Narrative Update • Aug 07

The Electronic Components industry is up 13% in the last week, with Samsung Electro-Mechanics up 6.5%. Meanwhile, OPTRONTEC actually underperformed within the industry, shrinking 9.6% in the last week. This means that the industry has gained 188% over the past year. Earnings are forecast to grow by 46% annually.
Has the South Korean Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | ₩185.2t | ₩106.6t | ₩782.8b | 12.6x | 236.6x | 1.7x |
| Fri, 10 Jul 2026 | ₩201.5t | ₩105.8t | ₩1.5t | 11.6x | 132.5x | 1.9x |
| Sun, 07 Jun 2026 | ₩261.9t | ₩105.8t | ₩1.5t | 13.9x | 171.7x | 2.5x |
| Tue, 05 May 2026 | ₩200.7t | ₩103.3t | ₩365.1b | 22.8x | 549.7x | 1.9x |
| Thu, 02 Apr 2026 | ₩125.9t | ₩103.8t | ₩673.0b | 21.7x | 187x | 1.2x |
| Sat, 28 Feb 2026 | ₩129.2t | ₩101.3t | ₩315.4b | 22.3x | 409.5x | 1.3x |
| Mon, 26 Jan 2026 | ₩101.4t | ₩101.4t | -₩267,519,154,835.00 | 19.8x | -379x | 1x |
| Wed, 24 Dec 2025 | ₩89.3t | ₩101.4t | -₩267,519,154,835.00 | 20.8x | -334x | 0.9x |
| Fri, 21 Nov 2025 | ₩87.5t | ₩101.5t | -₩522,105,086,719.00 | 16.8x | -167.6x | 0.9x |
| Sun, 19 Oct 2025 | ₩78.7t | ₩102.3t | -₩491,310,771,809.00 | 17.7x | -160.3x | 0.8x |
| Tue, 16 Sep 2025 | ₩68.2t | ₩102.3t | -₩491,310,770,809.00 | 17.9x | -138.9x | 0.7x |
| Thu, 14 Aug 2025 | ₩66.1t | ₩103.3t | ₩343.4b | 16.4x | 192.5x | 0.6x |
| Sat, 12 Jul 2025 | ₩55.7t | ₩104.4t | -₩989,250,891,627.00 | 15.2x | -56.3x | 0.5x |
| Mon, 09 Jun 2025 | ₩51.0t | ₩104.5t | -₩1,000,532,124,196.00 | 15.9x | -51x | 0.5x |
| Wed, 07 May 2025 | ₩48.1t | ₩109.3t | ₩896.7b | 11.5x | 53.7x | 0.4x |
| Fri, 04 Apr 2025 | ₩48.4t | ₩104.5t | -₩663,415,982,995.00 | 11.5x | -72.9x | 0.5x |
| Sun, 02 Mar 2025 | ₩55.5t | ₩104.5t | -₩582,141,231,069.00 | 16.7x | -95.3x | 0.5x |
| Tue, 28 Jan 2025 | ₩54.7t | ₩108.0t | ₩214.8b | 14.8x | 254.5x | 0.5x |
| Thu, 26 Dec 2024 | ₩54.8t | ₩107.6t | ₩1.2t | 13.2x | 46x | 0.5x |
| Sat, 23 Nov 2024 | ₩54.4t | ₩108.8t | ₩1.7t | 10.9x | 31.7x | 0.5x |
| Mon, 21 Oct 2024 | ₩63.9t | ₩105.3t | ₩1.6t | 11.6x | 39.8x | 0.6x |
| Wed, 18 Sep 2024 | ₩67.2t | ₩97.1t | ₩1.7t | 11.5x | 39.9x | 0.7x |
| Fri, 16 Aug 2024 | ₩68.1t | ₩104.7t | ₩1.6t | 12.1x | 42.7x | 0.7x |
| Sun, 14 Jul 2024 | ₩80.0t | ₩102.7t | ₩1.2t | 14.3x | 65x | 0.8x |
| Tue, 11 Jun 2024 | ₩77.4t | ₩102.7t | ₩1.2t | 14.2x | 62.8x | 0.8x |
| Thu, 09 May 2024 | ₩79.9t | ₩101.7t | ₩1.2t | 15.7x | 64.5x | 0.8x |
| Sat, 06 Apr 2024 | ₩76.5t | ₩100.9t | ₩793.8b | 15.7x | 96.4x | 0.8x |
| Mon, 04 Mar 2024 | ₩69.2t | ₩100.9t | -₩1,455,918,465,012.00 | 16.5x | -47.5x | 0.7x |
| Wed, 31 Jan 2024 | ₩69.5t | ₩100.4t | -₩1,760,438,889,186.00 | 17.6x | -39.5x | 0.7x |
| Fri, 29 Dec 2023 | ₩78.7t | ₩100.4t | -₩1,738,158,925,456.00 | 17.4x | -45.3x | 0.8x |
| Sun, 26 Nov 2023 | ₩80.8t | ₩105.6t | -₩1,429,740,387,715.00 | 17.3x | -56.5x | 0.8x |
| Tue, 24 Oct 2023 | ₩79.1t | ₩108.0t | -₩1,246,282,720,195.00 | 14.8x | -63.5x | 0.7x |
| Thu, 21 Sep 2023 | ₩90.3t | ₩108.0t | -₩1,246,282,720,195.00 | 15.9x | -72.4x | 0.8x |
| Sat, 19 Aug 2023 | ₩94.2t | ₩107.7t | -₩618,689,259,345.00 | 14.7x | -152.3x | 0.9x |
-152.3x
How does South Korean Electronic Components compare with similar industries?
| KR Market | 0.52% | |
| Tech | -2.64% | |
| Electronic Equipment and Components | 7.77% | |
| Electronic Components | 7.56% | |
| Technology Distributors | 16.41% | |
| Electronic Manufacturing Services | 12.75% | |
| Electronic Equipment and Instruments | 9.28% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A006400 Samsung SDI | ₩488.00k | 13.8% +₩4.6t | 120.3% | PS2.7x | |
| A007660 ISU Petasys | ₩90.30k | 6.6% +₩411.1b | 43.6% | PE38.4x | |
| A007810 Korea Circuit | ₩63.00k | 13.7% +₩210.8b | 404.8% | PE28.5x | |
| A204270 JNTC | ₩18.87k | 24.2% +₩210.4b | 6.6% | PS6.1x | |
| A034220 LG Display | ₩10.14k | 3.5% +₩170.0b | -23.7% | PS0.2x |