There's Reason For Concern Over Posco Dx Company Ltd.'s (KRX:022100) Massive 31% Price Jump
Feb 20
Have your own idea? Try our Stock Screener
South Korean (KOSPI) IT Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies48
- 7D1.7%
- 3M0.2%
- 1Y-28.6%
- YTD6.3%
The IT industry is up 1.7% in the last week, with Posco Dx up 24%. In the same time, LG CNS was down 7.9%. However, the industry is down 29% over the past year. As for the next few years, earnings are expected to grow by 9.5% per annum.
Industry Valuation and Performance
Has the South Korean IT Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | ₩28.1t | ₩35.8t | ₩1.7t | 16x | 16.3x | 0.8x |
| Sun, 19 Jan 2025 | ₩21.3t | ₩29.7t | ₩1.3t | 17.1x | 16.4x | 0.7x |
| Tue, 17 Dec 2024 | ₩22.4t | ₩15.9t | ₩602.1b | 14.8x | 37.2x | 1.4x |
| Thu, 14 Nov 2024 | ₩22.0t | ₩28.6t | ₩1.2t | 14.6x | 17.6x | 0.8x |
| Sat, 12 Oct 2024 | ₩24.4t | ₩28.6t | ₩1.3t | 14.9x | 19.3x | 0.9x |
| Mon, 09 Sep 2024 | ₩24.1t | ₩28.6t | ₩1.3t | 13.8x | 19.1x | 0.8x |
| Wed, 07 Aug 2024 | ₩23.3t | ₩27.8t | ₩1.2t | 14.2x | 19.2x | 0.8x |
| Fri, 05 Jul 2024 | ₩27.9t | ₩27.9t | ₩1.2t | 16.2x | 22.9x | 1x |
| Sun, 02 Jun 2024 | ₩26.2t | ₩27.8t | ₩1.2t | 16.9x | 21.6x | 0.9x |
| Tue, 30 Apr 2024 | ₩27.8t | ₩27.5t | ₩1.1t | 16.4x | 24.6x | 1x |
| Thu, 28 Mar 2024 | ₩29.6t | ₩27.5t | ₩1.1t | 17.8x | 26.5x | 1.1x |
| Sat, 24 Feb 2024 | ₩31.6t | ₩28.5t | ₩1.2t | 19.7x | 26.1x | 1.1x |
| Mon, 22 Jan 2024 | ₩31.8t | ₩28.7t | ₩1.2t | 22.5x | 26.9x | 1.1x |
| Wed, 20 Dec 2023 | ₩30.9t | ₩28.7t | ₩1.2t | 23.5x | 26.2x | 1.1x |
| Fri, 17 Nov 2023 | ₩28.8t | ₩29.2t | ₩1.4t | 21.3x | 20.2x | 1x |
| Sun, 15 Oct 2023 | ₩28.4t | ₩29.2t | ₩1.4t | 19.4x | 19.9x | 1x |
| Tue, 12 Sep 2023 | ₩32.1t | ₩29.2t | ₩1.4t | 18.6x | 22.4x | 1.1x |
| Thu, 10 Aug 2023 | ₩24.8t | ₩29.8t | ₩1.5t | 17.9x | 17x | 0.8x |
| Sat, 08 Jul 2023 | ₩20.5t | ₩29.8t | ₩1.5t | 17.8x | 14.1x | 0.7x |
| Mon, 05 Jun 2023 | ₩19.6t | ₩29.8t | ₩1.5t | 19x | 13.5x | 0.7x |
| Wed, 03 May 2023 | ₩18.9t | ₩30.2t | ₩1.4t | 25.6x | 13.6x | 0.6x |
| Fri, 31 Mar 2023 | ₩18.2t | ₩30.3t | ₩1.4t | 27.9x | 13.4x | 0.6x |
| Sun, 26 Feb 2023 | ₩29.9t | ₩33.9t | ₩1.3t | 27.2x | 22.5x | 0.9x |
| Tue, 24 Jan 2023 | ₩29.3t | ₩33.9t | ₩1.3t | 18.5x | 21.8x | 0.9x |
| Thu, 22 Dec 2022 | ₩28.3t | ₩34.2t | ₩1.3t | 16.1x | 21x | 0.8x |
| Sat, 19 Nov 2022 | ₩29.4t | ₩33.0t | ₩1.1t | 16.2x | 25.6x | 0.9x |
| Mon, 17 Oct 2022 | ₩24.3t | ₩32.9t | ₩1.1t | 15.1x | 21.5x | 0.7x |
| Wed, 14 Sep 2022 | ₩29.3t | ₩32.9t | ₩1.1t | 17.1x | 25.8x | 0.9x |
| Fri, 12 Aug 2022 | ₩32.5t | ₩31.3t | ₩1.0t | 16.6x | 31.7x | 1x |
| Sun, 10 Jul 2022 | ₩29.9t | ₩31.3t | ₩1.0t | 15x | 29.1x | 1x |
| Tue, 07 Jun 2022 | ₩38.6t | ₩31.8t | ₩1.1t | 16.9x | 36x | 1.2x |
| Thu, 05 May 2022 | ₩39.1t | ₩30.2t | ₩1.0t | 17.6x | 37.7x | 1.3x |
| Sat, 02 Apr 2022 | ₩44.2t | ₩29.7t | ₩1.0t | 18.3x | 43.4x | 1.5x |
| Mon, 28 Feb 2022 | ₩42.8t | ₩27.5t | ₩1.0t | 16x | 40.9x | 1.6x |
Price to Earnings Ratio
40.9x
Current Industry PE
- Investors are pessimistic on the South Korean IT industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 16.3x which is lower than its 3-year average PE of 23.1x.
- The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 9.2% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Tech industry?
| KR Market | 2.62% | |
| Tech | 3.52% | |
| IT | 1.67% | |
| IT Consulting | 2.20% | |
| Data Processing Services | -0.94% | |
| Internet Services and Infrastructure | -6.34% | |
Industry PE
- Investors are most optimistic about the Data Processing Services industry, which is trading close to its 3-year average PE ratio of 89.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the IT Consulting industry, which is trading below its 3-year average of 19.5x.
Forecasted Growth
- Analysts are most optimistic on the Internet Services and Infrastructure industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 8.5% per year.
- In contrast, the IT Consulting industry is expected to see its earnings grow by 7.6% 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 | |
|---|---|---|---|---|---|
| A022100 Posco Dx | ₩26.35k | 35.3% +₩1.0t | -53.8% | PE50.5x | |
| A393210 TOMATOSYSTEMLtd | ₩6.47k | 22.5% +₩18.3b | 48.7% | n/a | |
| A029480 KwangmuLtd | ₩2.43k | 14.4% +₩16.8b | -41.3% | PE1x | |
| A012030 DB | ₩1.36k | 6.1% +₩14.9b | -13.8% | PE3.9x | |
| A124500 Itcen | ₩6.20k | 7.8% +₩10.4b | -38.1% | PE27.7x |
