South Korean (KOSPI) Electronic Equipment and Components Industry Analysis
UpdatedNov 27, 2022
DataAggregated Company Financials
Companies175
- 7D0.7%
- 3M5.5%
- 1Y-14.6%
- YTD-15.6%
Last week, the Electronic Equipment and Components industry hasn't moved much but Samsung SDI is up 3.4% in that time. As for the longer term, the industry has declined 15% in the last year. Looking forward, earnings are forecast to grow by 25% 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, 27 Nov 2022 | ₩108.7t | ₩117.3t | ₩4.6t | 10.9x | 23.6x | 0.9x |
| Tue, 25 Oct 2022 | ₩97.6t | ₩112.7t | ₩5.5t | 9.9x | 17.9x | 0.9x |
| Thu, 22 Sep 2022 | ₩104.0t | ₩112.6t | ₩5.4t | 12.1x | 19.1x | 0.9x |
| Sat, 20 Aug 2022 | ₩107.7t | ₩107.3t | ₩5.2t | 14.2x | 20.9x | 1x |
| Mon, 18 Jul 2022 | ₩98.5t | ₩108.1t | ₩5.8t | 13.3x | 16.9x | 0.9x |
| Wed, 15 Jun 2022 | ₩104.5t | ₩108.0t | ₩5.8t | 13.3x | 17.9x | 1x |
| Fri, 13 May 2022 | ₩109.7t | ₩103.5t | ₩5.2t | 15.2x | 21.2x | 1.1x |
| Sun, 10 Apr 2022 | ₩115.2t | ₩103.4t | ₩5.4t | 16x | 21.5x | 1.1x |
| Tue, 08 Mar 2022 | ₩102.8t | ₩102.0t | ₩5.0t | 17.1x | 20.6x | 1x |
| Thu, 03 Feb 2022 | ₩110.3t | ₩100.3t | ₩5.0t | 17.8x | 22.1x | 1.1x |
| Sat, 01 Jan 2022 | ₩126.5t | ₩98.4t | ₩5.2t | 19.4x | 24.4x | 1.3x |
| Mon, 29 Nov 2021 | ₩124.2t | ₩98.1t | ₩5.1t | 17.5x | 24.4x | 1.3x |
| Wed, 27 Oct 2021 | ₩118.3t | ₩94.0t | ₩4.0t | 18.1x | 29.3x | 1.3x |
| Fri, 24 Sep 2021 | ₩117.2t | ₩94.5t | ₩4.0t | 18.3x | 29.1x | 1.2x |
| Sun, 22 Aug 2021 | ₩116.1t | ₩94.7t | ₩4.0t | 18.1x | 29.2x | 1.2x |
| Fri, 09 Jul 2021 | ₩115.0t | ₩94.7t | ₩4.0t | 20.1x | 28.9x | 1.2x |
| Thu, 01 Apr 2021 | ₩108.8t | ₩88.9t | ₩2.3t | 20.6x | 46.5x | 1.2x |
| Sun, 03 Jan 2021 | ₩101.1t | ₩82.6t | ₩1.3t | 24.2x | 77x | 1.2x |
| Wed, 07 Oct 2020 | ₩78.8t | ₩77.4t | -₩1,564,482,915,369.00 | 24.5x | -50.4x | 1x |
| Tue, 30 Jun 2020 | ₩66.9t | ₩75.5t | -₩1,918,130,724,411.00 | 18.1x | -34.9x | 0.9x |
| Fri, 03 Apr 2020 | ₩48.2t | ₩76.6t | -₩1,621,512,971,190.00 | 15.1x | -29.7x | 0.6x |
| Mon, 06 Jan 2020 | ₩58.2t | ₩76.2t | -₩1,601,603,715,610.00 | 18.6x | -36.4x | 0.8x |
Price to Earnings Ratio
37.7x
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 23.7x which is higher than its 3-year average PE of 8.9x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have grown 47% per year over the last three years.
- Revenues for these companies have grown 15% 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 Tech industry?
| KR Market | -0.30% | |
| Tech | -1.16% | |
| Electronic Equipment and Components | 0.69% | |
| Electronic Equipment and Instruments | 0.75% | |
| Electronic Components | 0.72% | |
| Technology Distributors | 0.15% | |
| Electronic Manufacturing Services | -1.37% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 8.0x.
- Analysts are expecting annual earnings growth of 24.7%, which is lower than the prior year's growth of 45.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 38% over the next 5 years.
- This is better than its past earnings growth rate of 22% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings decline by 4.7% 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 | |
|---|---|---|---|---|---|
| A006400 Samsung SDI | ₩725.00k | 3.4% +₩1.6t | 1.7% | PE28.2x | |
| A190510 Namuga | ₩16.30k | 28.9% +₩55.5b | 70.1% | PE6.7x | |
| A060720 KHVATECLtd | ₩16.20k | 15.7% +₩49.9b | -32.4% | PE8.5x | |
| A140860 Park Systems | ₩111.20k | 4.6% +₩33.8b | -21.7% | PE45.3x | |
| A179900 UTI | ₩24.75k | 9.0% +₩32.4b | 99.6% | PE95x |