Narrative Update • May 14

In the last week, the Electronic Components industry is up 1.3%, with Samsung Electro-Mechanics up 11%. Meanwhile, Samsung SDI actually underperformed within the industry, shrinking 9.4% in the last week. This means that the industry has gained 293% over the past year. Looking forward, earnings are forecast to grow by 40% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 17 May 2026 | ₩201.6t | ₩103.3t | ₩369.2b | 21.6x | 546x | 2x |
| Tue, 14 Apr 2026 | ₩140.5t | ₩103.8t | ₩676.9b | 19.1x | 207.5x | 1.4x |
| Thu, 12 Mar 2026 | ₩116.7t | ₩101.6t | ₩297.6b | 20.7x | 392.1x | 1.1x |
| Sat, 07 Feb 2026 | ₩102.4t | ₩100.9t | ₩495.7b | 20.9x | 206.7x | 1x |
| Mon, 05 Jan 2026 | ₩90.1t | ₩101.4t | -₩267,519,154,835.00 | 19.9x | -336.9x | 0.9x |
| Wed, 03 Dec 2025 | ₩92.0t | ₩101.4t | -₩266,997,243,889.00 | 19.7x | -344.4x | 0.9x |
| Fri, 31 Oct 2025 | ₩88.1t | ₩101.4t | -₩933,429,122,189.00 | 18x | -94.4x | 0.9x |
| Sun, 28 Sep 2025 | ₩69.7t | ₩102.3t | -₩491,310,771,809.00 | 17.6x | -141.9x | 0.7x |
| Tue, 26 Aug 2025 | ₩64.3t | ₩102.4t | -₩372,766,470,585.00 | 15.3x | -172.5x | 0.6x |
| Thu, 24 Jul 2025 | ₩58.4t | ₩104.4t | -₩991,652,934,517.00 | 16.1x | -58.9x | 0.6x |
| Sat, 21 Jun 2025 | ₩54.6t | ₩104.5t | -₩1,000,857,987,877.00 | 15.8x | -54.5x | 0.5x |
| Mon, 19 May 2025 | ₩49.3t | ₩104.4t | -₩727,202,367,194.00 | 12.1x | -67.9x | 0.5x |
| Wed, 16 Apr 2025 | ₩48.6t | ₩104.5t | -₩662,048,334,439.00 | 12x | -73.5x | 0.5x |
| Fri, 14 Mar 2025 | ₩54.3t | ₩104.6t | -₩565,089,325,469.00 | 16.9x | -96x | 0.5x |
| Sun, 09 Feb 2025 | ₩54.2t | ₩108.0t | ₩214.8b | 14.1x | 252.1x | 0.5x |
| Tue, 07 Jan 2025 | ₩55.7t | ₩107.6t | ₩1.2t | 13.5x | 46.8x | 0.5x |
| Thu, 05 Dec 2024 | ₩52.7t | ₩107.5t | ₩1.2t | 10.7x | 43.1x | 0.5x |
| Sat, 02 Nov 2024 | ₩61.8t | ₩107.3t | ₩1.8t | 11.6x | 34.9x | 0.6x |
| Mon, 30 Sep 2024 | ₩70.8t | ₩105.3t | ₩1.6t | 12x | 44.1x | 0.7x |
| Wed, 28 Aug 2024 | ₩68.8t | ₩104.9t | ₩1.7t | 12x | 40.4x | 0.7x |
| Fri, 26 Jul 2024 | ₩72.2t | ₩102.7t | ₩1.2t | 13x | 58.6x | 0.7x |
| Sun, 23 Jun 2024 | ₩78.0t | ₩102.7t | ₩1.2t | 13.9x | 63.4x | 0.8x |
| Tue, 21 May 2024 | ₩79.1t | ₩101.7t | ₩1.2t | 14.7x | 64.2x | 0.8x |
| Thu, 18 Apr 2024 | ₩72.2t | ₩100.9t | ₩793.8b | 14.7x | 90.9x | 0.7x |
| Sat, 16 Mar 2024 | ₩73.1t | ₩101.1t | ₩532.1b | 16.4x | 137.3x | 0.7x |
| Mon, 12 Feb 2024 | ₩69.4t | ₩100.0t | -₩1,534,606,409,196.00 | 17.4x | -45.2x | 0.7x |
| Wed, 10 Jan 2024 | ₩76.1t | ₩100.4t | -₩1,738,158,925,456.00 | 17.9x | -43.8x | 0.8x |
| Fri, 08 Dec 2023 | ₩74.6t | ₩100.4t | -₩1,646,382,575,265.00 | 16x | -45.3x | 0.7x |
| Sun, 05 Nov 2023 | ₩78.5t | ₩106.2t | -₩1,165,334,183,895.00 | 15.6x | -67.4x | 0.7x |
| Tue, 03 Oct 2023 | ₩84.7t | ₩108.0t | -₩1,246,282,720,195.00 | 15.4x | -67.9x | 0.8x |
| Thu, 31 Aug 2023 | ₩95.5t | ₩108.1t | -₩1,218,170,304,865.00 | 16.6x | -78.4x | 0.9x |
| Sat, 29 Jul 2023 | ₩101.4t | ₩107.6t | ₩246.1b | 15.9x | 412.1x | 0.9x |
| Mon, 26 Jun 2023 | ₩104.8t | ₩108.5t | -₩181,645,916,075.00 | 16.9x | -576.8x | 1x |
| Wed, 24 May 2023 | ₩105.0t | ₩109.1t | ₩302.7b | 14.5x | 347x | 1x |
347x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -0.64% | |
| Tech | 2.91% | |
| Electronic Equipment and Components | 0.62% | |
| Electronic Components | 1.26% | |
| Technology Distributors | 18.70% | |
| Electronic Manufacturing Services | -2.26% | |
| Electronic Equipment and Instruments | -9.98% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.01m | 10.5% +₩7.3t | 723.8% | PE107.9x | |
| A011070 LG Innotek | ₩732.00k | 17.3% +₩2.6t | 396.3% | PE50.8x | |
| A034220 LG Display | ₩14.10k | 14.4% +₩885.0b | 64.5% | PS0.3x | |
| A353200 DAEDUCK ELECTRONICS | ₩135.80k | 10.2% +₩649.1b | 804.7% | PE153.2x | |
| A033240 Jahwa Electronics | ₩55.70k | 16.3% +₩159.6b | 347.4% | PE24.2x |