Narrative Update • May 02

In the last week, the Electronic Components industry is up 3.8%, with Samsung Electro-Mechanics up 9.9%. This means that the industry has gained 293% over the past year. As for the next few years, earnings are expected to grow by 42% 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, 11 May 2026 | ₩199.1t | ₩103.3t | ₩365.1b | 23.5x | 545.3x | 1.9x |
| Wed, 08 Apr 2026 | ₩125.5t | ₩103.8t | ₩682.5b | 19.1x | 183.9x | 1.2x |
| Fri, 06 Mar 2026 | ₩113.0t | ₩101.3t | ₩294.7b | 20.1x | 383.6x | 1.1x |
| Sun, 01 Feb 2026 | ₩106.0t | ₩100.8t | ₩294.1b | 21.3x | 360.3x | 1.1x |
| Tue, 30 Dec 2025 | ₩90.2t | ₩101.4t | -₩267,519,154,835.00 | 20x | -337.3x | 0.9x |
| Thu, 27 Nov 2025 | ₩91.1t | ₩101.4t | -₩315,026,298,199.00 | 17.8x | -289.1x | 0.9x |
| Sat, 25 Oct 2025 | ₩83.7t | ₩102.3t | -₩491,310,771,889.00 | 17.8x | -170.4x | 0.8x |
| Mon, 22 Sep 2025 | ₩70.6t | ₩102.3t | -₩491,310,770,809.00 | 17.8x | -143.6x | 0.7x |
| Wed, 20 Aug 2025 | ₩63.6t | ₩103.0t | ₩199.3b | 15.5x | 319.1x | 0.6x |
| Fri, 18 Jul 2025 | ₩57.3t | ₩104.4t | -₩991,652,934,517.00 | 15.6x | -57.8x | 0.5x |
| Sun, 15 Jun 2025 | ₩52.7t | ₩104.5t | -₩997,154,059,306.00 | 15.9x | -52.9x | 0.5x |
| Tue, 13 May 2025 | ₩50.1t | ₩109.3t | ₩896.7b | 12.1x | 55.9x | 0.5x |
| Thu, 10 Apr 2025 | ₩43.9t | ₩104.5t | -₩663,415,982,995.00 | 10.4x | -66.2x | 0.4x |
| Sat, 08 Mar 2025 | ₩55.1t | ₩104.5t | -₩582,141,231,069.00 | 16.7x | -94.7x | 0.5x |
| Mon, 03 Feb 2025 | ₩54.6t | ₩108.0t | ₩214.8b | 14.4x | 254.2x | 0.5x |
| Wed, 01 Jan 2025 | ₩53.5t | ₩107.6t | ₩1.2t | 12.8x | 45x | 0.5x |
| Fri, 29 Nov 2024 | ₩55.1t | ₩107.4t | ₩1.3t | 11.6x | 43.5x | 0.5x |
| Sun, 27 Oct 2024 | ₩61.7t | ₩107.3t | ₩1.8t | 11.5x | 34.8x | 0.6x |
| Tue, 24 Sep 2024 | ₩68.4t | ₩105.3t | ₩1.6t | 11.6x | 42.6x | 0.7x |
| Thu, 22 Aug 2024 | ₩68.9t | ₩105.5t | ₩1.7t | 12.4x | 39.6x | 0.7x |
| Sat, 20 Jul 2024 | ₩77.2t | ₩102.7t | ₩1.2t | 13.8x | 62.7x | 0.8x |
| Mon, 17 Jun 2024 | ₩77.4t | ₩102.7t | ₩1.2t | 13.8x | 62.7x | 0.8x |
| Wed, 15 May 2024 | ₩80.0t | ₩101.7t | ₩1.2t | 16x | 66.7x | 0.8x |
| Fri, 12 Apr 2024 | ₩75.6t | ₩100.9t | ₩793.8b | 15.3x | 95.2x | 0.7x |
| Sun, 10 Mar 2024 | ₩72.3t | ₩101.0t | ₩499.8b | 16.5x | 144.7x | 0.7x |
| Tue, 06 Feb 2024 | ₩68.8t | ₩100.0t | -₩1,534,606,409,196.00 | 17.5x | -44.9x | 0.7x |
| Thu, 04 Jan 2024 | ₩77.1t | ₩100.4t | -₩1,738,158,925,456.00 | 17.7x | -44.4x | 0.8x |
| Sat, 02 Dec 2023 | ₩81.4t | ₩105.6t | -₩1,495,440,133,875.00 | 16.5x | -54.4x | 0.8x |
| Mon, 30 Oct 2023 | ₩75.9t | ₩106.2t | -₩1,165,334,183,895.00 | 14.7x | -65.1x | 0.7x |
| Wed, 27 Sep 2023 | ₩84.6t | ₩108.0t | -₩1,246,282,720,195.00 | 15.4x | -67.9x | 0.8x |
| Fri, 25 Aug 2023 | ₩94.5t | ₩108.3t | -₩1,015,438,036,165.00 | 15.9x | -93.1x | 0.9x |
| Sun, 23 Jul 2023 | ₩105.6t | ₩108.5t | -₩194,903,554,755.00 | 16.2x | -541.9x | 1x |
| Tue, 20 Jun 2023 | ₩108.6t | ₩108.5t | -₩185,936,245,995.00 | 17.7x | -584.2x | 1x |
| Thu, 18 May 2023 | ₩102.4t | ₩108.6t | ₩521.9b | 13.5x | 196.1x | 0.9x |
196.1x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 12.51% | |
| Tech | 21.90% | |
| Electronic Equipment and Components | 3.19% | |
| Electronic Components | 3.79% | |
| Technology Distributors | 4.07% | |
| Electronic Manufacturing Services | -0.43% | |
| Electronic Equipment and Instruments | -3.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A011070 LG Innotek | ₩687.00k | 15.5% +₩2.2t | 359.5% | PE47.6x | |
| A108490 ROBOTIS | ₩377.50k | 20.4% +₩928.0b | 938.5% | PE1078.9x | |
| A353200 DAEDUCK ELECTRONICS | ₩124.90k | 9.2% +₩540.9b | 725.0% | PE135.2x | |
| A043260 Sungho Electronics | ₩48.10k | 10.7% +₩329.8b | 3,875.2% | PE37.5x | |
| A007810 Korea Circuit | ₩98.90k | 8.2% +₩208.0b | 812.4% | PE58x |