Narrative Update • Aug 07

Over the last 7 days, the Electronic Components industry has risen 12%, driven by gains from Samsung Electro-Mechanics of 12%. In the same time, Amotech was down 12%. This takes the industry's 12 month performance to a gain of 185%. As for the next few years, earnings are expected to grow by 46% 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | ₩183.9t | ₩106.6t | ₩782.8b | 11.9x | 235x | 1.7x |
| Wed, 08 Jul 2026 | ₩219.8t | ₩105.8t | ₩1.5t | 12.3x | 144.5x | 2.1x |
| Fri, 05 Jun 2026 | ₩265.8t | ₩105.8t | ₩1.5t | 14.2x | 174.3x | 2.5x |
| Sun, 03 May 2026 | ₩191.9t | ₩103.3t | ₩365.1b | 22.1x | 525.5x | 1.9x |
| Tue, 31 Mar 2026 | ₩120.3t | ₩103.7t | ₩638.5b | 19.5x | 188.4x | 1.2x |
| Thu, 26 Feb 2026 | ₩126.9t | ₩101.3t | ₩315.4b | 21.8x | 402.2x | 1.3x |
| Sat, 24 Jan 2026 | ₩101.4t | ₩101.4t | -₩267,519,154,835.00 | 19.8x | -379x | 1x |
| Mon, 22 Dec 2025 | ₩89.5t | ₩101.4t | -₩267,519,154,835.00 | 20.7x | -334.7x | 0.9x |
| Wed, 19 Nov 2025 | ₩85.0t | ₩101.7t | -₩575,688,817,759.00 | 16.7x | -147.6x | 0.8x |
| Fri, 17 Oct 2025 | ₩76.6t | ₩102.3t | -₩491,310,771,809.00 | 18.3x | -156x | 0.7x |
| Sun, 14 Sep 2025 | ₩68.1t | ₩102.3t | -₩491,386,051,509.00 | 18x | -138.5x | 0.7x |
| Tue, 12 Aug 2025 | ₩65.1t | ₩103.4t | ₩342.4b | 16.4x | 190.1x | 0.6x |
| Thu, 10 Jul 2025 | ₩55.1t | ₩104.4t | -₩989,250,891,627.00 | 15.4x | -55.7x | 0.5x |
| Sat, 07 Jun 2025 | ₩51.0t | ₩104.5t | -₩1,000,532,124,196.00 | 15.9x | -51x | 0.5x |
| Mon, 05 May 2025 | ₩48.1t | ₩109.3t | ₩896.7b | 11.5x | 53.7x | 0.4x |
| Wed, 02 Apr 2025 | ₩50.9t | ₩104.5t | -₩703,124,164,025.00 | 12x | -72.3x | 0.5x |
| Fri, 28 Feb 2025 | ₩58.3t | ₩104.5t | -₩582,115,210,149.00 | 17.2x | -100.1x | 0.6x |
| Sun, 26 Jan 2025 | ₩54.7t | ₩108.0t | ₩214.8b | 14.8x | 254.5x | 0.5x |
| Tue, 24 Dec 2024 | ₩55.0t | ₩107.6t | ₩1.2t | 13.3x | 46.2x | 0.5x |
| Thu, 21 Nov 2024 | ₩53.7t | ₩108.8t | ₩1.7t | 10.5x | 31.3x | 0.5x |
| Sat, 19 Oct 2024 | ₩63.9t | ₩105.3t | ₩1.6t | 11.6x | 39.8x | 0.6x |
| Mon, 16 Sep 2024 | ₩67.3t | ₩105.3t | ₩1.6t | 11.5x | 41.5x | 0.6x |
| Wed, 14 Aug 2024 | ₩66.9t | ₩104.7t | ₩1.6t | 12.2x | 42.1x | 0.6x |
| Fri, 12 Jul 2024 | ₩81.0t | ₩102.7t | ₩1.2t | 14.3x | 65.8x | 0.8x |
| Sun, 09 Jun 2024 | ₩77.5t | ₩102.7t | ₩1.2t | 14.3x | 62.8x | 0.8x |
| Tue, 07 May 2024 | ₩78.9t | ₩101.7t | ₩1.2t | 15.7x | 63.7x | 0.8x |
| Thu, 04 Apr 2024 | ₩75.9t | ₩100.9t | ₩801.6b | 15.7x | 94.7x | 0.8x |
| Sat, 02 Mar 2024 | ₩69.2t | ₩99.9t | -₩1,602,126,976,542.00 | 16.5x | -43.2x | 0.7x |
| Mon, 29 Jan 2024 | ₩69.4t | ₩100.4t | -₩1,760,438,889,186.00 | 17.7x | -39.4x | 0.7x |
| Wed, 27 Dec 2023 | ₩76.5t | ₩100.4t | -₩1,738,158,925,456.00 | 17x | -44x | 0.8x |
| Fri, 24 Nov 2023 | ₩81.9t | ₩105.6t | -₩1,510,220,704,715.00 | 16.9x | -54.2x | 0.8x |
| Sun, 22 Oct 2023 | ₩79.6t | ₩108.0t | -₩1,246,282,720,195.00 | 14.9x | -63.9x | 0.7x |
| Tue, 19 Sep 2023 | ₩90.9t | ₩108.0t | -₩1,246,282,720,195.00 | 15.9x | -72.9x | 0.8x |
| Thu, 17 Aug 2023 | ₩94.0t | ₩107.7t | -₩618,689,259,345.00 | 14.7x | -152x | 0.9x |
-152x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -4.20% | |
| Tech | -11.74% | |
| Electronic Equipment and Components | 12.14% | |
| Electronic Components | 12.12% | |
| Technology Distributors | 14.09% | |
| Electronic Equipment and Instruments | 12.31% | |
| Electronic Manufacturing Services | 7.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.28m | 11.9% +₩10.3t | 698.3% | PE107.5x | |
| A006400 Samsung SDI | ₩459.00k | 15.6% +₩4.9t | 110.6% | PS2.5x | |
| A011070 LG Innotek | ₩552.00k | 7.4% +₩899.3b | 246.3% | PE26.9x | |
| A108490 ROBOTIS | ₩229.50k | 24.9% +₩669.2b | 170.0% | PS82.9x | |
| A007660 ISU Petasys | ₩82.30k | 10.5% +₩572.6b | 27.4% | PE35x |