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South Korean (KOSPI) Telecom Sector Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies144
  • 7D-1.5%
  • 3M-6.9%
  • 1Y7.4%
  • YTD-3.1%

Over the last 7 days, the Telecom industry has dropped 1.5%, driven by a pullback from SK Telecom of 4.9%. Over the past 12 months, the industry was up 7.4%. Looking forward, earnings are forecast to grow by 20% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026₩160.2t₩128.5t₩6.9t14.6x23.4x1.2x
Wed, 01 Apr 2026₩153.2t₩128.4t₩6.5t13.7x23.4x1.2x
Fri, 27 Feb 2026₩180.2t₩127.9t₩7.0t15.1x25.9x1.4x
Sun, 25 Jan 2026₩170.8t₩127.3t₩6.3t14.2x27x1.3x
Tue, 23 Dec 2025₩159.9t₩127.3t₩6.3t14.8x25.2x1.3x
Thu, 20 Nov 2025₩159.0t₩126.0t₩6.0t13.3x26.5x1.3x
Sat, 18 Oct 2025₩162.1t₩125.7t₩5.2t15.4x31.2x1.3x
Mon, 15 Sep 2025₩169.9t₩125.7t₩5.2t16.1x32.7x1.4x
Wed, 13 Aug 2025₩168.7t₩123.6t₩5.0t18.3x33.9x1.4x
Fri, 11 Jul 2025₩175.4t₩123.6t₩5.3t17.4x33.4x1.4x
Sun, 08 Jun 2025₩153.6t₩123.4t₩5.1t17x30.2x1.2x
Tue, 06 May 2025₩148.2t₩122.5t₩4.6t17.6x32x1.2x
Thu, 03 Apr 2025₩141.3t₩122.2t₩4.7t17.6x30x1.2x
Sat, 01 Mar 2025₩148.9t₩121.6t₩2.3t18.8x64.2x1.2x
Mon, 27 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Wed, 25 Dec 2024₩141.7t₩121.5t₩2.6t19x53.9x1.2x
Fri, 22 Nov 2024₩137.3t₩121.4t₩3.0t15.6x45.5x1.1x
Sun, 20 Oct 2024₩135.5t₩120.5t₩3.1t16.2x44x1.1x
Tue, 17 Sep 2024₩130.9t₩120.4t₩3.1t15.7x42.7x1.1x
Thu, 15 Aug 2024₩131.9t₩119.8t₩2.7t15.2x48x1.1x
Sat, 13 Jul 2024₩137.8t₩119.8t₩2.7t17.6x51.6x1.1x
Mon, 10 Jun 2024₩134.4t₩119.8t₩2.6t17.2x50.9x1.1x
Wed, 08 May 2024₩140.2t₩118.2t₩2.1t17.6x67.1x1.2x
Fri, 05 Apr 2024₩141.3t₩118.3t₩2.1t18.4x66.8x1.2x
Sun, 03 Mar 2024₩143.1t₩118.1t₩3.7t19.7x38.4x1.2x
Tue, 30 Jan 2024₩144.7t₩118.5t₩3.8t19.7x38.1x1.2x
Thu, 28 Dec 2023₩147.5t₩118.8t₩3.8t20.6x38.8x1.2x
Sat, 25 Nov 2023₩143.6t₩118.7t₩3.8t19.2x37.9x1.2x
Mon, 23 Oct 2023₩128.5t₩117.6t₩3.5t18x36.7x1.1x
Wed, 20 Sep 2023₩144.0t₩117.7t₩3.5t19.8x40.6x1.2x
Fri, 18 Aug 2023₩144.3t₩116.7t₩3.4t17.6x42.2x1.2x
Sun, 16 Jul 2023₩148.5t₩116.4t₩3.3t19.7x45.4x1.3x
Tue, 13 Jun 2023₩156.3t₩116.7t₩3.3t20.2x47.3x1.3x
Thu, 11 May 2023₩158.4t₩115.3t₩4.7t18.2x34.1x1.4x
Price to Earnings Ratio

34.1x


Total Market Cap: ₩158.4tTotal Earnings: ₩4.7tTotal Revenue: ₩115.3tTotal 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 23.4x 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 grown 14% per year over the last three years.
  • Revenues for these companies have grown 3.7% 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 Market1.55%
Telecom-1.48%
Media0.64%
Entertainment-0.077%
Interactive Media and Services-1.47%
Telecom Services and Carriers-2.41%
Wireless Telecom-4.89%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 13.7x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings decline of 8.2% 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 8.1x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 32% over the next 5 years.
  • However this is lower than its past earnings growth rate of 51% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.6% 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
A259960 KRAFTON₩286.00k3.6%
+₩447.0b		-25.7%PE17.4x
A352820 HYBE₩258.00k3.2%
+₩343.9b		-2.5%PS4.2x
A263750 Pearl Abyss₩58.90k3.3%
+₩116.7b		66.4%PS9.9x
A041510 SM Entertainment₩96.60k3.6%
+₩77.8b		-24.2%PE6.4x
A036570 NC₩265.50k1.5%
+₩77.6b		82.1%PE14.9x

Latest News

A259960
₩286,000.00
KRAFTON
7D
3.6%
1Y
-25.7%

A259960: Share Repurchases Will Support Future Returns Despite Softer Margin Outlook

