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South Korean (KOSPI) Telecom Sector Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies143
  • 7D5.9%
  • 3M2.6%
  • 1Y21.8%
  • YTD3.6%

Over the last 7 days, the Telecom industry has risen 5.9%, driven by gains from NAVER of 14%. This takes the industry's 12 month performance to a gain of 22%. Earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026₩170.8t₩127.3t₩6.3t14.2x27x1.3x
Wed, 24 Dec 2025₩161.0t₩127.3t₩6.3t14.7x25.4x1.3x
Fri, 21 Nov 2025₩161.3t₩126.0t₩6.0t13.8x26.8x1.3x
Sun, 19 Oct 2025₩162.1t₩125.7t₩5.2t15.4x31.2x1.3x
Tue, 16 Sep 2025₩168.5t₩125.7t₩5.2t15.9x32.4x1.3x
Thu, 14 Aug 2025₩166.9t₩123.5t₩4.9t17.8x34.4x1.4x
Sat, 12 Jul 2025₩175.4t₩123.6t₩5.3t17.4x33.4x1.4x
Mon, 09 Jun 2025₩153.6t₩123.4t₩5.1t17x30.2x1.2x
Wed, 07 May 2025₩148.2t₩122.5t₩4.6t17.6x32x1.2x
Fri, 04 Apr 2025₩143.4t₩122.4t₩4.6t17.6x31x1.2x
Sun, 02 Mar 2025₩148.9t₩121.6t₩2.3t18.8x64.2x1.2x
Tue, 28 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Thu, 26 Dec 2024₩141.7t₩121.5t₩2.6t19x53.9x1.2x
Sat, 23 Nov 2024₩138.5t₩121.3t₩3.1t15.7x44.2x1.1x
Mon, 21 Oct 2024₩135.5t₩120.5t₩3.1t16.2x44x1.1x
Wed, 18 Sep 2024₩130.9t₩117.5t₩3.2t15.7x41.5x1.1x
Fri, 16 Aug 2024₩131.9t₩119.8t₩2.7t15.3x48x1.1x
Sun, 14 Jul 2024₩137.8t₩119.8t₩2.7t17.6x51.7x1.2x
Tue, 11 Jun 2024₩134.0t₩119.8t₩2.6t17.1x50.7x1.1x
Thu, 09 May 2024₩140.0t₩118.2t₩2.1t17.4x67.1x1.2x
Sat, 06 Apr 2024₩140.3t₩118.3t₩2.1t18.1x66.3x1.2x
Mon, 04 Mar 2024₩143.1t₩118.1t₩3.7t19.7x38.4x1.2x
Wed, 31 Jan 2024₩144.8t₩118.5t₩3.8t19.7x38.2x1.2x
Fri, 29 Dec 2023₩148.8t₩118.8t₩3.8t20.8x39.2x1.3x
Sun, 26 Nov 2023₩143.6t₩118.7t₩3.9t19x37.2x1.2x
Tue, 24 Oct 2023₩127.3t₩117.6t₩3.5t17.6x36.4x1.1x
Thu, 21 Sep 2023₩142.9t₩117.7t₩3.5t19.6x40.3x1.2x
Sat, 19 Aug 2023₩142.2t₩116.7t₩3.4t17.7x41.3x1.2x
Mon, 17 Jul 2023₩148.5t₩116.4t₩3.3t19.7x45.4x1.3x
Wed, 14 Jun 2023₩156.5t₩116.7t₩3.3t20.5x47.3x1.3x
Fri, 12 May 2023₩158.0t₩115.3t₩4.6t18x34x1.4x
Sun, 09 Apr 2023₩153.0t₩114.9t₩4.7t18.9x32.6x1.3x
Tue, 07 Mar 2023₩159.8t₩113.0t₩7.6t15.9x21.1x1.4x
Thu, 02 Feb 2023₩158.2t₩113.0t₩8.1t15.3x19.5x1.4x
Price to Earnings Ratio

