Narrative Update • Aug 01

Over the last 7 days, the Electronic Components industry has dropped 12%, driven by Samsung Electro-Mechanics declining 14%. In contrast, SeA Mechanics has gained 18%. This takes the industry's 12 month performance to a gain of 175%. Looking forward, earnings are forecast to grow by 45% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 03 Aug 2026 | ₩164.1t | ₩106.2t | ₩896.2b | 11.5x | 183.1x | 1.5x |
| Wed, 01 Jul 2026 | ₩274.6t | ₩105.8t | ₩1.5t | 12.3x | 181.1x | 2.6x |
| Fri, 29 May 2026 | ₩279.7t | ₩105.7t | ₩1.2t | 15.6x | 230x | 2.6x |
| Sun, 26 Apr 2026 | ₩184.5t | ₩103.3t | ₩368.9b | 23x | 500x | 1.8x |
| Tue, 24 Mar 2026 | ₩117.8t | ₩103.0t | ₩273.6b | 21.2x | 430.4x | 1.1x |
| Thu, 19 Feb 2026 | ₩105.0t | ₩100.9t | ₩495.7b | 21.3x | 211.8x | 1x |
| Sat, 17 Jan 2026 | ₩95.1t | ₩101.4t | -₩267,519,154,835.00 | 19.3x | -355.6x | 0.9x |
| Mon, 15 Dec 2025 | ₩96.0t | ₩101.4t | -₩267,519,154,835.00 | 20.2x | -358.7x | 0.9x |
| Wed, 12 Nov 2025 | ₩89.8t | ₩101.5t | -₩594,651,230,919.00 | 17.2x | -151x | 0.9x |
| Fri, 10 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Sun, 07 Sep 2025 | ₩65.1t | ₩102.3t | -₩500,718,997,509.00 | 17.9x | -130.1x | 0.6x |
| Tue, 05 Aug 2025 | ₩60.5t | ₩103.4t | ₩342.4b | 15.7x | 176.7x | 0.6x |
| Thu, 03 Jul 2025 | ₩54.9t | ₩104.5t | -₩1,014,723,335,427.00 | 15.4x | -54.1x | 0.5x |
| Sat, 31 May 2025 | ₩49.1t | ₩104.5t | -₩976,848,456,269.00 | 14.4x | -50.2x | 0.5x |
| Mon, 28 Apr 2025 | ₩49.6t | ₩108.6t | ₩964.8b | 12x | 51.5x | 0.5x |
| Wed, 26 Mar 2025 | ₩53.9t | ₩104.6t | -₩8,288,601,079,577.00 | 14.3x | -6.5x | 0.5x |
| Fri, 21 Feb 2025 | ₩57.7t | ₩109.2t | ₩878.1b | 15.9x | 65.7x | 0.5x |
| Sun, 19 Jan 2025 | ₩54.0t | ₩107.6t | ₩1.2t | 13.1x | 45.4x | 0.5x |
| Tue, 17 Dec 2024 | ₩55.6t | ₩74.0t | -₩624,987,375,416.00 | 11.3x | -88.9x | 0.8x |
| Thu, 14 Nov 2024 | ₩52.6t | ₩107.8t | ₩1.8t | 10.5x | 29.9x | 0.5x |
| Sat, 12 Oct 2024 | ₩67.8t | ₩105.3t | ₩1.6t | 11.8x | 42.2x | 0.6x |
| Mon, 09 Sep 2024 | ₩65.0t | ₩105.3t | ₩1.6t | 11.3x | 39.4x | 0.6x |
| Wed, 07 Aug 2024 | ₩65.0t | ₩104.7t | ₩1.6t | 11.8x | 41x | 0.6x |
| Fri, 05 Jul 2024 | ₩79.4t | ₩102.7t | ₩1.2t | 13.5x | 64.5x | 0.8x |
| Sun, 02 Jun 2024 | ₩76.2t | ₩102.7t | ₩1.2t | 14.2x | 62x | 0.7x |
| Tue, 30 Apr 2024 | ₩77.2t | ₩101.7t | ₩1.2t | 15.4x | 62.3x | 0.8x |
| Thu, 28 Mar 2024 | ₩80.3t | ₩100.9t | ₩696.6b | 16x | 115.2x | 0.8x |
| Sat, 24 Feb 2024 | ₩70.3t | ₩100.0t | -₩1,505,123,110,060.00 | 16.9x | -46.7x | 0.7x |
| Mon, 22 Jan 2024 | ₩71.2t | ₩100.4t | -₩1,760,438,889,186.00 | 17.7x | -40.4x | 0.7x |
| Wed, 20 Dec 2023 | ₩79.3t | ₩100.4t | -₩1,738,158,925,456.00 | 16.8x | -45.6x | 0.8x |
| Fri, 17 Nov 2023 | ₩80.5t | ₩105.6t | -₩1,370,267,226,515.00 | 16.3x | -58.8x | 0.8x |
| Sun, 15 Oct 2023 | ₩84.9t | ₩108.0t | -₩1,246,282,720,195.00 | 16x | -68.1x | 0.8x |
| Tue, 12 Sep 2023 | ₩91.1t | ₩108.0t | -₩1,246,432,026,005.00 | 16.8x | -73.1x | 0.8x |
| Thu, 10 Aug 2023 | ₩98.3t | ₩107.6t | -₩648,425,554,755.00 | 15.4x | -151.7x | 0.9x |
-151.7x
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 | |
|---|---|---|---|---|---|
| A108490 ROBOTIS | ₩215.50k | 7.2% +₩212.3b | 179.1% | PS77.8x | |
| A204270 JNTC | ₩14.62k | 4.7% +₩37.2b | -11.4% | PS4.7x | |
| A441270 Fine M-TecLTD | ₩7.27k | 8.0% +₩22.7b | -30.8% | PS1.3x | |
| A332570 Pentastone Electronics | ₩7.68k | 5.9% +₩20.0b | 163.0% | PE12.2x | |
| A396300 SeA Mechanics | ₩4.10k | 17.3% +₩16.0b | 7.3% | PE26.7x |