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South Korean (KOSPI) Telecom Sector Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies144
  • 7D3.7%
  • 3M-3.1%
  • 1Y11.3%
  • YTD-5.6%

The Telecom industry is up 3.7% in the last week, with SK Telecom up 15%. In the same time, HYBE was down 5.9%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026₩156.0t₩128.4t₩6.9t14.4x22.7x1.2x
Tue, 10 Mar 2026₩159.4t₩127.8t₩6.6t14.7x24.3x1.2x
Thu, 05 Feb 2026₩174.4t₩127.3t₩6.3t14.7x27.5x1.4x
Sat, 03 Jan 2026₩164.8t₩127.3t₩6.3t14.9x26x1.3x
Mon, 01 Dec 2025₩160.5t₩127.2t₩6.3t14.1x25.4x1.3x
Wed, 29 Oct 2025₩167.5t₩125.7t₩5.2t15.2x32.3x1.3x
Fri, 26 Sep 2025₩168.9t₩125.7t₩5.2t16.1x32.5x1.3x
Sun, 24 Aug 2025₩167.6t₩124.8t₩5.0t16.4x33.8x1.3x
Tue, 22 Jul 2025₩171.0t₩123.7t₩5.3t18.1x32.5x1.4x
Thu, 19 Jun 2025₩171.4t₩123.3t₩5.1t18.5x33.6x1.4x
Sat, 17 May 2025₩147.4t₩122.5t₩4.6t17.6x32.1x1.2x
Mon, 14 Apr 2025₩139.5t₩122.4t₩4.6t17.5x30.2x1.1x
Wed, 12 Mar 2025₩146.7t₩121.5t₩2.3t19.2x63.4x1.2x
Fri, 07 Feb 2025₩153.0t₩121.6t₩2.6t20x58.1x1.3x
Sun, 05 Jan 2025₩140.3t₩121.5t₩2.6t19x53.3x1.2x
Tue, 03 Dec 2024₩148.5t₩121.6t₩2.7t18.5x55.6x1.2x
Thu, 31 Oct 2024₩137.4t₩120.6t₩3.3t16x41.3x1.1x
Sat, 28 Sep 2024₩134.2t₩120.4t₩3.1t16.3x43.7x1.1x
Mon, 26 Aug 2024₩135.3t₩120.8t₩3.2t16.1x42x1.1x
Wed, 24 Jul 2024₩134.6t₩119.8t₩2.7t16.4x50.5x1.1x
Fri, 21 Jun 2024₩132.8t₩119.8t₩2.6t17.6x50.3x1.1x
Sun, 19 May 2024₩139.3t₩118.5t₩2.1t16.6x65.3x1.2x
Tue, 16 Apr 2024₩134.6t₩118.3t₩2.1t17.5x64x1.1x
Thu, 14 Mar 2024₩143.0t₩118.4t₩3.8t20x37.8x1.2x
Sat, 10 Feb 2024₩144.4t₩118.1t₩4.0t19.9x36.3x1.2x
Mon, 08 Jan 2024₩149.4t₩118.5t₩3.8t20.7x39.3x1.3x
Wed, 06 Dec 2023₩144.6t₩118.8t₩3.8t19.2x38x1.2x
Fri, 03 Nov 2023₩131.5t₩117.6t₩3.5t18.1x37.6x1.1x
Sun, 01 Oct 2023₩138.0t₩117.5t₩3.5t18.5x39.5x1.2x
Tue, 29 Aug 2023₩142.9t₩117.6t₩3.5t19x40.5x1.2x
Thu, 27 Jul 2023₩139.0t₩116.4t₩3.3t17.3x42.6x1.2x
Sat, 24 Jun 2023₩149.0t₩116.8t₩3.3t19x45x1.3x
Mon, 22 May 2023₩160.4t₩116.2t₩3.3t20x48.8x1.4x
Wed, 19 Apr 2023₩156.3t₩115.0t₩4.6t19.1x34.3x1.4x
Price to Earnings Ratio

