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South Korean (KOSPI) Telecom Sector Analysis

UpdatedApr 24, 2026
DataAggregated Company Financials
Companies143
  • 7D-1.1%
  • 3M-5.1%
  • 1Y12.1%
  • YTD-1.9%

Over the last 7 days, the Telecom industry has risen 1.0%, driven by gains from SK Telecom of 3.0%. In the last 12 months, the industry was up 12%. Earnings are forecast to grow by 19% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Apr 2026₩162.2t₩128.4t₩6.9t14.7x23.6x1.3x
Sun, 22 Mar 2026₩160.6t₩128.4t₩6.6t14.6x24.2x1.3x
Tue, 17 Feb 2026₩178.5t₩127.6t₩6.0t14.9x29.9x1.4x
Thu, 15 Jan 2026₩164.4t₩127.3t₩6.3t14.4x26x1.3x
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
Price to Earnings Ratio

33.8x


Total Market Cap: ₩154.0tTotal Earnings: ₩4.6tTotal Revenue: ₩115.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.8x202420252026
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 23.7x which is lower than its 3-year average PE of 39.8x.
  • 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 15% 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 Market3.65%
Telecom-1.11%
Wireless Telecom2.94%
Media-0.30%
Entertainment-1.10%
Interactive Media and Services-2.10%
Telecom Services and Carriers-2.52%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 13.3x.
    • Analysts are expecting annual earnings growth of 26.0%, 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 8.1x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 29% 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 4.7% 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₩98.80k3.0%
+₩617.7b		71.2%PE54.2x
A259960 KRAFTON₩266.50k3.9%
+₩446.4b		-29.2%PE16.2x
A036570 NC₩271.00k1.7%
+₩87.3b		83.5%PE15.2x
A101730 Wemade Max₩6.13k19.5%
+₩83.3b		-10.9%PS3.4x
A462870 SHIFT UP₩34.75k3.1%
+₩61.6b		-34.2%PE10.6x

Latest News

A036570
₩271,000.00
NC
7D
1.7%
1Y
83.5%
A112040
₩22,900.00
WemadeLtd
7D
3.9%
1Y
-18.2%

A112040: Global PC Rollout Will Support Margins And Undervalued Long Term Upside

Analysts now keep their fair value estimate for Wemade Ltd steady at ₩34,000, with only small tweaks to inputs such as the discount rate and assumed future P/E helping to refine rather than shift the overall price target narrative. What's in the News WEMADE plans to launch the global version of its flagship MMORPG, Legend of YMIR, on PC platform Steam on April 7, 2026, at 10:00 AM KST, positioning the title for broader international reach (Key Developments).
A204610
₩3,365.00
T3 Entertainment
7D
17.2%
1Y
101.5%
A030200
₩62,000.00
KT
7D
-2.5%
1Y
26.1%

A030200: Telecom Restructuring And AX Focus Will Drive Future AI Upside

Analysts have slightly reduced their average price target on KT, from about ₩72,150 to roughly ₩71,825. They are incorporating more conservative assumptions for revenue growth and profit margins, along with a modest increase in the expected future P/E multiple.
A101730
₩6,130.00
Wemade Max
7D
19.5%
1Y
-10.9%
A352820
₩246,500.00
HYBE
7D
-8.0%
1Y
8.1%

A352820: Share Repurchase Plan Will Support Future Repricing Potential

Analysts have slightly trimmed their HYBE fair value estimate from ₩519,480.88 to ₩511,988.62 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E, and use these revised inputs to refresh their overall price target framework. What's in the News The Board of Directors of HYBE Co., Ltd.
A041510
₩92,700.00
SM Entertainment
7D
-4.4%
1Y
-17.4%
A376300
₩32,200.00
DEAR U
7D
-6.5%
1Y
-22.5%
A251270
₩49,650.00
Netmarble
7D
-4.3%
1Y
13.9%
A032640
₩16,740.00
LG Uplus
7D
-2.3%
1Y
45.1%

A032640: Completed Buyback Will Leave Slower Earnings Power Driving A Cautious Future

Analysts have kept the LG Uplus fair value estimate steady at ₩15,000, citing slightly lower assumed revenue growth and profit margins, which are partly offset by a lower discount rate and a modestly higher future P/E multiple in their refreshed model. What's in the News LG Uplus completed a share repurchase of 4,059,808 shares, representing 0.94% of shares, for ₩60,528 million under the buyback announced on July 21, 2025, covering the period from October 1, 2025 to December 31, 2025 (Key Developments).
A017670
₩98,800.00
SK Telecom
7D
3.0%
1Y
71.2%

A017670: Dividend Halt Will Outweigh AI Data Center Partnerships Going Forward

Analysts have raised their fair value estimate for SK Telecom from ₩76,138 to ₩80,677, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a modestly lower future P/E multiple. What's in the News Rebellions, SK Telecom and Arm agreed to collaborate on AI inference infrastructure that combines Arm's AGI CPU with Rebellions' RebelCard accelerator, with validation planned in SK Telecom's AI data centers before any broader rollout (Key Developments).
A035720
₩48,400.00
Kakao
7D
-4.3%
1Y
22.7%

A035720: Dividend Initiation And Capital Raise Will Support Future Upside

Analysts have kept Kakao's fair value estimate steady at ₩90,000. They explained that the unchanged price targets reflect offsetting shifts in inputs, including a slightly higher discount rate, higher projected revenue growth and profit margins, and a lower assumed future P/E multiple.
A259960
₩266,500.00
KRAFTON
7D
3.9%
1Y
-29.2%

A259960: Share Repurchases Will Support Future Returns Despite Slightly Softer Margin Outlook

Analysts have trimmed their price target on KRAFTON from about ₩355,333 to roughly ₩352,708, reflecting slightly more cautious assumptions on revenue growth, profit margins and future P/E multiples. What's in the News KRAFTON completed a share repurchase program announced on February 9, 2026, buying back 829,223 shares in total, representing 1.86% of shares, for KRW 199,998.44 million (Key Developments).
A462870
₩34,750.00
SHIFT UP
7D
3.1%
1Y
-34.2%
A035420
₩217,500.00
NAVER
7D
-0.5%
1Y
13.6%

A035420: Higher Dividend And Margin Outlook Will Support Undervalued Upside Potential

Analysts are keeping NAVER's price target steady at ₩260,000, with updated assumptions that reflect more moderate revenue growth expectations, improved profit margin forecasts, and a slightly higher discount rate and P/E input. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share, with payment scheduled for April 14, 2026, an ex-dividend date on February 26, 2026, and a record date on February 27, 2026 (Key Developments).
A214320
₩19,270.00
Innocean Worldwide
7D
3.7%
1Y
7.4%