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South Korean (KOSPI) Telecom Sector Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies144
  • 7D3.1%
  • 3M-4.0%
  • 1Y10.9%
  • YTD-5.9%

Over the last 7 days, the Telecom industry has dropped 1.2%, driven by NAVER declining 1.0%. In contrast, Pearl Abyss has gained 62%. This takes the industry's 12 month performance to a gain of 10%. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 31 Mar 2026₩155.4t₩128.4t₩6.5t14x23.8x1.2x
Thu, 26 Feb 2026₩178.7t₩127.9t₩7.0t15.4x25.7x1.4x
Sat, 24 Jan 2026₩170.8t₩127.3t₩6.3t14.2x27x1.3x
Mon, 22 Dec 2025₩159.3t₩127.3t₩6.3t14.8x25.1x1.3x
Wed, 19 Nov 2025₩159.3t₩125.5t₩5.2t13.6x30.6x1.3x
Fri, 17 Oct 2025₩164.6t₩125.7t₩5.2t15.6x31.7x1.3x
Sun, 14 Sep 2025₩169.9t₩125.7t₩5.2t16.1x32.7x1.4x
Tue, 12 Aug 2025₩169.1t₩123.6t₩5.0t18.5x33.9x1.4x
Thu, 10 Jul 2025₩174.6t₩123.6t₩5.3t17.2x33.2x1.4x
Sat, 07 Jun 2025₩153.6t₩123.4t₩5.1t17x30.2x1.2x
Mon, 05 May 2025₩148.2t₩122.5t₩4.6t17.6x32x1.2x
Wed, 02 Apr 2025₩142.3t₩122.2t₩4.7t17x30.4x1.2x
Fri, 28 Feb 2025₩152.8t₩121.6t₩2.3t19.3x65.9x1.3x
Sun, 26 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Tue, 24 Dec 2024₩142.0t₩121.5t₩2.6t19.5x54x1.2x
Thu, 21 Nov 2024₩138.1t₩121.4t₩3.0t15.8x45.8x1.1x
Sat, 19 Oct 2024₩135.5t₩120.5t₩3.1t16.2x44x1.1x
Mon, 16 Sep 2024₩130.9t₩120.4t₩3.1t15.7x42.7x1.1x
Wed, 14 Aug 2024₩132.4t₩119.8t₩2.7t14.9x48.2x1.1x
Fri, 12 Jul 2024₩137.9t₩119.8t₩2.7t17.4x51.7x1.2x
Sun, 09 Jun 2024₩134.4t₩119.8t₩2.6t17.2x50.9x1.1x
Tue, 07 May 2024₩139.0t₩118.2t₩2.1t18.2x66.6x1.2x
Thu, 04 Apr 2024₩142.2t₩118.3t₩2.1t18.5x67.2x1.2x
Sat, 02 Mar 2024₩143.1t₩118.1t₩3.7t19.7x38.4x1.2x
Mon, 29 Jan 2024₩147.1t₩118.5t₩3.8t20.1x38.8x1.2x
Wed, 27 Dec 2023₩145.7t₩118.8t₩3.8t20.1x38.4x1.2x
Fri, 24 Nov 2023₩143.5t₩118.6t₩3.6t19.8x40.2x1.2x
Sun, 22 Oct 2023₩128.5t₩117.6t₩3.5t18x36.7x1.1x
Tue, 19 Sep 2023₩145.3t₩117.7t₩3.5t19.8x41.2x1.2x
Thu, 17 Aug 2023₩145.9t₩116.7t₩3.4t18x42.6x1.3x
Sat, 15 Jul 2023₩148.5t₩116.4t₩3.3t19.7x45.4x1.3x
Mon, 12 Jun 2023₩155.4t₩116.7t₩3.3t20.3x47x1.3x
Wed, 10 May 2023₩158.8t₩115.3t₩4.7t18.4x34.2x1.4x
Fri, 07 Apr 2023₩152.0t₩114.9t₩4.8t18.9x31.9x1.3x
Price to Earnings Ratio

