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South Korean (KOSPI) Telecom Sector Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies143
  • 7D0.1%
  • 3M12.1%
  • 1Y17.8%
  • YTD9.2%

Last week, the Telecom industry hasn't moved much but Kakao is up 7.8% in that time. The past year has been better, since the industry has gained 18% in that time. As for the next few years, earnings are expected to grow by 24% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026₩180.2t₩127.9t₩7.0t15.1x25.9x1.4x
Sun, 25 Jan 2026₩170.8t₩127.3t₩6.3t14.2x27x1.3x
Tue, 23 Dec 2025₩159.9t₩127.3t₩6.3t14.8x25.2x1.3x
Thu, 20 Nov 2025₩159.0t₩126.0t₩6.0t13.3x26.5x1.3x
Sat, 18 Oct 2025₩162.1t₩125.7t₩5.2t15.4x31.2x1.3x
Mon, 15 Sep 2025₩169.9t₩125.7t₩5.2t16.1x32.7x1.4x
Wed, 13 Aug 2025₩168.7t₩123.6t₩5.0t18.3x33.9x1.4x
Fri, 11 Jul 2025₩175.4t₩123.6t₩5.3t17.4x33.4x1.4x
Sun, 08 Jun 2025₩153.6t₩123.4t₩5.1t17x30.2x1.2x
Tue, 06 May 2025₩148.2t₩122.5t₩4.6t17.6x32x1.2x
Thu, 03 Apr 2025₩141.3t₩122.2t₩4.7t17.6x30x1.2x
Sat, 01 Mar 2025₩148.9t₩121.6t₩2.3t18.8x64.2x1.2x
Mon, 27 Jan 2025₩140.2t₩121.6t₩2.6t19x53.2x1.2x
Wed, 25 Dec 2024₩141.7t₩121.5t₩2.6t19x53.9x1.2x
Fri, 22 Nov 2024₩137.3t₩121.4t₩3.0t15.6x45.5x1.1x
Sun, 20 Oct 2024₩135.5t₩120.5t₩3.1t16.2x44x1.1x
Tue, 17 Sep 2024₩130.9t₩120.4t₩3.1t15.7x42.7x1.1x
Thu, 15 Aug 2024₩131.9t₩119.8t₩2.7t15.2x48x1.1x
Sat, 13 Jul 2024₩137.8t₩119.8t₩2.7t17.6x51.6x1.1x
Mon, 10 Jun 2024₩134.4t₩119.8t₩2.6t17.2x50.9x1.1x
Wed, 08 May 2024₩140.2t₩118.2t₩2.1t17.6x67.1x1.2x
Fri, 05 Apr 2024₩141.3t₩118.3t₩2.1t18.4x66.8x1.2x
Sun, 03 Mar 2024₩143.1t₩118.1t₩3.7t19.7x38.4x1.2x
Tue, 30 Jan 2024₩144.7t₩118.5t₩3.8t19.7x38.1x1.2x
Thu, 28 Dec 2023₩147.5t₩118.8t₩3.8t20.6x38.8x1.2x
Sat, 25 Nov 2023₩143.6t₩118.7t₩3.8t19.2x37.9x1.2x
Mon, 23 Oct 2023₩128.5t₩117.6t₩3.5t18x36.7x1.1x
Wed, 20 Sep 2023₩144.0t₩117.7t₩3.5t19.8x40.6x1.2x
Fri, 18 Aug 2023₩144.3t₩116.7t₩3.4t17.6x42.2x1.2x
Sun, 16 Jul 2023₩148.5t₩116.4t₩3.3t19.7x45.4x1.3x
Tue, 13 Jun 2023₩156.3t₩116.7t₩3.3t20.2x47.3x1.3x
Thu, 11 May 2023₩158.4t₩115.3t₩4.7t18.2x34.1x1.4x
Sat, 08 Apr 2023₩153.0t₩114.9t₩4.8t18.9x32.1x1.3x
Mon, 06 Mar 2023₩156.4t₩113.0t₩7.6t15.8x20.6x1.4x
Price to Earnings Ratio

20.6x


Total Market Cap: ₩156.4tTotal Earnings: ₩7.6tTotal Revenue: ₩113.0tTotal 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 25.9x which is lower than its 3-year average PE of 40.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 2.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.2% 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 Market10.17%
Telecom0.12%
Interactive Media and Services4.07%
Wireless Telecom0.98%
Telecom Services and Carriers-0.55%
Media-0.90%
Entertainment-3.69%
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 21.0%, which is higher than its past year's earnings growth of 4.4% 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 7.9x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 38% 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 5.3% 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
A035720 Kakao₩62.40k7.8%
+₩2.0t		44.6%PE118.1x
A035420 NAVER₩256.00k0.6%
+₩224.2b		23.7%PE21x
A263750 Pearl Abyss₩53.60k1.9%
+₩61.4b		64.4%PE62.1x
A194480 Devsisters₩38.80k8.8%
+₩34.5b		13.6%PE21.5x
A204610 T3 Entertainment₩2.26k18.0%
+₩19.3b		25.6%PE8.8x

Latest News

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₩78,900.00
SK Telecom
7D
-2.4%
1Y
40.9%
A204610
₩2,255.00
T3 Entertainment
7D
18.0%
1Y
25.6%
A181710
₩37,700.00
NHN
7D
-11.1%
1Y
90.9%
A251270
₩52,600.00
Netmarble
7D
-8.2%
1Y
30.7%
A259960
₩249,500.00
KRAFTON
7D
-4.2%
1Y
-27.4%
A030200
₩63,250.00
KT
7D
-8.2%
1Y
34.6%

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A263750
₩53,600.00
Pearl Abyss
7D
1.9%
1Y
64.4%

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A032640
₩16,690.00
LG Uplus
7D
-4.6%
1Y
57.8%

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Analysts have adjusted their view on LG Uplus, with the indicative fair value moving from around ₩20,000 to about ₩20,992. This change reflects updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple.
A352820
₩386,500.00
HYBE
7D
-3.0%
1Y
50.1%

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Analysts now see higher upside for HYBE, lifting their fair value estimate from ₩334,513.75 to ₩377,070.90 as they factor in a slightly lower discount rate, more conservative revenue growth, higher profit margin assumptions, and a modestly higher future P/E multiple. What's in the News HYBE Co., Ltd.
A035720
₩62,400.00
Kakao
7D
7.8%
1Y
44.6%

A035720: Higher Future P/E Multiple Will Support Margin Recovery And Upside

Analysts have adjusted their fair value estimate for Kakao to ₩90,000 from ₩88,000, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Kakao Corp.
A293490
₩14,630.00
Kakao Games
7D
-6.9%
1Y
-8.4%
A035420
₩256,000.00
NAVER
7D
0.6%
1Y
23.7%
A041510
₩115,500.00
SM Entertainment
7D
0.7%
1Y
15.0%
A194480
₩38,800.00
Devsisters
7D
8.8%
1Y
13.6%

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A089230
₩1,462.00
E&M
7D
43.1%
1Y
71.4%
A363280
₩3,060.00
TY Holdings
7D
15.5%
1Y
23.1%

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