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South Korean (KOSPI) Telecom Sector Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies143
- 7D-1.4%
- 3M10.7%
- 1Y19.3%
- YTD7.8%
Over the last 7 days, the Telecom industry has dropped 1.4%, driven by a pullback from KT of 7.4%. Meanwhile, Kakao actually outperformed within the industry, gaining 7.6% in the last week. In the past year, the industry has gained 19%. Looking forward, earnings are forecast to grow by 24% annually.
Sector Valuation and Performance
Has the South Korean Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | ₩177.9t | ₩127.7t | ₩6.8t | 15x | 26.2x | 1.4x |
| Wed, 28 Jan 2026 | ₩179.1t | ₩127.3t | ₩6.3t | 14.9x | 28.3x | 1.4x |
| Fri, 26 Dec 2025 | ₩161.4t | ₩127.3t | ₩6.3t | 14.6x | 25.5x | 1.3x |
| Sun, 23 Nov 2025 | ₩161.4t | ₩125.9t | ₩6.0t | 13.1x | 26.8x | 1.3x |
| Tue, 21 Oct 2025 | ₩162.1t | ₩125.7t | ₩5.2t | 15.3x | 31.2x | 1.3x |
| Thu, 18 Sep 2025 | ₩168.6t | ₩125.7t | ₩5.2t | 16.2x | 32.4x | 1.3x |
| Sat, 16 Aug 2025 | ₩168.3t | ₩124.4t | ₩5.1t | 17.2x | 32.7x | 1.4x |
| Mon, 14 Jul 2025 | ₩174.7t | ₩123.7t | ₩5.3t | 18x | 33.3x | 1.4x |
| Wed, 11 Jun 2025 | ₩161.0t | ₩123.4t | ₩5.1t | 17.3x | 31.7x | 1.3x |
| Fri, 09 May 2025 | ₩145.7t | ₩122.5t | ₩4.6t | 18.3x | 31.5x | 1.2x |
| Sun, 06 Apr 2025 | ₩145.4t | ₩122.4t | ₩4.6t | 17.9x | 31.4x | 1.2x |
| Tue, 04 Mar 2025 | ₩148.9t | ₩121.5t | ₩2.3t | 18.8x | 64.3x | 1.2x |
| Thu, 30 Jan 2025 | ₩140.2t | ₩121.6t | ₩2.6t | 19x | 53.2x | 1.2x |
| Sat, 28 Dec 2024 | ₩138.6t | ₩121.5t | ₩2.6t | 18x | 52.7x | 1.1x |
| Mon, 25 Nov 2024 | ₩138.5t | ₩121.6t | ₩2.8t | 15.8x | 49.2x | 1.1x |
| Wed, 23 Oct 2024 | ₩135.5t | ₩120.5t | ₩3.1t | 16x | 44x | 1.1x |
| Fri, 20 Sep 2024 | ₩131.1t | ₩120.4t | ₩3.1t | 15.5x | 42.8x | 1.1x |
| Sun, 18 Aug 2024 | ₩130.4t | ₩119.8t | ₩2.8t | 15.6x | 47.4x | 1.1x |
| Tue, 16 Jul 2024 | ₩137.5t | ₩119.8t | ₩2.7t | 17.6x | 51.6x | 1.1x |
| Thu, 13 Jun 2024 | ₩132.0t | ₩119.8t | ₩2.6t | 17.2x | 49.9x | 1.1x |
| Sat, 11 May 2024 | ₩141.2t | ₩118.3t | ₩2.2t | 17.9x | 65.7x | 1.2x |
| Mon, 08 Apr 2024 | ₩140.3t | ₩118.3t | ₩2.1t | 18.1x | 66.3x | 1.2x |
| Wed, 06 Mar 2024 | ₩139.2t | ₩118.1t | ₩3.7t | 20.5x | 37.3x | 1.2x |
| Fri, 02 Feb 2024 | ₩142.3t | ₩118.5t | ₩3.8t | 19.1x | 37.5x | 1.2x |
| Sun, 31 Dec 2023 | ₩148.8t | ₩118.5t | ₩3.8t | 20.6x | 39.2x | 1.3x |
| Tue, 28 Nov 2023 | ₩143.9t | ₩118.7t | ₩3.8t | 18.6x | 37.4x | 1.2x |
| Thu, 26 Oct 2023 | ₩131.2t | ₩117.6t | ₩3.5t | 18.6x | 37.5x | 1.1x |
| Sat, 23 Sep 2023 | ₩138.1t | ₩117.7t | ₩3.5t | 18.4x | 39x | 1.2x |
| Mon, 21 Aug 2023 | ₩142.2t | ₩117.3t | ₩3.6t | 17.7x | 39.7x | 1.2x |
| Wed, 19 Jul 2023 | ₩147.8t | ₩116.4t | ₩3.3t | 19.4x | 45.3x | 1.3x |
| Fri, 16 Jun 2023 | ₩154.4t | ₩116.8t | ₩3.3t | 20x | 46.7x | 1.3x |
| Sun, 14 May 2023 | ₩158.3t | ₩115.3t | ₩4.6t | 17.8x | 34.1x | 1.4x |
| Tue, 11 Apr 2023 | ₩153.0t | ₩114.9t | ₩4.7t | 18.8x | 32.6x | 1.3x |
| Thu, 09 Mar 2023 | ₩154.4t | ₩113.0t | ₩7.6t | 16.4x | 20.4x | 1.4x |
Price to Earnings Ratio
20.4x
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 26.2x which is lower than its 3-year average PE of 40.0x.
- The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 3.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.1% 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 Telecom sector?
| KR Market | 7.30% | |
| Telecom | -1.40% | |
| Interactive Media and Services | 2.78% | |
| Wireless Telecom | -1.24% | |
| Media | -2.11% | |
| Entertainment | -3.50% | |
| Telecom Services and Carriers | -6.81% | |
Industry PE
- Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings growth of 4.4% 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 7.9x.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 38% over the next 5 years.
- However this is lower than its past earnings growth rate of 84% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 5.1% 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 | |
|---|---|---|---|---|---|
| A035720 Kakao | ₩62.30k | 7.6% +₩1.9t | 44.4% | PE117.9x | |
| A263750 Pearl Abyss | ₩53.60k | 1.9% +₩61.4b | 64.4% | PE62.1x | |
| A194480 Devsisters | ₩38.80k | 8.8% +₩34.5b | 13.6% | PE21.5x | |
| A204610 T3 Entertainment | ₩2.26k | 18.0% +₩19.3b | 25.6% | PE8.8x | |
| A041510 SM Entertainment | ₩115.50k | 0.7% +₩18.3b | 15.0% | PE8.5x |
