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South Korean (KOSPI) Telecom Sector Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies144
  • 7D-1.3%
  • 3M0.2%
  • 1Y10.5%
  • YTD-2.8%

Over the last 7 days, the Telecom industry has dropped 1.4%, driven by Pearl Abyss declining 37%. On the other hand SK Telecom is actually up 5.1%. In the past year, the industry has gained 11%. Looking forward, earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026₩160.6t₩128.4t₩6.6t14.6x24.2x1.3x
Wed, 18 Feb 2026₩178.5t₩127.6t₩6.0t14.9x29.9x1.4x
Fri, 16 Jan 2026₩162.7t₩127.3t₩6.3t14.4x25.7x1.3x
Sun, 14 Dec 2025₩160.7t₩127.2t₩6.3t14.1x25.4x1.3x
Tue, 11 Nov 2025₩165.4t₩125.6t₩4.8t14.7x34.5x1.3x
Thu, 09 Oct 2025₩165.5t₩125.7t₩5.2t15.9x31.9x1.3x
Sat, 06 Sep 2025₩164.7t₩125.7t₩5.2t16.1x31.7x1.3x
Mon, 04 Aug 2025₩160.5t₩123.7t₩5.2t17.2x30.6x1.3x
Wed, 02 Jul 2025₩178.0t₩123.6t₩5.3t18.2x33.9x1.4x
Fri, 30 May 2025₩151.3t₩123.4t₩5.1t16.4x29.6x1.2x
Sun, 27 Apr 2025₩144.5t₩122.4t₩4.6t18.1x31.3x1.2x
Tue, 25 Mar 2025₩144.6t₩122.5t₩3.1t16.4x46.5x1.2x
Thu, 20 Feb 2025₩147.0t₩121.6t₩2.4t19.3x62.3x1.2x
Sat, 18 Jan 2025₩142.5t₩121.5t₩2.6t19.3x54.1x1.2x
Mon, 16 Dec 2024₩149.5t₩121.5t₩2.6t19x56.8x1.2x
Wed, 13 Nov 2024₩132.4t₩120.5t₩3.4t14.8x39.1x1.1x
Fri, 11 Oct 2024₩133.7t₩120.5t₩3.1t15.8x43.4x1.1x
Sun, 08 Sep 2024₩128.3t₩120.9t₩3.1t14.9x41.8x1.1x
Tue, 06 Aug 2024₩125.0t₩119.8t₩2.7t14x46.9x1x
Thu, 04 Jul 2024₩128.8t₩119.8t₩2.6t16.8x48.8x1.1x
Sat, 01 Jun 2024₩133.1t₩119.8t₩2.6t16.5x50.5x1.1x
Mon, 29 Apr 2024₩133.7t₩118.3t₩2.1t17.8x63.6x1.1x
Wed, 27 Mar 2024₩145.4t₩118.2t₩2.9t19x49.6x1.2x
Fri, 23 Feb 2024₩148.6t₩118.1t₩3.7t20.5x39.8x1.3x
Sun, 21 Jan 2024₩145.7t₩118.5t₩3.8t20.3x38.4x1.2x
Tue, 19 Dec 2023₩149.6t₩118.8t₩3.8t21.1x39.4x1.3x
Thu, 16 Nov 2023₩142.1t₩117.8t₩3.5t20.1x40.2x1.2x
Sat, 14 Oct 2023₩135.0t₩117.6t₩3.5t18.5x38.6x1.1x
Mon, 11 Sep 2023₩143.2t₩117.7t₩3.4t20.3x42.4x1.2x
Wed, 09 Aug 2023₩149.9t₩116.6t₩3.3t18.1x45.4x1.3x
Fri, 07 Jul 2023₩144.5t₩116.4t₩3.3t17.7x44.2x1.2x
Sun, 04 Jun 2023₩155.6t₩116.7t₩3.3t20.5x47.1x1.3x
Tue, 02 May 2023₩154.0t₩115.0t₩4.6t18.1x33.8x1.3x
Thu, 30 Mar 2023₩152.1t₩114.8t₩5.1t17.3x30.1x1.3x
Price to Earnings Ratio

