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South Korean (KOSPI) Telecom Sector Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies144
  • 7D-6.2%
  • 3M2.1%
  • 1Y11.0%
  • YTD1.6%

Over the last 7 days, the Telecom industry has dropped 4.9%, driven by a pullback from NAVER of 9.5%. Over the past 12 months, the industry was up 12%. As for the next few years, earnings are expected to grow by 27% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026₩167.7t₩127.3t₩6.3t14.4x26.5x1.3x
Mon, 05 Jan 2026₩164.8t₩127.3t₩6.3t14.9x26x1.3x
Wed, 03 Dec 2025₩161.0t₩127.2t₩6.3t14.3x25.5x1.3x
Fri, 31 Oct 2025₩166.6t₩125.7t₩5.2t15.1x32.1x1.3x
Sun, 28 Sep 2025₩166.6t₩125.7t₩5.2t15.9x32.1x1.3x
Tue, 26 Aug 2025₩169.1t₩125.4t₩4.9t16.3x34.6x1.3x
Thu, 24 Jul 2025₩166.8t₩123.7t₩5.3t17.8x31.7x1.3x
Sat, 21 Jun 2025₩180.5t₩123.3t₩5.1t18.6x35.4x1.5x
Mon, 19 May 2025₩147.9t₩122.5t₩4.6t17.6x32.1x1.2x
Wed, 16 Apr 2025₩139.8t₩122.4t₩4.6t18.4x30.2x1.1x
Fri, 14 Mar 2025₩147.5t₩121.5t₩2.2t19.7x68.4x1.2x
Sun, 09 Feb 2025₩151.1t₩121.6t₩2.6t20x57.4x1.2x
Tue, 07 Jan 2025₩142.4t₩121.5t₩2.6t19.4x54.1x1.2x
Thu, 05 Dec 2024₩149.5t₩121.5t₩2.6t18.5x56.8x1.2x
Sat, 02 Nov 2024₩135.4t₩120.6t₩3.3t16x40.7x1.1x
Mon, 30 Sep 2024₩134.0t₩120.4t₩3.1t16.3x43.6x1.1x
Wed, 28 Aug 2024₩135.4t₩120.9t₩3.1t15.6x43.1x1.1x
Fri, 26 Jul 2024₩136.1t₩119.8t₩2.7t16.8x51x1.1x
Sun, 23 Jun 2024₩133.4t₩119.8t₩2.6t17.2x50.5x1.1x
Tue, 21 May 2024₩138.1t₩118.5t₩2.2t17.2x64x1.2x
Thu, 18 Apr 2024₩134.0t₩118.3t₩2.1t16.9x63.7x1.1x
Sat, 16 Mar 2024₩141.2t₩118.5t₩3.9t19.8x36x1.2x
Mon, 12 Feb 2024₩144.4t₩118.1t₩3.9t19.6x37.5x1.2x
Wed, 10 Jan 2024₩153.8t₩118.5t₩3.8t21.1x40.5x1.3x
Fri, 08 Dec 2023₩146.3t₩118.8t₩3.8t19.1x38.5x1.2x
Sun, 05 Nov 2023₩135.1t₩117.6t₩3.5t19x38.6x1.1x
Tue, 03 Oct 2023₩138.0t₩117.5t₩3.5t17.7x39.5x1.2x
Thu, 31 Aug 2023₩145.3t₩117.6t₩3.5t20.3x41.4x1.2x
Sat, 29 Jul 2023₩145.1t₩116.4t₩3.3t18.4x44.4x1.2x
Mon, 26 Jun 2023₩149.0t₩116.8t₩3.3t19x45x1.3x
Wed, 24 May 2023₩159.8t₩116.3t₩3.3t20.8x48.4x1.4x
Fri, 21 Apr 2023₩154.4t₩115.0t₩4.6t18.7x33.9x1.3x
Sun, 19 Mar 2023₩150.3t₩113.7t₩7.2t16.2x20.9x1.3x
Tue, 14 Feb 2023₩161.4t₩113.2t₩8.0t15.5x20.2x1.4x
Price to Earnings Ratio

