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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 20, 2025
DataAggregated Company Financials
Companies143
  • 7D-0.8%
  • 3M-7.2%
  • 1Y11.0%
  • YTD15.6%

Last week, the Telecom industry hasn't moved much but HYBE is up 4.7% in that time. The past year has been better, since the industry has gained 11% in that time. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 21 Dec 2025₩159.3t₩127.3t₩6.3t14.8x25.1x1.3x
Tue, 18 Nov 2025₩163.6t₩125.5t₩5.2t13.9x31.4x1.3x
Thu, 16 Oct 2025₩164.7t₩125.7t₩5.2t15.6x31.7x1.3x
Sat, 13 Sep 2025₩169.9t₩125.7t₩5.2t16.1x32.7x1.4x
Mon, 11 Aug 2025₩169.4t₩123.6t₩5.0t18.8x34x1.4x
Wed, 09 Jul 2025₩175.3t₩123.6t₩5.3t17.4x33.4x1.4x
Fri, 06 Jun 2025₩153.6t₩123.4t₩5.1t17x30.2x1.2x
Sun, 04 May 2025₩148.2t₩122.5t₩4.6t17.6x32x1.2x
Tue, 01 Apr 2025₩139.5t₩122.2t₩4.7t16.2x29.4x1.1x
Thu, 27 Feb 2025₩153.7t₩121.6t₩2.3t19.3x66.3x1.3x
Sat, 25 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Mon, 23 Dec 2024₩143.1t₩121.5t₩2.6t19.2x54.4x1.2x
Wed, 20 Nov 2024₩137.2t₩120.6t₩3.4t15.6x40.9x1.1x
Fri, 18 Oct 2024₩134.8t₩120.5t₩3.1t16.5x43.8x1.1x
Sun, 15 Sep 2024₩130.9t₩120.4t₩3.1t15.7x42.7x1.1x
Tue, 13 Aug 2024₩131.5t₩119.8t₩2.8t14.9x47.7x1.1x
Thu, 11 Jul 2024₩137.5t₩119.8t₩2.7t17.6x51.5x1.1x
Sat, 08 Jun 2024₩134.4t₩119.8t₩2.6t17.2x50.9x1.1x
Mon, 06 May 2024₩139.0t₩118.2t₩2.1t18.2x66.6x1.2x
Wed, 03 Apr 2024₩142.7t₩118.3t₩2.1t18.9x67.4x1.2x
Fri, 01 Mar 2024₩143.1t₩118.1t₩3.7t19.7x38.4x1.2x
Sun, 28 Jan 2024₩147.1t₩118.5t₩3.8t20.1x38.8x1.2x
Tue, 26 Dec 2023₩145.9t₩118.8t₩3.8t20.4x38.4x1.2x
Thu, 23 Nov 2023₩143.3t₩118.7t₩3.6t19.7x39.8x1.2x
Sat, 21 Oct 2023₩128.5t₩117.6t₩3.5t18x36.7x1.1x
Mon, 18 Sep 2023₩147.2t₩117.7t₩3.5t20.2x41.8x1.3x
Wed, 16 Aug 2023₩147.7t₩116.6t₩3.4t18.1x44.1x1.3x
Fri, 14 Jul 2023₩147.6t₩116.4t₩3.3t19.5x45.2x1.3x
Sun, 11 Jun 2023₩155.4t₩116.7t₩3.3t20.3x47x1.3x
Tue, 09 May 2023₩158.8t₩115.3t₩4.7t18.5x34.1x1.4x
Thu, 06 Apr 2023₩154.5t₩114.9t₩4.8t19.5x32.4x1.3x
Sat, 04 Mar 2023₩156.4t₩113.0t₩7.6t15.8x20.6x1.4x
Mon, 30 Jan 2023₩160.2t₩112.8t₩8.1t14.8x19.9x1.4x
Wed, 28 Dec 2022₩146.1t₩112.9t₩8.1t13.7x18.1x1.3x
Price to Earnings Ratio

18.1x


Total Market Cap: ₩146.1tTotal Earnings: ₩8.1tTotal Revenue: ₩112.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.5x202320242025
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 25.1x which is lower than its 3-year average PE of 39.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 7.7% 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-3.37%
Telecom-0.83%
Telecom Services and Carriers1.55%
Entertainment0.74%
Media-0.012%
Wireless Telecom-0.93%
Interactive Media and Services-3.04%
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 24.7%, which is higher than its past year's earnings growth of 2.4% 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 7.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% over the next 5 years.
  • However this is lower than its past earnings growth rate of 140% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 13% 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
A352820 HYBE₩313.50k4.7%
+₩594.3b		59.4%PS5x
A041510 SM Entertainment₩117.10k12.8%
+₩304.5b		54.3%PE8.6x
A030200 KT₩53.80k2.3%
+₩289.3b		20.4%PE13.5x
A253450 Studio Dragon₩41.90k7.6%
+₩88.7b		-8.2%PE67x
A376300 DEAR U₩37.20k10.7%
+₩85.5b		4.2%PE63.9x