30.1x


Total Market Cap: ₩152.1tTotal Earnings: ₩5.1tTotal Revenue: ₩114.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 40.1x202420252026
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 24.2x which is lower than its 3-year average PE of 40.1x.
  • 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 9.5% 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 Market4.87%
Telecom-1.29%
Wireless Telecom5.05%
Telecom Services and Carriers2.97%
Media1.44%
Interactive Media and Services-0.73%
Entertainment-5.29%
Industry PE
  • Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 296x.
    • Analysts are expecting annual earnings growth of 40.7%, which is lower than the prior year's growth of 47.8% 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 41% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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
A293490 Kakao Games₩13.52k1.0%
+₩12.5b		-12.8%PS2.4x
A089230 E&M₩3.05k11.5%
+₩9.8b		292.4%PS5.1x
A127710 Asia Business Daily₩1.52k13.4%
+₩7.5b		29.9%PS0.9x
A223220 Logis Mon₩3.27k62.8%
+₩5.2b		-83.6%n/a
A299900 Wysiwyg Studios₩461.007.0%
+₩5.1b		-59.8%PS0.7x

Latest News

A352820
₩288,500.00
HYBE
7D
-17.6%
1Y
23.8%
A293490
₩13,520.00
Kakao Games
7D
1.0%
1Y
-12.8%
A251270
₩49,750.00
Netmarble
7D
-6.5%
1Y
24.2%

A251270: New RPG Launches And Dividend Will Offset Margin And P/E Headwinds

Analysts have raised their fair value estimate for Netmarble from ₩45,260 to ₩48,324. This reflects updated assumptions around revenue trends, profit margins and a lower anticipated future P/E, along with the application of a slightly higher discount rate.
A017670
₩74,000.00
SK Telecom
7D
-3.0%
1Y
32.6%

A017670: AI Data Center Alliances And Dividend Halt Will Shape Balanced Outlook

Analysts have adjusted their fair value estimate for SK Telecom from ₩72,600 to about ₩76,138, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Signed a three party memorandum of understanding with Supermicro and Schneider Electric to co develop prefabricated modular solutions for AI data centers.
A035720
₩47,000.00
Kakao
7D
-6.4%
1Y
12.2%

A035720: Future Capital Raise And Dividend Policy Will Support Bullish Outlook

Analysts have reduced their Kakao fair value estimate from ₩61,562 to ₩59,667, reflecting higher discount rates together with stronger assumptions for revenue growth, profit margins, and a lower future P/E. What's in the News Kakao plans a board meeting on March 17, 2026 to finalize specific terms for part of a new share issuance under the 2nd capital increase to other investors.
A263750
₩41,750.00
Pearl Abyss
7D
-39.1%
1Y
36.0%

Can upcoming single player releases plug the MMO revenue hole?

Catalysts The primary driver is the shift from a major development cycle to a release cycle for the recent Crimson Desert release, albeit one with a slow-burn rebound trajectory similar to Cyberpunk 2077. This is boosted by a following release within ~3 years of DokeV (another AAA/AA title with big potential) Crimson Desert Launch: Currently at relatively high steam user count (218,633 concurrent) and review level, but hasn't met the expectations - e.g. millions of copies vs 1000,000's of thousands.
A418470
₩12,920.00
kt millie seojaeLtd
7D
4.2%
1Y
-2.2%
A291230
₩722.00
NP
7D
12.5%
1Y
-58.2%
A259960
₩229,000.00
KRAFTON
7D
-2.3%
1Y
-31.7%

A259960: Share Repurchases Will Support Future Returns Despite Softer Assumptions

Analysts have trimmed their fair value estimate for KRAFTON to about ₩356,583 per share from roughly ₩364,320, reflecting updated views on revenue growth, profit margins and the appropriate discount rate, while keeping future P/E assumptions broadly similar. What's in the News KRAFTON announced a share repurchase program under which it plans to buy back up to 840,330 shares, with the stated aim of increasing shareholder value through acquisition and burning of treasury stock (Key Developments).
A030200
₩56,800.00
KT
7D
-3.6%
1Y
14.5%
A214270
₩2,425.00
FSN
7D
5.0%
1Y
96.5%
A299900
₩461.00
Wysiwyg Studios
7D
7.0%
1Y
-59.8%
A127710
₩1,515.00
Asia Business Daily
7D
13.4%
1Y
29.9%
A089230
₩3,045.00
E&M
7D
11.5%
1Y
292.4%
A035420
₩208,500.00
NAVER
7D
-4.4%
1Y
0.7%

A035420: Dividend Policy And AI Partnership Will Support Long-Term Upside

Analysts have slightly increased their fair value estimate for NAVER to ₩326,269 from ₩325,235, reflecting adjusted assumptions around revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News NAVER Corporation announced an annual dividend of ₩2,630 per share.
A223220
₩3,265.00
Logis Mon
7D
62.8%
1Y
-83.6%