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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies143
  • 7D-1.1%
  • 3M-5.9%
  • 1Y7.1%
  • YTD16.6%

Over the last 7 days, the Telecom industry has dropped 1.1%, driven by pullbacks in NAVER and Kakao of 2.0% and 2.8%, respectively. Over the past 12 months, the industry was up 7.1%. 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
Sat, 13 Dec 2025₩160.7t₩127.2t₩6.3t14.1x25.4x1.3x
Mon, 10 Nov 2025₩163.7t₩125.1t₩4.8t14.6x34.3x1.3x
Wed, 08 Oct 2025₩165.5t₩125.7t₩5.2t15.9x31.9x1.3x
Fri, 05 Sep 2025₩163.9t₩125.7t₩5.2t15.8x31.5x1.3x
Sun, 03 Aug 2025₩160.5t₩123.7t₩5.2t17.2x30.6x1.3x
Tue, 01 Jul 2025₩178.0t₩123.6t₩5.3t18.2x33.9x1.4x
Thu, 29 May 2025₩149.9t₩123.1t₩4.9t17.5x30.3x1.2x
Sat, 26 Apr 2025₩144.5t₩122.4t₩4.6t18.1x31.3x1.2x
Mon, 24 Mar 2025₩145.3t₩122.5t₩3.1t16.9x46.8x1.2x
Wed, 19 Feb 2025₩147.0t₩121.6t₩2.4t19.3x62.3x1.2x
Fri, 17 Jan 2025₩141.0t₩121.5t₩2.6t18.8x53.5x1.2x
Sun, 15 Dec 2024₩149.5t₩121.5t₩2.6t19x56.8x1.2x
Tue, 12 Nov 2024₩134.2t₩120.6t₩3.4t15.3x39.7x1.1x
Thu, 10 Oct 2024₩133.2t₩120.5t₩3.1t15.9x43.3x1.1x
Sat, 07 Sep 2024₩128.3t₩120.9t₩3.1t14.9x41.8x1.1x
Mon, 05 Aug 2024₩135.2t₩119.8t₩2.7t16.2x50.7x1.1x
Wed, 03 Jul 2024₩129.0t₩119.8t₩2.6t16.9x48.9x1.1x
Fri, 31 May 2024₩133.5t₩119.8t₩2.6t16.6x50.6x1.1x
Sun, 28 Apr 2024₩133.7t₩118.3t₩2.1t17.8x63.6x1.1x
Tue, 26 Mar 2024₩142.8t₩118.2t₩3.0t19.3x48.3x1.2x
Thu, 22 Feb 2024₩148.7t₩118.1t₩3.7t20.3x39.9x1.3x
Sat, 20 Jan 2024₩145.7t₩118.5t₩3.8t20.3x38.4x1.2x
Mon, 18 Dec 2023₩150.4t₩118.8t₩3.8t21.2x39.6x1.3x
Wed, 15 Nov 2023₩138.6t₩117.9t₩3.6t19x38x1.2x
Fri, 13 Oct 2023₩136.3t₩117.6t₩3.5t18.5x39x1.2x
Sun, 10 Sep 2023₩143.2t₩117.7t₩3.5t20.3x40.6x1.2x
Tue, 08 Aug 2023₩153.0t₩116.4t₩3.2t18.2x47.4x1.3x
Thu, 06 Jul 2023₩143.2t₩116.4t₩3.3t18.3x43.8x1.2x
Sat, 03 Jun 2023₩155.6t₩116.7t₩3.3t20.5x47.1x1.3x
Mon, 01 May 2023₩154.0t₩115.0t₩4.6t18.1x33.8x1.3x
Wed, 29 Mar 2023₩152.5t₩114.6t₩5.3t16.9x28.7x1.3x
Fri, 24 Feb 2023₩160.1t₩113.0t₩7.8t15.9x20.4x1.4x
Sun, 22 Jan 2023₩154.1t₩112.8t₩8.1t13.9x19.1x1.4x
Tue, 20 Dec 2022₩148.6t₩112.9t₩8.1t13.3x18.5x1.3x
Price to Earnings Ratio

18.5x


Total Market Cap: ₩148.6tTotal Earnings: ₩8.1tTotal Revenue: ₩112.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.4x202320242025
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 25.4x which is lower than its 3-year average PE of 39.4x.
  • 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 7.8% 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 Market1.56%
Telecom-1.13%
Media0.77%
Entertainment-0.25%
Wireless Telecom-0.75%
Telecom Services and Carriers-0.77%
Interactive Media and Services-2.28%
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 24.6%, 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 7.3x.
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 170% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 14% 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
A352820 HYBE₩299.50k3.3%
+₩403.2b		45.7%PS4.8x
A079160 CJ CGV₩6.25k13.4%
+₩122.5b		16.0%PS0.5x
A259960 KRAFTON₩249.00k0.6%
+₩67.0b		-26.9%PE8.9x
A093320 KINX₩119.90k8.7%
+₩46.4b		73.3%PE35.4x
A462870 SHIFT UP₩39.05k1.4%
+₩32.4b		-38.1%PE12x

