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South Korean (KOSPI) Telecom Sector Analysis

UpdatedSep 17, 2026
DataAggregated Company Financials
Companies143
  • 7D-2.4%
  • 3M-10.8%
  • 1Y-22.1%
  • YTD-20.2%

Over the last 7 days, the Telecom industry has dropped 2.2%, driven by a pullback from NAVER of 4.0%. On the other hand SM Entertainment is actually up 8.5%. The industry has fallen 20% in the last year. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

Has the South Korean Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 17 Sep 2026₩132.0t₩132.4t₩7.5t9.7x17.5x1x
Sat, 15 Aug 2026₩145.7t₩130.1t₩7.1t11.4x20.4x1.1x
Mon, 13 Jul 2026₩136.9t₩130.7t₩6.8t11.1x20.1x1x
Wed, 10 Jun 2026₩152.8t₩130.7t₩6.8t11.7x22.6x1.2x
Fri, 08 May 2026₩157.3t₩128.9t₩6.6t14x23.9x1.2x
Sun, 05 Apr 2026₩150.4t₩128.4t₩6.9t13.9x21.8x1.2x
Tue, 03 Mar 2026₩177.9t₩127.7t₩6.8t15x26.2x1.4x
Thu, 29 Jan 2026₩178.7t₩127.3t₩6.3t15.3x28.2x1.4x
Sat, 27 Dec 2025₩158.3t₩127.3t₩6.3t14.5x25x1.2x
Mon, 24 Nov 2025₩161.4t₩126.1t₩6.0t13.1x26.8x1.3x
Wed, 22 Oct 2025₩165.2t₩125.7t₩5.2t15.2x31.8x1.3x
Fri, 19 Sep 2025₩170.9t₩125.7t₩5.2t16.1x32.9x1.4x
Sun, 17 Aug 2025₩168.3t₩124.4t₩5.1t17.2x32.7x1.4x
Tue, 15 Jul 2025₩173.2t₩123.7t₩5.3t18x33x1.4x
Thu, 12 Jun 2025₩161.3t₩123.4t₩5.1t17.3x31.7x1.3x
Sat, 10 May 2025₩146.9t₩122.5t₩4.6t17.9x31.8x1.2x
Mon, 07 Apr 2025₩145.4t₩122.4t₩4.6t17.9x31.4x1.2x
Wed, 05 Mar 2025₩146.7t₩121.5t₩2.3t18.5x63.4x1.2x
Fri, 31 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Sun, 29 Dec 2024₩138.6t₩121.5t₩2.6t18x52.7x1.1x
Tue, 26 Nov 2024₩140.1t₩121.6t₩2.8t16x50x1.2x
Thu, 24 Oct 2024₩135.4t₩120.5t₩3.1t16.2x44x1.1x
Sat, 21 Sep 2024₩129.9t₩120.4t₩3.1t15.5x42.4x1.1x
Mon, 19 Aug 2024₩130.4t₩119.8t₩2.8t15.6x47.4x1.1x
Wed, 17 Jul 2024₩135.7t₩119.8t₩2.7t17.1x50.9x1.1x
Fri, 14 Jun 2024₩132.7t₩119.8t₩2.6t17x50.2x1.1x
Sun, 12 May 2024₩140.9t₩118.3t₩2.2t17.9x65.5x1.2x
Tue, 09 Apr 2024₩139.2t₩118.3t₩2.1t17.8x65.8x1.2x
Thu, 07 Mar 2024₩138.7t₩118.1t₩3.7t19.9x37.2x1.2x
Sat, 03 Feb 2024₩148.7t₩118.5t₩3.8t19.6x39.2x1.3x
Mon, 01 Jan 2024₩148.8t₩118.5t₩3.8t20.6x39.2x1.3x
Wed, 29 Nov 2023₩144.8t₩118.7t₩3.8t18.5x37.6x1.2x
Fri, 27 Oct 2023₩126.9t₩117.6t₩3.5t17.6x36.3x1.1x
Sun, 24 Sep 2023₩138.1t₩117.7t₩3.5t18.4x39x1.2x
Price to Earnings Ratio

39x


Total Market Cap: ₩138.1tTotal Earnings: ₩3.5tTotal Revenue: ₩117.7tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 36.9x202420252026
Current Industry PE
  • Investors are pessimistic on the South Korean Communication Services 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 17.8x which is lower than its 3-year average PE of 36.9x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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 Telecom sector?

KR Market-4.55%
Telecom-2.44%
Entertainment-0.71%
Telecom Services and Carriers-1.10%
Media-2.77%
Wireless Telecom-3.48%
Interactive Media and Services-4.03%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 17.3%, which is lower than the prior year's growth of 50.6% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.5x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 9.9% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 9.8% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
A041510 SM Entertainment₩87.00k8.5%
+₩155.7b		-39.4%PE15.1x
A035760 CJ ENM₩38.80k17.0%
+₩117.3b		-49.1%PS0.2x
A101730 Wemade Max₩5.04k26.6%
+₩88.3b		-27.0%PS3.1x
A293490 Kakao Games₩9.51k7.8%
+₩73.1b		-41.2%PS2.6x
A122870 YG Entertainment₩44.50k5.7%
+₩44.5b		-54.5%PE24.4x

Latest News

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