Narrative Update • Aug 15

In the last week, the Electronic Components industry is up 17%, with Samsung Electro-Mechanics up 14%. In the same time, Daejoo Electronic Materials was down 7.9%. This takes the industry's 12 month performance to a gain of 238%. As for the next few years, earnings are expected to grow by 45% 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 |
|---|---|---|---|---|---|---|
| Wed, 19 Aug 2026 | ₩205.0t | ₩106.6t | ₩834.5b | 12.4x | 245.6x | 1.9x |
| Fri, 17 Jul 2026 | ₩187.7t | ₩105.8t | ₩1.5t | 11.5x | 123.4x | 1.8x |
| Sun, 14 Jun 2026 | ₩254.3t | ₩105.8t | ₩1.5t | 13.6x | 166.5x | 2.4x |
| Tue, 12 May 2026 | ₩201.1t | ₩103.3t | ₩365.1b | 22.4x | 550.9x | 1.9x |
| Thu, 09 Apr 2026 | ₩134.8t | ₩103.8t | ₩682.5b | 20.2x | 197.5x | 1.3x |
| Sat, 07 Mar 2026 | ₩117.2t | ₩101.3t | ₩294.7b | 20.6x | 397.7x | 1.2x |
| Mon, 02 Feb 2026 | ₩106.0t | ₩100.8t | ₩294.1b | 21.3x | 360.3x | 1.1x |
| Wed, 31 Dec 2025 | ₩88.8t | ₩101.4t | -₩267,519,154,835.00 | 19.7x | -332.1x | 0.9x |
| Fri, 28 Nov 2025 | ₩91.2t | ₩101.4t | -₩279,563,898,499.00 | 18.2x | -326.4x | 0.9x |
| Sun, 26 Oct 2025 | ₩83.7t | ₩102.3t | -₩491,310,771,889.00 | 17.8x | -170.4x | 0.8x |
| Tue, 23 Sep 2025 | ₩72.4t | ₩102.3t | -₩491,310,770,809.00 | 18.1x | -147.3x | 0.7x |
| Thu, 21 Aug 2025 | ₩62.4t | ₩103.0t | ₩168.3b | 15.5x | 370.5x | 0.6x |
| Sat, 19 Jul 2025 | ₩57.9t | ₩104.4t | -₩991,652,934,517.00 | 15.7x | -58.4x | 0.6x |
| Mon, 16 Jun 2025 | ₩52.7t | ₩104.5t | -₩1,000,857,987,877.00 | 15.9x | -52.7x | 0.5x |
| Wed, 14 May 2025 | ₩50.1t | ₩104.4t | -₩702,308,897,124.00 | 12.4x | -71.3x | 0.5x |
| Fri, 11 Apr 2025 | ₩47.0t | ₩104.5t | -₩662,048,334,439.00 | 11.2x | -71x | 0.4x |
| Sun, 09 Mar 2025 | ₩55.1t | ₩104.5t | -₩582,141,231,069.00 | 16.7x | -94.7x | 0.5x |
| Tue, 04 Feb 2025 | ₩51.7t | ₩108.0t | ₩214.8b | 13.8x | 240.9x | 0.5x |
| Thu, 02 Jan 2025 | ₩53.5t | ₩107.6t | ₩1.2t | 12.8x | 45x | 0.5x |
| Sat, 30 Nov 2024 | ₩52.7t | ₩107.5t | ₩1.3t | 11.2x | 41.1x | 0.5x |
| Mon, 28 Oct 2024 | ₩61.7t | ₩107.3t | ₩1.8t | 11.5x | 34.8x | 0.6x |
| Wed, 25 Sep 2024 | ₩70.1t | ₩105.3t | ₩1.6t | 11.7x | 43.6x | 0.7x |
| Fri, 23 Aug 2024 | ₩69.1t | ₩104.2t | ₩1.6t | 12.6x | 42.7x | 0.7x |
| Sun, 21 Jul 2024 | ₩77.5t | ₩102.7t | ₩1.2t | 13.8x | 62.9x | 0.8x |
| Tue, 18 Jun 2024 | ₩77.4t | ₩102.7t | ₩1.2t | 13.8x | 62.7x | 0.8x |
| Thu, 16 May 2024 | ₩80.0t | ₩101.7t | ₩1.2t | 16x | 66.7x | 0.8x |
| Sat, 13 Apr 2024 | ₩75.4t | ₩100.9t | ₩793.8b | 15.3x | 95x | 0.7x |
| Mon, 11 Mar 2024 | ₩72.3t | ₩101.0t | ₩499.8b | 16.5x | 144.7x | 0.7x |
| Wed, 07 Feb 2024 | ₩68.3t | ₩100.0t | -₩1,534,606,409,196.00 | 17.5x | -44.5x | 0.7x |
| Fri, 05 Jan 2024 | ₩76.8t | ₩100.4t | -₩1,738,158,925,456.00 | 17.9x | -44.2x | 0.8x |
| Sun, 03 Dec 2023 | ₩75.5t | ₩100.4t | -₩1,645,271,976,485.00 | 16.3x | -45.9x | 0.8x |
| Tue, 31 Oct 2023 | ₩76.5t | ₩106.2t | -₩1,165,334,183,895.00 | 14.9x | -65.7x | 0.7x |
| Thu, 28 Sep 2023 | ₩84.6t | ₩108.0t | -₩1,246,282,720,195.00 | 15.4x | -67.9x | 0.8x |
| Sat, 26 Aug 2023 | ₩94.1t | ₩108.6t | -₩1,077,504,967,055.00 | 16.1x | -87.4x | 0.9x |
-87.4x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 7.47% | |
| Tech | 12.76% | |
| Electronic Equipment and Components | 9.72% | |
| Electronic Components | 10.63% | |
| Electronic Equipment and Instruments | 0.94% | |
| Electronic Manufacturing Services | -5.57% | |
| Technology Distributors | -13.21% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.44m | 14.1% +₩13.4t | 805.7% | PE121.1x | |
| A006400 Samsung SDI | ₩488.00k | 6.2% +₩2.2t | 120.8% | PS2.7x | |
| A011070 LG Innotek | ₩633.00k | 15.3% +₩2.0t | 289.8% | PE30.9x | |
| A007660 ISU Petasys | ₩102.90k | 17.2% +₩1.1t | 75.6% | PE43.8x | |
| A353200 DAEDUCK ELECTRONICS | ₩117.60k | 12.3% +₩664.5b | 419.2% | PE63.8x |