Latest News

A030200
₩52,600.00
KT
7D
-0.9%
1Y
17.3%

A030200 AI Data Center Partnership Will Drive Long-Term Upside Potential

Analysts have trimmed their fair value estimate for KT from approximately $85,900 to $84,000 per share as they factor in a higher discount rate, slightly slower revenue growth, and modestly lower profit margins, partially offset by expectations for a higher future P/E multiple. What's in the News DigitalBridge Group signed a Memorandum of Understanding with KT to collaborate on next generation AI data centers in Korea, marking DigitalBridge's first partnership with a major Korean telecom operator (Key Developments) The partners will explore large scale AI and cloud infrastructure projects, including AI factory type data centers that could scale to gigawatt level facilities and require multi billion dollar investments (Key Developments) This collaboration extends DigitalBridge's global data center platform into Korea and supports its Asia focused deployment strategy following the $11.7 billion close of DigitalBridge Partners III (Key Developments) KT plans to leverage its nationwide high speed network, stable data center operations, and high performance GPU clusters to build energy efficient, AI specialized infrastructure and strengthen Korea's AI data center ecosystem (Key Developments) KT executives indicated they are reviewing multiple options to secure resilient and efficient AI data center capacity and will pursue both domestic and global AI data center opportunities with DigitalBridge to offer tailored solutions for customers (Key Developments) Valuation Changes Fair Value Estimate: Reduced slightly from approximately ₩85,900 to about ₩84,000 per share, reflecting a modest downward revision in intrinsic value.
A035720
₩59,800.00
Kakao
7D
-2.8%
1Y
30.3%

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.
A036570
₩195,000.00
NCSOFT
7D
-8.0%
1Y
-6.7%

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
₩299,500.00
HYBE
7D
3.3%
1Y
45.7%

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.
A181710
₩30,000.00
NHN
7D
-7.3%
1Y
56.2%

A181710 Share Repurchases And New Game Release Will Support Future Stability

Analysts have raised their price target on NHN to ₩30,975, a modest upward revision supported by a slightly higher long term discount rate and valuation assumptions that reflect stable revenue growth and profit margin expectations. What's in the News The Board of Directors authorized a new share repurchase plan on October 23, 2025, indicating confidence in NHN's valuation and capital position (Key Developments).
A093320
₩119,900.00
KINX
7D
8.7%
1Y
73.3%

What KINX, Inc.'s (KOSDAQ:093320) 26% Share Price Gain Is Not Telling You

Dec 08
What KINX, Inc.'s (KOSDAQ:093320) 26% Share Price Gain Is Not Telling You
A259960
₩249,000.00
KRAFTON
7D
0.6%
1Y
-26.9%

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
₩15,090.00
LG Uplus
7D
-1.4%
1Y
37.8%

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.
A079160
₩6,250.00
CJ CGV
7D
13.4%
1Y
16.0%

Improved Revenues Required Before CJ CGV Co., Ltd. (KRX:079160) Stock's 32% Jump Looks Justified

Dec 02
Improved Revenues Required Before CJ CGV Co., Ltd. (KRX:079160) Stock's 32% Jump Looks Justified
A122870
₩63,600.00
YG Entertainment
7D
2.4%
1Y
31.8%

YG Entertainment Inc. (KOSDAQ:122870) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely

Dec 01
YG Entertainment Inc. (KOSDAQ:122870) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely
A376300
₩33,600.00
DEAR U
7D
1.8%
1Y
-15.0%
A017670
₩54,000.00
SK Telecom
7D
-0.7%
1Y
-5.9%

A017670: Dividend Suspension And Index Addition Will Influence 2025 Sentiment

Analysts have slightly lowered their price target for SK Telecom from ₩59,762 to ₩59,377. They cite marginal adjustments to their revenue growth and profit margin assumptions.
A035420
₩244,500.00
NAVER
7D
-2.0%
1Y
16.4%

A035420: Global Content Alliance And AI Initiatives Will Drive Long-Term Upside

Analysts have raised NAVER's price target from ₩312,669 to ₩320,158, citing updated forecasts that reflect slight adjustments in growth projections and valuation assumptions. What's in the News note inc.
A263750
₩37,500.00
Pearl Abyss
7D
-3.0%
1Y
24.6%

A263750: Future Margins And Discount Rate Adjustments Will Balance Overall Fair Value

Analysts have raised their price target for Pearl Abyss from ₩35,795 to ₩36,145, citing a slightly reduced discount rate that is offsetting more conservative projections for revenue growth and profit margins. Valuation Changes The Fair Value Estimate has increased slightly from ₩35,795 to ₩36,145.
A030000
₩23,050.00
Cheil Worldwide
7D
1.1%
1Y
23.7%

We Think You Can Look Beyond Cheil Worldwide's (KRX:030000) Lackluster Earnings

Nov 24
We Think You Can Look Beyond Cheil Worldwide's (KRX:030000) Lackluster Earnings
A462870
₩39,050.00
SHIFT UP
7D
1.4%
1Y
-38.1%

Why SHIFT UP's (KRX:462870) Earnings Are Weaker Than They Seem

Nov 20
Why SHIFT UP's (KRX:462870) Earnings Are Weaker Than They Seem