Narrative Update • Aug 21

The Electronic Components industry is up 2.7% in the last week, with Samsung SDI up 19%. This means that the industry has gained 215% 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 |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | ₩206.2t | ₩109.3t | ₩1.3t | 9.4x | 154.4x | 1.9x |
| Sun, 26 Jul 2026 | ₩186.3t | ₩105.8t | ₩236.5b | 11.5x | 787.9x | 1.8x |
| Tue, 23 Jun 2026 | ₩290.4t | ₩105.8t | ₩1.5t | 12.8x | 191.4x | 2.7x |
| Thu, 21 May 2026 | ₩198.2t | ₩104.2t | ₩985.1b | 20.1x | 201.2x | 1.9x |
| Sat, 18 Apr 2026 | ₩157.2t | ₩103.8t | ₩676.9b | 22.4x | 232.2x | 1.5x |
| Mon, 16 Mar 2026 | ₩115.1t | ₩102.6t | ₩290.3b | 21.1x | 396.5x | 1.1x |
| Wed, 11 Feb 2026 | ₩107.3t | ₩100.9t | ₩495.7b | 22.5x | 216.5x | 1.1x |
| Fri, 09 Jan 2026 | ₩89.6t | ₩101.7t | -₩308,494,475,475.00 | 19.1x | -290.5x | 0.9x |
| Sun, 07 Dec 2025 | ₩94.9t | ₩101.4t | -₩266,997,238,835.00 | 20.5x | -355.6x | 0.9x |
| Tue, 04 Nov 2025 | ₩92.0t | ₩101.5t | -₩598,869,673,269.00 | 17.8x | -153.7x | 0.9x |
| Thu, 02 Oct 2025 | ₩70.9t | ₩102.3t | -₩491,310,771,809.00 | 17.4x | -144.4x | 0.7x |
| Sat, 30 Aug 2025 | ₩64.2t | ₩102.3t | -₩449,819,279,077.00 | 16.8x | -142.8x | 0.6x |
| Mon, 28 Jul 2025 | ₩58.9t | ₩103.4t | ₩342.4b | 15.6x | 172.1x | 0.6x |
| Wed, 25 Jun 2025 | ₩55.4t | ₩104.5t | -₩1,000,857,987,877.00 | 15.8x | -55.4x | 0.5x |
| Fri, 23 May 2025 | ₩48.0t | ₩104.5t | -₩770,543,461,504.00 | 13x | -62.3x | 0.5x |
| Sun, 20 Apr 2025 | ₩48.5t | ₩104.5t | -₩662,048,334,439.00 | 11.8x | -73.2x | 0.5x |
| Tue, 18 Mar 2025 | ₩54.0t | ₩104.7t | -₩550,526,800,019.00 | 16.5x | -98x | 0.5x |
| Thu, 13 Feb 2025 | ₩55.7t | ₩109.2t | ₩878.1b | 16.3x | 63.4x | 0.5x |
| Sat, 11 Jan 2025 | ₩54.3t | ₩107.6t | ₩1.2t | 13.9x | 45.6x | 0.5x |
| Mon, 09 Dec 2024 | ₩51.7t | ₩105.5t | ₩1.1t | 13.1x | 46.4x | 0.5x |
| Wed, 06 Nov 2024 | ₩61.3t | ₩107.8t | ₩1.8t | 11.7x | 33.9x | 0.6x |
| Fri, 04 Oct 2024 | ₩67.7t | ₩105.3t | ₩1.6t | 11.8x | 42.2x | 0.6x |
| Sun, 01 Sep 2024 | ₩70.6t | ₩105.3t | ₩1.6t | 11.7x | 42.8x | 0.7x |
| Tue, 30 Jul 2024 | ₩71.2t | ₩104.7t | ₩1.6t | 12.9x | 44.9x | 0.7x |
| Thu, 27 Jun 2024 | ₩77.3t | ₩102.7t | ₩1.2t | 13.4x | 62.8x | 0.8x |
| Sat, 25 May 2024 | ₩77.3t | ₩102.2t | ₩1.2t | 14.4x | 67.2x | 0.8x |
| Mon, 22 Apr 2024 | ₩72.8t | ₩100.9t | ₩793.8b | 14.8x | 91.7x | 0.7x |
| Wed, 20 Mar 2024 | ₩75.4t | ₩101.0t | ₩576.3b | 16x | 130.8x | 0.7x |
| Fri, 16 Feb 2024 | ₩70.2t | ₩100.0t | -₩1,504,560,159,360.00 | 17.6x | -46.6x | 0.7x |
| Sun, 14 Jan 2024 | ₩73.5t | ₩100.4t | -₩1,738,158,925,456.00 | 17.9x | -42.3x | 0.7x |
| Tue, 12 Dec 2023 | ₩76.0t | ₩100.4t | -₩1,737,946,957,265.00 | 16.2x | -43.7x | 0.8x |
| Thu, 09 Nov 2023 | ₩79.3t | ₩106.2t | -₩1,165,334,183,895.00 | 15.1x | -68.1x | 0.7x |
| Sat, 07 Oct 2023 | ₩80.2t | ₩108.0t | -₩1,246,282,720,195.00 | 15.3x | -64.4x | 0.7x |
| Mon, 04 Sep 2023 | ₩95.0t | ₩108.0t | -₩1,225,663,340,005.00 | 16.6x | -77.5x | 0.9x |
-77.5x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 0.70% | |
| Tech | 0.068% | |
| Electronic Equipment and Components | 2.47% | |
| Electronic Components | 2.71% | |
| Electronic Manufacturing Services | 12.65% | |
| Electronic Equipment and Instruments | -1.12% | |
| Technology Distributors | -2.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A009150 Samsung Electro-Mechanics | ₩1.42m | 8.0% +₩7.9t | 785.4% | PE106.5x | |
| A006400 Samsung SDI | ₩571.00k | 19.5% +₩7.3t | 175.8% | PS3.2x | |
| A011070 LG Innotek | ₩611.00k | 11.1% +₩1.4t | 261.3% | PE21.8x | |
| A007660 ISU Petasys | ₩112.80k | 13.6% +₩991.0b | 69.4% | PE48x | |
| A020150 Lotte Energy Materials | ₩35.30k | 19.9% +₩306.3b | 36.0% | PS2.8x |