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South Korean (KOSPI) Semiconductors Industry Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies203
  • 7D2.8%
  • 3M5.3%
  • 1Y11.3%
  • YTD-0.7%

Over the last 7 days, the Semiconductors industry has dropped 2.2%, driven by a decline by SK hynix of 0.9%. Meanwhile, Tokai Carbon Korea actually outperformed within the industry, gaining 15% in the last week. This takes the industry's 12 month performance to a gain of 9.7%.

Industry Valuation and Performance

Has the South Korean Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Fri, 03 Dec 2021₩152.6t₩78.2t₩10.3t17x
Sun, 31 Oct 2021₩133.0t₩73.4t₩7.6t20.4x
Tue, 28 Sep 2021₩135.6t₩73.3t₩7.7t20.6x
Thu, 26 Aug 2021₩136.6t₩73.8t₩7.5t22x
Fri, 02 Jul 2021₩154.9t₩73.8t₩7.5t21.6x
Mon, 05 Apr 2021₩152.3t₩70.4t₩6.4t21.4x
Thu, 07 Jan 2021₩138.9t₩67.5t₩5.8t21.6x
Wed, 30 Sep 2020₩103.5t₩65.2t₩4.1t16.4x
Sat, 04 Jul 2020₩98.0t₩62.1t₩3.2t16.9x
Tue, 07 Apr 2020₩86.7t₩59.3t₩2.5t12.5x
Fri, 10 Jan 2020₩101.9t₩58.1t₩2.6t19.3x
Thu, 03 Oct 2019₩86.7t₩60.1t₩6.4t15.3x
Sun, 07 Jul 2019₩77.9t₩64.6t₩10.7t16.1x
Wed, 10 Apr 2019₩80.4t₩68.8t₩14.9t13.4x
Tue, 01 Jan 2019₩67.2t₩71.3t₩17.2t9.5x
PE Ratio

9.5x

Total Market Cap: ₩75.4tTotal Earnings: ₩17.1tTotal Revenue: ₩72.1t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 17.4x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Semiconductor industry have declined 15% per year over the last three years, while revenues for these companies have grown 2.7% 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 Semiconductors industry?

Semiconductors-1.55%
Semiconductor Equipment-4.08%

Industry PE: Investors are most optimistic about the Semiconductors industry even though it's trading below its 3-year average PE ratio of 19.8x. However analysts are expecting annual earnings growth of 21%, which is lower than the prior year's growth of 86% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 16.2x.

Forecasted Growth: Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 25% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Semiconductors industry is expected to see its earnings grow by 21% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
A000660 SK hynix3.9%+₩3.1t4.3%PE10.2x
A064760 Tokai Carbon Korea12.1%+₩191.5b45.8%PE23.5x
A240810 Wonik Ips7.3%+₩140.0b-3.5%PE17.4x
A036930 JUSUNG ENGINEERING17.1%+₩137.5b126.3%PE15x
A042700 HANMI Semiconductor7.8%+₩131.1b194.4%PE21.3x
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