Narrative Update • Jul 24

Over the last 7 days, the Electronic Components industry has dropped 22%, driven by a pullback from Samsung Electro-Mechanics of 39%. In contrast, ICH has gained 64%. In the past year, the industry has gained 136%. Looking forward, earnings are forecast to grow by 42% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 31 Jul 2026 | ₩147.9t | ₩105.8t | ₩236.5b | 10.8x | 625.3x | 1.4x |
| Sun, 28 Jun 2026 | ₩253.1t | ₩105.8t | ₩1.5t | 11.2x | 166.9x | 2.4x |
| Tue, 26 May 2026 | ₩234.2t | ₩104.8t | ₩1.3t | 16.3x | 177.4x | 2.2x |
| Thu, 23 Apr 2026 | ₩187.0t | ₩103.8t | ₩676.9b | 23.1x | 276.2x | 1.8x |
| Sat, 21 Mar 2026 | ₩125.5t | ₩103.0t | ₩292.5b | 24.7x | 429.3x | 1.2x |
| Mon, 16 Feb 2026 | ₩105.0t | ₩101.5t | -₩65,956,057,185.00 | 20.5x | -1591.8x | 1x |
| Wed, 14 Jan 2026 | ₩94.5t | ₩101.7t | -₩308,494,475,475.00 | 19.4x | -306.5x | 0.9x |
| Fri, 12 Dec 2025 | ₩96.8t | ₩101.4t | -₩267,519,154,835.00 | 20.2x | -361.8x | 1x |
| Sun, 09 Nov 2025 | ₩86.0t | ₩101.5t | -₩598,869,673,269.00 | 17.5x | -143.6x | 0.8x |
| Tue, 07 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Thu, 04 Sep 2025 | ₩64.8t | ₩102.3t | -₩500,718,997,509.00 | 17.9x | -129.5x | 0.6x |
| Sat, 02 Aug 2025 | ₩59.3t | ₩103.4t | ₩342.4b | 15.7x | 173.2x | 0.6x |
| Mon, 30 Jun 2025 | ₩54.4t | ₩104.5t | -₩1,014,723,335,427.00 | 15.7x | -53.6x | 0.5x |
| Wed, 28 May 2025 | ₩47.7t | ₩104.6t | -₩880,989,782,154.00 | 15.5x | -54.1x | 0.5x |
| Fri, 25 Apr 2025 | ₩49.2t | ₩104.6t | -₩661,431,333,529.00 | 12x | -74.4x | 0.5x |
| Sun, 23 Mar 2025 | ₩54.2t | ₩104.7t | -₩554,392,054,767.00 | 16.2x | -97.7x | 0.5x |
| Tue, 18 Feb 2025 | ₩57.7t | ₩109.2t | ₩878.1b | 16.2x | 65.7x | 0.5x |
| Thu, 16 Jan 2025 | ₩53.3t | ₩107.6t | ₩1.2t | 12.7x | 44.8x | 0.5x |
| Sat, 14 Dec 2024 | ₩54.7t | ₩107.6t | ₩1.2t | 10.8x | 45.9x | 0.5x |
| Mon, 11 Nov 2024 | ₩58.0t | ₩107.8t | ₩1.8t | 11.6x | 32.1x | 0.5x |
| Wed, 09 Oct 2024 | ₩68.0t | ₩105.3t | ₩1.6t | 11.9x | 42.4x | 0.6x |
| Fri, 06 Sep 2024 | ₩67.8t | ₩105.3t | ₩1.6t | 11.9x | 41.1x | 0.6x |
| Sun, 04 Aug 2024 | ₩69.4t | ₩104.7t | ₩1.6t | 12.2x | 43.8x | 0.7x |
| Tue, 02 Jul 2024 | ₩78.8t | ₩102.7t | ₩1.2t | 13.5x | 64x | 0.8x |
| Thu, 30 May 2024 | ₩77.1t | ₩102.7t | ₩1.2t | 14.3x | 63.2x | 0.8x |
| Sat, 27 Apr 2024 | ₩75.3t | ₩100.9t | ₩793.8b | 14.9x | 94.9x | 0.7x |
| Mon, 25 Mar 2024 | ₩77.1t | ₩100.9t | ₩622.8b | 15.9x | 123.7x | 0.8x |
| Wed, 21 Feb 2024 | ₩70.8t | ₩100.0t | -₩1,505,123,110,060.00 | 17.3x | -47x | 0.7x |
| Fri, 19 Jan 2024 | ₩70.0t | ₩100.4t | -₩1,760,438,889,186.00 | 17.6x | -39.7x | 0.7x |
| Sun, 17 Dec 2023 | ₩79.2t | ₩100.4t | -₩1,738,158,925,456.00 | 16.5x | -45.6x | 0.8x |
| Tue, 14 Nov 2023 | ₩76.9t | ₩105.6t | -₩1,360,804,187,905.00 | 14.6x | -56.5x | 0.7x |
| Thu, 12 Oct 2023 | ₩83.4t | ₩108.0t | -₩1,246,282,720,195.00 | 15.3x | -66.9x | 0.8x |
| Sat, 09 Sep 2023 | ₩92.4t | ₩108.0t | -₩1,225,663,340,005.00 | 16.6x | -75.4x | 0.9x |
| Mon, 07 Aug 2023 | ₩98.4t | ₩107.6t | -₩648,425,554,755.00 | 15.5x | -151.7x | 0.9x |
-151.7x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -16.51% | |
| Tech | -21.34% | |
| Electronic Equipment and Components | -21.47% | |
| Electronic Components | -21.91% | |
| Electronic Manufacturing Services | -10.43% | |
| Electronic Equipment and Instruments | -14.58% | |
| Technology Distributors | -18.36% | |
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 | |
| A396300 SeA Mechanics | ₩3.71k | 2.1% +₩2.0b | -4.3% | PE24.2x | |
| A208710 Photon | ₩1.99k | 6.5% +₩1.6b | -1.7% | PS0.2x | |
| A191600 BluetopLtd | ₩13.92k | 2.7% +₩1.1b | 75.1% | n/a | |
| A191410 RYUK-IL C&S.Ltd | ₩1.22k | 3.9% +₩515.4m | -26.7% | PE3.8x |