20.2x


Total Market Cap: ₩161.4tTotal Earnings: ₩8.0tTotal Revenue: ₩113.2tTotal 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 27.1x 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 declined 7.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% 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-3.04%
Telecom-6.23%
Telecom Services and Carriers-1.86%
Media-2.40%
Wireless Telecom-4.54%
Entertainment-5.69%
Interactive Media and Services-8.83%
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 22.4%, which is higher than its past year's earnings growth of 2.4% 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 7.8x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 40% over the next 5 years.
  • However this is lower than its past earnings growth rate of 140% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 14% 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
A251270 Netmarble₩54.70k3.6%
+₩155.7b		22.9%PE41.7x
A376300 DEAR U₩41.05k9.0%
+₩80.7b		7.7%PE70.5x
A066430 I-ROBOTICSCo.Ltd₩3.21k50.5%
+₩42.1b		546.2%n/a
A214320 Innocean Worldwide₩19.38k1.9%
+₩14.8b		4.9%PE9.2x
A067000 JOYCITY₩3.12k4.9%
+₩10.1b		104.1%PS1.7x

Latest News

A035420
₩249,000.00
NAVER
7D
-9.5%
1Y
10.4%
A251270
₩54,700.00
Netmarble
7D
3.6%
1Y
22.9%
A053210
₩4,985.00
KT Skylife
7D
2.3%
1Y
13.4%
A017670
₩69,200.00
SK Telecom
7D
-4.6%
1Y
25.4%

A017670: Expanding AI Ambitions Will Keep Shares Vulnerable To Downside Risk

Analysts have slightly lifted their price target for SK Telecom to ₩62,312 from ₩59,696, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Together, these factors point to a modestly higher assessed fair value.
A035720
₩56,200.00
Kakao
7D
-8.5%
1Y
26.3%

A035720: External Investment Review Will Support Higher Margins And Future Upside

Analysts are holding Kakao's fair value estimate steady at ₩88,000, with a slightly higher discount rate, slightly lower revenue growth, and slightly higher profit margin and future P/E assumptions shaping the latest price target view. What's in the News A board meeting is scheduled for November 19, 2025, to review the purpose of an external investment, the overall transaction structure, and the transaction price (Key Developments).
A376300
₩41,050.00
DEAR U
7D
9.0%
1Y
7.7%
A259960
₩238,000.00
KRAFTON
7D
-6.3%
1Y
-37.9%

A259960: Higher Revenue Outlook And Resilient Margins Will Support Strong Future Returns

Analysts now place KRAFTON's fair value at ₩384,038, down from about ₩394,500, reflecting updated assumptions for slightly lower profit margins, a modestly adjusted discount rate, and a revised future P/E multiple, alongside recalibrated revenue growth expectations. Valuation Changes Fair Value: Adjusted from about ₩394,500 to about ₩384,038, a small downward move in the implied valuation.
A036570
₩216,500.00
NCSOFT
7D
-7.7%
1Y
26.2%

Should You Think About Buying NCSOFT Corporation (KRX:036570) Now?

Jan 31
Should You Think About Buying NCSOFT Corporation (KRX:036570) Now?
A067000
₩3,115.00
JOYCITY
7D
4.9%
1Y
104.1%

JOYCITY Corporation's (KOSDAQ:067000) 45% Price Boost Is Out Of Tune With Revenues

Jan 30
JOYCITY Corporation's (KOSDAQ:067000) 45% Price Boost Is Out Of Tune With Revenues
A041510
₩105,400.00
SM Entertainment
7D
-9.1%
1Y
20.3%
A214320
₩19,380.00
Innocean Worldwide
7D
1.9%
1Y
4.9%
A263750
₩53,300.00
Pearl Abyss
7D
-6.8%
1Y
84.1%

A263750: Stable Assumptions And Margins Will Support Measured Future Upside

Analysts have kept Pearl Abyss’s fair value estimate steady at ₩47,000, with only small model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions driving this latest price target update. Valuation Changes Fair Value: The fair value estimate is unchanged at ₩47,000, so the target price level remains the same.
A352820
₩355,500.00
HYBE
7D
-4.9%
1Y
51.6%

A352820: Higher Margins And P/E Assumptions Will Support Measured Future Upside

Analysts have raised their price target on HYBE from ₩368,840 to about ₩398,346, citing updated assumptions around slightly higher revenue growth, profit margins and future P/E estimates, along with a modestly lower discount rate. Valuation Changes Fair Value: Updated internal fair value estimate increased from ₩368,840 to about ₩398,346, representing a modest upward shift in the target level.
A094860
₩1,474.00
NEORIGIN
7D
13.5%
1Y
55.8%

There Is A Reason NEORIGIN Co., Ltd.'s (KOSDAQ:094860) Price Is Undemanding

Jan 23
There Is A Reason NEORIGIN Co., Ltd.'s (KOSDAQ:094860) Price Is Undemanding
A036000
₩3,200.00
YeaRimDang Publishing
7D
5.3%
1Y
47.5%
A066430
₩3,205.00
I-ROBOTICSCo.Ltd
7D
50.5%
1Y
546.2%