Latest News

A259960
₩247,000.00
KRAFTON
7D
-0.8%
1Y
-20.7%

A259960: Improved Profit Margins Will Support Stronger Future Returns Despite Lower Perceived Risk Profile

Analysts have nudged their price target on KRAFTON slightly lower to approximately ₩418,000 from about ₩420,000, citing marginally softer long term revenue growth assumptions that are only partly offset by a modestly improved profit margin outlook and a slightly lower discount rate. Valuation Changes Fair Value Estimate edged down slightly from about ₩419,900 to roughly ₩418,300 per share, reflecting a modestly more cautious outlook.
A041510
₩117,100.00
SM Entertainment
7D
12.8%
1Y
54.3%
A473980
₩23,800.00
Knowmerce
7D
15.8%
1Y
7.0%
A462870
₩36,650.00
SHIFT UP
7D
-6.1%
1Y
-39.9%

SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency

Dec 16
SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency
A030200
₩53,800.00
KT
7D
2.3%
1Y
20.4%

Is KT (KRX:030200) Using Too Much Debt?

Dec 16
Is KT (KRX:030200) Using Too Much Debt?
A035420
₩235,500.00
NAVER
7D
-3.7%
1Y
12.1%

A035420: Generative AI Content Alliance Will Support Stronger Long-Term Earnings Power

Analysts have raised their fair value estimate for NAVER from ₩380,000 to ₩410,000 per share, citing stronger expected revenue growth that more than offsets a modestly higher discount rate and slightly lower profit margin assumptions, as well as support from a higher future P/E multiple. What's in the News NAVER forms a capital and business alliance with note inc., investing JPY 2 billion to jointly build a global ecosystem for creation and distribution in the generative AI era (Key Developments) The partnership targets cross-distribution of content and IP across NAVER and note inc.
A017670
₩53,500.00
SK Telecom
7D
-0.9%
1Y
-4.5%

A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook

Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.
A263750
₩36,350.00
Pearl Abyss
7D
-3.1%
1Y
33.9%

A263750 Bears Will Focus On Margin Compression Despite Slightly Lower Risk

Analysts have modestly raised their fair value estimate for Pearl Abyss from ₩20,779.90 to ₩21,534.94. This reflects a slightly lower discount rate and higher anticipated valuation multiples, despite tempered assumptions for revenue growth and profit margins.
A253450
₩41,900.00
Studio Dragon
7D
7.6%
1Y
-8.2%

A253450 Will Likely See Margin Gains Offset Softer Revenue Expectations

Analysts have modestly raised their fair value estimate for Studio Dragon from KRW 35,200 to approximately KRW 37,700. This reflects their view that improving profit margins more than offset slightly slower expected revenue growth and a lower future P E multiple.
A035720
₩58,200.00
Kakao
7D
-2.7%
1Y
42.6%

A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside

Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
A251270
₩49,150.00
Netmarble
7D
-2.1%
1Y
-7.1%

A251270: Global Game Launches Will Drive Stronger Margins And Earnings

Narrative Update on Netmarble Analysts have modestly raised their price target on Netmarble, lifting fair value by approximately ₩90 to ₩70,917. They cite slightly stronger expectations for revenue growth, profit margins, and valuation multiples, despite a marginally higher discount rate.
A352820
₩313,500.00
HYBE
7D
4.7%
1Y
59.4%

A352820: Faster Revenue And Margin Expansion Are Expected To Drive Future Upside

Analysts have raised their price target on HYBE by approximately ₩6,360 to reflect expectations of slightly faster revenue growth, improving profit margins, and a marginally lower future P/E multiple. Valuation Changes The fair value estimate increased slightly from approximately ₩362,480 to ₩368,840, reflecting a modestly higher intrinsic valuation.
A376300
₩37,200.00
DEAR U
7D
10.7%
1Y
4.2%
A035900
₩70,200.00
JYP Entertainment
7D
2.9%
1Y
0.3%
A035760
₩63,700.00
CJ ENM
7D
3.4%
1Y
7.2%

CJ ENM's (KOSDAQ:035760) Performance Is Even Better Than Its Earnings Suggest

Nov 20
CJ ENM's (KOSDAQ:035760) Performance Is Even Better Than Its Earnings Suggest
A403850
₩25,150.00
Pinkfong Company
7D
-13.1%
1Y
n/a