Narrative Update • Jun 01

The Electronic Components industry is up 33% in the last week, with Samsung Electro-Mechanics up 15%. During this same period, the Samsung SDI underperformed, falling 6.2%. This takes the industry's 12 month performance to a gain of 504%. As for the next few years, earnings are expected to grow by 39% 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, 03 Jun 2026 | ₩275.3t | ₩105.8t | ₩1.5t | 14.4x | 180.2x | 2.6x |
| Fri, 01 May 2026 | ₩191.9t | ₩103.3t | ₩365.1b | 22.1x | 525.5x | 1.9x |
| Sun, 29 Mar 2026 | ₩122.7t | ₩103.6t | ₩633.3b | 19.5x | 193.7x | 1.2x |
| Tue, 24 Feb 2026 | ₩118.4t | ₩100.9t | ₩495.7b | 22x | 238.9x | 1.2x |
| Thu, 22 Jan 2026 | ₩96.3t | ₩101.4t | -₩267,519,154,835.00 | 18.7x | -360.1x | 0.9x |
| Sat, 20 Dec 2025 | ₩89.5t | ₩101.4t | -₩267,519,154,835.00 | 20.7x | -334.7x | 0.9x |
| Mon, 17 Nov 2025 | ₩86.9t | ₩101.6t | -₩568,152,047,269.00 | 16.9x | -153x | 0.9x |
| Wed, 15 Oct 2025 | ₩72.8t | ₩102.3t | -₩491,310,771,809.00 | 17.2x | -148.1x | 0.7x |
| Fri, 12 Sep 2025 | ₩66.9t | ₩102.3t | -₩491,386,051,509.00 | 18.1x | -136.1x | 0.7x |
| Sun, 10 Aug 2025 | ₩64.2t | ₩103.4t | ₩342.4b | 16.3x | 187.4x | 0.6x |
| Tue, 08 Jul 2025 | ₩55.3t | ₩104.4t | -₩989,250,891,627.00 | 15.5x | -55.9x | 0.5x |
| Thu, 05 Jun 2025 | ₩49.7t | ₩104.5t | -₩1,000,532,124,196.00 | 15.6x | -49.7x | 0.5x |
| Sat, 03 May 2025 | ₩48.1t | ₩109.2t | ₩911.9b | 11.5x | 52.8x | 0.4x |
| Mon, 31 Mar 2025 | ₩52.7t | ₩104.6t | -₩664,472,217,705.00 | 12.8x | -79.2x | 0.5x |
| Wed, 26 Feb 2025 | ₩57.8t | ₩104.5t | -₩582,115,210,149.00 | 16.9x | -99.2x | 0.6x |
| Fri, 24 Jan 2025 | ₩54.3t | ₩107.6t | ₩1.2t | 14.9x | 45.6x | 0.5x |
| Sun, 22 Dec 2024 | ₩53.7t | ₩107.6t | ₩1.2t | 12.9x | 45.1x | 0.5x |
| Tue, 19 Nov 2024 | ₩53.5t | ₩107.8t | ₩1.7t | 10.6x | 31.1x | 0.5x |
| Thu, 17 Oct 2024 | ₩65.3t | ₩105.3t | ₩1.6t | 11.6x | 40.7x | 0.6x |
| Sat, 14 Sep 2024 | ₩67.3t | ₩105.3t | ₩1.6t | 11.5x | 41.5x | 0.6x |
| Mon, 12 Aug 2024 | ₩65.8t | ₩104.7t | ₩1.6t | 12x | 41.5x | 0.6x |
| Wed, 10 Jul 2024 | ₩80.3t | ₩102.7t | ₩1.2t | 14.1x | 65.2x | 0.8x |
| Fri, 07 Jun 2024 | ₩77.0t | ₩102.7t | ₩1.2t | 13.8x | 62.5x | 0.7x |
| Sun, 05 May 2024 | ₩78.9t | ₩101.7t | ₩1.2t | 15.7x | 63.7x | 0.8x |
| Tue, 02 Apr 2024 | ₩79.3t | ₩100.9t | ₩801.6b | 16.3x | 99x | 0.8x |
| Thu, 29 Feb 2024 | ₩69.6t | ₩100.3t | -₩1,571,690,914,832.00 | 16.7x | -44.3x | 0.7x |
| Sat, 27 Jan 2024 | ₩69.4t | ₩100.4t | -₩1,760,438,889,186.00 | 17.7x | -39.4x | 0.7x |
| Mon, 25 Dec 2023 | ₩76.6t | ₩100.4t | -₩1,738,158,925,456.00 | 16.8x | -44.1x | 0.8x |
| Wed, 22 Nov 2023 | ₩82.2t | ₩105.2t | -₩1,457,226,122,195.00 | 16.8x | -56.4x | 0.8x |
| Fri, 20 Oct 2023 | ₩81.8t | ₩108.0t | -₩1,246,282,720,195.00 | 15.1x | -65.6x | 0.8x |
| Sun, 17 Sep 2023 | ₩92.4t | ₩108.0t | -₩1,246,282,720,195.00 | 16.2x | -74.1x | 0.9x |
| Tue, 15 Aug 2023 | ₩96.1t | ₩107.7t | -₩623,341,377,585.00 | 15.2x | -154.2x | 0.9x |
| Thu, 13 Jul 2023 | ₩103.7t | ₩108.5t | -₩181,645,916,075.00 | 16.3x | -570.7x | 1x |
| Sat, 10 Jun 2023 | ₩109.5t | ₩108.5t | -₩175,298,014,113.00 | 17.7x | -624.7x | 1x |
-624.7x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 7.74% | |
| Tech | 15.28% | |
| Electronic Equipment and Components | 5.26% | |
| Electronic Components | 6.27% | |
| Electronic Equipment and Instruments | -6.08% | |
| Electronic Manufacturing Services | -12.49% | |
| Technology Distributors | -13.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.81m | 15.3% +₩18.2t | 1,400.8% | PE166.6x | |
| A011070 LG Innotek | ₩1.25m | 17.2% +₩4.4t | 779.8% | PE61.1x | |
| A108490 ROBOTIS | ₩405.00k | 29.4% +₩1.3t | 547.0% | PS144.8x | |
| A034220 LG Display | ₩16.69k | 6.8% +₩530.0b | 100.8% | PS0.3x | |
| A020150 Lotte Energy Materials | ₩67.30k | 15.8% +₩481.8b | 208.0% | PS5.2x |