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South Korean (KOSPI) Telecom Sector Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies144
  • 7D-5.2%
  • 3M-8.3%
  • 1Y3.0%
  • YTD-9.0%

Over the last 7 days, the Telecom industry has dropped 5.2%, driven by a pullback from NAVER of 7.1%. On the other hand Pearl Abyss is actually up 7.5%. This takes the industry's 12 month performance to a gain of 3.0%. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026₩150.4t₩128.4t₩6.9t13.9x21.8x1.2x
Wed, 04 Mar 2026₩168.5t₩127.7t₩6.8t14.5x24.8x1.3x
Fri, 30 Jan 2026₩180.8t₩127.3t₩6.3t15.4x28.5x1.4x
Sun, 28 Dec 2025₩158.3t₩127.3t₩6.3t14.5x25x1.2x
Tue, 25 Nov 2025₩161.6t₩126.8t₩6.3t13.5x25.7x1.3x
Thu, 23 Oct 2025₩165.1t₩125.7t₩5.2t15.2x31.8x1.3x
Sat, 20 Sep 2025₩170.9t₩125.6t₩5.2t16.2x32.9x1.4x
Mon, 18 Aug 2025₩168.3t₩124.4t₩5.1t17.2x32.7x1.4x
Wed, 16 Jul 2025₩172.6t₩123.7t₩5.3t18x32.8x1.4x
Fri, 13 Jun 2025₩161.6t₩123.4t₩5.1t17.1x31.8x1.3x
Sun, 11 May 2025₩146.9t₩122.5t₩4.6t17.9x31.8x1.2x
Tue, 08 Apr 2025₩140.4t₩122.4t₩4.6t17.2x30.3x1.1x
Thu, 06 Mar 2025₩147.7t₩121.5t₩2.3t18.8x63.8x1.2x
Sat, 01 Feb 2025₩145.1t₩121.6t₩2.6t19.4x55x1.2x
Mon, 30 Dec 2024₩138.6t₩121.5t₩2.6t18x52.7x1.1x
Wed, 27 Nov 2024₩141.5t₩121.6t₩2.7t17x52.5x1.2x
Fri, 25 Oct 2024₩135.9t₩120.5t₩3.1t16.1x44.1x1.1x
Sun, 22 Sep 2024₩129.9t₩120.4t₩3.1t15.5x42.4x1.1x
Tue, 20 Aug 2024₩130.7t₩119.8t₩2.8t15.4x47.5x1.1x
Thu, 18 Jul 2024₩135.9t₩119.8t₩2.7t16.6x50.9x1.1x
Sat, 15 Jun 2024₩133.0t₩119.8t₩2.6t16.9x50.3x1.1x
Mon, 13 May 2024₩140.9t₩118.5t₩2.2t17.9x65.2x1.2x
Wed, 10 Apr 2024₩138.8t₩118.3t₩2.1t17.8x65.6x1.2x
Fri, 08 Mar 2024₩138.6t₩118.1t₩3.7t19.3x37.2x1.2x
Sun, 04 Feb 2024₩148.7t₩118.5t₩3.8t19.6x39.2x1.3x
Tue, 02 Jan 2024₩148.8t₩118.5t₩3.8t20.6x39.2x1.3x
Thu, 30 Nov 2023₩144.3t₩118.7t₩3.9t18.8x37.3x1.2x
Sat, 28 Oct 2023₩128.1t₩117.6t₩3.5t17.4x36.6x1.1x
Mon, 25 Sep 2023₩138.1t₩117.7t₩3.5t18.4x39x1.2x
Wed, 23 Aug 2023₩142.5t₩117.6t₩3.6t17.6x39.1x1.2x
Fri, 21 Jul 2023₩146.9t₩116.4t₩3.3t19.2x45x1.3x
Sun, 18 Jun 2023₩154.4t₩116.8t₩3.3t20.1x46.7x1.3x
Tue, 16 May 2023₩157.5t₩115.3t₩4.6t17.2x33.9x1.4x
Thu, 13 Apr 2023₩154.0t₩114.9t₩4.7t19x33x1.3x
Price to Earnings Ratio

33x


Total Market Cap: ₩154.0tTotal Earnings: ₩4.7tTotal Revenue: ₩114.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 40x202420252026
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 21.8x which is lower than its 3-year average PE of 40.0x.
  • 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 3.8% 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 Market-1.77%
Telecom-5.18%
Wireless Telecom1.26%
Telecom Services and Carriers-2.74%
Media-3.60%
Entertainment-6.32%
Interactive Media and Services-7.17%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 12.7x.
    • Analysts are expecting annual earnings growth of 26.7%, 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 8.0x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% 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 4.9% 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
A017670 SK Telecom₩80.20k2.4%
+₩404.7b		43.5%PE44x
A462870 SHIFT UP₩32.95k4.1%
+₩76.7b		-29.7%PE10.1x
A032640 LG Uplus₩15.57k1.1%
+₩72.8b		49.7%PE12.7x
A006490 Inscobee₩497.0094.1%
+₩30.1b		-61.8%PS0.6x
A036630 Sejong Telecom₩10.78k25.3%
+₩20.7b		111.8%PE12.6x

Latest News

A017670
₩80,200.00
SK Telecom
7D
2.4%
1Y
43.5%

A017670: Index Inclusion And AI Data Center Partnerships Will Support Long Term Appeal

