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South Korean (KOSPI) Telecom Sector Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies143
  • 7D1.7%
  • 3M5.3%
  • 1Y18.8%
  • YTD7.6%

Over the last 7 days, the Telecom industry has risen 1.7%, driven by gains from KT of 9.6%. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 26% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026₩177.5t₩127.6t₩6.0t15.1x29.7x1.4x
Sat, 10 Jan 2026₩160.8t₩127.3t₩6.3t14.5x25.4x1.3x
Mon, 08 Dec 2025₩162.5t₩127.2t₩6.3t14.3x25.7x1.3x
Wed, 05 Nov 2025₩169.5t₩125.1t₩4.8t14.9x35.6x1.4x
Fri, 03 Oct 2025₩165.5t₩125.7t₩5.2t15.9x31.9x1.3x
Sun, 31 Aug 2025₩164.5t₩122.9t₩4.9t15.7x33.7x1.3x
Tue, 29 Jul 2025₩164.2t₩123.7t₩5.3t17.3x31.3x1.3x
Thu, 26 Jun 2025₩184.6t₩123.3t₩5.1t18.5x36.2x1.5x
Sat, 24 May 2025₩146.2t₩123.2t₩4.8t17.9x30.3x1.2x
Mon, 21 Apr 2025₩143.8t₩122.4t₩4.6t18.9x31.1x1.2x
Wed, 19 Mar 2025₩146.2t₩122.0t₩3.0t18x49.4x1.2x
Fri, 14 Feb 2025₩147.4t₩121.6t₩2.6t18.8x56.7x1.2x
Sun, 12 Jan 2025₩140.2t₩121.5t₩2.6t18.9x53.3x1.2x
Tue, 10 Dec 2024₩139.6t₩121.5t₩2.6t16.6x53x1.1x
Thu, 07 Nov 2024₩139.0t₩120.6t₩3.3t15.9x41.8x1.2x
Sat, 05 Oct 2024₩134.0t₩120.5t₩3.1t15.9x43.5x1.1x
Mon, 02 Sep 2024₩133.7t₩120.9t₩3.1t16.2x43.6x1.1x
Wed, 31 Jul 2024₩135.4t₩119.8t₩2.7t16.6x50.8x1.1x
Fri, 28 Jun 2024₩130.1t₩119.8t₩2.6t17.4x49.3x1.1x
Sun, 26 May 2024₩136.5t₩119.1t₩2.7t17.4x51.5x1.1x
Tue, 23 Apr 2024₩135.7t₩118.3t₩2.1t17.7x64.5x1.1x
Thu, 21 Mar 2024₩140.4t₩118.5t₩4.1t19.8x34.1x1.2x
Sat, 17 Feb 2024₩149.5t₩118.1t₩3.7t20.4x40.1x1.3x
Mon, 15 Jan 2024₩153.2t₩118.5t₩3.8t21.1x40.3x1.3x
Wed, 13 Dec 2023₩146.8t₩118.8t₩3.8t20.1x38.7x1.2x
Fri, 10 Nov 2023₩139.9t₩117.6t₩3.5t18.9x40x1.2x
Sun, 08 Oct 2023₩133.2t₩117.6t₩3.5t17.9x38.1x1.1x
Tue, 05 Sep 2023₩144.1t₩117.7t₩3.5t20.3x40.6x1.2x
Thu, 03 Aug 2023₩150.1t₩116.4t₩3.3t18.4x46x1.3x
Sat, 01 Jul 2023₩144.6t₩116.8t₩3.3t17.7x43.7x1.2x
Mon, 29 May 2023₩154.3t₩116.5t₩3.3t20.3x47.4x1.3x
Wed, 26 Apr 2023₩150.5t₩115.0t₩4.6t18.1x33.1x1.3x
Fri, 24 Mar 2023₩152.8t₩113.9t₩5.7t16.9x26.7x1.3x
Sun, 19 Feb 2023₩159.1t₩113.2t₩8.0t14.5x19.9x1.4x
Price to Earnings Ratio

