Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 18, 2025
DataAggregated Company Financials
Companies143
  • 7D-1.3%
  • 3M-8.0%
  • 1Y6.4%
  • YTD14.5%

Over the last 7 days, the Telecom industry has dropped 1.3%, driven by a pullback from NAVER of 5.5%. In the past year, the industry has gained 6.4%. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Dec 2025₩157.9t₩127.3t₩6.3t14.8x24.9x1.2x
Sat, 15 Nov 2025₩163.9t₩125.5t₩4.8t14.2x34.1x1.3x
Mon, 13 Oct 2025₩168.6t₩125.7t₩5.2t15.9x32.5x1.3x
Wed, 10 Sep 2025₩164.9t₩125.7t₩5.2t16x31.7x1.3x
Fri, 08 Aug 2025₩169.9t₩123.6t₩5.0t18.7x34x1.4x
Sun, 06 Jul 2025₩172.2t₩123.6t₩5.3t17.5x32.8x1.4x
Tue, 03 Jun 2025₩150.3t₩123.4t₩5.1t16.4x29.5x1.2x
Thu, 01 May 2025₩147.9t₩122.5t₩4.6t18x32x1.2x
Sat, 29 Mar 2025₩143.4t₩122.4t₩3.9t16.5x36.5x1.2x
Mon, 24 Feb 2025₩150.7t₩121.6t₩2.4t18.6x63.9x1.2x
Wed, 22 Jan 2025₩141.0t₩121.5t₩2.6t18.6x53.6x1.2x
Fri, 20 Dec 2024₩144.9t₩121.5t₩2.6t19.6x55x1.2x
Sun, 17 Nov 2024₩133.4t₩120.6t₩3.4t14.7x39.5x1.1x
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
Price to Earnings Ratio

18x


Total Market Cap: ₩144.6tTotal Earnings: ₩8.1tTotal Revenue: ₩112.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.5x202320242025
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 24.9x 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 Market-1.97%
Telecom-1.26%
Telecom Services and Carriers3.01%
Entertainment0.65%
Media0.61%
Wireless Telecom-1.11%
Interactive Media and Services-4.49%
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 24.7%, 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 36% 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
A030200 KT₩53.50k4.3%
+₩530.4b		19.0%PE13.4x
A352820 HYBE₩306.75k4.2%
+₩520.0b		50.4%PS4.9x
A041510 SM Entertainment₩118.40k15.9%
+₩370.9b		51.8%PE8.7x
A259960 KRAFTON₩244.50k1.2%
+₩133.9b		-23.7%PE8.8x
A032640 LG Uplus₩15.23k1.9%
+₩124.1b		39.3%PE17.3x

Latest News

A041510
₩118,400.00
SM Entertainment
7D
15.9%
1Y
51.8%
A112040
₩25,850.00
WemadeLtd
7D
-6.5%
1Y
-28.4%

Investors Will Want WemadeLtd's (KOSDAQ:112040) Growth In ROCE To Persist

Dec 16
Investors Will Want WemadeLtd's (KOSDAQ:112040) Growth In ROCE To Persist
A462870
₩35,900.00
SHIFT UP
7D
-6.1%
1Y
-41.7%

SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency

Dec 16
SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency
A030200
₩53,500.00
KT
7D
4.3%
1Y
19.0%

Is KT (KRX:030200) Using Too Much Debt?

Dec 16
Is KT (KRX:030200) Using Too Much Debt?
A035420
₩231,000.00
NAVER
7D
-5.1%
1Y
10.3%

A035420: Generative AI Content Alliance Will Support Stronger Long-Term Earnings Power

Analysts have raised their fair value estimate for NAVER from ₩380,000 to ₩410,000 per share, citing stronger expected revenue growth that more than offsets a modestly higher discount rate and slightly lower profit margin assumptions, as well as support from a higher future P/E multiple. What's in the News NAVER forms a capital and business alliance with note inc., investing JPY 2 billion to jointly build a global ecosystem for creation and distribution in the generative AI era (Key Developments) The partnership targets cross-distribution of content and IP across NAVER and note inc.
A017670
₩53,000.00
SK Telecom
7D
-0.7%
1Y
-7.0%

A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook

Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.
A035720
₩57,400.00
Kakao
7D
-3.0%
1Y
39.3%

A035720: Upcoming Investment Review And Earnings Momentum Will Support Future Upside

Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
A251270
₩48,500.00
Netmarble
7D
-1.3%
1Y
-9.5%

A251270: Global Game Launches Will Drive Stronger Margins And Earnings

Narrative Update on Netmarble Analysts have modestly raised their price target on Netmarble, lifting fair value by approximately ₩90 to ₩70,917. They cite slightly stronger expectations for revenue growth, profit margins, and valuation multiples, despite a marginally higher discount rate.
A036570
₩197,500.00
NCSOFT
7D
2.3%
1Y
-2.7%

A036570 New Global MMORPG Pipeline Will Drive Future Upside

Analysts have modestly raised their price target on NCSOFT from ₩252,160 to ₩254,760, citing slightly improved profit margin expectations that more than offset marginally lower projected revenue growth and a small uptick in the discount rate. What's in the News NCSOFT unveiled Horizon Steel Frontiers, a new global MMORPG based on Sony's Horizon universe, at G-Star 2025, emphasizing advanced MMORPG systems and deep combat customization (Key Developments).
A352820
₩306,750.00
HYBE
7D
4.2%
1Y
50.4%

A352820: Faster Revenue And Margin Expansion Are Expected To Drive Future Upside

Analysts have raised their price target on HYBE by approximately ₩6,360 to reflect expectations of slightly faster revenue growth, improving profit margins, and a marginally lower future P/E multiple. Valuation Changes The fair value estimate increased slightly from approximately ₩362,480 to ₩368,840, reflecting a modestly higher intrinsic valuation.
A259960
₩244,500.00
KRAFTON
7D
1.2%
1Y
-23.7%

A259960: Improved Profit Margins Will Support Stronger Future Returns Despite Higher Discount Rate

Analysts have nudged their price target on KRAFTON slightly higher to about ₩420,000 from roughly ₩418,000, citing a modestly improved profit margin outlook and a willingness to assign a higher future P/E multiple, despite softening revenue growth assumptions and a marginally higher discount rate. Valuation Changes The fair value estimate has risen slightly, from about ₩418,000 to roughly ₩420,000, reflecting a modestly more optimistic intrinsic valuation.
A032640
₩15,230.00
LG Uplus
7D
1.9%
1Y
39.3%

A032640: Future Buybacks Will Support Earnings And Undervalued Share Price

Analysts have nudged their price target for LG Uplus slightly higher to ₩17,052 from ₩16,892. This reflects a modestly lower discount rate and marginally improved valuation multiples, even as they trim longer term revenue growth and profit margin assumptions.
A376300
₩35,750.00
DEAR U
7D
10.3%
1Y
-5.3%
A035900
₩69,800.00
JYP Entertainment
7D
3.3%
1Y
-3.5%
A403850
₩25,000.00
Pinkfong Company
7D
-16.4%
1Y
n/a
A293490
₩15,360.00
Kakao Games
7D
-3.8%
1Y
-16.4%