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South Korean (KOSPI) Telecom Sector Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies145
  • 7D-0.5%
  • 3M-7.8%
  • 1Y-15.2%
  • YTD-10.4%

Over the last 7 days, the Telecom industry has risen 4.2%, driven by gains from NAVER of 4.9%. Meanwhile, KT actually underperformed within the industry, shrinking 10% in the last week. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026₩147.8t₩130.7t₩6.8t11.8x21.9x1.1x
Sun, 17 May 2026₩154.8t₩128.9t₩6.5t13.4x23.6x1.2x
Tue, 14 Apr 2026₩155.3t₩128.4t₩6.9t14.2x22.6x1.2x
Thu, 12 Mar 2026₩161.2t₩127.9t₩6.6t14.9x24.5x1.3x
Sat, 07 Feb 2026₩167.7t₩127.3t₩6.3t14.4x26.5x1.3x
Mon, 05 Jan 2026₩164.8t₩127.3t₩6.3t14.9x26x1.3x
Wed, 03 Dec 2025₩161.0t₩127.2t₩6.3t14.3x25.5x1.3x
Fri, 31 Oct 2025₩166.6t₩125.7t₩5.2t15.1x32.1x1.3x
Sun, 28 Sep 2025₩166.6t₩125.7t₩5.2t15.9x32.1x1.3x
Tue, 26 Aug 2025₩169.1t₩125.4t₩4.9t16.3x34.6x1.3x
Thu, 24 Jul 2025₩166.8t₩123.7t₩5.3t17.8x31.7x1.3x
Sat, 21 Jun 2025₩180.5t₩123.3t₩5.1t18.6x35.4x1.5x
Mon, 19 May 2025₩147.9t₩122.5t₩4.6t17.6x32.1x1.2x
Wed, 16 Apr 2025₩139.8t₩122.4t₩4.6t18.4x30.2x1.1x
Fri, 14 Mar 2025₩147.5t₩121.5t₩2.2t19.7x68.4x1.2x
Sun, 09 Feb 2025₩151.1t₩121.6t₩2.6t20x57.4x1.2x
Tue, 07 Jan 2025₩142.4t₩121.5t₩2.6t19.4x54.1x1.2x
Thu, 05 Dec 2024₩149.5t₩121.5t₩2.6t18.5x56.8x1.2x
Sat, 02 Nov 2024₩135.4t₩120.6t₩3.3t16x40.7x1.1x
Mon, 30 Sep 2024₩134.0t₩120.4t₩3.1t16.3x43.6x1.1x
Wed, 28 Aug 2024₩135.4t₩120.9t₩3.1t15.6x43.1x1.1x
Fri, 26 Jul 2024₩136.1t₩119.8t₩2.7t16.8x51x1.1x
Sun, 23 Jun 2024₩133.4t₩119.8t₩2.6t17.2x50.5x1.1x
Tue, 21 May 2024₩138.1t₩118.5t₩2.2t17.2x64x1.2x
Thu, 18 Apr 2024₩134.0t₩118.3t₩2.1t16.9x63.7x1.1x
Sat, 16 Mar 2024₩141.2t₩118.5t₩3.9t19.8x36x1.2x
Mon, 12 Feb 2024₩144.4t₩118.1t₩3.9t19.6x37.5x1.2x
Wed, 10 Jan 2024₩153.8t₩118.5t₩3.8t21.1x40.5x1.3x
Fri, 08 Dec 2023₩146.3t₩118.8t₩3.8t19.1x38.5x1.2x
Sun, 05 Nov 2023₩135.1t₩117.6t₩3.5t19x38.6x1.1x
Tue, 03 Oct 2023₩138.0t₩117.5t₩3.5t17.7x39.5x1.2x
Thu, 31 Aug 2023₩145.3t₩117.6t₩3.5t20.3x41.4x1.2x
Sat, 29 Jul 2023₩145.1t₩116.4t₩3.3t18.4x44.4x1.2x
Mon, 26 Jun 2023₩149.0t₩116.8t₩3.3t19x45x1.3x
Price to Earnings Ratio

45x


Total Market Cap: ₩149.0tTotal Earnings: ₩3.3tTotal Revenue: ₩116.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 38.9x202420252026
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 22.6x which is lower than its 3-year average PE of 38.9x.
  • 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 27% per year over the last three years.
  • Revenues for these companies have grown 3.8% 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 Market15.55%
Telecom-0.50%
Interactive Media and Services3.18%
Entertainment0.56%
Media-0.56%
Wireless Telecom-4.09%
Telecom Services and Carriers-8.10%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 15.8x.
    • Analysts are expecting annual earnings growth of 26.7%, which is lower than the prior year's growth of 37.8% 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 8.2x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 7.6% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 7.7% 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₩235.00k4.9%
+₩1.6t		-6.7%PE19.6x
A352820 HYBE₩227.50k4.4%
+₩408.4b		-24.2%PS3.4x
A259960 KRAFTON₩236.50k1.5%
+₩153.5b		-34.4%PE11.8x
A122870 YG Entertainment₩46.60k4.7%
+₩38.9b		-47.9%PE23.7x
A205500 NEXUS₩2.69k28.7%
+₩38.5b		-15.3%PS4.1x

