Narrative Update • Jul 10

Over the last 7 days, the Electronic Components industry has dropped 15%, driven by a pullback from Samsung Electro-Mechanics of 20%. In contrast, JNTC has gained 7.4%. In the past year, the industry has gained 277%. As for the next few years, earnings are expected to grow by 40% per annum.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | ₩214.1t | ₩105.8t | ₩1.5t | 12.1x | 140.7x | 2x |
| Tue, 09 Jun 2026 | ₩242.4t | ₩105.8t | ₩1.5t | 13x | 157.6x | 2.3x |
| Thu, 07 May 2026 | ₩201.9t | ₩103.3t | ₩365.1b | 22.5x | 552.9x | 2x |
| Sat, 04 Apr 2026 | ₩124.3t | ₩103.8t | ₩682.5b | 20.4x | 182.1x | 1.2x |
| Mon, 02 Mar 2026 | ₩129.2t | ₩101.3t | ₩315.4b | 22.3x | 409.5x | 1.3x |
| Wed, 28 Jan 2026 | ₩103.5t | ₩101.4t | -₩267,519,154,835.00 | 20.1x | -387.1x | 1x |
| Fri, 26 Dec 2025 | ₩89.2t | ₩101.4t | -₩267,519,154,835.00 | 20.5x | -333.6x | 0.9x |
| Sun, 23 Nov 2025 | ₩84.1t | ₩101.5t | -₩525,126,213,579.00 | 16.8x | -160.1x | 0.8x |
| Tue, 21 Oct 2025 | ₩78.7t | ₩102.3t | -₩491,310,771,809.00 | 17.8x | -160.3x | 0.8x |
| Thu, 18 Sep 2025 | ₩69.3t | ₩102.3t | -₩491,310,770,809.00 | 18.1x | -141.1x | 0.7x |
| Sat, 16 Aug 2025 | ₩65.2t | ₩103.7t | ₩365.2b | 15.9x | 178.6x | 0.6x |
| Mon, 14 Jul 2025 | ₩56.3t | ₩104.4t | -₩991,652,934,517.00 | 15.3x | -56.8x | 0.5x |
| Wed, 11 Jun 2025 | ₩50.5t | ₩104.5t | -₩1,000,532,124,196.00 | 15.9x | -50.4x | 0.5x |
| Fri, 09 May 2025 | ₩48.5t | ₩109.3t | ₩896.7b | 11.8x | 54.1x | 0.4x |
| Sun, 06 Apr 2025 | ₩48.9t | ₩104.5t | -₩663,415,982,995.00 | 11.4x | -73.7x | 0.5x |
| Tue, 04 Mar 2025 | ₩55.5t | ₩104.5t | -₩582,141,231,069.00 | 16.7x | -95.3x | 0.5x |
| Thu, 30 Jan 2025 | ₩54.7t | ₩108.0t | ₩214.8b | 14.8x | 254.5x | 0.5x |
| Sat, 28 Dec 2024 | ₩53.6t | ₩107.6t | ₩1.2t | 12.9x | 45x | 0.5x |
| Mon, 25 Nov 2024 | ₩54.4t | ₩109.2t | ₩1.7t | 10.9x | 32.7x | 0.5x |
| Wed, 23 Oct 2024 | ₩62.9t | ₩105.3t | ₩1.6t | 11.5x | 39.2x | 0.6x |
| Fri, 20 Sep 2024 | ₩67.6t | ₩105.3t | ₩1.6t | 11.6x | 42.1x | 0.6x |
| Sun, 18 Aug 2024 | ₩68.6t | ₩104.8t | ₩1.6t | 12x | 41.9x | 0.7x |
| Tue, 16 Jul 2024 | ₩79.6t | ₩102.7t | ₩1.2t | 14.2x | 64.6x | 0.8x |
| Thu, 13 Jun 2024 | ₩77.3t | ₩102.7t | ₩1.2t | 14.2x | 62.7x | 0.8x |
| Sat, 11 May 2024 | ₩78.9t | ₩101.7t | ₩1.2t | 15.8x | 63.7x | 0.8x |
| Mon, 08 Apr 2024 | ₩76.5t | ₩100.9t | ₩793.8b | 15.7x | 96.4x | 0.8x |
| Wed, 06 Mar 2024 | ₩68.7t | ₩100.9t | -₩1,455,918,465,012.00 | 16.9x | -47.2x | 0.7x |
| Fri, 02 Feb 2024 | ₩68.4t | ₩100.4t | -₩1,760,438,889,186.00 | 17.3x | -38.9x | 0.7x |
| Sun, 31 Dec 2023 | ₩78.7t | ₩100.4t | -₩1,738,158,925,456.00 | 17.4x | -45.3x | 0.8x |
| Tue, 28 Nov 2023 | ₩80.1t | ₩105.6t | -₩1,431,765,816,575.00 | 17.5x | -55.9x | 0.8x |
| Thu, 26 Oct 2023 | ₩78.2t | ₩108.2t | -₩1,234,820,183,895.00 | 15.2x | -63.3x | 0.7x |
| Sat, 23 Sep 2023 | ₩86.7t | ₩108.0t | -₩1,246,282,720,195.00 | 15.5x | -69.6x | 0.8x |
| Mon, 21 Aug 2023 | ₩94.2t | ₩107.9t | -₩804,512,518,855.00 | 14.8x | -117.1x | 0.9x |
| Wed, 19 Jul 2023 | ₩107.1t | ₩108.5t | -₩181,645,916,075.00 | 16.8x | -589.9x | 1x |
-589.9x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -7.35% | |
| Tech | -8.95% | |
| Electronic Equipment and Components | -14.27% | |
| Electronic Components | -14.94% | |
| Technology Distributors | 2.12% | |
| Electronic Manufacturing Services | -1.68% | |
| Electronic Equipment and Instruments | -3.58% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A204270 JNTC | ₩17.81k | 7.4% +₩69.7b | 6.2% | PS5.7x | |
| A332570 Pentastone Electronics | ₩6.11k | 18.4% +₩44.8b | 88.0% | PE9.9x | |
| A219130 TigerElec | ₩72.30k | 7.9% +₩33.5b | 454.0% | n/a | |
| A082210 OPTRONTEC | ₩1.89k | 24.8% +₩12.9b | 5.2% | PS0.3x | |
| A033240 Jahwa Electronics | ₩27.45k | 2.0% +₩11.3b | 61.8% | PE7.1x |