There's Been No Shortage Of Growth Recently For SK Telecom's (KRX:017670) Returns On Capital
Nov 21
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South Korean (KOSPI) Telecom Sector Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies143
- 7D-4.3%
- 3M-4.1%
- 1Y16.9%
- YTD17.1%
Over the last 7 days, the Telecom industry has dropped 4.3%, driven by a pullback from Kakao of 4.6%. In the past year, the industry has gained 17%. As for the next few years, earnings are expected to grow by 22% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 22 Nov 2025 | ₩159.0t | ₩126.0t | ₩6.0t | 13.3x | 26.5x | 1.3x |
| Mon, 20 Oct 2025 | ₩162.1t | ₩125.7t | ₩5.2t | 15.4x | 31.2x | 1.3x |
| Wed, 17 Sep 2025 | ₩168.1t | ₩125.7t | ₩5.2t | 16x | 32.4x | 1.3x |
| Fri, 15 Aug 2025 | ₩168.3t | ₩124.4t | ₩5.1t | 17.2x | 32.7x | 1.4x |
| Sun, 13 Jul 2025 | ₩174.7t | ₩123.6t | ₩5.3t | 17.7x | 33.3x | 1.4x |
| Tue, 10 Jun 2025 | ₩159.7t | ₩123.4t | ₩5.1t | 17.1x | 31.4x | 1.3x |
| Thu, 08 May 2025 | ₩148.6t | ₩122.5t | ₩4.6t | 18.1x | 32.1x | 1.2x |
| Sat, 05 Apr 2025 | ₩145.4t | ₩122.4t | ₩4.6t | 17.9x | 31.4x | 1.2x |
| Mon, 03 Mar 2025 | ₩148.9t | ₩121.5t | ₩2.3t | 18.8x | 64.3x | 1.2x |
| Wed, 29 Jan 2025 | ₩140.2t | ₩121.6t | ₩2.6t | 19x | 53.2x | 1.2x |
| Fri, 27 Dec 2024 | ₩141.7t | ₩121.5t | ₩2.6t | 18.7x | 53.8x | 1.2x |
| Sun, 24 Nov 2024 | ₩138.5t | ₩121.3t | ₩3.0t | 15.6x | 46.6x | 1.1x |
| Tue, 22 Oct 2024 | ₩137.1t | ₩120.5t | ₩3.1t | 16.3x | 44.6x | 1.1x |
| Thu, 19 Sep 2024 | ₩130.9t | ₩117.5t | ₩3.2t | 15.7x | 41.5x | 1.1x |
| Sat, 17 Aug 2024 | ₩130.4t | ₩119.8t | ₩2.7t | 15.6x | 47.4x | 1.1x |
| Mon, 15 Jul 2024 | ₩137.8t | ₩119.8t | ₩2.7t | 17.6x | 51.7x | 1.2x |
| Wed, 12 Jun 2024 | ₩132.6t | ₩119.8t | ₩2.6t | 16.9x | 50.2x | 1.1x |
| Fri, 10 May 2024 | ₩139.8t | ₩118.3t | ₩2.2t | 17.3x | 65x | 1.2x |
| Sun, 07 Apr 2024 | ₩140.3t | ₩118.3t | ₩2.1t | 18.1x | 66.3x | 1.2x |
| Tue, 05 Mar 2024 | ₩140.9t | ₩118.1t | ₩3.7t | 20x | 37.8x | 1.2x |
| Thu, 01 Feb 2024 | ₩141.7t | ₩118.5t | ₩3.8t | 19.2x | 37.4x | 1.2x |
| Sat, 30 Dec 2023 | ₩148.8t | ₩118.8t | ₩3.8t | 20.8x | 39.2x | 1.3x |
| Mon, 27 Nov 2023 | ₩143.6t | ₩118.7t | ₩3.8t | 18.9x | 37.3x | 1.2x |
| Wed, 25 Oct 2023 | ₩131.0t | ₩117.6t | ₩3.5t | 18.5x | 37.4x | 1.1x |
| Fri, 22 Sep 2023 | ₩139.2t | ₩117.7t | ₩3.5t | 18.9x | 39.3x | 1.2x |
| Sun, 20 Aug 2023 | ₩142.2t | ₩117.2t | ₩3.5t | 17.7x | 40.2x | 1.2x |
| Tue, 18 Jul 2023 | ₩148.8t | ₩116.4t | ₩3.3t | 19.6x | 45.5x | 1.3x |
| Thu, 15 Jun 2023 | ₩155.5t | ₩116.7t | ₩3.3t | 20.2x | 47x | 1.3x |
| Sat, 13 May 2023 | ₩158.3t | ₩115.3t | ₩4.6t | 17.8x | 34.1x | 1.4x |
| Mon, 10 Apr 2023 | ₩153.0t | ₩114.9t | ₩4.7t | 18.9x | 32.6x | 1.3x |
| Wed, 08 Mar 2023 | ₩159.8t | ₩113.0t | ₩7.6t | 16.1x | 21.1x | 1.4x |
| Fri, 03 Feb 2023 | ₩161.0t | ₩113.1t | ₩8.1t | 15.3x | 19.9x | 1.4x |
| Sun, 01 Jan 2023 | ₩144.1t | ₩112.8t | ₩8.0t | 13.6x | 17.9x | 1.3x |
| Tue, 29 Nov 2022 | ₩146.3t | ₩112.5t | ₩8.2t | 13.8x | 17.9x | 1.3x |
Price to Earnings Ratio
17.9x
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 26.5x which is lower than its 3-year average PE of 39.3x.
- 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 9.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.9% 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 | -3.76% | |
| Telecom | -4.26% | |
| Telecom Services and Carriers | -1.03% | |
| Wireless Telecom | -1.30% | |
| Media | -2.60% | |
| Interactive Media and Services | -4.84% | |
| Entertainment | -5.41% | |
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 22.9%, which is higher than its past year's earnings growth of 9.4% 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 7.2x.
Forecasted Growth
- Analysts are most optimistic on the Wireless Telecom industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 31% per year.
- In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| A035420 NAVER | ₩262.50k | 3.6% +₩1.3t | 38.2% | PE18.1x | |
| A181710 NHN | ₩32.75k | 7.9% +₩75.0b | 92.9% | PS0.4x | |
| A079160 CJ CGV | ₩5.62k | 7.5% +₩64.6b | 8.7% | PS0.4x | |
| A067000 JOYCITY | ₩2.03k | 27.0% +₩30.2b | 44.2% | PS1.1x | |
| A030000 Cheil Worldwide | ₩22.20k | 0.9% +₩20.3b | 23.1% | PE12.5x |
