Narrative Update • Jul 13

Over the last 7 days, the Electronic Components industry has dropped 4.4%, driven by Samsung SDI declining 8.9%. Meanwhile, DAEDUCK ELECTRONICS actually outperformed within the industry, gaining 6.1% in the last week. Over the past 12 months, the industry was up 206%. As for the next few years, earnings are expected to grow by 40% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jul 2026 | ₩180.2t | ₩105.8t | ₩1.5t | 11.5x | 118.5x | 1.7x |
| Thu, 18 Jun 2026 | ₩283.9t | ₩105.8t | ₩1.5t | 13.8x | 186.6x | 2.7x |
| Sat, 16 May 2026 | ₩201.6t | ₩103.3t | ₩369.3b | 21.6x | 545.9x | 2x |
| Mon, 13 Apr 2026 | ₩140.8t | ₩103.8t | ₩676.9b | 19.4x | 208x | 1.4x |
| Wed, 11 Mar 2026 | ₩116.7t | ₩101.6t | ₩297.6b | 20x | 392.1x | 1.1x |
| Fri, 06 Feb 2026 | ₩105.5t | ₩100.9t | ₩495.7b | 21.5x | 212.9x | 1x |
| Sun, 04 Jan 2026 | ₩90.1t | ₩101.4t | -₩267,519,154,835.00 | 19.9x | -336.9x | 0.9x |
| Tue, 02 Dec 2025 | ₩90.5t | ₩101.4t | -₩266,997,243,889.00 | 19.5x | -338.9x | 0.9x |
| Thu, 30 Oct 2025 | ₩89.8t | ₩101.4t | -₩933,429,122,189.00 | 18.9x | -96.2x | 0.9x |
| Sat, 27 Sep 2025 | ₩69.7t | ₩102.3t | -₩491,310,771,809.00 | 17.6x | -141.9x | 0.7x |
| Mon, 25 Aug 2025 | ₩62.6t | ₩102.4t | -₩404,139,545,260.00 | 15x | -154.9x | 0.6x |
| Wed, 23 Jul 2025 | ₩57.6t | ₩104.4t | -₩991,652,934,517.00 | 16x | -58.1x | 0.6x |
| Fri, 20 Jun 2025 | ₩53.5t | ₩104.5t | -₩1,000,857,987,877.00 | 15.9x | -53.4x | 0.5x |
| Sun, 18 May 2025 | ₩49.3t | ₩104.4t | -₩725,413,142,674.00 | 12.1x | -68x | 0.5x |
| Tue, 15 Apr 2025 | ₩48.2t | ₩104.5t | -₩662,048,334,439.00 | 11.6x | -72.8x | 0.5x |
| Thu, 13 Mar 2025 | ₩55.2t | ₩104.6t | -₩567,474,220,279.00 | 16.8x | -97.2x | 0.5x |
| Sat, 08 Feb 2025 | ₩54.2t | ₩108.0t | ₩214.8b | 14.1x | 252.1x | 0.5x |
| Mon, 06 Jan 2025 | ₩54.1t | ₩107.6t | ₩1.2t | 12.8x | 45.5x | 0.5x |
| Wed, 04 Dec 2024 | ₩53.8t | ₩107.5t | ₩1.2t | 11x | 44x | 0.5x |
| Fri, 01 Nov 2024 | ₩63.1t | ₩107.3t | ₩1.8t | 11.7x | 35.6x | 0.6x |
| Sun, 29 Sep 2024 | ₩70.8t | ₩105.3t | ₩1.6t | 12x | 44.1x | 0.7x |
| Tue, 27 Aug 2024 | ₩68.2t | ₩104.9t | ₩1.7t | 12x | 40x | 0.7x |
| Thu, 25 Jul 2024 | ₩73.3t | ₩102.7t | ₩1.2t | 13.3x | 59.5x | 0.7x |
| Sat, 22 Jun 2024 | ₩78.0t | ₩102.7t | ₩1.2t | 13.9x | 63.4x | 0.8x |
| Mon, 20 May 2024 | ₩79.6t | ₩101.7t | ₩1.2t | 14.9x | 64.6x | 0.8x |
| Wed, 17 Apr 2024 | ₩74.0t | ₩100.9t | ₩793.8b | 15x | 93.3x | 0.7x |
| Fri, 15 Mar 2024 | ₩74.7t | ₩101.0t | ₩511.9b | 16.5x | 145.9x | 0.7x |
| Sun, 11 Feb 2024 | ₩69.4t | ₩100.0t | -₩1,534,606,409,196.00 | 17.4x | -45.2x | 0.7x |
| Tue, 09 Jan 2024 | ₩76.2t | ₩100.4t | -₩1,738,158,925,456.00 | 18x | -43.9x | 0.8x |
| Thu, 07 Dec 2023 | ₩74.3t | ₩100.4t | -₩1,646,382,575,265.00 | 16.2x | -45.1x | 0.7x |
| Sat, 04 Nov 2023 | ₩78.5t | ₩106.2t | -₩1,165,334,183,895.00 | 15.6x | -67.4x | 0.7x |
| Mon, 02 Oct 2023 | ₩84.7t | ₩108.0t | -₩1,246,282,720,195.00 | 15.4x | -67.9x | 0.8x |
| Wed, 30 Aug 2023 | ₩95.2t | ₩108.4t | -₩1,170,601,075,945.00 | 16.5x | -81.3x | 0.9x |
| Fri, 28 Jul 2023 | ₩101.2t | ₩107.6t | ₩246.1b | 15.2x | 411.3x | 0.9x |
411.3x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -4.45% | |
| Tech | -4.31% | |
| Electronic Equipment and Components | -4.35% | |
| Electronic Components | -4.36% | |
| Electronic Manufacturing Services | -2.37% | |
| Technology Distributors | -3.17% | |
| Electronic Equipment and Instruments | -4.49% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.31m | 4.0% +₩3.8t | 874.0% | PE121.8x | |
| A353200 DAEDUCK ELECTRONICS | ₩120.50k | 2.6% +₩159.7b | 503.7% | PE65.3x | |
| A252990 SEMCNS | ₩14.80k | 14.0% +₩109.6b | 208.0% | PE41.1x | |
| A332570 Pentastone Electronics | ₩6.65k | 14.5% +₩39.6b | 120.6% | PE10.7x | |
| A441270 Fine M-TecLTD | ₩6.83k | 12.9% +₩32.8b | -41.3% | PS1.2x |