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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies143
  • 7D2.8%
  • 3M-3.6%
  • 1Y14.5%
  • YTD17.1%

The Telecom industry is up 2.2% in the last week, with Kakao up 4.7%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025₩161.4t₩127.3t₩6.3t14.6x25.5x1.3x
Sun, 23 Nov 2025₩161.4t₩125.9t₩6.0t13.1x26.8x1.3x
Tue, 21 Oct 2025₩162.1t₩125.7t₩5.2t15.3x31.2x1.3x
Thu, 18 Sep 2025₩168.6t₩125.7t₩5.2t16.2x32.4x1.3x
Sat, 16 Aug 2025₩168.3t₩124.4t₩5.1t17.2x32.7x1.4x
Mon, 14 Jul 2025₩174.7t₩123.7t₩5.3t18x33.3x1.4x
Wed, 11 Jun 2025₩161.0t₩123.4t₩5.1t17.3x31.7x1.3x
Fri, 09 May 2025₩145.7t₩122.5t₩4.6t18.3x31.5x1.2x
Sun, 06 Apr 2025₩145.4t₩122.4t₩4.6t17.9x31.4x1.2x
Tue, 04 Mar 2025₩148.9t₩121.5t₩2.3t18.8x64.3x1.2x
Thu, 30 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Sat, 28 Dec 2024₩138.6t₩121.5t₩2.6t18x52.7x1.1x
Mon, 25 Nov 2024₩138.5t₩121.6t₩2.8t15.8x49.2x1.1x
Wed, 23 Oct 2024₩135.5t₩120.5t₩3.1t16x44x1.1x
Fri, 20 Sep 2024₩131.1t₩120.4t₩3.1t15.5x42.8x1.1x
Sun, 18 Aug 2024₩130.4t₩119.8t₩2.8t15.6x47.4x1.1x
Tue, 16 Jul 2024₩137.5t₩119.8t₩2.7t17.6x51.6x1.1x
Thu, 13 Jun 2024₩132.0t₩119.8t₩2.6t17.2x49.9x1.1x
Sat, 11 May 2024₩141.2t₩118.3t₩2.2t17.9x65.7x1.2x
Mon, 08 Apr 2024₩140.3t₩118.3t₩2.1t18.1x66.3x1.2x
Wed, 06 Mar 2024₩139.2t₩118.1t₩3.7t20.5x37.3x1.2x
Fri, 02 Feb 2024₩142.3t₩118.5t₩3.8t19.1x37.5x1.2x
Sun, 31 Dec 2023₩148.8t₩118.5t₩3.8t20.6x39.2x1.3x
Tue, 28 Nov 2023₩143.9t₩118.7t₩3.8t18.6x37.4x1.2x
Thu, 26 Oct 2023₩131.2t₩117.6t₩3.5t18.6x37.5x1.1x
Sat, 23 Sep 2023₩138.1t₩117.7t₩3.5t18.4x39x1.2x
Mon, 21 Aug 2023₩142.2t₩117.3t₩3.6t17.7x39.7x1.2x
Wed, 19 Jul 2023₩147.8t₩116.4t₩3.3t19.4x45.3x1.3x
Fri, 16 Jun 2023₩154.4t₩116.8t₩3.3t20x46.7x1.3x
Sun, 14 May 2023₩158.3t₩115.3t₩4.6t17.8x34.1x1.4x
Tue, 11 Apr 2023₩153.0t₩114.9t₩4.7t18.8x32.6x1.3x
Thu, 09 Mar 2023₩154.4t₩113.0t₩7.6t16.4x20.4x1.4x
Sat, 04 Feb 2023₩165.6t₩113.1t₩8.1t15.6x20.4x1.5x
Mon, 02 Jan 2023₩144.1t₩112.8t₩8.0t13.6x17.9x1.3x
Price to Earnings Ratio

17.9x


Total Market Cap: ₩144.1tTotal Earnings: ₩8.0tTotal Revenue: ₩112.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.5x20242025
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 25.5x which is lower than its 3-year average PE of 39.5x.
  • 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 declined 7.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.1% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the South Korean Telecom sector?

KR Market2.69%
Telecom2.77%
Interactive Media and Services3.53%
Entertainment3.28%
Telecom Services and Carriers1.36%
Wireless Telecom0.76%
Media-0.62%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings growth of 2.4% 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 7.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% over the next 5 years.
  • However this is lower than its past earnings growth rate of 140% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 13% 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
A036570 NCSOFT₩204.50k5.1%
+₩193.9b		6.7%PE11.6x
A041510 SM Entertainment₩124.40k6.2%
+₩167.1b		66.5%PE9.2x
A376300 DEAR U₩39.25k5.5%
+₩48.7b		12.5%PE67.4x
A263750 Pearl Abyss₩37.10k2.1%
+₩46.1b		36.1%PE43x
A352820 HYBE₩314.50k0.3%
+₩42.4b		64.1%PS5x

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-0.2%
1Y
49.5%

A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).
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A036570
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A122870
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