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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies129
  • 7D0.8%
  • 3M-9.8%
  • 1Y-45.7%
  • YTD-44.3%

Last week, the Telecom industry hasn't moved much but HYBE is up 8.6% in that time. Unfortunately though, the industry is down 46% over the past 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022₩150.4t₩112.8t₩8.0t13.9x18.7x1.3x
Mon, 31 Oct 2022₩131.9t₩109.3t₩9.6t12.8x13.7x1.2x
Wed, 28 Sep 2022₩148.1t₩109.4t₩9.6t13.1x15.5x1.4x
Fri, 26 Aug 2022₩172.5t₩108.7t₩10.0t14.2x17.3x1.6x
Sun, 24 Jul 2022₩172.7t₩107.0t₩10.5t15.1x16.4x1.6x
Tue, 21 Jun 2022₩167.8t₩107.1t₩10.5t14x16x1.6x
Thu, 19 May 2022₩190.5t₩105.0t₩9.6t15.7x19.9x1.8x
Sat, 16 Apr 2022₩218.5t₩104.2t₩10.0t17.9x21.9x2.1x
Mon, 14 Mar 2022₩221.2t₩98.8t₩8.2t20.7x26.9x2.2x
Wed, 09 Feb 2022₩213.7t₩100.0t₩8.6t22x24.9x2.1x
Fri, 07 Jan 2022₩248.1t₩100.4t₩8.7t4.6x28.6x2.5x
Sun, 05 Dec 2021₩269.5t₩100.4t₩8.7t23x31.1x2.7x
Tue, 02 Nov 2021₩277.2t₩97.7t₩7.1t31.8x39.3x2.8x
Thu, 30 Sep 2021₩254.4t₩97.4t₩7.0t24.8x36.5x2.6x
Sat, 28 Aug 2021₩273.9t₩97.6t₩6.9t27x39.6x2.8x
Sun, 04 Jul 2021₩258.6t₩96.0t₩6.4t30.5x40.3x2.7x
Wed, 07 Apr 2021₩215.1t₩93.3t₩5.8t29.6x37.1x2.3x
Sat, 09 Jan 2021₩179.6t₩91.4t₩5.2t25.6x34.8x2x
Fri, 02 Oct 2020₩169.7t₩90.0t₩4.0t19.6x42.6x1.9x
Mon, 06 Jul 2020₩143.3t₩87.8t₩4.2t20.6x33.9x1.6x
Thu, 09 Apr 2020₩104.3t₩88.6t₩3.6t15.3x28.9x1.2x
Wed, 01 Jan 2020₩117.7t₩88.3t₩3.4t20x34.2x1.3x
Price to Earnings Ratio

25.8x


Total Market Cap: ₩114.0tTotal Earnings: ₩4.4tTotal Revenue: ₩87.4tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 31.6x202020212022
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 18.7x which is lower than its 3-year average PE of 31.6x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 8.9% 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-0.18%
Telecom0.83%
Media2.02%
Interactive Media and Services0.77%
Telecom Services and Carriers0.75%
Entertainment0.75%
Wireless Telecom0.59%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 60.9x.
    • Analysts expect its future annual earnings growth (28.6%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, which is trading below its 3-year average of 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Interactive Media and Services industry is expected to see its earnings decline by 5.5% 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₩151.00k8.6%
+₩496.2b
-57.4%PE23x
A251270 Netmarble₩54.30k8.9%
+₩364.6b
-55.1%PS1.6x
A035720 Kakao₩56.90k1.4%
+₩349.2b
-53.9%PE16x
A036570 Ncsoft₩469.50k3.6%
+₩335.1b
-35.5%PE16.1x
A041510 SM Entertainment₩82.10k6.3%
+₩115.8b
14.3%PE17.7x
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Latest News

A036570

₩469,500.00

Ncsoft

7D

3.6%

1Y

-35.5%

A352820

₩151,000.00

HYBE

7D

8.6%

1Y

-57.4%

A251270

₩54,300.00

Netmarble

7D

8.9%

1Y

-55.1%

A035720

₩56,900.00

Kakao

7D

1.4%

1Y

-53.9%

A035420

₩185,500.00

NAVER

7D

0.3%

1Y

-53.9%

A030200

₩37,450.00

KT

7D

0.9%

1Y

22.8%

A200350

₩33,750.00

RaemongRaein

7D

-12.1%

1Y

47.7%

A035900

₩64,500.00

JYP Entertainment

7D

4.7%

1Y

36.7%

A293490

₩42,150.00

Kakao Games

7D

-1.6%

1Y

-55.7%

A194480

₩45,000.00

Devsisters

7D

-12.5%

1Y

-55.2%

A095660

₩38,400.00

NEOWIZ

7D

-7.4%

1Y

18.2%

A041510

₩82,100.00

SM Entertainment

7D

6.3%

1Y

14.3%

A035760

₩80,600.00

CJ ENM

7D

-9.9%

1Y

-42.3%

A030000

₩23,800.00

Cheil Worldwide

7D

-1.4%

1Y

7.0%

A003560

₩520.00

IHQ

7D

-27.2%

1Y

-66.0%

A259960

₩201,500.00

KRAFTON

7D

-8.2%

1Y

-59.7%