Capital Allocation Trends At D&C MediaLtd (KOSDAQ:263720) Aren't Ideal
Jan 19
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South Korean (KOSPI) Telecom Sector Analysis
UpdatedJan 19, 2025
DataAggregated Company Financials
Companies142
- 7D1.2%
- 3M4.5%
- 1Y-4.9%
- YTD3.7%
Over the last 7 days, the Telecom industry has risen 1.2%, driven by gains from NAVER of 3.5%. In the same time, Netmarble was down 9.3%. However, the industry is down 4.9% over the past year. Looking forward, earnings are forecast to grow by 31% annually.
Sector Valuation and Performance
Has the South Korean Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jan 2025 | ₩142.5t | ₩121.5t | ₩2.6t | 19.3x | 54.1x | 1.2x |
| Tue, 17 Dec 2024 | ₩149.4t | ₩25.0t | -₩1,458,299,597,665.00 | 19.6x | -102.4x | 6x |
| Thu, 14 Nov 2024 | ₩131.5t | ₩120.5t | ₩3.4t | 14.4x | 38.9x | 1.1x |
| Sat, 12 Oct 2024 | ₩133.7t | ₩120.5t | ₩3.1t | 16.4x | 43.5x | 1.1x |
| Mon, 09 Sep 2024 | ₩128.3t | ₩120.9t | ₩3.1t | 14.9x | 41.8x | 1.1x |
| Wed, 07 Aug 2024 | ₩128.4t | ₩119.8t | ₩2.7t | 14.6x | 47.4x | 1.1x |
| Fri, 05 Jul 2024 | ₩128.8t | ₩119.8t | ₩2.6t | 16.8x | 48.8x | 1.1x |
| Sun, 02 Jun 2024 | ₩133.1t | ₩119.8t | ₩2.6t | 16.5x | 50.4x | 1.1x |
| Tue, 30 Apr 2024 | ₩136.3t | ₩118.3t | ₩2.1t | 18.1x | 64.8x | 1.2x |
| Thu, 28 Mar 2024 | ₩146.5t | ₩118.2t | ₩2.9t | 19.9x | 50.4x | 1.2x |
| Sat, 24 Feb 2024 | ₩147.7t | ₩118.1t | ₩3.7t | 20.2x | 39.6x | 1.2x |
| Mon, 22 Jan 2024 | ₩145.7t | ₩118.5t | ₩3.8t | 20.3x | 38.4x | 1.2x |
| Wed, 20 Dec 2023 | ₩150.1t | ₩118.8t | ₩3.8t | 21.6x | 39.5x | 1.3x |
| Fri, 17 Nov 2023 | ₩142.1t | ₩117.8t | ₩3.5t | 20.1x | 40.2x | 1.2x |
| Sun, 15 Oct 2023 | ₩135.0t | ₩117.6t | ₩3.5t | 18.5x | 38.6x | 1.1x |
| Tue, 12 Sep 2023 | ₩142.7t | ₩117.7t | ₩3.5t | 20.6x | 40.5x | 1.2x |
| Thu, 10 Aug 2023 | ₩150.6t | ₩116.6t | ₩3.4t | 18.2x | 44.6x | 1.3x |
| Sat, 08 Jul 2023 | ₩143.2t | ₩116.4t | ₩3.3t | 19x | 43.8x | 1.2x |
| Mon, 05 Jun 2023 | ₩155.6t | ₩116.7t | ₩3.3t | 20.5x | 47.1x | 1.3x |
| Wed, 03 May 2023 | ₩154.0t | ₩115.0t | ₩4.6t | 18.1x | 33.8x | 1.3x |
| Fri, 31 Mar 2023 | ₩151.8t | ₩114.8t | ₩4.8t | 18.2x | 31.6x | 1.3x |
| Sun, 26 Feb 2023 | ₩157.7t | ₩113.0t | ₩7.8t | 15.4x | 20.1x | 1.4x |
| Tue, 24 Jan 2023 | ₩154.1t | ₩112.8t | ₩8.1t | 14.3x | 19.1x | 1.4x |
| Thu, 22 Dec 2022 | ₩146.0t | ₩112.9t | ₩8.1t | 14.2x | 18.1x | 1.3x |
| Sat, 19 Nov 2022 | ₩148.2t | ₩109.8t | ₩9.4t | 13.7x | 15.8x | 1.3x |
| Mon, 17 Oct 2022 | ₩131.9t | ₩109.2t | ₩9.6t | 12.6x | 13.8x | 1.2x |
| Wed, 14 Sep 2022 | ₩163.7t | ₩109.4t | ₩9.6t | 14.5x | 17.1x | 1.5x |
| Fri, 12 Aug 2022 | ₩186.1t | ₩105.8t | ₩9.8t | 16.8x | 19x | 1.8x |
| Sun, 10 Jul 2022 | ₩170.0t | ₩107.0t | ₩10.5t | 14.6x | 16.2x | 1.6x |
| Tue, 07 Jun 2022 | ₩197.7t | ₩107.1t | ₩10.5t | 17.2x | 18.9x | 1.8x |
| Thu, 05 May 2022 | ₩201.2t | ₩104.6t | ₩9.8t | 16.7x | 20.4x | 1.9x |
| Sat, 02 Apr 2022 | ₩231.9t | ₩104.1t | ₩9.7t | 20.2x | 24x | 2.2x |
| Mon, 28 Feb 2022 | ₩211.8t | ₩98.0t | ₩7.7t | 21.9x | 27.4x | 2.2x |
| Wed, 26 Jan 2022 | ₩214.7t | ₩100.4t | ₩8.7t | 21x | 24.8x | 2.1x |
Price to Earnings Ratio
24.8x
Current Industry PE
- Investors are optimistic on the South Korean Communication Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 54.1x which is higher than its 3-year average PE of 34.2x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 33% per year over the last three years.
- Meanwhile revenues for these companies have grown 6.6% 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 | 0.33% | |
| Telecom | 1.24% | |
| Telecom Services and Carriers | 2.21% | |
| Interactive Media and Services | 2.08% | |
| Entertainment | 0.67% | |
| Wireless Telecom | 0.18% | |
| Media | -0.43% | |
Industry PE
- Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 26.7%, which is lower than the prior year's growth of 48.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 45% over the next 5 years.
- This is better than its past earnings decline of 22% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 8.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A035420 NAVER | ₩209.00k | 3.5% +₩1.1t | -3.0% | PE19x | |
| A030200 KT | ₩45.95k | 4.0% +₩430.2b | 36.1% | PE9.7x | |
| A352820 HYBE | ₩223.50k | 3.7% +₩333.2b | 1.6% | PS4.4x | |
| A259960 KRAFTON | ₩341.50k | 1.9% +₩295.5b | 76.5% | PE19.4x | |
| A041510 SM Entertainment | ₩78.40k | 13.8% +₩217.5b | -0.9% | PS1.9x |