19.9x


Total Market Cap: ₩159.1tTotal Earnings: ₩8.0tTotal Revenue: ₩113.2tTotal 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 29.1x 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 declined 9.2% 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 Market-0.68%
Telecom1.71%
Telecom Services and Carriers6.61%
Entertainment4.08%
Media3.47%
Interactive Media and Services-1.02%
Wireless Telecom-3.20%
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 22.6%, 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 7.8x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 40% over the next 5 years.
  • However this is lower than its past earnings growth rate of 84% 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
A030200 KT₩64.30k14.6%
+₩2.0t		42.3%PE16.1x
A259960 KRAFTON₩258.00k8.2%
+₩870.4b		-18.6%PE9.2x
A352820 HYBE₩380.50k4.4%
+₩745.1b		53.7%PS6.1x
A032640 LG Uplus₩17.17k9.5%
+₩637.8b		62.7%PE19.5x
A251270 Netmarble₩57.00k12.2%
+₩508.0b		21.9%PE43.4x

Latest News

A030200
₩64,300.00
KT
7D
14.6%
1Y
42.3%
A035720
₩58,800.00
Kakao
7D
1.0%
1Y
46.3%
A293490
₩15,630.00
Kakao Games
7D
-1.0%
1Y
-4.3%

AAA Title Delays And Rising Costs Will Pressure Earnings Outlook

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A259960
₩258,000.00
KRAFTON
7D
8.2%
1Y
-18.6%
A035420
₩255,500.00
NAVER
7D
-0.6%
1Y
16.1%
A035760
₩80,000.00
CJ ENM
7D
12.8%
1Y
43.1%
A032640
₩17,170.00
LG Uplus
7D
9.5%
1Y
62.7%

A032640: Lower Discount Rate And Margin Assumptions Will Support Future Upside Potential

Analysts have increased their price target on LG Uplus from ₩17,072 to ₩17,576, citing updated assumptions on discount rate, long-term revenue growth, profit margin, and future P/E as the key drivers of the revision. Valuation Changes Fair Value: The price target has risen slightly from ₩17,072 to ₩17,576.
A352820
₩380,500.00
HYBE
7D
4.4%
1Y
53.7%

A352820: Higher Growth Assumptions And Lower Discount Rate Will Support Balanced Outlook

Analysts now place HYBE's fair value at ₩334,513.75, up from ₩243,783.99, citing updated assumptions for revenue growth of 26.91%, a profit margin of 11.70%, a discount rate of 9.12% and a future P/E of 28.00x. Valuation Changes Fair Value: The updated estimate has moved from ₩243,783.99 to ₩334,513.75, reflecting a higher implied valuation per share.
A251270
₩57,000.00
Netmarble
7D
12.2%
1Y
21.9%

A251270: New Class Excitement Will Conceal Weakening Earnings Power Ahead

Analysts have trimmed their price target for Netmarble slightly to ₩45,260 from about ₩45,482, pointing to updated assumptions around discount rates, revenue trends, profit margins, and future P/E expectations. What's in the News Netmarble rolled out a new update for its dark fantasy MMORPG Raven2, adding the long range Gunslinger class that uses revolvers and shotguns, with a focus on fast movement and stylish combat mechanics (Key Developments).
A041510
₩120,400.00
SM Entertainment
7D
13.4%
1Y
31.7%
A093320
₩127,600.00
KINX
7D
-5.2%
1Y
58.9%
A205500
₩2,010.00
NEXUS
7D
-14.1%
1Y
-44.9%
A095660
₩25,850.00
NEOWIZ
7D
-8.3%
1Y
25.8%

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A101730
₩6,500.00
Wemade Max
7D
-3.4%
1Y
-27.1%
A225570
₩12,260.00
NEXON Games
7D
-1.8%
1Y
-12.5%
A066430
₩3,160.00
I-ROBOTICSCo.Ltd
7D
-14.4%
1Y
566.7%