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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies128
  • 7D-4.1%
  • 3M-5.5%
  • 1Y34.5%
  • YTD30.3%

Over the last 7 days, the Telecom industry has dropped 4.1%, driven by a decline by SK TelecomLtd of 44%. This takes the industry's 12 month performance to a gain of 34%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sun, 05 Dec 2021₩266.9t₩100.4t₩8.7t22.2x
Tue, 02 Nov 2021₩277.2t₩97.7t₩7.1t31.8x
Thu, 30 Sep 2021₩254.4t₩97.4t₩7.0t24.8x
Sat, 28 Aug 2021₩273.9t₩97.6t₩6.9t27x
Sun, 04 Jul 2021₩258.6t₩96.0t₩6.4t30.5x
Wed, 07 Apr 2021₩215.1t₩93.3t₩5.8t29.6x
Sat, 09 Jan 2021₩179.6t₩91.4t₩5.2t25.6x
Fri, 02 Oct 2020₩169.7t₩90.0t₩4.0t19.6x
Mon, 06 Jul 2020₩143.3t₩87.8t₩4.2t20.6x
Thu, 09 Apr 2020₩104.3t₩88.6t₩3.6t15.3x
Wed, 01 Jan 2020₩117.7t₩88.3t₩3.4t20x
Sat, 05 Oct 2019₩110.3t₩87.4t₩4.4t20x
Tue, 09 Jul 2019₩109.3t₩86.5t₩5.0t22.7x
Mon, 01 Apr 2019₩109.7t₩86.0t₩5.7t18.4x
Thu, 03 Jan 2019₩108.4t₩85.1t₩6.2t17.6x
PE Ratio

17.6x

Total Market Cap: ₩108.4tTotal Earnings: ₩6.2tTotal Revenue: ₩85.1t0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 22.5x. However, future earnings are expected to decline by 14% which could potentially cause the PE ratio to fall below its historical average.

Past Earnings Growth: The earnings for companies in the Communication Services industry have grown 12% per year over the last three years, and revenues for these companies have grown 5.6% 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?

Interactive Media and Services0.79%
Media-0.88%
Entertainment-1.82%
Telecom Services and Carriers-2.05%
Wireless Telecom-43.99%

Industry PE: Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio of 30.4x. However analysts are expecting annual earnings growth of 37%, which is lower than the prior year's growth of 45% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Media industry, which is trading below its 3-year average of 18.8x.

Forecasted Growth: Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Interactive Media and Services industry is expected to see its earnings decline by 65% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
A035420 NAVER3.2%+₩1.9t36.7%PE37.1x
A036570 Ncsoft4.7%+₩680.0b-16.0%PE42.2x
A101730 Wemade Max39.3%+₩253.7b1,526.9%PS25x
A299900 Wysiwyg Studios8.5%+₩153.1b955.2%PS16.2x
A214270 FSN57.9%+₩125.7b123.3%PS1.7x
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A036570

₩728.0k

Ncsoft

7D

4.7%

1Y

-16.0%

A352820

₩354.5k

HYBE

7D

-4.7%

1Y

89.1%