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South Korean (KOSPI) Telecom Sector Analysis

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies144
  • 7D-2.5%
  • 3M-4.3%
  • 1Y14.2%
  • YTD-2.5%

Over the last 7 days, the Telecom industry has dropped 2.5%, driven by Kakao declining 7.3%. This takes the industry's 12 month performance to a gain of 14%. 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
Mon, 12 Jan 2026₩160.8t₩127.3t₩6.3t14.5x25.4x1.3x
Wed, 10 Dec 2025₩160.8t₩127.2t₩6.3t14.1x25.5x1.3x
Fri, 07 Nov 2025₩165.3t₩125.1t₩4.8t14.5x34.7x1.3x
Sun, 05 Oct 2025₩165.5t₩125.7t₩5.2t15.9x31.9x1.3x
Tue, 02 Sep 2025₩163.5t₩125.7t₩5.2t16x31.5x1.3x
Thu, 31 Jul 2025₩163.7t₩123.7t₩5.3t17.5x31.1x1.3x
Sat, 28 Jun 2025₩176.1t₩123.6t₩5.3t18x33.5x1.4x
Mon, 26 May 2025₩146.2t₩123.1t₩4.9t17.5x29.6x1.2x
Wed, 23 Apr 2025₩144.5t₩122.4t₩4.6t18.5x31.2x1.2x
Fri, 21 Mar 2025₩144.7t₩122.0t₩2.9t17.6x50.8x1.2x
Sun, 16 Feb 2025₩147.0t₩121.5t₩2.4t18.9x60.4x1.2x
Tue, 14 Jan 2025₩139.8t₩121.5t₩2.6t18.6x52.9x1.2x
Thu, 12 Dec 2024₩146.6t₩121.5t₩2.6t18.3x55.7x1.2x
Sat, 09 Nov 2024₩134.8t₩120.7t₩3.3t15.9x40.8x1.1x
Mon, 07 Oct 2024₩134.0t₩120.5t₩3.1t15.9x43.5x1.1x
Wed, 04 Sep 2024₩132.4t₩120.9t₩3.1t16.3x43.2x1.1x
Fri, 02 Aug 2024₩136.6t₩119.8t₩2.7t16.8x51.2x1.1x
Sun, 30 Jun 2024₩131.7t₩119.8t₩2.6t17.6x49.9x1.1x
Tue, 28 May 2024₩137.8t₩119.6t₩2.6t17.7x52.8x1.2x
Thu, 25 Apr 2024₩135.8t₩118.3t₩2.1t17.7x64.6x1.1x
Sat, 23 Mar 2024₩142.1t₩118.4t₩4.1t20.4x34.8x1.2x
Mon, 19 Feb 2024₩149.5t₩118.1t₩3.7t21.1x40.1x1.3x
Wed, 17 Jan 2024₩149.5t₩118.5t₩3.8t20.6x39.4x1.3x
Fri, 15 Dec 2023₩146.2t₩118.8t₩3.8t20.6x38.5x1.2x
Sun, 12 Nov 2023₩138.7t₩117.8t₩3.5t19.1x39.3x1.2x
Tue, 10 Oct 2023₩133.2t₩117.6t₩3.5t17.9x38.1x1.1x
Thu, 07 Sep 2023₩143.4t₩117.7t₩3.5t20.1x40.5x1.2x
Sat, 05 Aug 2023₩149.5t₩116.4t₩3.2t18.3x46.4x1.3x
Mon, 03 Jul 2023₩144.5t₩116.4t₩3.3t18x44.2x1.2x
Wed, 31 May 2023₩155.7t₩116.5t₩3.3t20.4x47.9x1.3x
Fri, 28 Apr 2023₩151.0t₩115.0t₩4.6t17.9x33.2x1.3x
Sun, 26 Mar 2023₩153.0t₩114.5t₩5.4t16.9x28.6x1.3x
Tue, 21 Feb 2023₩161.6t₩113.0t₩7.8t15.8x20.6x1.4x
Thu, 19 Jan 2023₩153.3t₩112.8t₩8.1t14.4x19x1.4x
Price to Earnings Ratio

19x


Total Market Cap: ₩153.3tTotal Earnings: ₩8.1tTotal Revenue: ₩112.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.6x202420252026
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 25.4x which is lower than its 3-year average PE of 39.6x.
  • 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 Market5.75%
Telecom-2.47%
Telecom Services and Carriers0.32%
Wireless Telecom-0.59%
Interactive Media and Services-1.21%
Media-3.76%
Entertainment-4.94%
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 24.1%, 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 7.6x.
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 140% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 14% 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
A035420 NAVER₩255.50k2.4%
+₩896.9b		25.2%PE17.6x
A036570 NCSOFT₩223.50k4.4%
+₩184.2b		23.3%PE12.7x
A263750 Pearl Abyss₩39.10k3.7%
+₩86.0b		39.1%PE45.3x
A253450 Studio Dragon₩45.40k6.6%
+₩84.2b		18.2%PE72.6x
A112040 WemadeLtd₩28.00k7.7%
+₩67.6b		-26.7%PE4.5x

