Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

South Korean (KOSPI) Telecom Sector Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies144
  • 7D-2.3%
  • 3M-4.2%
  • 1Y14.8%
  • YTD-6.9%

Over the last 7 days, the Telecom industry has dropped 2.3%, and KRAFTON contributed the most with a 5.5% decline. On the other hand SK Telecom is actually up 21%. This takes the industry's 12 month performance to a gain of 15%. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026₩153.8t₩128.4t₩6.9t13.9x22.3x1.2x
Sat, 07 Mar 2026₩162.5t₩127.8t₩6.6t14.5x24.6x1.3x
Mon, 02 Feb 2026₩178.8t₩127.3t₩6.3t15.4x28.2x1.4x
Wed, 31 Dec 2025₩161.6t₩127.3t₩6.3t14.5x25.5x1.3x
Fri, 28 Nov 2025₩161.3t₩127.2t₩6.3t13.6x25.5x1.3x
Sun, 26 Oct 2025₩162.5t₩125.7t₩5.2t15.2x31.3x1.3x
Tue, 23 Sep 2025₩169.1t₩125.6t₩5.2t16.1x32.6x1.3x
Thu, 21 Aug 2025₩169.1t₩124.5t₩5.1t16.7x32.9x1.4x
Sat, 19 Jul 2025₩170.5t₩123.7t₩5.3t17.9x32.4x1.4x
Mon, 16 Jun 2025₩161.3t₩123.4t₩5.1t16.7x31.7x1.3x
Wed, 14 May 2025₩145.5t₩122.6t₩4.7t18.4x31.2x1.2x
Fri, 11 Apr 2025₩139.6t₩122.4t₩4.6t17.6x30.2x1.1x
Sun, 09 Mar 2025₩148.8t₩121.5t₩2.3t19.4x64.3x1.2x
Tue, 04 Feb 2025₩145.8t₩121.6t₩2.6t17.9x55.3x1.2x
Thu, 02 Jan 2025₩137.9t₩121.5t₩2.6t18.2x52.4x1.1x
Sat, 30 Nov 2024₩147.1t₩121.6t₩2.7t18.2x55x1.2x
Mon, 28 Oct 2024₩134.7t₩120.5t₩3.1t15.9x43.8x1.1x
Wed, 25 Sep 2024₩132.9t₩120.4t₩3.1t15.6x43.2x1.1x
Fri, 23 Aug 2024₩135.0t₩120.6t₩3.2t16.2x42.5x1.1x
Sun, 21 Jul 2024₩136.2t₩119.8t₩2.7t16.6x51.1x1.1x
Tue, 18 Jun 2024₩132.0t₩119.8t₩2.6t17.1x50x1.1x
Thu, 16 May 2024₩138.8t₩118.5t₩2.2t18.3x64.2x1.2x
Sat, 13 Apr 2024₩135.5t₩118.3t₩2.1t17.9x64.4x1.1x
Mon, 11 Mar 2024₩139.4t₩118.2t₩3.6t19.8x38.6x1.2x
Wed, 07 Feb 2024₩143.5t₩118.0t₩4.0t20x35.9x1.2x
Fri, 05 Jan 2024₩149.7t₩118.5t₩3.8t20.5x39.4x1.3x
Sun, 03 Dec 2023₩143.7t₩118.8t₩3.8t18.8x37.4x1.2x
Tue, 31 Oct 2023₩128.9t₩117.6t₩3.5t17.7x36.8x1.1x
Thu, 28 Sep 2023₩137.4t₩117.7t₩3.5t18.1x38.8x1.2x
Sat, 26 Aug 2023₩141.0t₩117.8t₩3.5t19.5x39.9x1.2x
Mon, 24 Jul 2023₩146.5t₩116.4t₩3.3t19.2x44.8x1.3x
Wed, 21 Jun 2023₩153.5t₩116.8t₩3.3t18.8x46.4x1.3x
Fri, 19 May 2023₩159.2t₩115.8t₩4.7t18.2x34x1.4x
Sun, 16 Apr 2023₩158.6t₩115.0t₩4.6t19.2x34.8x1.4x
Price to Earnings Ratio

34.8x


Total Market Cap: ₩158.6tTotal Earnings: ₩4.6tTotal Revenue: ₩115.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.9x202420252026
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 22.3x which is lower than its 3-year average PE of 39.9x.
  • 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 15% 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 Market6.12%
Telecom-2.32%
Wireless Telecom13.43%
Telecom Services and Carriers0.72%
Media-0.79%
Interactive Media and Services-2.72%
Entertainment-7.89%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 12.8x.
    • Analysts are expecting annual earnings growth of 26.7%, 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 8.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 35% 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 5.0% 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
A017670 SK Telecom₩93.80k20.6%
+₩3.4t		67.8%PE51.4x
A035420 NAVER₩201.50k2.9%
+₩852.6b		9.6%PE15.5x
A035720 Kakao₩47.30k4.2%
+₩836.6b		18.3%PE41.6x
A036570 NCSOFT₩234.00k9.9%
+₩407.2b		64.6%PE13.1x
A030200 KT₩61.00k2.7%
+₩385.8b		26.6%PE8.5x

