South Korean (KOSPI) Semiconductors Industry Analysis
UpdatedDec 08, 2023
DataAggregated Company Financials
Companies97
- 7D-5.9%
- 3M5.8%
- 1Y47.2%
- YTD53.5%
Over the last 7 days, the Semiconductors industry has dropped 5.9%, driven by a pullback from SK hynix of 3.8%. On the other hand LEENO Industrial is actually up 6.4%. This takes the industry's 12 month performance to a gain of 47%. As for the next few years, earnings are expected to grow by 87% per annum.
Industry Valuation and Performance
Has the South Korean Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 09 Dec 2023 | ₩111.4t | ₩49.0t | -₩11,453,124,238,514.00 | 14.8x | -9.7x | 2.3x |
| Mon, 06 Nov 2023 | ₩110.4t | ₩51.3t | -₩7,866,890,231,045.00 | 13.5x | -14x | 2.2x |
| Wed, 04 Oct 2023 | ₩103.2t | ₩51.3t | -₩7,867,643,670,377.00 | 14.4x | -13.1x | 2x |
| Fri, 01 Sep 2023 | ₩109.7t | ₩51.3t | -₩7,866,194,961,657.00 | 14.8x | -13.9x | 2.1x |
| Sun, 30 Jul 2023 | ₩112.9t | ₩58.6t | -₩1,562,230,049,320.00 | 15.2x | -72.2x | 1.9x |
| Tue, 27 Jun 2023 | ₩103.1t | ₩58.6t | -₩1,572,130,319,120.00 | 17.9x | -65.6x | 1.8x |
| Thu, 25 May 2023 | ₩96.9t | ₩62.6t | -₩2,232,646,166,777.00 | 13.7x | -43.4x | 1.5x |
| Sat, 22 Apr 2023 | ₩90.7t | ₩70.9t | ₩3.5t | 13.6x | 26.1x | 1.3x |
| Mon, 20 Mar 2023 | ₩84.5t | ₩71.0t | ₩3.6t | 13.8x | 23.7x | 1.2x |
| Wed, 15 Feb 2023 | ₩91.5t | ₩78.3t | ₩12.9t | 12.3x | 7.1x | 1.2x |
| Fri, 13 Jan 2023 | ₩84.2t | ₩78.8t | ₩13.0t | 11x | 6.5x | 1.1x |
| Sun, 11 Dec 2022 | ₩81.1t | ₩78.7t | ₩12.9t | 11.6x | 6.3x | 1x |
| Tue, 08 Nov 2022 | ₩85.1t | ₩81.0t | ₩15.4t | 10.1x | 5.5x | 1x |
| Thu, 06 Oct 2022 | ₩87.2t | ₩81.0t | ₩15.4t | 9.9x | 5.7x | 1.1x |
| Sat, 03 Sep 2022 | ₩91.0t | ₩81.0t | ₩15.4t | 11.8x | 5.9x | 1.1x |
| Mon, 01 Aug 2022 | ₩96.1t | ₩76.5t | ₩14.3t | 10.7x | 6.7x | 1.3x |
| Wed, 29 Jun 2022 | ₩93.8t | ₩76.5t | ₩14.3t | 10.1x | 6.6x | 1.2x |
| Fri, 27 May 2022 | ₩108.3t | ₩76.0t | ₩14.2t | 15.5x | 7.6x | 1.4x |
| Sun, 24 Apr 2022 | ₩112.7t | ₩71.7t | ₩13.0t | 15.8x | 8.6x | 1.6x |
| Tue, 22 Mar 2022 | ₩119.7t | ₩71.3t | ₩12.6t | 16x | 9.5x | 1.7x |
| Thu, 17 Feb 2022 | ₩124.8t | ₩59.2t | ₩8.7t | 17.9x | 14.4x | 2.1x |
| Sat, 15 Jan 2022 | ₩128.1t | ₩59.4t | ₩8.8t | 18.8x | 14.6x | 2.2x |
| Mon, 13 Dec 2021 | ₩121.5t | ₩59.4t | ₩8.8t | 18.2x | 13.9x | 2x |
| Wed, 10 Nov 2021 | ₩101.3t | ₩54.8t | ₩6.3t | 20.2x | 16.2x | 1.8x |
| Fri, 08 Oct 2021 | ₩92.1t | ₩55.1t | ₩6.3t | 19x | 14.7x | 1.7x |
| Sun, 05 Sep 2021 | ₩103.7t | ₩55.5t | ₩6.1t | 22.1x | 16.9x | 1.9x |
| Tue, 03 Aug 2021 | ₩112.5t | ₩55.5t | ₩6.1t | 22.3x | 18.3x | 2x |
| Fri, 07 May 2021 | ₩114.7t | ₩52.8t | ₩5.3t | 22.6x | 21.8x | 2.2x |
| Mon, 08 Feb 2021 | ₩110.2t | ₩50.8t | ₩4.8t | 21.8x | 23x | 2.2x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are optimistic on the South Korean Semiconductors industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- Total earnings for the Semiconductors industry have declined over the last three years, with the industry now making a loss overall.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does South Korean Semiconductors compare with similar industries?
| KR Market | -1.81% | |
| Tech | -3.07% | |
| Semiconductors | -5.94% | |
| Semiconductors | -5.94% | |
| Semiconductor Equipment | -5.93% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A058470 LEENO Industrial | ₩208.00k | 6.4% +₩188.8b | 29.2% | n/a | |
| A080220 Jeju Semiconductor | ₩11.28k | 59.8% +₩140.8b | 199.2% | PE50.7x | |
| A317330 DUKSAN TECHOPIALtd | ₩20.75k | 20.9% +₩64.9b | 26.9% | PS3.7x | |
| A092220 Kec | ₩1.50k | 7.8% +₩21.9b | -35.9% | PS1.5x | |
| A084850 ITM Semiconductor | ₩20.95k | 4.8% +₩19.9b | -29.0% | PS0.8x |