South Korean (KOSPI) Telecom Sector Analysis
UpdatedDec 04, 2023
DataAggregated Company Financials
Companies141
- 7D0.06%
- 3M-0.2%
- 1Y-6.7%
- YTD-1.3%
Last week, the Telecom industry hasn't moved much but KRAFTON is up 5.8% in that time. As for the longer term, the industry has declined 6.7% in the last year. As for the next few years, earnings are expected to grow by 35% 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 |
|---|---|---|---|---|---|---|
| Mon, 04 Dec 2023 | ₩143.7t | ₩118.8t | ₩3.8t | 18.6x | 37.8x | 1.2x |
| Wed, 01 Nov 2023 | ₩128.6t | ₩117.6t | ₩3.5t | 17.6x | 36.7x | 1.1x |
| Fri, 29 Sep 2023 | ₩137.4t | ₩117.7t | ₩3.5t | 18.1x | 38.8x | 1.2x |
| Sun, 27 Aug 2023 | ₩141.0t | ₩117.6t | ₩3.4t | 18.6x | 41x | 1.2x |
| Tue, 25 Jul 2023 | ₩144.1t | ₩116.4t | ₩3.3t | 18.6x | 44.1x | 1.2x |
| Thu, 22 Jun 2023 | ₩150.2t | ₩116.8t | ₩3.3t | 19.6x | 45.4x | 1.3x |
| Sat, 20 May 2023 | ₩160.4t | ₩115.7t | ₩4.6t | 18.6x | 34.5x | 1.4x |
| Mon, 17 Apr 2023 | ₩158.6t | ₩115.0t | ₩4.6t | 19.2x | 34.8x | 1.4x |
| Wed, 15 Mar 2023 | ₩148.2t | ₩113.6t | ₩7.4t | 14.6x | 20.1x | 1.3x |
| Fri, 10 Feb 2023 | ₩167.8t | ₩113.1t | ₩8.1t | 15.4x | 20.7x | 1.5x |
| Sun, 08 Jan 2023 | ₩145.6t | ₩112.8t | ₩8.0t | 13.5x | 18.1x | 1.3x |
| Tue, 06 Dec 2022 | ₩150.5t | ₩112.8t | ₩8.0t | 13.5x | 18.7x | 1.3x |
| Thu, 03 Nov 2022 | ₩138.5t | ₩109.3t | ₩9.6t | 13.2x | 14.4x | 1.3x |
| Sat, 01 Oct 2022 | ₩143.7t | ₩109.4t | ₩9.6t | 12.9x | 15x | 1.3x |
| Mon, 29 Aug 2022 | ₩171.5t | ₩109.2t | ₩9.8t | 14.9x | 17.4x | 1.6x |
| Wed, 27 Jul 2022 | ₩172.4t | ₩107.0t | ₩10.5t | 15.2x | 16.4x | 1.6x |
| Fri, 24 Jun 2022 | ₩163.6t | ₩107.1t | ₩10.5t | 13.4x | 15.6x | 1.5x |
| Sun, 22 May 2022 | ₩192.2t | ₩105.4t | ₩9.8t | 15.8x | 19.7x | 1.8x |
| Tue, 19 Apr 2022 | ₩215.6t | ₩104.2t | ₩10.0t | 17.6x | 21.6x | 2.1x |
| Thu, 17 Mar 2022 | ₩221.6t | ₩98.8t | ₩8.2t | 20.2x | 26.9x | 2.2x |
| Sat, 12 Feb 2022 | ₩210.3t | ₩100.0t | ₩8.6t | 20.9x | 24.5x | 2.1x |
| Mon, 10 Jan 2022 | ₩237.2t | ₩100.4t | ₩8.7t | 27.4x | 27.4x | 2.4x |
| Wed, 08 Dec 2021 | ₩262.0t | ₩100.4t | ₩8.7t | 21.9x | 30.3x | 2.6x |
| Fri, 05 Nov 2021 | ₩277.0t | ₩97.7t | ₩7.1t | 32.2x | 39.2x | 2.8x |
| Sun, 03 Oct 2021 | ₩255.7t | ₩97.4t | ₩7.0t | 23.8x | 36.7x | 2.6x |
| Tue, 31 Aug 2021 | ₩280.9t | ₩97.6t | ₩6.9t | 26.8x | 40.6x | 2.9x |
| Wed, 07 Jul 2021 | ₩258.6t | ₩96.0t | ₩6.4t | 30.5x | 40.3x | 2.7x |
| Sat, 10 Apr 2021 | ₩215.1t | ₩93.3t | ₩5.8t | 29.6x | 37.1x | 2.3x |
| Fri, 01 Jan 2021 | ₩179.6t | ₩91.4t | ₩5.2t | 25.6x | 34.8x | 2x |
Price to Earnings Ratio
42.2x
Current Industry PE
- Investors are optimistic on the South Korean Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 37.1x which is higher than its 3-year average PE of 30.7x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 9.4% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the South Korean Telecom sector?
| KR Market | 0.53% | |
| Telecom | 0.062% | |
| Entertainment | 1.16% | |
| Telecom Services and Carriers | 0.80% | |
| Interactive Media and Services | -0.43% | |
| Media | -2.10% | |
| Wireless Telecom | -2.31% | |
Industry PE
- Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 42.6x.
- Analysts are expecting annual earnings growth of 37.0%, which is higher than its past year's earnings decline of 30.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 48% over the next 5 years.
- This is better than its past earnings decline of 46% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 4.1% 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 | |
|---|---|---|---|---|---|
| A259960 KRAFTON | ₩217.50k | 5.8% +₩554.5b | 7.9% | PE22.5x | |
| A112040 WemadeLtd | ₩59.90k | 16.1% +₩277.7b | 51.5% | PS3.3x | |
| A036570 Ncsoft | ₩281.00k | 4.3% +₩233.5b | -40.1% | PE37.2x | |
| A251270 Netmarble | ₩57.10k | 2.9% +₩131.1b | 5.2% | PS1.9x | |
| A030200 KT | ₩33.25k | 1.1% +₩87.4b | -11.2% | PE7x |