩123.4b | 170.1% | PE35.8x |