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South Korean (KOSPI) Telecom Sector Analysis

UpdatedApr 30, 2026
DataAggregated Company Financials
Companies144
  • 7D0.2%
  • 3M-9.9%
  • 1Y9.6%
  • YTD-1.4%

Over the last 7 days, the Telecom industry has remained flat, although notably SK Telecom declined by 4.7%. The past year has been better, since the industry has gained 11% in that time. As for the next few years, earnings are expected to grow by 19% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026₩163.0t₩128.5t₩6.9t14.6x23.8x1.3x
Sat, 28 Mar 2026₩158.6t₩128.3t₩6.8t13.9x23.5x1.2x
Mon, 23 Feb 2026₩180.4t₩127.9t₩6.8t14.9x26.3x1.4x
Wed, 21 Jan 2026₩166.0t₩127.3t₩6.3t14.3x26.2x1.3x
Fri, 19 Dec 2025₩157.0t₩127.3t₩6.3t14.6x24.8x1.2x
Sun, 16 Nov 2025₩163.9t₩125.5t₩4.8t14.2x34.1x1.3x
Tue, 14 Oct 2025₩167.3t₩125.7t₩5.2t15.7x32.2x1.3x
Thu, 11 Sep 2025₩165.9t₩125.7t₩5.2t15.8x31.9x1.3x
Sat, 09 Aug 2025₩169.4t₩123.6t₩5.0t18.8x33.9x1.4x
Mon, 07 Jul 2025₩172.2t₩123.6t₩5.3t17.5x32.8x1.4x
Wed, 04 Jun 2025₩150.2t₩123.4t₩5.1t16.4x29.5x1.2x
Fri, 02 May 2025₩147.9t₩122.5t₩4.6t18x32x1.2x
Sun, 30 Mar 2025₩143.4t₩122.4t₩3.9t16.5x36.5x1.2x
Tue, 25 Feb 2025₩150.9t₩121.6t₩2.4t19x63.9x1.2x
Thu, 23 Jan 2025₩140.6t₩121.5t₩2.6t18.9x53.4x1.2x
Sat, 21 Dec 2024₩143.1t₩121.5t₩2.6t19.2x54.4x1.2x
Mon, 18 Nov 2024₩133.4t₩120.6t₩3.4t14.7x39.5x1.1x
Wed, 16 Oct 2024₩135.6t₩120.5t₩3.1t16.6x44.1x1.1x
Fri, 13 Sep 2024₩130.0t₩120.4t₩3.1t15.4x42.4x1.1x
Sun, 11 Aug 2024₩131.8t₩119.9t₩2.7t14.9x48.5x1.1x
Tue, 09 Jul 2024₩132.2t₩119.8t₩2.7t17.4x49.6x1.1x
Thu, 06 Jun 2024₩134.5t₩119.8t₩2.6t16.5x50.8x1.1x
Sat, 04 May 2024₩139.1t₩118.2t₩2.1t18.2x66.6x1.2x
Mon, 01 Apr 2024₩144.0t₩118.1t₩2.2t19.1x67x1.2x
Wed, 28 Feb 2024₩145.8t₩118.1t₩3.7t19.6x39.1x1.2x
Fri, 26 Jan 2024₩145.8t₩118.5t₩3.8t20.1x38.4x1.2x
Sun, 24 Dec 2023₩145.9t₩118.8t₩3.8t20.4x38.4x1.2x
Tue, 21 Nov 2023₩140.1t₩118.0t₩3.6t19x39.4x1.2x
Thu, 19 Oct 2023₩133.1t₩117.6t₩3.5t17.8x38x1.1x
Sat, 16 Sep 2023₩146.0t₩117.7t₩3.5t20.6x41.4x1.2x
Mon, 14 Aug 2023₩149.1t₩116.6t₩3.4t18.2x44.5x1.3x
Wed, 12 Jul 2023₩145.2t₩116.4t₩3.3t19.6x44.5x1.2x
Fri, 09 Jun 2023₩154.7t₩116.7t₩3.3t20.3x46.8x1.3x
Sun, 07 May 2023₩157.2t₩115.3t₩4.7t18.3x33.8x1.4x
Price to Earnings Ratio

33.8x


Total Market Cap: ₩157.2tTotal 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 23.8x which is lower than its 3-year average PE of 39.8x.
  • 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 Market4.14%
Telecom0.23%
Entertainment1.92%
Interactive Media and Services1.61%
Media0.39%
Telecom Services and Carriers-2.74%
Wireless Telecom-4.67%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 13.6x.
    • 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 29% 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 4.7% 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
A035420 NAVER₩220.00k2.8%
+₩897.5b		9.7%PE16.9x
A259960 KRAFTON₩277.50k4.5%
+₩535.7b		-25.3%PE16.9x
A263750 Pearl Abyss₩59.90k3.8%
+₩135.1b		69.0%PS10.1x
A041510 SM Entertainment₩97.50k5.2%
+₩109.9b		-21.3%PE6.4x
A352820 HYBE₩252.50k1.0%
+₩107.5b		-5.4%PS4.1x

Latest News

A419530
₩46,350.00
SAMG Entertainment
7D
22.9%
1Y
19.6%
A017670
₩95,600.00
SK Telecom
7D
-4.7%
1Y
76.1%
A035420
₩220,000.00
NAVER
7D
2.8%
1Y
9.7%

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.
A035720
₩48,400.00
Kakao
7D
-0.1%
1Y
26.5%
A041510
₩97,500.00
SM Entertainment
7D
5.2%
1Y
-21.3%
A036570
₩277,500.00
NC
7D
0.9%
1Y
89.7%

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
₩22,700.00
NEOWIZ
7D
-3.8%
1Y
-2.8%
A112040
₩25,050.00
WemadeLtd
7D
5.3%
1Y
-12.6%

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
₩60,500.00
KT
7D
-2.1%
1Y
16.8%

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
₩59,900.00
Pearl Abyss
7D
3.8%
1Y
69.0%

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.
A101730
₩6,150.00
Wemade Max
7D
-6.5%
1Y
-12.1%
A352820
₩252,500.00
HYBE
7D
1.0%
1Y
-5.4%

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.
A032640
₩16,050.00
LG Uplus
7D
-4.1%
1Y
33.5%

A032640: Completed Buyback Will Leave Slower Earnings Power Driving A Cautious Future

Analysts have kept the LG Uplus fair value estimate steady at ₩15,000, citing slightly lower assumed revenue growth and profit margins, which are partly offset by a lower discount rate and a modestly higher future P/E multiple in their refreshed model. What's in the News LG Uplus completed a share repurchase of 4,059,808 shares, representing 0.94% of shares, for ₩60,528 million under the buyback announced on July 21, 2025, covering the period from October 1, 2025 to December 31, 2025 (Key Developments).
A259960
₩277,500.00
KRAFTON
7D
4.5%
1Y
-25.3%

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

Analysts have trimmed their price target on KRAFTON from about ₩355,333 to roughly ₩352,708, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News KRAFTON completed a share repurchase program announced on February 9, 2026, buying back 829,223 shares in total, representing 1.86% of shares, for KRW 199,998.44 million (Key Developments).
A093320
₩105,400.00
KINX
7D
-2.4%
1Y
33.8%
A036630
₩10,040.00
Sejong Telecom
7D
-12.3%
1Y
46.6%