31.9x


Total Market Cap: ₩152.0tTotal Earnings: ₩4.8tTotal Revenue: ₩114.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 40x202420252026
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 24.3x which is lower than its 3-year average PE of 40.0x.
  • 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 11% 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 Market-2.01%
Telecom3.11%
Entertainment6.31%
Wireless Telecom5.67%
Telecom Services and Carriers4.08%
Interactive Media and Services-0.49%
Media-2.72%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 298x.
    • Analysts expect its future annual earnings growth (39.8%) to be largely in line with prior year's earnings growth.
  • 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 40% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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
A263750 Pearl Abyss₩67.60k61.9%
+₩1.6t		125.3%PS11.4x
A259960 KRAFTON₩250.50k9.9%
+₩1.0t		-25.1%PE15.2x
A017670 SK Telecom₩78.30k5.5%
+₩873.3b		41.1%PE42.9x
A030200 KT₩60.80k5.2%
+₩723.3b		22.6%PE8.5x
A352820 HYBE₩302.50k4.1%
+₩515.5b		28.5%PS4.9x

Latest News

A035420
₩207,000.00
NAVER
7D
-1.0%
1Y
8.4%

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.
A181710
₩41,900.00
NHN
7D
13.4%
1Y
138.6%

A181710: Global Game Launch Will Likely Leave Shares Vulnerable To Future Repricing

Analysts have raised their price target on NHN from ₩36,880 to ₩37,780, reflecting updated assumptions around revenue, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News NHN announced the official global launch of "Abyssdia," a collection RPG developed by Ring Games, now available in North America and other international markets.
A079160
₩4,615.00
CJ CGV
7D
-4.3%
1Y
4.3%
A036570
₩222,000.00
NCSOFT
7D
3.7%
1Y
48.6%

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).
A194480
₩28,750.00
Devsisters
7D
-24.4%
1Y
-31.5%
A293490
₩12,370.00
Kakao Games
7D
-8.5%
1Y
-13.9%
A030200
₩60,800.00
KT
7D
5.2%
1Y
22.6%

A030200: Share Buybacks And Article Changes Will Support Long-Term Upside Potential

Analysts now estimate fair value for KT at around ₩95,603, up from about ₩94,434. The revision primarily reflects modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.
A462870
₩31,650.00
SHIFT UP
7D
8.6%
1Y
-43.2%
A263750
₩67,600.00
Pearl Abyss
7D
61.9%
1Y
125.3%

A263750: Elevated Future P/E Assumptions Will Sustain Bearish View Despite Rich Margins

Analysts have set their price target on Pearl Abyss at ₩20,000, reflecting updated assumptions for revenue growth, profit margins, and future P/E that together support this unchanged fair value level. Valuation Changes Fair Value: Unchanged at ₩20,000.
A376300
₩31,000.00
DEAR U
7D
-5.6%
1Y
-21.3%
A352820
₩302,500.00
HYBE
7D
4.1%
1Y
28.5%

A352820: Share Repurchase And Higher Profit Margins Will Support Future Upside

Analysts have lifted their fair value estimate for HYBE from around ₩377,000 to about ₩388,000 per share. They cite updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target framework.
A017670
₩78,300.00
SK Telecom
7D
5.5%
1Y
41.1%

A017670: AI Data Center Alliances And Dividend Halt Will Shape Balanced Outlook

Analysts have adjusted their fair value estimate for SK Telecom from ₩72,600 to about ₩76,138, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Signed a three party memorandum of understanding with Supermicro and Schneider Electric to co develop prefabricated modular solutions for AI data centers.
A259960
₩250,500.00
KRAFTON
7D
9.9%
1Y
-25.1%

A259960: Share Repurchases Will Support Future Returns Despite Softer Assumptions

Analysts have trimmed their fair value estimate for KRAFTON to about ₩356,583 per share from roughly ₩364,320, reflecting updated views on revenue growth, profit margins and the appropriate discount rate, while keeping future P/E assumptions broadly similar. What's in the News KRAFTON announced a share repurchase program under which it plans to buy back up to 840,330 shares, with the stated aim of increasing shareholder value through acquisition and burning of treasury stock (Key Developments).
A053210
₩4,760.00
KT Skylife
7D
-6.3%
1Y
5.5%
A214320
₩17,880.00
Innocean Worldwide
7D
-6.4%
1Y
2.3%
A030000
₩19,360.00
Cheil Worldwide
7D
-4.9%
1Y
7.4%