Analysts have nudged their fair value estimate for KRAFTON up from about ₩352,708 to roughly ₩360,130, pointing to updated assumptions for slightly lower discount rates, modestly higher revenue growth, and a slightly fuller future P/E multiple, partly offset by a lower profit margin outlook. What's in the News KRAFTON announced a share repurchase program under which it plans to buy back up to ₩99,999.9 million of its shares, with the program set to run until August 3, 2026, and the intention to cancel acquired treasury shares to support shareholder value (company announcement).
A035720
₩47,000.00
Kakao
7D
-3.0%
1Y
23.5%

A035720: Upcoming Capital Inflows And Dividend Policy Will Support Bullish Outlook

Analysts have trimmed Kakao's fair value estimate from ₩59,666 to ₩59,000, as they now expect lower revenue growth and profit margins, along with a higher assumed discount rate and future P/E multiple. What's in the News Kakao's board plans to meet on February 23, 2026 to review finalized terms and conditions for a KRW 45.1b portion of a total investment (Key Developments).
A017670
₩96,900.00
SK Telecom
7D
-1.1%
1Y
80.4%

A017670: Dividend Halt Will Outweigh AI Data Center Expansion Plans

Analysts have raised their SK Telecom price target slightly from ₩80,676.92 to ₩82,144.00, citing small model tweaks in discount rate, revenue growth, profit margin and forward P/E assumptions as the key drivers of this adjustment. What's in the News Rebellions, SK Telecom and Arm are working together on AI inference infrastructure that combines Arm AGI CPUs with Rebellions’ AI chips.
A251270
₩49,500.00
Netmarble
7D
-1.0%
1Y
9.6%

A251270: Share Buybacks And New Game Launches Will Support Future Upside

Analysts have trimmed their price target on Netmarble slightly to around ₩71,800, reflecting updated assumptions that now combine higher expected revenue growth with a lower profit margin outlook and a higher future P/E multiple. What's in the News The board authorizes a share buyback plan dated March 25, 2026, giving management the ability to repurchase shares under an approved program (Key Developments).
A032640
₩15,940.00
LG Uplus
7D
-3.0%
1Y
30.8%
A419530
₩42,900.00
SAMG Entertainment
7D
8.7%
1Y
11.9%
A035420
₩208,500.00
NAVER
7D
-3.0%
1Y
5.6%

A035420: Higher Profit Margins And Dividend Policy Will Support Long-Term Upside

Analysts now set NAVER's fair value at around ₩305,880, down from roughly ₩326,269. The revision reflects updated assumptions for a slightly higher discount rate, a small change in expected revenue growth, stronger profit margins, and a lower future P/E multiple.
A041510
₩96,600.00
SM Entertainment
7D
3.6%
1Y
-24.2%
A462870
₩33,550.00
SHIFT UP
7D
-3.7%
1Y
-39.4%
A036570
₩265,500.00
NC
7D
1.5%
1Y
82.1%

A036570: Higher Future P/E And Dividend Outlook Will Support Re-Rating Potential

Analysts have nudged their fair value estimate for NC to ₩360,000, reflecting updated assumptions for a ₩360,000 price target, a modest adjustment to the discount rate, slightly lower revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News NCSOFT Corporation declared an annual dividend of ₩1,150.0000 per share, with payment scheduled for April 24, 2026 (Key Developments).
A095660
₩22,000.00
NEOWIZ
7D
-7.2%
1Y
-7.4%
A112040
₩24,950.00
WemadeLtd
7D
7.8%
1Y
5.5%

A112040: Global PC Rollout Will Support Margins And Undervalued Long Term Upside

Analysts now keep their fair value estimate for Wemade Ltd steady at ₩34,000, with only small tweaks to inputs such as the discount rate and assumed future P/E helping to refine rather than shift the overall price target narrative. What's in the News WEMADE plans to launch the global version of its flagship MMORPG, Legend of YMIR, on PC platform Steam on April 7, 2026, at 10:00 AM KST, positioning the title for broader international reach (Key Developments).
A030200
₩60,250.00
KT
7D
-1.4%
1Y
12.6%

A030200: Telecom Restructuring And AX Focus Will Drive Future AI Upside

Analysts have slightly reduced their average price target on KT, from about ₩72,150 to roughly ₩71,825. They are incorporating more conservative assumptions for revenue growth and profit margins, along with a modest increase in the expected future P/E multiple.
A263750
₩58,900.00
Pearl Abyss
7D
3.3%
1Y
66.4%

A263750: Higher Future P E Assumptions Will Pressure Downside Risk

Analysts now set Pearl Abyss's fair value at ₩43,500, compared with the prior ₩36,145. This reflects updated assumptions that pair a lower discount rate with more moderate revenue growth, slightly stronger profit margins, and a higher future P/E multiple.
A352820
₩258,000.00
HYBE
7D
3.2%
1Y
-2.5%

A352820: Share Repurchase Plan Will Support Future Repricing Potential

Analysts have slightly trimmed their HYBE fair value estimate from ₩519,480.88 to ₩511,988.62 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E, and use these revised inputs to refresh their overall price target framework. What's in the News The Board of Directors of HYBE Co., Ltd.
A066430
₩2,220.00
I-ROBOTICSCo.Ltd
7D
18.3%
1Y
37.5%