Narrative Update • Jun 29

Over the last 7 days, the Electronic Components industry has dropped 20%, driven by a pullback from Samsung Electro-Mechanics of 33%. In the past year, the industry has gained 294%. Looking forward, earnings are forecast to grow by 39% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | ₩201.0t | ₩105.8t | ₩1.5t | 11.7x | 132.1x | 1.9x |
| Sat, 06 Jun 2026 | ₩261.9t | ₩105.8t | ₩1.5t | 13.9x | 171.7x | 2.5x |
| Mon, 04 May 2026 | ₩191.9t | ₩103.3t | ₩365.1b | 22.1x | 525.5x | 1.9x |
| Wed, 01 Apr 2026 | ₩115.8t | ₩103.7t | ₩643.2b | 19x | 180x | 1.1x |
| Fri, 27 Feb 2026 | ₩130.6t | ₩101.3t | ₩315.4b | 22.7x | 414x | 1.3x |
| Sun, 25 Jan 2026 | ₩101.4t | ₩101.4t | -₩267,519,154,835.00 | 19.8x | -379x | 1x |
| Tue, 23 Dec 2025 | ₩90.4t | ₩101.4t | -₩267,519,154,835.00 | 21.2x | -338x | 0.9x |
| Thu, 20 Nov 2025 | ₩85.9t | ₩101.5t | -₩552,431,009,049.00 | 16.3x | -155.5x | 0.8x |
| Sat, 18 Oct 2025 | ₩78.7t | ₩102.3t | -₩491,310,771,809.00 | 17.7x | -160.3x | 0.8x |
| Mon, 15 Sep 2025 | ₩68.1t | ₩102.3t | -₩491,386,051,509.00 | 18x | -138.5x | 0.7x |
| Wed, 13 Aug 2025 | ₩64.0t | ₩103.4t | ₩342.4b | 16.3x | 186.9x | 0.6x |
| Fri, 11 Jul 2025 | ₩55.7t | ₩104.4t | -₩989,250,891,627.00 | 15.2x | -56.3x | 0.5x |
| Sun, 08 Jun 2025 | ₩51.0t | ₩104.5t | -₩1,000,532,124,196.00 | 15.9x | -51x | 0.5x |
| Tue, 06 May 2025 | ₩48.1t | ₩109.3t | ₩896.7b | 11.5x | 53.7x | 0.4x |
| Thu, 03 Apr 2025 | ₩50.0t | ₩104.5t | -₩663,415,982,995.00 | 11.8x | -75.4x | 0.5x |
| Sat, 01 Mar 2025 | ₩55.5t | ₩104.5t | -₩582,115,210,149.00 | 16.7x | -95.4x | 0.5x |
| Mon, 27 Jan 2025 | ₩54.7t | ₩108.0t | ₩214.8b | 14.8x | 254.5x | 0.5x |
| Wed, 25 Dec 2024 | ₩54.8t | ₩107.6t | ₩1.2t | 13.2x | 46x | 0.5x |
| Fri, 22 Nov 2024 | ₩54.1t | ₩108.8t | ₩1.7t | 10.7x | 31.6x | 0.5x |
| Sun, 20 Oct 2024 | ₩63.9t | ₩105.3t | ₩1.6t | 11.6x | 39.8x | 0.6x |
| Tue, 17 Sep 2024 | ₩67.2t | ₩105.3t | ₩1.6t | 11.7x | 41.8x | 0.6x |
| Thu, 15 Aug 2024 | ₩68.1t | ₩104.7t | ₩1.6t | 12.4x | 42.9x | 0.7x |
| Sat, 13 Jul 2024 | ₩80.1t | ₩102.7t | ₩1.2t | 14.3x | 65x | 0.8x |
| Mon, 10 Jun 2024 | ₩77.5t | ₩102.7t | ₩1.2t | 14.3x | 62.8x | 0.8x |
| Wed, 08 May 2024 | ₩79.8t | ₩101.7t | ₩1.2t | 15.6x | 64.4x | 0.8x |
| Fri, 05 Apr 2024 | ₩78.1t | ₩100.9t | ₩793.8b | 15.6x | 98.4x | 0.8x |
| Sun, 03 Mar 2024 | ₩69.2t | ₩100.9t | -₩1,455,918,465,012.00 | 16.5x | -47.5x | 0.7x |
| Tue, 30 Jan 2024 | ₩70.1t | ₩100.4t | -₩1,760,438,889,186.00 | 17.6x | -39.8x | 0.7x |
| Thu, 28 Dec 2023 | ₩76.9t | ₩100.4t | -₩1,738,158,925,456.00 | 17.1x | -44.2x | 0.8x |
| Sat, 25 Nov 2023 | ₩80.8t | ₩105.5t | -₩1,641,872,230,205.00 | 17.6x | -49.2x | 0.8x |
| Mon, 23 Oct 2023 | ₩79.6t | ₩108.0t | -₩1,246,282,720,195.00 | 14.9x | -63.9x | 0.7x |
| Wed, 20 Sep 2023 | ₩90.0t | ₩108.0t | -₩1,246,282,720,195.00 | 16x | -72.2x | 0.8x |
| Fri, 18 Aug 2023 | ₩95.4t | ₩107.7t | -₩618,689,259,345.00 | 14.6x | -154.3x | 0.9x |
| Sun, 16 Jul 2023 | ₩107.1t | ₩108.5t | -₩181,645,916,075.00 | 16.3x | -589.8x | 1x |
-589.8x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -12.90% | |
| Tech | -16.19% | |
| Electronic Equipment and Components | -26.53% | |
| Electronic Components | -27.24% | |
| Technology Distributors | -11.78% | |
| Electronic Equipment and Instruments | -14.26% | |
| Electronic Manufacturing Services | -15.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A034220 LG Display | ₩11.24k | 0.8% +₩45.0b | 21.1% | PS0.2x | |
| A193250 Linked | ₩1.35k | 16.1% +₩2.5b | -52.6% | PS1.7x | |
| A376290 CU-Tech | ₩2.68k | 5.1% +₩2.3b | -21.1% | PE8.9x | |
| A278990 EmbLtd | ₩2.76k | 10.4% +₩2.1b | -18.6% | n/a | |
| A191600 BluetopLtd | ₩10.44k | 6.7% +₩1.9b | 30.5% | n/a |