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South Korean (KOSPI) Telecom Sector Analysis

UpdatedOct 14, 2024
DataAggregated Company Financials
Companies139
  • 7D-0.2%
  • 3M-2.3%
  • 1Y-3.4%
  • YTD-14.2%

Last week, the Telecom industry hasn't moved much but NAVER is up 3.2% in that time. As for the longer term, the industry has declined 3.4% in the last year. As for the next few years, earnings are expected to grow by 28% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 15 Oct 2024₩133.7t₩120.5t₩3.1t16.4x43.5x1.1x
Thu, 12 Sep 2024₩128.2t₩120.4t₩3.1t15x41.8x1.1x
Sat, 10 Aug 2024₩131.8t₩119.9t₩2.7t14.9x48.5x1.1x
Mon, 08 Jul 2024₩131.1t₩119.8t₩2.7t17.2x49.1x1.1x
Wed, 05 Jun 2024₩134.6t₩119.8t₩2.6t16.7x50.8x1.1x
Fri, 03 May 2024₩136.8t₩118.2t₩2.1t18.3x65.5x1.2x
Sun, 31 Mar 2024₩144.0t₩118.1t₩2.2t19.1x67x1.2x
Tue, 27 Feb 2024₩147.2t₩118.1t₩3.7t20.2x39.5x1.2x
Thu, 25 Jan 2024₩147.3t₩118.5t₩3.8t20.3x38.8x1.2x
Sat, 23 Dec 2023₩146.0t₩118.8t₩3.8t20.4x38.4x1.2x
Mon, 20 Nov 2023₩138.4t₩118.0t₩3.6t18.9x38.9x1.2x
Wed, 18 Oct 2023₩135.0t₩117.6t₩3.5t18.5x38.6x1.1x
Fri, 15 Sep 2023₩146.0t₩117.7t₩3.5t20.6x41.4x1.2x
Sun, 13 Aug 2023₩149.1t₩116.6t₩3.4t18.2x44.1x1.3x
Tue, 11 Jul 2023₩142.1t₩116.4t₩3.3t19.6x43.5x1.2x
Thu, 08 Jun 2023₩156.1t₩116.7t₩3.3t20.2x47.2x1.3x
Sat, 06 May 2023₩157.2t₩115.3t₩4.7t18.2x33.8x1.4x
Mon, 03 Apr 2023₩153.0t₩114.9t₩4.8t19.3x32.1x1.3x
Wed, 01 Mar 2023₩158.1t₩113.0t₩7.8t15.8x20.2x1.4x
Fri, 27 Jan 2023₩157.9t₩112.8t₩8.1t15.3x19.6x1.4x
Sun, 25 Dec 2022₩144.6t₩112.9t₩8.1t13.4x18x1.3x
Tue, 22 Nov 2022₩148.1t₩111.2t₩8.2t14x18x1.3x
Thu, 20 Oct 2022₩133.5t₩109.2t₩9.6t12.7x13.9x1.2x
Sat, 17 Sep 2022₩160.9t₩109.4t₩9.6t14.5x16.8x1.5x
Mon, 15 Aug 2022₩184.0t₩106.1t₩9.8t16.6x18.8x1.7x
Wed, 13 Jul 2022₩165.9t₩107.0t₩10.5t14.8x15.8x1.6x
Fri, 10 Jun 2022₩194.2t₩107.1t₩10.5t17.3x18.5x1.8x
Sun, 08 May 2022₩195.6t₩104.6t₩9.8t16.6x19.9x1.9x
Tue, 05 Apr 2022₩233.8t₩104.2t₩10.0t17.6x23.4x2.2x
Thu, 03 Mar 2022₩215.7t₩98.0t₩7.7t21.9x27.9x2.2x
Sat, 29 Jan 2022₩206.7t₩100.4t₩8.7t20.6x23.8x2.1x
Mon, 27 Dec 2021₩263.0t₩100.4t₩8.7t26.6x30.3x2.6x
Wed, 24 Nov 2021₩284.8t₩99.2t₩8.0t26.3x35.4x2.9x
Fri, 22 Oct 2021₩273.1t₩97.4t₩7.0t28.3x39.2x2.8x
Price to Earnings Ratio

39.2x


Total Market Cap: ₩273.1tTotal Earnings: ₩7.0tTotal Revenue: ₩97.4tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 33.5x202220232024
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 43.5x which is higher than its 3-year average PE of 33.5x.
  • The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.4% 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, which has decreased profits.

Industry Trends

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

KR Market0.87%
Telecom-0.17%
Media1.98%
Interactive Media and Services1.54%
Telecom Services and Carriers-0.48%
Entertainment-1.34%
Wireless Telecom-1.73%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 300x.
    • Analysts are expecting annual earnings growth of 35.0%, which is higher than its past year's earnings growth of 7.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings growth rate of 7.3% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 6.2% 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₩171.40k3.2%
+₩800.3b
-9.6%PE17.1x
A259960 KRAFTON₩330.50k3.6%
+₩522.6b
114.5%PE16.9x
A352820 HYBE₩184.30k6.2%
+₩449.8b
-23.2%PE99.1x
A036000 YeaRimDang Publishing₩3.34k101.9%
+₩38.8b
89.7%PE23.8x
A418470 Millie Seojae₩19.50k29.1%
+₩37.4b
-14.8%n/a
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18.0%

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27.7%

A418470

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29.1%

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