Latest News

A035720
₩58,200.00
Kakao
7D
-7.3%
1Y
59.5%
A263750
₩39,100.00
Pearl Abyss
7D
3.7%
1Y
39.1%

A263750: Steady Fair Value And Stable Margins Will Support Future Upside

Analysts kept their fair value estimate for Pearl Abyss steady at ₩47,000, citing only small tweaks in their discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations as the main reasons for the unchanged price target. Valuation Changes Fair Value Estimate, held steady at ₩47,000 with no change in the overall valuation outcome.
A253450
₩45,400.00
Studio Dragon
7D
6.6%
1Y
18.2%

A253450: Higher Margins And Analyst Day Updates Will Not Justify Current P/E

Analysts have adjusted their price target on Studio Dragon to reflect updated assumptions for discount rate, revenue growth, profit margin and future P/E, highlighting a view that the company may justify a P/E of about 24.21x instead of 27.57x. This reflects margins expected at roughly 10.03% versus 8.89% previously and revenue growth at about 5.44% versus 5.21% before.
A293490
₩14,450.00
Kakao Games
7D
-5.4%
1Y
-11.3%

Kakao Games Corp.'s (KOSDAQ:293490) Price In Tune With Revenues

Jan 09
Kakao Games Corp.'s (KOSDAQ:293490) Price In Tune With Revenues
A352820
₩332,000.00
HYBE
7D
-1.6%
1Y
55.1%

A352820: Firmer Profitability Outlook Will Support A More Compelling Equity Story

Analysts have kept their fair value estimate for HYBE steady at ₩420,000, while fine tuning assumptions around discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s earnings power and risk profile. Valuation Changes Fair Value Estimate: Kept steady at ₩420,000, indicating no change in the central valuation anchor used in the model.
A036420
₩6,650.00
ContentreeJoongAng
7D
-30.7%
1Y
-19.7%
A181710
₩33,150.00
NHN
7D
3.8%
1Y
77.5%

A181710: Share Repurchases And Revised Assumptions Will Support Stable Fair Value Outlook

Analysts have lifted their fair value estimate for NHN from ₩30,975 to about ₩32,829, citing updated assumptions for revenue growth, discount rate and future P/E that modestly adjust their long term outlook for the stock. What's in the News NHN completed a share repurchase of 420,562 shares, representing 1.35% of the company, for ₩12,831.39 million between October 23, 2025 and December 8, 2025 under the buyback announced on October 23, 2025 (Key Developments).
A006490
₩736.00
Inscobee
7D
37.8%
1Y
-49.7%

Take Care Before Jumping Onto Inscobee., Inc. (KRX:006490) Even Though It's 26% Cheaper

Jan 05
Take Care Before Jumping Onto Inscobee., Inc. (KRX:006490) Even Though It's 26% Cheaper
A035900
₩69,800.00
JYP Entertainment
7D
-4.0%
1Y
-1.4%

Here's Why We Think JYP Entertainment (KOSDAQ:035900) Is Well Worth Watching

Jan 04
Here's Why We Think JYP Entertainment (KOSDAQ:035900) Is Well Worth Watching
A035420
₩255,500.00
NAVER
7D
2.4%
1Y
25.2%

A035420: Generative AI Creator Alliance Will Drive Stronger Long-Term Earnings Power

Analysts have modestly raised their price target for NAVER to ₩410,000. This reflects slightly lower growth and margin expectations, offset by a higher anticipated future P/E multiple, which together support a stable fair value outlook.
A259960
₩236,000.00
KRAFTON
7D
-4.1%
1Y
-29.2%

A259960: Lower Risk And High Margins Will Drive Strong Future Returns

Analysts have modestly raised their price target on KRAFTON by refining assumptions on the discount rate, revenue growth, and profit margins. This reflects slightly stronger long term earnings visibility without materially changing the stock's estimated fair value, which remains close to ₩418,346.15 per share.
A122870
₩68,200.00
YG Entertainment
7D
4.8%
1Y
44.0%

YG Entertainment (KOSDAQ:122870) Might Have The Makings Of A Multi-Bagger

Jan 02
YG Entertainment (KOSDAQ:122870) Might Have The Makings Of A Multi-Bagger
A036570
₩223,500.00
NCSOFT
7D
4.4%
1Y
23.3%

Is NCSOFT Corporation (KRX:036570) Trading At A 40% Discount?

Jan 01
Is NCSOFT Corporation (KRX:036570) Trading At A 40% Discount?
A041510
₩115,900.00
SM Entertainment
7D
-2.6%
1Y
61.0%
A112040
₩28,000.00
WemadeLtd
7D
7.7%
1Y
-26.7%

Investors Will Want WemadeLtd's (KOSDAQ:112040) Growth In ROCE To Persist

Dec 16
Investors Will Want WemadeLtd's (KOSDAQ:112040) Growth In ROCE To Persist
A462870
₩33,300.00
SHIFT UP
7D
-5.5%
1Y
-46.8%

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

Dec 16
SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency