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South Korean (KOSPI) Telecom Sector Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies145
  • 7D2.5%
  • 3M5.1%
  • 1Y12.0%
  • YTD-0.06%

In the last week, the Telecom industry is up 2.5%, with SK Telecom up 2.9%. Meanwhile, Pearl Abyss actually underperformed within the industry, shrinking 23% in the last week. This takes the industry's 12 month performance to a gain of 12%. As for the next few years, earnings are expected to grow by 28% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Mar 2026₩165.1t₩128.3t₩6.1t14.4x26.9x1.3x
Sat, 14 Feb 2026₩178.5t₩127.6t₩6.0t14.8x29.9x1.4x
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
Price to Earnings Ratio

28.6x


Total Market Cap: ₩153.0tTotal Earnings: ₩5.4tTotal Revenue: ₩114.5tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 40x202420252026
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 26.9x which is lower than its 3-year average PE of 40.0x.
  • 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 grown 4.7% per year over the last three years.
  • Revenues for these companies have grown 3.9% 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 Market5.39%
Telecom2.46%
Wireless Telecom4.24%
Entertainment3.49%
Media1.70%
Interactive Media and Services1.45%
Telecom Services and Carriers1.22%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 296x.
    • Analysts are expecting annual earnings growth of 41.2%, which is lower than the prior year's growth of 58.9% 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 8.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 41% over the next 5 years.
  • However this is lower than its past earnings growth rate of 59% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.9% 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
A017670 SK Telecom₩78.40k2.9%
+₩468.6b		39.3%PE43x
A259960 KRAFTON₩232.00k2.7%
+₩267.8b		-29.4%PE14.1x
A036570 NCSOFT₩220.50k4.0%
+₩164.8b		35.5%PE12.5x
A032640 LG Uplus₩15.56k2.0%
+₩128.4b		43.8%PE12.7x
A293490 Kakao Games₩13.75k4.6%
+₩53.4b		-12.1%PS2.4x

Latest News

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A259960
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2.7%
1Y
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A259960: Share Repurchases Will Support Future Returns Despite Softer Assumptions

Analysts have trimmed their fair value estimate for KRAFTON to about ₩356,583 per share from roughly ₩364,320, reflecting updated views on revenue growth, profit margins and the appropriate discount rate, while keeping future P/E assumptions broadly similar. What's in the News KRAFTON announced a share repurchase program under which it plans to buy back up to 840,330 shares, with the stated aim of increasing shareholder value through acquisition and burning of treasury stock (Key Developments).
A030200
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A352820
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43.8%
A089230
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64.9%
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263.9%
A293490
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4.6%
1Y
-12.1%

Global AAA Pipeline And AI Adoption Will Reshape This Gaming Publisher’s Long-Term Earnings Profile

Catalysts About Kakao Games Kakao Games develops and publishes online and mobile games across PC, console and smartphone platforms with a growing focus on global releases. What are the underlying business or industry changes driving this perspective?
A035420
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NAVER
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A035420: Dividend Policy And AI Partnership Will Support Long-Term Upside

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A194480
₩40,500.00
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A017670
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SK Telecom
7D
2.9%
1Y
39.3%

A017670: AI Data Center Buildout Will Support Stronger Long Term Equity Appeal

Analysts now see SK Telecom’s fair value at around ₩105,369 per share, up from about ₩76,474. This reflects updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, a modestly adjusted discount rate and a higher future P/E multiple.
A035720
₩50,100.00
Kakao
7D
-0.6%
1Y
17.5%

A035720: Dividend Introduction And Margin Improvement Will Support Future Upside

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A376300
₩35,750.00
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-9.6%
1Y
-9.0%
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₩60,100.00
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-4.8%
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-1.2%
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