Narrative Update • Aug 21

In the last week, the Electronic Components industry is up 9.9%, with Samsung Electro-Mechanics leading the way, up 8.0%. This means that the industry has gained 223% over the past year. As for the next few years, earnings are expected to grow by 45% 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 |
|---|---|---|---|---|---|---|
| Mon, 31 Aug 2026 | ₩208.7t | ₩109.3t | ₩1.3t | 9.5x | 157.1x | 1.9x |
| Wed, 29 Jul 2026 | ₩159.8t | ₩105.8t | ₩236.5b | 11.3x | 675.7x | 1.5x |
| Fri, 26 Jun 2026 | ₩258.0t | ₩105.8t | ₩1.5t | 11.3x | 170.1x | 2.4x |
| Sun, 24 May 2026 | ₩234.2t | ₩104.7t | ₩1.3t | 17.7x | 186x | 2.2x |
| Tue, 21 Apr 2026 | ₩160.8t | ₩103.8t | ₩676.9b | 22.2x | 237.6x | 1.5x |
| Thu, 19 Mar 2026 | ₩124.1t | ₩102.6t | ₩295.9b | 21.7x | 419.3x | 1.2x |
| Sat, 14 Feb 2026 | ₩105.0t | ₩100.9t | ₩495.7b | 21.3x | 211.8x | 1x |
| Mon, 12 Jan 2026 | ₩88.3t | ₩101.7t | -₩308,494,475,475.00 | 19.1x | -286.1x | 0.9x |
| Wed, 10 Dec 2025 | ₩96.3t | ₩101.4t | -₩267,461,245,835.00 | 20.6x | -360.1x | 0.9x |
| Fri, 07 Nov 2025 | ₩89.5t | ₩101.5t | -₩598,869,673,269.00 | 18.4x | -149.5x | 0.9x |
| Sun, 05 Oct 2025 | ₩72.0t | ₩102.3t | -₩491,310,771,809.00 | 17.5x | -146.6x | 0.7x |
| Tue, 02 Sep 2025 | ₩63.1t | ₩102.3t | -₩482,922,557,429.00 | 17.2x | -130.6x | 0.6x |
| Thu, 31 Jul 2025 | ₩62.3t | ₩103.4t | ₩342.4b | 16.1x | 182x | 0.6x |
| Sat, 28 Jun 2025 | ₩54.4t | ₩104.5t | -₩1,014,723,335,427.00 | 15.7x | -53.6x | 0.5x |
| Mon, 26 May 2025 | ₩47.3t | ₩104.6t | -₩880,989,782,154.00 | 15x | -53.6x | 0.5x |
| Wed, 23 Apr 2025 | ₩48.0t | ₩104.5t | -₩662,048,334,439.00 | 12x | -72.5x | 0.5x |
| Fri, 21 Mar 2025 | ₩54.5t | ₩104.6t | -₩533,390,183,729.00 | 16.4x | -102.1x | 0.5x |
| Sun, 16 Feb 2025 | ₩56.8t | ₩109.2t | ₩878.1b | 16.1x | 64.7x | 0.5x |
| Tue, 14 Jan 2025 | ₩53.1t | ₩107.6t | ₩1.2t | 13.2x | 44.6x | 0.5x |
| Thu, 12 Dec 2024 | ₩52.8t | ₩107.6t | ₩1.2t | 10.9x | 43.2x | 0.5x |
| Sat, 09 Nov 2024 | ₩58.0t | ₩107.8t | ₩1.8t | 11.6x | 32.1x | 0.5x |
| Mon, 07 Oct 2024 | ₩67.1t | ₩105.3t | ₩1.6t | 11.6x | 41.8x | 0.6x |
| Wed, 04 Sep 2024 | ₩70.4t | ₩105.3t | ₩1.6t | 12x | 42.7x | 0.7x |
| Fri, 02 Aug 2024 | ₩72.0t | ₩104.7t | ₩1.6t | 12.6x | 45.5x | 0.7x |
| Sun, 30 Jun 2024 | ₩77.9t | ₩102.7t | ₩1.2t | 13.1x | 63.2x | 0.8x |
| Tue, 28 May 2024 | ₩78.9t | ₩102.5t | ₩1.2t | 14.8x | 63.2x | 0.8x |
| Thu, 25 Apr 2024 | ₩76.1t | ₩100.9t | ₩793.8b | 15x | 95.9x | 0.8x |
| Sat, 23 Mar 2024 | ₩77.1t | ₩101.0t | ₩614.9b | 15.8x | 125.3x | 0.8x |
| Mon, 19 Feb 2024 | ₩71.3t | ₩100.0t | -₩1,505,123,110,060.00 | 17.6x | -47.3x | 0.7x |
| Wed, 17 Jan 2024 | ₩72.4t | ₩100.4t | -₩1,738,158,925,456.00 | 17.8x | -41.6x | 0.7x |
| Fri, 15 Dec 2023 | ₩77.1t | ₩100.4t | -₩1,738,158,925,456.00 | 16.4x | -44.4x | 0.8x |
| Sun, 12 Nov 2023 | ₩76.9t | ₩106.2t | -₩1,153,578,752,725.00 | 14.7x | -66.7x | 0.7x |
| Tue, 10 Oct 2023 | ₩80.2t | ₩108.0t | -₩1,246,282,720,195.00 | 15.3x | -64.4x | 0.7x |
| Thu, 07 Sep 2023 | ₩95.0t | ₩108.0t | -₩1,225,663,340,005.00 | 16.7x | -77.5x | 0.9x |
-77.5x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -1.52% | |
| Tech | -5.32% | |
| Electronic Equipment and Components | 9.45% | |
| Electronic Components | 9.93% | |
| Electronic Manufacturing Services | 21.86% | |
| Technology Distributors | 3.30% | |
| Electronic Equipment and Instruments | 2.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.45m | 9.9% +₩9.8t | 792.7% | PE108.5x | |
| A006400 Samsung SDI | ₩580.00k | 12.6% +₩5.1t | 185.7% | PS3.2x | |
| A011070 LG Innotek | ₩637.00k | 11.8% +₩1.6t | 292.0% | PE22.7x | |
| A007660 ISU Petasys | ₩113.40k | 12.7% +₩939.6b | 75.3% | PE41.4x | |
| A353200 DAEDUCK ELECTRONICS | ₩111.50k | 6.6% +₩355.4b | 372.5% | PE38.3x |