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Aug 22
South Korean (KOSPI) Electronic Equipment and Components Industry Analysis
UpdatedAug 22, 2024
DataAggregated Company Financials
Companies174
- 7D1.1%
- 3M-12.2%
- 1Y-21.7%
- YTD-15.8%
In the last week, the Electronic Equipment and Components industry is up 1.6%, with Samsung SDI up 1.5%. During this same period, the Daejoo Electronic Materials underperformed, falling 8.9%. However, the industry is down 23% over the past year. As for the next few years, earnings are expected to grow by 29% per annum.
Industry Valuation and Performance
Has the South Korean Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 22 Aug 2024 | ₩77.2t | ₩115.3t | ₩2.1t | 12.7x | 37.2x | 0.7x |
| Sat, 20 Jul 2024 | ₩85.7t | ₩112.5t | ₩1.6t | 14.1x | 54.6x | 0.8x |
| Mon, 17 Jun 2024 | ₩86.5t | ₩112.5t | ₩1.5t | 15.2x | 56.2x | 0.8x |
| Wed, 15 May 2024 | ₩89.3t | ₩111.2t | ₩1.6t | 15.7x | 56.6x | 0.8x |
| Fri, 12 Apr 2024 | ₩84.3t | ₩110.4t | ₩1.2t | 15.3x | 72.6x | 0.8x |
| Sun, 10 Mar 2024 | ₩81.7t | ₩110.6t | ₩884.1b | 16.7x | 92.4x | 0.7x |
| Tue, 06 Feb 2024 | ₩77.8t | ₩109.6t | -₩1,150,838,200,536.00 | 17.9x | -67.6x | 0.7x |
| Thu, 04 Jan 2024 | ₩87.4t | ₩110.0t | -₩1,730,034,246,401.00 | 17.8x | -50.5x | 0.8x |
| Sat, 02 Dec 2023 | ₩90.7t | ₩115.2t | -₩1,490,438,770,250.00 | 17x | -60.9x | 0.8x |
| Mon, 30 Oct 2023 | ₩84.4t | ₩116.0t | -₩1,140,119,156,265.00 | 14.7x | -74.1x | 0.7x |
| Wed, 27 Sep 2023 | ₩94.2t | ₩117.8t | -₩1,225,906,104,765.00 | 15.1x | -76.8x | 0.8x |
| Fri, 25 Aug 2023 | ₩104.3t | ₩118.2t | -₩1,034,593,712,245.00 | 15.5x | -100.8x | 0.9x |
| Sun, 23 Jul 2023 | ₩115.6t | ₩118.6t | -₩203,576,104,055.00 | 16.7x | -567.8x | 1x |
| Tue, 20 Jun 2023 | ₩118.7t | ₩118.6t | -₩190,416,626,615.00 | 17.4x | -623.4x | 1x |
| Thu, 18 May 2023 | ₩111.8t | ₩119.1t | ₩524.6b | 15x | 213.2x | 0.9x |
| Sat, 15 Apr 2023 | ₩121.6t | ₩120.1t | ₩1.9t | 15.7x | 65.1x | 1x |
| Mon, 13 Mar 2023 | ₩111.8t | ₩119.2t | ₩2.6t | 11.8x | 43.3x | 0.9x |
| Wed, 08 Feb 2023 | ₩109.8t | ₩116.7t | ₩2.3t | 11.6x | 47.1x | 0.9x |
| Fri, 06 Jan 2023 | ₩94.3t | ₩117.7t | ₩4.5t | 10.5x | 20.9x | 0.8x |
| Sun, 04 Dec 2022 | ₩108.9t | ₩117.5t | ₩4.6t | 11x | 23.8x | 0.9x |
| Tue, 01 Nov 2022 | ₩106.1t | ₩112.3t | ₩4.2t | 10.3x | 25.1x | 0.9x |
| Thu, 29 Sep 2022 | ₩91.5t | ₩112.6t | ₩5.4t | 10.7x | 16.8x | 0.8x |
| Sat, 27 Aug 2022 | ₩104.6t | ₩111.1t | ₩5.4t | 13.7x | 19.4x | 0.9x |
| Mon, 25 Jul 2022 | ₩102.2t | ₩108.1t | ₩5.8t | 14.3x | 17.5x | 0.9x |
| Wed, 22 Jun 2022 | ₩103.5t | ₩108.0t | ₩5.8t | 12.8x | 17.8x | 1x |
| Fri, 20 May 2022 | ₩112.5t | ₩103.6t | ₩5.2t | 15.6x | 21.7x | 1.1x |
| Sun, 17 Apr 2022 | ₩115.7t | ₩103.4t | ₩5.4t | 16.2x | 21.6x | 1.1x |
| Tue, 15 Mar 2022 | ₩99.5t | ₩102.0t | ₩5.0t | 16.6x | 20x | 1x |
| Thu, 10 Feb 2022 | ₩110.3t | ₩100.3t | ₩5.0t | 17.6x | 22.1x | 1.1x |
| Sat, 08 Jan 2022 | ₩121.2t | ₩98.4t | ₩5.2t | 19.3x | 23.4x | 1.2x |
| Mon, 06 Dec 2021 | ₩121.5t | ₩98.4t | ₩5.2t | 17.9x | 23.2x | 1.2x |
| Wed, 03 Nov 2021 | ₩116.1t | ₩94.8t | ₩4.5t | 0.2x | 25.9x | 1.2x |
| Fri, 01 Oct 2021 | ₩117.1t | ₩94.1t | ₩4.0t | 18x | 29.1x | 1.2x |
| Sun, 29 Aug 2021 | ₩118.8t | ₩94.7t | ₩4.0t | 18.5x | 29.9x | 1.3x |
Price to Earnings Ratio
29.9x
Current Industry PE
- Investors are optimistic on the South Korean Electronic industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 36.8x which is higher than its 3-year average PE of -17.5x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | 1.85% | |
| Tech | 1.69% | |
| Electronic Equipment and Components | 1.14% | |
| Electronic Manufacturing Services | 2.40% | |
| Electronic Equipment and Instruments | 1.85% | |
| Electronic Components | 1.14% | |
| Technology Distributors | -2.52% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 29.3%, which is higher than its past year's earnings decline of 17.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Technology Distributors industry, expecting annual earnings growth of 43% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Electronic Components industry is expected to see its earnings grow by 29% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A006400 Samsung SDI | ₩328.50k | 1.5% +₩334.4b | -43.9% | PE12.2x | |
| A009150 Samsung Electro-Mechanics | ₩145.70k | 2.5% +₩264.4b | -0.3% | PE22.3x | |
| A007660 ISU Petasys | ₩44.10k | 9.6% +₩243.5b | 22.5% | PE56.3x | |
| A140860 Park Systems | ₩195.80k | 4.8% +₩61.7b | 11.1% | PE55.1x | |
| A011070 LG Innotek | ₩252.50k | 1.0% +₩59.2b | -1.2% | PE8.3x |
