South Korean (KOSPI) IT Industry Analysis
UpdatedJan 30, 2023
DataAggregated Company Financials
Companies57
- 7D3.7%
- 3M20.5%
- 1Y-27.1%
- YTD14.2%
In the last week, the IT industry is up 3.7%, with Samsung SDSLtd up 4.9%. In the past year, the industry is down 27%. As for the next few years, earnings are expected to grow by 44% 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 |
|---|---|---|---|---|---|---|
| Mon, 30 Jan 2023 | ₩30.3t | ₩33.9t | ₩1.3t | 20.4x | 22.6x | 0.9x |
| Wed, 28 Dec 2022 | ₩28.2t | ₩33.9t | ₩1.3t | 16.8x | 20.9x | 0.8x |
| Fri, 25 Nov 2022 | ₩28.7t | ₩33.9t | ₩1.3t | 17.9x | 21.4x | 0.8x |
| Sun, 23 Oct 2022 | ₩24.8t | ₩32.9t | ₩1.1t | 15.7x | 21.9x | 0.8x |
| Tue, 20 Sep 2022 | ₩28.8t | ₩32.9t | ₩1.1t | 18.6x | 25.4x | 0.9x |
| Thu, 18 Aug 2022 | ₩32.3t | ₩31.3t | ₩1.0t | 16x | 31.4x | 1x |
| Sat, 16 Jul 2022 | ₩30.2t | ₩31.3t | ₩1.0t | 15.2x | 29.4x | 1x |
| Mon, 13 Jun 2022 | ₩34.8t | ₩31.8t | ₩1.1t | 16.5x | 32.7x | 1.1x |
| Wed, 11 May 2022 | ₩36.2t | ₩30.2t | ₩1.1t | 17.1x | 33.4x | 1.2x |
| Fri, 08 Apr 2022 | ₩42.5t | ₩30.2t | ₩1.0t | 17x | 41.4x | 1.4x |
| Sun, 06 Mar 2022 | ₩43.2t | ₩27.5t | ₩1.0t | 16.7x | 41.3x | 1.6x |
| Tue, 01 Feb 2022 | ₩41.0t | ₩27.5t | ₩1.1t | 16.6x | 39.1x | 1.5x |
| Thu, 30 Dec 2021 | ₩51.1t | ₩27.5t | ₩1.1t | 19x | 48.6x | 1.9x |
| Sat, 27 Nov 2021 | ₩55.3t | ₩27.3t | ₩1.1t | 18.6x | 49.2x | 2x |
| Mon, 25 Oct 2021 | ₩27.9t | ₩26.5t | ₩1.1t | 20.7x | 26.5x | 1.1x |
| Wed, 22 Sep 2021 | ₩28.5t | ₩26.5t | ₩1.1t | 21.1x | 27x | 1.1x |
| Fri, 20 Aug 2021 | ₩26.4t | ₩27.2t | ₩1.1t | 22.1x | 24.9x | 1x |
| Fri, 04 Jun 2021 | ₩28.3t | ₩25.8t | ₩1.1t | 26.5x | 26.9x | 1.1x |
| Mon, 08 Mar 2021 | ₩27.8t | ₩24.5t | ₩826.2b | 28.8x | 33.7x | 1.1x |
| Thu, 10 Dec 2020 | ₩24.9t | ₩23.8t | ₩965.3b | 21.6x | 25.8x | 1x |
| Wed, 02 Sep 2020 | ₩22.8t | ₩23.0t | ₩944.6b | 20.5x | 24.1x | 1x |
| Sat, 06 Jun 2020 | ₩24.3t | ₩23.0t | ₩975.6b | 22.8x | 25x | 1.1x |
| Tue, 10 Mar 2020 | ₩20.4t | ₩22.7t | ₩1.1t | 17x | 18.6x | 0.9x |
Price to Earnings Ratio
21.1x
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 22.6x which is lower than its 3-year average PE of 28.8x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the IT industry have grown 6.9% per year over the last three years.
- Revenues for these companies have grown 14% 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 | 3.72% | |
| Tech | 4.86% | |
| IT | 3.69% | |
| Internet Services and Infrastructure | 5.50% | |
| IT Consulting | 4.45% | |
| Data Processing Services | 2.51% | |
Industry PE
- Investors are most optimistic about the Data Processing Services industry which is trading above its 3-year average PE ratio of 41.8x.
- Analysts are expecting annual earnings growth of 101.2%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Data Processing Services industry, expecting annual earnings growth of 101% over the next 5 years.
- This is better than its past earnings decline of 3.6% per year.
- In contrast, the IT Consulting industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| A018260 Samsung SDSLtd | ₩128.50k | 4.9% +₩464.1b | -8.5% | PE10.4x | |
| A377300 Kakao Pay | ₩67.30k | 1.8% +₩159.6b | -46.6% | PS17x | |
| A307950 Hyundai Autoever | ₩106.80k | 5.7% +₩159.1b | -17.8% | PE32.6x | |
| A025770 Korea Information & Communications | ₩12.94k | 6.9% +₩30.2b | 47.2% | PE30.5x | |
| A094480 GalaxiaMoneytreeLtd | ₩7.17k | 10.1% +₩25.9b | -21.6% | PE37.8x |