Narrative Update • Jun 26

Over the last 7 days, the Electronic Components industry has dropped 15%, driven by Samsung Electro-Mechanics declining 8.5%. Over the past 12 months, the industry was up 362%. As for the next few years, earnings are expected to grow by 37% 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, 30 Jun 2026 | ₩253.1t | ₩105.8t | ₩1.5t | 11.2x | 166.9x | 2.4x |
| Thu, 28 May 2026 | ₩258.6t | ₩104.9t | ₩1.1t | 15.5x | 243.9x | 2.5x |
| Sat, 25 Apr 2026 | ₩184.4t | ₩103.3t | ₩368.9b | 23x | 499.9x | 1.8x |
| Mon, 23 Mar 2026 | ₩125.6t | ₩103.0t | ₩273.6b | 22.8x | 458.9x | 1.2x |
| Wed, 18 Feb 2026 | ₩105.0t | ₩100.9t | ₩495.7b | 21.3x | 211.8x | 1x |
| Fri, 16 Jan 2026 | ₩95.6t | ₩101.4t | -₩267,519,154,835.00 | 19.5x | -357.3x | 0.9x |
| Sun, 14 Dec 2025 | ₩96.0t | ₩101.4t | -₩267,519,154,835.00 | 20.2x | -358.7x | 0.9x |
| Tue, 11 Nov 2025 | ₩88.8t | ₩101.5t | -₩594,651,230,919.00 | 17.9x | -149.3x | 0.9x |
| Thu, 09 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Sat, 06 Sep 2025 | ₩65.1t | ₩102.3t | -₩500,718,997,509.00 | 17.9x | -130.1x | 0.6x |
| Mon, 04 Aug 2025 | ₩59.3t | ₩103.4t | ₩342.4b | 15.7x | 173.2x | 0.6x |
| Wed, 02 Jul 2025 | ₩54.6t | ₩104.5t | -₩1,014,723,335,427.00 | 15.4x | -53.8x | 0.5x |
| Fri, 30 May 2025 | ₩49.9t | ₩104.5t | -₩973,180,773,509.00 | 15x | -51.3x | 0.5x |
| Sun, 27 Apr 2025 | ₩49.7t | ₩108.6t | ₩964.8b | 12x | 51.5x | 0.5x |
| Tue, 25 Mar 2025 | ₩54.2t | ₩104.7t | -₩554,392,054,767.00 | 16.1x | -97.8x | 0.5x |
| Thu, 20 Feb 2025 | ₩57.5t | ₩109.2t | ₩878.1b | 16.1x | 65.4x | 0.5x |
| Sat, 18 Jan 2025 | ₩54.0t | ₩107.6t | ₩1.2t | 13.1x | 45.4x | 0.5x |
| Mon, 16 Dec 2024 | ₩54.7t | ₩107.6t | ₩1.2t | 10.8x | 45.8x | 0.5x |
| Wed, 13 Nov 2024 | ₩54.4t | ₩107.8t | ₩1.8t | 10.8x | 30.9x | 0.5x |
| Fri, 11 Oct 2024 | ₩67.8t | ₩105.3t | ₩1.6t | 11.9x | 42.2x | 0.6x |
| Sun, 08 Sep 2024 | ₩65.0t | ₩105.3t | ₩1.6t | 11.3x | 39.4x | 0.6x |
| Tue, 06 Aug 2024 | ₩62.3t | ₩104.7t | ₩1.6t | 11.2x | 39.3x | 0.6x |
| Thu, 04 Jul 2024 | ₩78.1t | ₩102.7t | ₩1.2t | 13.3x | 63.4x | 0.8x |
| Sat, 01 Jun 2024 | ₩76.2t | ₩102.7t | ₩1.2t | 14.5x | 62.4x | 0.7x |
| Mon, 29 Apr 2024 | ₩75.3t | ₩101.7t | ₩1.2t | 14.9x | 60.8x | 0.7x |
| Wed, 27 Mar 2024 | ₩77.4t | ₩100.9t | ₩684.4b | 15.8x | 113.1x | 0.8x |
| Fri, 23 Feb 2024 | ₩71.1t | ₩100.0t | -₩1,505,123,110,060.00 | 16.9x | -47.2x | 0.7x |
| Sun, 21 Jan 2024 | ₩71.2t | ₩100.4t | -₩1,760,438,889,186.00 | 17.7x | -40.4x | 0.7x |
| Tue, 19 Dec 2023 | ₩79.5t | ₩100.4t | -₩1,738,158,925,456.00 | 17x | -45.8x | 0.8x |
| Thu, 16 Nov 2023 | ₩80.5t | ₩105.6t | -₩1,370,267,226,515.00 | 16.1x | -58.8x | 0.8x |
| Sat, 14 Oct 2023 | ₩84.9t | ₩108.0t | -₩1,246,282,720,195.00 | 16x | -68.1x | 0.8x |
| Mon, 11 Sep 2023 | ₩92.4t | ₩108.0t | -₩968,754,181,695.00 | 16.3x | -95.4x | 0.9x |
| Wed, 09 Aug 2023 | ₩96.5t | ₩107.6t | -₩648,425,554,755.00 | 15.7x | -148.8x | 0.9x |
| Fri, 07 Jul 2023 | ₩105.4t | ₩108.5t | -₩181,645,916,075.00 | 16.6x | -580x | 1x |
-580x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -7.37% | |
| Tech | -4.83% | |
| Electronic Equipment and Components | -14.63% | |
| Electronic Components | -14.50% | |
| Electronic Equipment and Instruments | -15.59% | |
| Electronic Manufacturing Services | -18.36% | |
| Technology Distributors | -22.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A025320 Synopex | ₩5.21k | 4.5% +₩20.7b | -27.2% | PE103x | |
| A082210 OPTRONTEC | ₩1.78k | 33.0% +₩15.1b | 7.4% | PS0.3x | |
| A191600 BluetopLtd | ₩9.78k | 50.7% +₩9.4b | 37.7% | n/a | |
| A371950 POONGWON PRECISIONLtd | ₩7.00k | 3.4% +₩5.2b | -32.2% | PS4.3x | |
| A097780 Eco VoltLtd | ₩1.47k | 9.1% +₩3.1b | -48.1% | PS0.2x |