19.5x


Total Market Cap: ₩158.2tTotal Earnings: ₩8.1tTotal Revenue: ₩113.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.7x202420252026
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 27.0x which is lower than its 3-year average PE of 39.7x.
  • 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 7.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% 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 Market3.25%
Telecom5.85%
Wireless Telecom13.32%
Interactive Media and Services7.39%
Entertainment4.69%
Telecom Services and Carriers1.60%
Media1.16%
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 23.0%, 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 7.7x.
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 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₩272.00k14.3%
+₩5.1t		33.3%PE18.7x
A035720 Kakao₩61.80k9.2%
+₩2.3t		72.9%PE117x
A259960 KRAFTON₩258.00k8.4%
+₩892.8b		-24.8%PE9.2x
A352820 HYBE₩380.50k3.8%
+₩633.2b		71.8%PS6.1x
A263750 Pearl Abyss₩49.80k23.1%
+₩574.3b		76.9%PE57.7x

Latest News

A263750
₩49,800.00
Pearl Abyss
7D
23.1%
1Y
76.9%
A259960
₩258,000.00
KRAFTON
7D
8.4%
1Y
-24.8%

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Jan 24
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A352820
₩380,500.00
HYBE
7D
3.8%
1Y
71.8%

A352820: Higher Margins And P/E Assumptions Will Support Measured Future Upside

Analysts have raised their price target on HYBE from ₩368,840 to about ₩398,346, citing updated assumptions around slightly higher revenue growth, profit margins and future P/E estimates, along with a modestly lower discount rate. Valuation Changes Fair Value: Updated internal fair value estimate increased from ₩368,840 to about ₩398,346, representing a modest upward shift in the target level.
A251270
₩52,100.00
Netmarble
7D
6.5%
1Y
19.6%

A251270: Content Update Excitement Will Mask Weakening Earnings Power Ahead

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A017670
₩61,700.00
SK Telecom
7D
4.2%
1Y
12.6%

A017670: AI Expansion And Dividend Pause Will Shape Measured 2025 Outlook

Analysts have nudged their price target for SK Telecom slightly higher to ₩59,696 from ₩59,377, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News SK Telecom introduced A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, designed to act as a teacher model that transfers knowledge to smaller models below the 70 billion parameter range (Key Developments).
A035720
₩61,800.00
Kakao
7D
9.2%
1Y
72.9%

A035720: Fair Outlook As Q4 Trends And Board Review Will Guide Expectations

Analysts have lifted their fair value estimate for Kakao from ₩57,984 to ₩61,562 as they incorporate slightly adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E into their updated models. What's in the News Kakao has scheduled a board meeting for Nov 19, 2025 to review the purpose of an external investment, the transaction structure, the transaction price, and other related matters (Key Developments).
A033130
₩1,737.00
DIGITAL CHOSUN
7D
-15.1%
1Y
0.9%
A035420
₩272,000.00
NAVER
7D
14.3%
1Y
33.3%

A035420: Global Content Alliance And AI Partnership Will Support Long-Term Upside

Analysts have increased their fair value estimate for NAVER from ₩320,157.69 to ₩325,234.62, reflecting slightly revised assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News note inc.
A239340
₩1,754.00
ESTaid
7D
-12.7%
1Y
6.5%

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Jan 16
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A036570
₩231,500.00
NCSOFT
7D
-1.7%
1Y
34.4%
A291230
₩872.00
NP
7D
-11.6%
1Y
-55.7%
A030200
₩54,800.00
KT
7D
2.2%
1Y
16.6%

A030200: AI Data Center Partnership Will Drive Long-Term Upside Potential

Analysts have nudged their price target for KT slightly higher to ₩84,087 from ₩84,024, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News KT signed a Memorandum of Understanding with DigitalBridge Group, Inc.
A006490
₩733.00
Inscobee
7D
-6.9%
1Y
-51.6%

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Jan 05
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A052770
₩878.00
ITOXI
7D
-15.7%
1Y
-81.7%
A351870
₩4,715.00
Chai CommunicationLTD
7D
-4.5%
1Y
-56.1%
A078860
₩1,023.00
NS ENMLtd
7D
-7.8%
1Y
-33.0%

NS ENM Co.,Ltd.'s (KOSDAQ:078860) Business Is Trailing The Industry But Its Shares Aren't

Nov 24
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