Latest News

A017670
₩93,800.00
SK Telecom
7D
20.6%
1Y
67.8%
A253450
₩33,750.00
Studio Dragon
7D
-4.5%
1Y
-25.8%

A253450: RSU Buybacks And Rich Future P/E Will Shape Balanced Return Potential

Analysts have adjusted their fair value estimate for Studio Dragon slightly, reducing it from ₩37,629.90 to ₩37,538.75. This change reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
A030200
₩61,000.00
KT
7D
2.7%
1Y
26.6%

A030200: Telecom Restructuring And AX Focus Will Support Future AI Expansion

Analysts have lifted their fair value estimate for KT from ₩65,256 to about ₩72,151, citing slightly lower discount rate assumptions, more conservative revenue growth inputs, a modestly higher profit margin outlook, and a small adjustment to the future P/E they use in their models. What's in the News KT announced a sweeping organizational restructuring and executive reshuffle, including a 30% reduction in executive-level roles and full replacement of key department heads, aimed at strengthening its core telecom operations and accelerating artificial intelligence transformation, or AX (Key Developments).
A035760
₩52,900.00
CJ ENM
7D
-1.7%
1Y
-6.7%
A263750
₩56,500.00
Pearl Abyss
7D
-14.7%
1Y
77.1%

A263750: Higher Profitability Assumptions Will Support Stronger Future Upside Potential

Analysts have revised their fair value estimate for Pearl Abyss from ₩47,000 to about ₩70,026, reflecting updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Valuation Changes Fair Value: revised from ₩47,000 to about ₩70,026, a large uplift in the central valuation estimate.
A352820
₩255,500.00
HYBE
7D
-4.8%
1Y
11.3%

A352820: Share Repurchase Plan Will Support Equity Rerating Potential

Analysts have adjusted their fair value estimate for HYBE from ₩500,000 to about ₩519,481. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
A032640
₩16,190.00
LG Uplus
7D
4.5%
1Y
54.2%

A032640: Future Shareholder Returns Will Be Supported By Ongoing Share Repurchases

Analysts have adjusted their price target for LG Uplus to ₩22,778 from ₩20,993, reflecting model updates that incorporate slightly different assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News From October 1, 2025 to December 31, 2025, LG Uplus repurchased 2,255,541 shares, representing 0.52% of its shares, for ₩34,203 million under its existing buyback program (company filing).
A251270
₩50,000.00
Netmarble
7D
2.0%
1Y
26.9%

A251270: Share Buybacks And New RPG Releases Will Support Future Margins

Analysts have nudged their price target on Netmarble higher to about ₩71,900 from roughly ₩71,500, citing updated assumptions that combine a slightly lower discount rate and a modestly stronger profit margin outlook with more conservative revenue growth and a marginally lower future P/E. What's in the News The Board of Directors authorized a share repurchase plan with up to ₩82,800 million to be bought back under a contract with KB Securities, valid through June 25, 2026.
A035720
₩47,300.00
Kakao
7D
4.2%
1Y
18.3%

A035720: New Capital Raise And Dividend Policy Will Support Future Upside

Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).
A259960
₩234,000.00
KRAFTON
7D
-5.5%
1Y
-38.0%

A259960: Share Repurchases And Higher Margins Will Support Future Returns

Analysts have reduced their 12 month price target for KRAFTON by ₩1,250 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News KRAFTON, Inc.
A035420
₩201,500.00
NAVER
7D
2.9%
1Y
9.6%

A035420: Higher Terminal P/E Assumptions Will Support Undervalued Upside Potential

Analysts now set NAVER's fair value at ₩260,000, up from ₩246,454. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.
A035900
₩59,600.00
JYP Entertainment
7D
-0.8%
1Y
-0.3%

We Think That There Are Issues Underlying JYP Entertainment's (KOSDAQ:035900) Earnings

Mar 27
We Think That There Are Issues Underlying JYP Entertainment's (KOSDAQ:035900) Earnings
A036570
₩234,000.00
NCSOFT
7D
9.9%
1Y
64.6%

A036570: Higher Future P/E Assumptions Will Support Re-Rating Potential

Analysts have adjusted their price target on NCSOFT from about ₩310,000 to roughly ₩359,000, reflecting updated views on fair value, growth assumptions, profitability, and future P/E expectations. What's in the News NCSOFT Corporation announced an annual dividend of ₩1,150.0000 per share, scheduled to be paid on April 24, 2026, with an ex dividend date of March 30, 2026, and a record date of March 31, 2026 (Key Developments).
A293490
₩12,590.00
Kakao Games
7D
6.2%
1Y
-8.6%
A122870
₩50,000.00
YG Entertainment
7D
-1.6%
1Y
-13.8%
A289220
₩2,770.00
GIANTSTEP
7D
-18.8%
1Y
-42.5%