Latest News

A122870
₩46,600.00
YG Entertainment
7D
4.7%
1Y
-47.9%
A030200
₩53,800.00
KT
7D
-10.3%
1Y
3.7%
Narrative Update • Jun 16

A030200: AI Reorganization And Governance Changes Will Support Long-Term Upside Potential

Analysts have trimmed their fair value estimate for KT from ₩95,603 to ₩91,381, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News for KT KT appointed Park Yoon-young as CEO at the March 31, 2026 shareholders meeting, with his term running through the 2029 shareholders meeting, while Kim Young-shub ended his CEO term on the same date.
A251270
₩40,250.00
Netmarble
7D
-6.5%
1Y
-32.8%
Narrative Update • Jun 16

A251270: Share Buybacks Will Support Bullish Outlook On Stable Long Term Assumptions

Analysts have kept their ₩93,000 price target for Netmarble unchanged, citing only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. What's in the News RAVEN2 received a major update with the new Warlord class, a Grand Festival event, expanded Tower of Chaos content to 50F, and multiple in game reward events aimed at existing and new players.
A035420
₩235,000.00
NAVER
7D
4.9%
1Y
-6.7%
Narrative Update • Jun 15

A035420: Sovereign AI Expansion Will Support Long-Term Upside Potential

Analysts have moderately raised their NAVER price target to approximately ₩302,000 from about ₩297,000, reflecting updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News NAVER plans to expand its sovereign AI infrastructure from 55 megawatts toward gigawatt scale using the NVIDIA DSX platform, with initial expansion at its GAK Sejong site.
A036630
₩8,410.00
Sejong Telecom
7D
-31.7%
1Y
-20.8%
A181710
₩41,150.00
NHN
7D
2.6%
1Y
22.3%
A263750
₩39,000.00
Pearl Abyss
7D
-5.0%
1Y
-8.9%
A041510
₩79,300.00
SM Entertainment
7D
-10.7%
1Y
-41.3%
A194480
₩16,690.00
Devsisters
7D
19.8%
1Y
-61.9%
A352820
₩227,500.00
HYBE
7D
4.4%
1Y
-24.2%
A017670
₩96,100.00
SK Telecom
7D
-3.9%
1Y
73.8%
Narrative Update • Jun 06

A017670: Higher Multiple And Margin Assumptions Will Likely Pressure Future Returns

Analysts have raised their price target for SK Telecom from ₩43,000 to ₩55,000, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the stock's current risk and earnings profile. What's in the News SK Telecom joined BlackBerry, JVCKENWOOD, Huawei, LG Electronics and Nokia in making patents available for license through Sisvel’s point of sale device patent pool, which covers 2G, 3G, 4G and 5G technologies, according to a client announcement.
A032640
₩15,010.00
LG Uplus
7D
-2.5%
1Y
13.0%
Narrative Update • Jun 05

A032640: Steady Fair Value As Margin And Discount Assumptions Guide A Cautious Outlook

Analysts have kept their ₩15,000 price target for LG Uplus unchanged, citing slightly higher assumed profit margins and a modestly higher discount rate that together offset a lower revenue growth outlook and a largely steady future P/E assumption. What's in the News No recent company specific news, periodical coverage, or key developments were provided for LG Uplus in the supplied sources.
A259960
₩236,500.00
KRAFTON
7D
1.5%
1Y
-34.4%
Narrative Update • Jun 05

A259960: Share Repurchases And Margin Expansion Will Support Future Shareholder Returns

Analysts have lifted their fair value estimate for KRAFTON from roughly ₩360,130 to about ₩373,833, reflecting updated assumptions for a lower discount rate, slightly faster profit margin expansion, a more modest future P/E multiple, and adjusted revenue growth expectations. What's in the News KRAFTON, Inc.
A205500
₩2,690.00
NEXUS
7D
28.7%
1Y
-15.3%
A214320
₩19,630.00
Innocean Worldwide
7D
-4.7%
1Y
-2.6%
Analysis Article • May 28

Innocean Worldwide's (KRX:214320) Performance Is Even Better Than Its Earnings Suggest

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A035900
₩55,900.00
JYP Entertainment
7D
1.8%
1Y
-26.1%