Narrative Update • Aug 21

Over the last 7 days, the Electronic Components industry has dropped 13%, driven by a pullback from Samsung Electro-Mechanics of 15%. On the other hand ISU Petasys is actually up 5.2%. Over the past 12 months, the industry was up 201%. 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | ₩193.8t | ₩109.3t | ₩1.4t | 11.4x | 140.7x | 1.8x |
| Thu, 23 Jul 2026 | ₩189.3t | ₩105.8t | ₩1.5t | 11.5x | 124.5x | 1.8x |
| Sat, 20 Jun 2026 | ₩295.8t | ₩105.8t | ₩1.5t | 13.1x | 194.5x | 2.8x |
| Mon, 18 May 2026 | ₩201.6t | ₩103.7t | ₩840.0b | 21.6x | 240x | 1.9x |
| Wed, 15 Apr 2026 | ₩143.3t | ₩103.8t | ₩676.9b | 20.4x | 211.7x | 1.4x |
| Fri, 13 Mar 2026 | ₩116.2t | ₩101.6t | ₩297.6b | 20.3x | 390.6x | 1.1x |
| Sun, 08 Feb 2026 | ₩102.5t | ₩100.9t | ₩495.7b | 20.9x | 206.7x | 1x |
| Tue, 06 Jan 2026 | ₩91.4t | ₩101.4t | -₩267,519,154,835.00 | 20x | -341.7x | 0.9x |
| Thu, 04 Dec 2025 | ₩94.0t | ₩101.4t | -₩266,997,243,889.00 | 20.6x | -352.2x | 0.9x |
| Sat, 01 Nov 2025 | ₩90.7t | ₩101.5t | -₩598,869,673,269.00 | 17.9x | -151.4x | 0.9x |
| Mon, 29 Sep 2025 | ₩69.7t | ₩102.3t | -₩491,310,771,809.00 | 17.6x | -141.9x | 0.7x |
| Wed, 27 Aug 2025 | ₩64.7t | ₩102.4t | -₩372,766,470,585.00 | 15.1x | -173.6x | 0.6x |
| Fri, 25 Jul 2025 | ₩58.7t | ₩104.4t | -₩991,652,934,517.00 | 15.7x | -59.2x | 0.6x |
| Sun, 22 Jun 2025 | ₩54.6t | ₩104.5t | -₩1,000,857,987,877.00 | 15.8x | -54.5x | 0.5x |
| Tue, 20 May 2025 | ₩49.0t | ₩104.5t | -₩723,648,312,344.00 | 12.2x | -67.8x | 0.5x |
| Thu, 17 Apr 2025 | ₩47.7t | ₩104.5t | -₩662,048,334,439.00 | 11.7x | -72x | 0.5x |
| Sat, 15 Mar 2025 | ₩53.5t | ₩104.6t | -₩554,947,839,309.00 | 16.8x | -96.5x | 0.5x |
| Mon, 10 Feb 2025 | ₩54.2t | ₩108.1t | ₩258.1b | 14.6x | 209.8x | 0.5x |
| Wed, 08 Jan 2025 | ₩54.8t | ₩107.6t | ₩1.2t | 13x | 46x | 0.5x |
| Fri, 06 Dec 2024 | ₩51.9t | ₩107.6t | ₩1.2t | 10.8x | 42.3x | 0.5x |
| Sun, 03 Nov 2024 | ₩61.9t | ₩107.9t | ₩1.8t | 11.6x | 34.4x | 0.6x |
| Tue, 01 Oct 2024 | ₩69.0t | ₩105.3t | ₩1.6t | 11.9x | 43x | 0.7x |
| Thu, 29 Aug 2024 | ₩68.9t | ₩105.1t | ₩1.7t | 12.9x | 41.3x | 0.7x |
| Sat, 27 Jul 2024 | ₩71.3t | ₩104.7t | ₩1.6t | 13x | 45x | 0.7x |
| Mon, 24 Jun 2024 | ₩78.0t | ₩102.7t | ₩1.2t | 13.9x | 63.4x | 0.8x |
| Wed, 22 May 2024 | ₩78.8t | ₩101.8t | ₩1.3t | 14.2x | 63x | 0.8x |
| Fri, 19 Apr 2024 | ₩74.1t | ₩100.9t | ₩793.8b | 15.1x | 93.4x | 0.7x |
| Sun, 17 Mar 2024 | ₩73.1t | ₩101.0t | ₩579.9b | 15.8x | 126x | 0.7x |
| Tue, 13 Feb 2024 | ₩69.4t | ₩100.0t | -₩1,504,560,159,360.00 | 17.4x | -46.1x | 0.7x |
| Thu, 11 Jan 2024 | ₩74.6t | ₩100.4t | -₩1,738,158,925,456.00 | 17.9x | -42.9x | 0.7x |
| Sat, 09 Dec 2023 | ₩75.7t | ₩100.4t | -₩1,646,382,575,265.00 | 16.2x | -46x | 0.8x |
| Mon, 06 Nov 2023 | ₩78.5t | ₩106.2t | -₩1,165,334,183,895.00 | 15.6x | -67.4x | 0.7x |
| Wed, 04 Oct 2023 | ₩84.7t | ₩108.0t | -₩1,246,282,720,195.00 | 15.4x | -67.9x | 0.8x |
| Fri, 01 Sep 2023 | ₩96.0t | ₩108.1t | -₩1,214,481,094,765.00 | 16.2x | -79.1x | 0.9x |
-79.1x
How does South Korean Electronic Components compare with similar industries?
| KR Market | -4.24% | |
| Tech | -3.87% | |
| Electronic Equipment and Components | -10.46% | |
| Electronic Components | -10.74% | |
| Electronic Equipment and Instruments | -4.66% | |
| Electronic Manufacturing Services | -9.06% | |
| Technology Distributors | -15.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A006400 Samsung SDI | ₩519.00k | 6.4% +₩2.4t | 134.8% | PS2.9x | |
| A007660 ISU Petasys | ₩106.40k | 3.4% +₩256.9b | 67.0% | PE45.2x | |
| A204270 JNTC | ₩20.25k | 13.3% +₩136.1b | 19.7% | PS6.5x | |
| A356860 TLB | ₩38.70k | 12.7% +₩84.6b | 172.1% | PE22.9x | |
| A001820 SAMWHA CAPACITORLTD | ₩104.00k | 6.8% +₩68.6b | 303.1% | PE56.5x |