Narrative Update • Jul 13

Over the last 7 days, the Electronic Components industry has dropped 34%, driven by a pullback from Samsung Electro-Mechanics of 14%. Meanwhile, SeA Mechanics actually outperformed within the industry, gaining 18% in the last week. Over the past 12 months, the industry was up 116%. 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 |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | ₩164.1t | ₩105.8t | ₩236.5b | 11.5x | 694x | 1.6x |
| Mon, 29 Jun 2026 | ₩253.1t | ₩105.8t | ₩1.5t | 11.2x | 166.9x | 2.4x |
| Wed, 27 May 2026 | ₩259.0t | ₩104.9t | ₩1.3t | 16.3x | 194.4x | 2.5x |
| Fri, 24 Apr 2026 | ₩179.0t | ₩103.8t | ₩676.9b | 22.1x | 264.4x | 1.7x |
| Sun, 22 Mar 2026 | ₩125.5t | ₩103.0t | ₩276.4b | 22.8x | 454.2x | 1.2x |
| Tue, 17 Feb 2026 | ₩105.0t | ₩101.5t | -₩65,956,057,185.00 | 20.5x | -1591.8x | 1x |
| Thu, 15 Jan 2026 | ₩93.3t | ₩101.6t | -₩314,265,942,735.00 | 19.5x | -296.9x | 0.9x |
| Sat, 13 Dec 2025 | ₩96.0t | ₩101.4t | -₩267,519,154,835.00 | 20.2x | -358.7x | 0.9x |
| Mon, 10 Nov 2025 | ₩86.0t | ₩101.5t | -₩594,651,230,919.00 | 17.5x | -144.6x | 0.8x |
| Wed, 08 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Fri, 05 Sep 2025 | ₩65.3t | ₩102.3t | -₩500,718,997,509.00 | 18.1x | -130.5x | 0.6x |
| Sun, 03 Aug 2025 | ₩59.3t | ₩103.4t | ₩342.4b | 15.7x | 173.2x | 0.6x |
| Tue, 01 Jul 2025 | ₩54.6t | ₩104.5t | -₩1,014,723,335,427.00 | 15.4x | -53.8x | 0.5x |
| Thu, 29 May 2025 | ₩49.6t | ₩104.6t | -₩886,354,396,074.00 | 15.6x | -55.9x | 0.5x |
| Sat, 26 Apr 2025 | ₩49.7t | ₩105.4t | -₩140,999,333,529.00 | 12.2x | -352.4x | 0.5x |
| Mon, 24 Mar 2025 | ₩54.2t | ₩104.7t | -₩554,392,054,767.00 | 16.2x | -97.7x | 0.5x |
| Wed, 19 Feb 2025 | ₩57.5t | ₩109.2t | ₩878.1b | 16.1x | 65.4x | 0.5x |
| Fri, 17 Jan 2025 | ₩53.7t | ₩107.6t | ₩1.2t | 12.5x | 45.1x | 0.5x |
| Sun, 15 Dec 2024 | ₩54.7t | ₩107.6t | ₩1.2t | 10.8x | 45.8x | 0.5x |
| Tue, 12 Nov 2024 | ₩55.7t | ₩107.8t | ₩1.8t | 11.3x | 30.9x | 0.5x |
| Thu, 10 Oct 2024 | ₩68.0t | ₩105.3t | ₩1.6t | 11.9x | 42.4x | 0.6x |
| Sat, 07 Sep 2024 | ₩65.0t | ₩105.3t | ₩1.6t | 11.3x | 39.4x | 0.6x |
| Mon, 05 Aug 2024 | ₩69.4t | ₩104.7t | ₩1.6t | 12.2x | 43.8x | 0.7x |
| Wed, 03 Jul 2024 | ₩76.9t | ₩102.7t | ₩1.2t | 13.2x | 62.5x | 0.7x |
| Fri, 31 May 2024 | ₩76.5t | ₩102.7t | ₩1.2t | 14.2x | 62.6x | 0.7x |
| Sun, 28 Apr 2024 | ₩75.3t | ₩101.7t | ₩1.2t | 14.9x | 60.8x | 0.7x |
| Tue, 26 Mar 2024 | ₩78.1t | ₩100.9t | ₩622.8b | 16x | 125.4x | 0.8x |
| Thu, 22 Feb 2024 | ₩71.0t | ₩100.0t | -₩1,505,123,110,060.00 | 17.2x | -47.2x | 0.7x |
| Sat, 20 Jan 2024 | ₩71.2t | ₩100.4t | -₩1,760,438,889,186.00 | 17.7x | -40.4x | 0.7x |
| Mon, 18 Dec 2023 | ₩79.2t | ₩100.4t | -₩1,738,158,925,456.00 | 16.5x | -45.6x | 0.8x |
| Wed, 15 Nov 2023 | ₩78.4t | ₩105.6t | -₩1,360,804,187,905.00 | 15x | -57.6x | 0.7x |
| Fri, 13 Oct 2023 | ₩85.9t | ₩108.0t | -₩1,246,282,720,195.00 | 15.6x | -68.9x | 0.8x |
| Sun, 10 Sep 2023 | ₩92.4t | ₩108.0t | -₩1,225,663,340,005.00 | 16.6x | -75.4x | 0.9x |
| Tue, 08 Aug 2023 | ₩96.7t | ₩107.6t | -₩648,425,554,755.00 | 15.3x | -149.1x | 0.9x |
-149.1x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -1.42% | |
| Tech | 0.68% | |
| Electronic Equipment and Components | -11.43% | |
| Electronic Components | -11.95% | |
| Electronic Manufacturing Services | -1.44% | |
| Electronic Equipment and Instruments | -3.71% | |
| Technology Distributors | -6.12% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A396300 SeA Mechanics | ₩3.95k | 17.8% +₩15.8b | 5.6% | PE25.7x | |
| A441270 Fine M-TecLTD | ₩7.06k | 3.8% +₩10.9b | -35.1% | PS1.2x | |
| A332570 Pentastone Electronics | ₩7.27k | 2.8% +₩9.3b | 156.4% | PE11.6x | |
| A368600 ICH | ₩1.07k | 34.1% +₩6.8b | -59.8% | PS0.6x | |
| A208710 Photon | ₩2.23k | 23.1% +₩5.5b | 14.2% | PS0.2x |