34.3x


Total Market Cap: ₩156.3tTotal Earnings: ₩4.6tTotal Revenue: ₩115.0tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.9x202420252026
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 22.6x which is lower than its 3-year average PE of 39.9x.
  • 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 Market8.26%
Telecom3.71%
Wireless Telecom15.08%
Telecom Services and Carriers7.13%
Interactive Media and Services3.60%
Media2.23%
Entertainment-1.06%
Industry PE
  • Investors are most optimistic about the Wireless Telecom industry which is trading above its 3-year average PE ratio of 12.9x.
    • Analysts are expecting annual earnings growth of 26.5%, 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 32% 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₩93.00k15.0%
+₩2.6t		64.6%PE51x
A035720 Kakao₩47.70k5.5%
+₩1.1t		22.3%PE42x
A032640 LG Uplus₩17.41k13.6%
+₩890.3b		62.3%PE14.2x
A035420 NAVER₩202.00k2.3%
+₩673.1b		10.4%PE15.6x
A030200 KT₩62.10k4.4%
+₩626.9b		31.2%PE8.7x

Latest News

A035720
₩47,700.00
Kakao
7D
5.5%
1Y
22.3%
A035420
₩202,000.00
NAVER
7D
2.3%
1Y
10.4%
A217270
₩3,805.00
Neptune
7D
-4.4%
1Y
-47.5%
A181710
₩38,200.00
NHN
7D
5.1%
1Y
81.0%

A181710: Global Game Launch Will Likely Keep Shares Near Fair Value

Analysts have lifted their fair value estimate for NHN from ₩37,780 to ₩38,280, citing updated assumptions around revenue growth, profit margin, and a lower future P/E multiple that together shape a slightly higher price target. What's in the News NHN rolled out the official global launch of collection RPG Abyssdia, developed by Ring Games, targeting players in North America and other international markets (Key Developments).
A036570
₩240,000.00
NCSOFT
7D
13.5%
1Y
66.4%

A036570: Rich Multiple And Elevated Margin Assumptions Will Likely Constrain Future Returns

Analysts have nudged their price target for NCSOFT from ₩193,988 to ₩197,005, citing updated assumptions that combine a lower discount rate and P/E with higher revenue growth and profit margin expectations in their models. What's in the News NCSOFT Corporation announced an annual dividend of ₩1,150 per share, with payment scheduled for April 24, 2026, an ex dividend date of March 30, 2026, and a record date of March 31, 2026 (Key Developments).
A259960
₩237,500.00
KRAFTON
7D
-2.5%
1Y
-37.0%
A017670
₩93,000.00
SK Telecom
7D
15.0%
1Y
64.6%
A030200
₩62,100.00
KT
7D
4.4%
1Y
31.2%

A030200: Telecom Restructuring And AX Focus Will Support Future AI Expansion

Analysts have lifted their fair value estimate for KT from ₩65,256 to about ₩72,151, citing slightly lower discount rate assumptions, more conservative revenue growth inputs, a modestly higher profit margin outlook, and a small adjustment to the future P/E they use in their models. What's in the News KT announced a sweeping organizational restructuring and executive reshuffle, including a 30% reduction in executive-level roles and full replacement of key department heads, aimed at strengthening its core telecom operations and accelerating artificial intelligence transformation, or AX (Key Developments).
A462870
₩32,850.00
SHIFT UP
7D
-0.5%
1Y
-28.9%
A263750
₩55,600.00
Pearl Abyss
7D
-12.0%
1Y
75.1%

A263750: Higher Profitability Assumptions Will Support Stronger Future Upside Potential

Analysts have revised their fair value estimate for Pearl Abyss from ₩47,000 to about ₩70,026, reflecting updated views on revenue growth, profit margins, and the appropriate future P/E multiple. Valuation Changes Fair Value: revised from ₩47,000 to about ₩70,026, a large uplift in the central valuation estimate.
A352820
₩254,000.00
HYBE
7D
-5.9%
1Y
12.4%

A352820: Share Repurchase Plan Will Support Equity Rerating Potential

Analysts have adjusted their fair value estimate for HYBE from ₩500,000 to about ₩519,481. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
A032640
₩17,410.00
LG Uplus
7D
13.6%
1Y
62.3%

A032640: Future Shareholder Returns Will Be Supported By Ongoing Share Repurchases

Analysts have adjusted their price target for LG Uplus to ₩22,778 from ₩20,993, reflecting model updates that incorporate slightly different assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News From October 1, 2025 to December 31, 2025, LG Uplus repurchased 2,255,541 shares, representing 0.52% of its shares, for ₩34,203 million under its existing buyback program (company filing).
A206560
₩2,545.00
Dexter StudiosLtd
7D
-16.1%
1Y
-57.7%
A194480
₩23,000.00
Devsisters
7D
-5.0%
1Y
-46.3%
A376300
₩31,150.00
DEAR U
7D
5.2%
1Y
-14.7%
A289220
₩2,895.00
GIANTSTEP
7D
-15.0%
1Y
-44.8%