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South Korean (KOSPI) Telecom Sector Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies143
  • 7D2.8%
  • 3M-0.01%
  • 1Y16.9%
  • YTD0.8%

The Telecom industry is up 2.8% in the last week, with NAVER up 3.7%. In the same time, KRAFTON was down 5.7%. This takes the industry's 12 month performance to a gain of 17%. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026₩166.2t₩127.3t₩6.3t14.9x26.2x1.3x
Fri, 05 Dec 2025₩161.7t₩127.2t₩6.3t14x25.6x1.3x
Sun, 02 Nov 2025₩170.2t₩125.1t₩4.8t15.2x35.7x1.4x
Tue, 30 Sep 2025₩170.2t₩125.7t₩5.2t16x32.8x1.4x
Thu, 28 Aug 2025₩168.0t₩125.6t₩5.1t16.1x32.7x1.3x
Sat, 26 Jul 2025₩165.4t₩123.7t₩5.3t17.5x31.5x1.3x
Mon, 23 Jun 2025₩180.5t₩123.3t₩5.1t18.6x35.4x1.5x
Wed, 21 May 2025₩146.5t₩122.7t₩4.8t18.7x30.8x1.2x
Fri, 18 Apr 2025₩142.2t₩122.4t₩4.6t18.9x30.7x1.2x
Sun, 16 Mar 2025₩146.0t₩122.0t₩3.0t17.8x49.2x1.2x
Tue, 11 Feb 2025₩151.3t₩121.6t₩2.6t19.9x57.5x1.2x
Thu, 09 Jan 2025₩140.7t₩121.5t₩2.6t18.9x53.5x1.2x
Sat, 07 Dec 2024₩144.6t₩121.5t₩2.6t17.5x54.9x1.2x
Mon, 04 Nov 2024₩135.4t₩120.6t₩3.3t16x40.7x1.1x
Wed, 02 Oct 2024₩132.9t₩120.5t₩3.1t16.2x43.2x1.1x
Fri, 30 Aug 2024₩133.5t₩120.7t₩3.1t15x42.8x1.1x
Sun, 28 Jul 2024₩135.4t₩119.8t₩2.7t16.4x50.8x1.1x
Tue, 25 Jun 2024₩131.5t₩119.8t₩2.6t17.7x49.8x1.1x
Thu, 23 May 2024₩137.2t₩118.5t₩2.1t16.6x63.9x1.2x
Sat, 20 Apr 2024₩136.3t₩118.3t₩2.1t17.9x64.8x1.2x
Mon, 18 Mar 2024₩141.5t₩118.5t₩3.9t19.8x36.4x1.2x
Wed, 14 Feb 2024₩145.8t₩118.1t₩3.7t19.8x39.2x1.2x
Fri, 12 Jan 2024₩153.8t₩118.5t₩3.8t20.9x40.5x1.3x
Sun, 10 Dec 2023₩147.8t₩118.8t₩3.8t19.1x38.9x1.2x
Tue, 07 Nov 2023₩139.7t₩117.6t₩3.5t18.7x39.9x1.2x
Thu, 05 Oct 2023₩138.0t₩117.5t₩3.5t18.4x39.5x1.2x
Sat, 02 Sep 2023₩144.1t₩117.7t₩3.5t20.4x40.7x1.2x
Mon, 31 Jul 2023₩145.1t₩116.4t₩3.3t18.4x44.4x1.2x
Wed, 28 Jun 2023₩147.8t₩116.8t₩3.3t18.8x44.7x1.3x
Fri, 26 May 2023₩156.3t₩116.3t₩3.4t20.4x46.6x1.3x
Sun, 23 Apr 2023₩153.0t₩115.0t₩4.6t18.7x33.6x1.3x
Tue, 21 Mar 2023₩151.4t₩113.8t₩7.2t16.9x21.1x1.3x
Thu, 16 Feb 2023₩158.9t₩113.2t₩8.0t14.7x19.9x1.4x
Sat, 14 Jan 2023₩151.6t₩112.8t₩8.1t13.9x18.8x1.3x
Price to Earnings Ratio

18.8x


Total Market Cap: ₩151.6tTotal 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 26.2x 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 Market7.01%
Telecom2.81%
Interactive Media and Services6.43%
Entertainment0.80%
Telecom Services and Carriers0.30%
Wireless Telecom-0.56%
Media-1.21%
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 7.5x.
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 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
A035420 NAVER₩251.50k3.7%
+₩1.3t		21.5%PE17.3x
A036570 NCSOFT₩215.00k6.7%
+₩261.8b		14.3%PE12.2x
A181710 NHN₩31.53k8.5%
+₩77.3b		68.6%PS0.4x
A253450 Studio Dragon₩43.95k2.8%
+₩36.1b		7.5%PE70.2x
A030200 KT₩52.70k0.2%
+₩24.1b		20.3%PE13.2x

Latest News

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A030200
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A030200 AI Data Center Expansion Will Drive Future Upside Potential

Analysts have raised their price target on KT modestly, citing slightly lower discount rate assumptions, marginally higher expected revenue growth and profit margins, and a small reduction in the projected future P/E multiple. Together these factors support an incremental improvement in estimated equity value to approximately $84,024 per share.
A035720
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A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

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A041510
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