Narrative Update • Jul 24

The Electronic Components is pretty flat in the last 7 days, but Samsung Electro-Mechanics has stood out, gaining 3.9%. As for the the longer term, the industry is up 214% over the past 12 months. Earnings are forecast to grow by 41% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | ₩186.1t | ₩105.8t | ₩236.5b | 11.7x | 787.2x | 1.8x |
| Thu, 25 Jun 2026 | ₩257.4t | ₩105.8t | ₩1.5t | 11.7x | 169.8x | 2.4x |
| Sat, 23 May 2026 | ₩234.2t | ₩104.8t | ₩1.3t | 17.7x | 186x | 2.2x |
| Mon, 20 Apr 2026 | ₩157.2t | ₩103.8t | ₩676.9b | 22.4x | 232.2x | 1.5x |
| Wed, 18 Mar 2026 | ₩118.8t | ₩102.6t | ₩298.4b | 21.2x | 398.1x | 1.2x |
| Fri, 13 Feb 2026 | ₩108.3t | ₩100.9t | ₩495.7b | 21.9x | 218.5x | 1.1x |
| Sun, 11 Jan 2026 | ₩88.3t | ₩101.7t | -₩308,494,475,475.00 | 19.1x | -286.1x | 0.9x |
| Tue, 09 Dec 2025 | ₩95.9t | ₩101.4t | -₩267,461,245,835.00 | 21x | -358.5x | 0.9x |
| Thu, 06 Nov 2025 | ₩89.0t | ₩101.5t | -₩598,869,673,269.00 | 18.3x | -148.6x | 0.9x |
| Sat, 04 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Mon, 01 Sep 2025 | ₩64.2t | ₩101.9t | -₩476,418,199,329.00 | 17.7x | -134.8x | 0.6x |
| Wed, 30 Jul 2025 | ₩59.4t | ₩103.4t | ₩342.4b | 16.1x | 173.6x | 0.6x |
| Fri, 27 Jun 2025 | ₩55.5t | ₩104.5t | -₩1,014,723,335,427.00 | 15.7x | -54.7x | 0.5x |
| Sun, 25 May 2025 | ₩47.6t | ₩104.6t | -₩880,989,782,154.00 | 15x | -54x | 0.5x |
| Tue, 22 Apr 2025 | ₩48.4t | ₩104.5t | -₩662,048,334,439.00 | 11.9x | -73.2x | 0.5x |
| Thu, 20 Mar 2025 | ₩53.5t | ₩104.6t | -₩530,948,433,299.00 | 16.6x | -100.8x | 0.5x |
| Sat, 15 Feb 2025 | ₩56.8t | ₩109.2t | ₩878.1b | 16.1x | 64.7x | 0.5x |
| Mon, 13 Jan 2025 | ₩54.3t | ₩107.6t | ₩1.2t | 13.9x | 45.6x | 0.5x |
| Wed, 11 Dec 2024 | ₩51.8t | ₩107.6t | ₩1.2t | 10.4x | 42.4x | 0.5x |
| Fri, 08 Nov 2024 | ₩58.5t | ₩107.8t | ₩1.8t | 11.6x | 32.4x | 0.5x |
| Sun, 06 Oct 2024 | ₩67.1t | ₩105.3t | ₩1.6t | 11.6x | 41.8x | 0.6x |
| Tue, 03 Sep 2024 | ₩71.8t | ₩105.3t | ₩1.6t | 12.2x | 43.5x | 0.7x |
| Thu, 01 Aug 2024 | ₩70.7t | ₩104.7t | ₩1.6t | 12.7x | 44.6x | 0.7x |
| Sat, 29 Jun 2024 | ₩77.9t | ₩102.7t | ₩1.2t | 13.1x | 63.2x | 0.8x |
| Mon, 27 May 2024 | ₩77.4t | ₩102.4t | ₩1.2t | 14.8x | 63.3x | 0.8x |
| Wed, 24 Apr 2024 | ₩73.4t | ₩100.9t | ₩793.8b | 15x | 92.5x | 0.7x |
| Fri, 22 Mar 2024 | ₩76.5t | ₩101.0t | ₩603.1b | 15.6x | 126.8x | 0.8x |
| Sun, 18 Feb 2024 | ₩71.3t | ₩100.0t | -₩1,504,560,159,360.00 | 17.6x | -47.4x | 0.7x |
| Tue, 16 Jan 2024 | ₩72.9t | ₩100.4t | -₩1,738,158,925,456.00 | 17.6x | -41.9x | 0.7x |
| Thu, 14 Dec 2023 | ₩77.1t | ₩100.4t | -₩1,738,158,925,456.00 | 16.4x | -44.4x | 0.8x |
| Sat, 11 Nov 2023 | ₩76.9t | ₩106.2t | -₩1,153,578,752,725.00 | 14.7x | -66.7x | 0.7x |
| Mon, 09 Oct 2023 | ₩80.2t | ₩108.0t | -₩1,246,282,720,195.00 | 15.3x | -64.4x | 0.7x |
| Wed, 06 Sep 2023 | ₩97.0t | ₩108.0t | -₩1,225,663,340,005.00 | 17.3x | -79.1x | 0.9x |
| Fri, 04 Aug 2023 | ₩99.7t | ₩107.6t | -₩648,425,554,755.00 | 15.8x | -153.7x | 0.9x |
-153.7x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 3.47% | |
| Tech | 3.29% | |
| Electronic Equipment and Components | 3.22% | |
| Electronic Components | 3.32% | |
| Electronic Manufacturing Services | 3.60% | |
| Technology Distributors | 2.08% | |
| Electronic Equipment and Instruments | 1.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A332570 Pentastone Electronics | ₩7.54k | 13.4% +₩41.4b | 148.8% | PE12x | |
| A396300 SeA Mechanics | ₩3.82k | 30.9% +₩23.8b | 6.7% | PE24.9x | |
| A214430 i3system | ₩58.90k | 5.7% +₩23.4b | -49.7% | n/a | |
| A368600 ICH | ₩1.34k | 119.6% +₩18.4b | -50.4% | PS0.7x | |
| A208710 Photon | ₩2.34k | 28.6% +₩6.9b | 13.9% | PS0.2x |