Analysts have nudged their fair value estimate for SK Telecom to ₩107,504 from ₩105,369, reflecting updated assumptions on revenue growth, profit margins and a slightly adjusted forward P/E outlook. What's in the News SK Telecom is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs allocate capital to the stock.
A251270
₩49,850.00
Netmarble
7D
0.2%
1Y
26.0%

A251270: Share Buybacks And New RPG Releases Will Support Future Margins

Analysts have nudged their price target on Netmarble higher to about ₩71,900 from roughly ₩71,500, citing updated assumptions that combine a slightly lower discount rate and a modestly stronger profit margin outlook with more conservative revenue growth and a marginally lower future P/E. What's in the News The Board of Directors authorized a share repurchase plan with up to ₩82,800 million to be bought back under a contract with KB Securities, valid through June 25, 2026.
A408920
₩3,510.00
Messe eSangLtd
7D
11.1%
1Y
72.5%

Statutory Profit Doesn't Reflect How Good Messe eSangLtd's (KOSDAQ:408920) Earnings Are

Apr 03
Statutory Profit Doesn't Reflect How Good Messe eSangLtd's (KOSDAQ:408920) Earnings Are
A035720
₩44,650.00
Kakao
7D
-5.2%
1Y
9.8%

A035720: New Capital Raise And Dividend Policy Will Support Future Upside

Analysts have adjusted their Kakao price target slightly lower from about ₩76,667 to around ₩76,115, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E, which they see as better aligned with current forecasts. What's in the News Kakao has scheduled a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors, involving KRW 3.0b in convertible preferred shares to GS Assemble Fund, with an expected payment date of March 20, 2026, subject to procedural progress (Key Developments).
A259960
₩236,500.00
KRAFTON
7D
-5.6%
1Y
-34.7%

A259960: Share Repurchases And Higher Margins Will Support Future Returns

Analysts have reduced their 12 month price target for KRAFTON by ₩1,250 to reflect updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News KRAFTON, Inc.
A036630
₩10,780.00
Sejong Telecom
7D
25.3%
1Y
111.8%
A006490
₩497.00
Inscobee
7D
94.1%
1Y
-61.8%
A035420
₩196,200.00
NAVER
7D
-5.2%
1Y
2.3%

A035420: Higher Terminal P/E Assumptions Will Support Undervalued Upside Potential

Analysts now set NAVER's fair value at ₩260,000, up from ₩246,454. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.
A181710
₩36,850.00
NHN
7D
-12.1%
1Y
91.9%

A181710: Global Game Launch Will Likely Leave Shares Vulnerable To Future Repricing

Analysts have raised their price target on NHN from ₩36,880 to ₩37,780, reflecting updated assumptions around revenue, profit margins, a slightly adjusted discount rate, and the future P/E outlook. What's in the News NHN announced the official global launch of "Abyssdia," a collection RPG developed by Ring Games, now available in North America and other international markets.
A079160
₩4,670.00
CJ CGV
7D
1.2%
1Y
4.5%
A036570
₩212,500.00
NCSOFT
7D
-4.3%
1Y
49.6%

A036570: Higher Future P/E Assumptions Will Support Re-Rating Potential

Analysts have adjusted their price target on NCSOFT from about ₩310,000 to roughly ₩359,000, reflecting updated views on fair value, growth assumptions, profitability, and future P/E expectations. What's in the News NCSOFT Corporation announced an annual dividend of ₩1,150.0000 per share, scheduled to be paid on April 24, 2026, with an ex dividend date of March 30, 2026, and a record date of March 31, 2026 (Key Developments).
A030200
₩59,700.00
KT
7D
-1.8%
1Y
23.5%

A030200: Share Buybacks And Article Changes Will Support Long-Term Upside Potential

Analysts now estimate fair value for KT at around ₩95,603, up from about ₩94,434. The revision primarily reflects modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions.
A462870
₩32,950.00
SHIFT UP
7D
4.1%
1Y
-29.7%
A263750
₩60,200.00
Pearl Abyss
7D
-10.9%
1Y
95.8%

A263750: Elevated Future P/E Assumptions Will Sustain Bearish View Despite Rich Margins

Analysts have set their price target on Pearl Abyss at ₩20,000, reflecting updated assumptions for revenue growth, profit margins, and future P/E that together support this unchanged fair value level. Valuation Changes Fair Value: Unchanged at ₩20,000.
A352820
₩270,000.00
HYBE
7D
-10.7%
1Y
16.6%

A352820: Share Repurchase And Higher Profit Margins Will Support Future Upside

Analysts have lifted their fair value estimate for HYBE from around ₩377,000 to about ₩388,000 per share. They cite updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the new price target framework.
A032640
₩15,570.00
LG Uplus
7D
1.1%
1Y
49.7%

A032640: Completed Buyback And Stable Outlook Will Guide A Fair Future

Analysts are maintaining their ₩15,000 price target for LG Uplus, citing updated assumptions that now combine a higher revenue growth outlook with a slightly lower profit margin and a reduced future P/E multiple. What's in the News LG Uplus completed a share repurchase program under the buyback announced on July 21, 2025, totaling 5,400,620 shares, or 1.25% of shares, for KRW 80,000 million (company filing).