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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies143
  • 7D-0.6%
  • 3M-7.4%
  • 1Y13.9%
  • YTD14.9%

Over the last 7 days, the Telecom industry has remained flat, although notably NCSOFT gained 5.1%. As for the the longer term, the industry is up 14% over the past 12 months. Looking forward, earnings are forecast to grow by 25% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Dec 2025₩158.3t₩127.3t₩6.3t14.5x25x1.2x
Wed, 26 Nov 2025₩158.9t₩126.8t₩6.3t13.4x25.3x1.3x
Fri, 24 Oct 2025₩161.8t₩125.7t₩5.2t15.1x31.2x1.3x
Sun, 21 Sep 2025₩170.9t₩125.6t₩5.2t16.2x32.9x1.4x
Tue, 19 Aug 2025₩168.2t₩124.4t₩5.1t17.9x32.7x1.4x
Thu, 17 Jul 2025₩171.1t₩123.7t₩5.3t17.6x32.6x1.4x
Sat, 14 Jun 2025₩160.9t₩123.4t₩5.1t16.7x31.6x1.3x
Mon, 12 May 2025₩146.9t₩122.5t₩4.6t17.9x31.8x1.2x
Wed, 09 Apr 2025₩137.3t₩122.4t₩4.6t17.4x29.7x1.1x
Fri, 07 Mar 2025₩150.7t₩121.5t₩2.3t19.8x65.1x1.2x
Sun, 02 Feb 2025₩145.1t₩121.6t₩2.6t19.4x55x1.2x
Tue, 31 Dec 2024₩137.9t₩121.5t₩2.6t18.2x52.4x1.1x
Thu, 28 Nov 2024₩145.5t₩121.6t₩2.7t17.9x54x1.2x
Sat, 26 Oct 2024₩134.7t₩120.5t₩3.1t15.9x43.8x1.1x
Mon, 23 Sep 2024₩129.9t₩120.4t₩3.1t15.5x42.4x1.1x
Wed, 21 Aug 2024₩131.6t₩119.9t₩2.7t15.7x48.8x1.1x
Fri, 19 Jul 2024₩136.2t₩119.8t₩2.7t16.4x51.1x1.1x
Sun, 16 Jun 2024₩133.0t₩119.8t₩2.6t16.9x50.3x1.1x
Tue, 14 May 2024₩138.5t₩118.5t₩2.2t17.6x64.1x1.2x
Thu, 11 Apr 2024₩138.8t₩118.3t₩2.1t17.8x66x1.2x
Sat, 09 Mar 2024₩139.7t₩118.1t₩3.7t19.6x37.6x1.2x
Mon, 05 Feb 2024₩148.7t₩118.5t₩3.8t19.6x39.2x1.3x
Wed, 03 Jan 2024₩151.6t₩118.5t₩3.8t20.3x39.9x1.3x
Fri, 01 Dec 2023₩144.3t₩118.8t₩3.9t18.5x37.1x1.2x
Sun, 29 Oct 2023₩128.1t₩117.6t₩3.5t17.4x36.6x1.1x
Tue, 26 Sep 2023₩138.5t₩117.7t₩3.5t18.5x39.1x1.2x
Thu, 24 Aug 2023₩141.6t₩117.7t₩3.6t18.3x38.9x1.2x
Sat, 22 Jul 2023₩146.5t₩116.4t₩3.3t19.2x44.8x1.3x
Mon, 19 Jun 2023₩154.4t₩116.8t₩3.3t20.1x46.7x1.3x
Wed, 17 May 2023₩157.0t₩115.0t₩4.6t18.1x34.3x1.4x
Fri, 14 Apr 2023₩156.2t₩115.0t₩4.6t19.1x34.3x1.4x
Sun, 12 Mar 2023₩151.3t₩113.6t₩7.4t15.8x20.4x1.3x
Tue, 07 Feb 2023₩161.6t₩113.1t₩8.1t15.2x19.9x1.4x
Thu, 05 Jan 2023₩145.4t₩112.8t₩8.0t13.4x18.1x1.3x
Price to Earnings Ratio

18.1x


Total Market Cap: ₩145.4tTotal Earnings: ₩8.0tTotal Revenue: ₩112.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.6x20242025
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 25.0x which is lower than its 3-year average PE of 39.5x.
  • 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 7.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.1% 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 Market2.57%
Telecom-0.65%
Entertainment-0.12%
Telecom Services and Carriers-0.61%
Wireless Telecom-0.74%
Interactive Media and Services-0.99%
Media-1.84%
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 24.8%, 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 7.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 37% 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 13% 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
A036570 NCSOFT₩204.50k5.1%
+₩193.9b		6.7%PE11.6x
A041510 SM Entertainment₩124.40k6.2%
+₩167.1b		66.5%PE9.2x
A376300 DEAR U₩39.25k5.5%
+₩48.7b		12.5%PE67.4x
A263750 Pearl Abyss₩37.10k2.1%
+₩46.1b		36.1%PE43x
A352820 HYBE₩314.50k0.3%
+₩42.4b		64.1%PS5x

Latest News

A263750
₩37,100.00
Pearl Abyss
7D
2.1%
1Y
36.1%

A263750: Steady Fair Value Estimate Will Support Long Term Earnings Potential

Analysts have modestly trimmed their price target on Pearl Abyss, citing slightly lower long term revenue growth and profit margin expectations, even as their fair value estimate remains steady at 47,000 KRW. Valuation Changes Fair Value Estimate, unchanged at ₩47,000 per share, indicating no revision to the intrinsic value assessment.
A030200
₩53,400.00
KT
7D
-0.7%
1Y
18.7%

A030200 AI Data Center Expansion Will Drive Future Upside Potential

Analysts have raised their price target on KT modestly, citing slightly lower discount rate assumptions, marginally higher expected revenue growth and profit margins, and a small reduction in the projected future P/E multiple. Together these factors support an incremental improvement in estimated equity value to approximately $84,024 per share.
A259960
₩242,500.00
KRAFTON
7D
-1.8%
1Y
-21.8%

KRAFTON (KRX:259960) Could Easily Take On More Debt

Dec 25
KRAFTON (KRX:259960) Could Easily Take On More Debt
A035720
₩58,100.00
Kakao
7D
-0.2%
1Y
49.5%

A035720 External Investment Review And Q4 Guidance Will Support Improved Profitability

Analysts have lifted their price target on Kakao by ₩0 to ₩88,000, citing slightly stronger projected revenue growth, higher expected profit margins, and a modestly lower forward P/E multiple that together support a more favorable risk-reward profile despite a higher discount rate. What's in the News Kakao's board has scheduled a meeting for November 19, 2025, to review the purpose of an external investment, overall transaction structure, pricing, and related matters (board meeting filing).
A251270
₩48,350.00
Netmarble
7D
-1.6%
1Y
-5.9%

A251270 Outlook Will Be Driven By Expanding Global MMORPG Engagement

Analysts have raised their price target for Netmarble from 91,000 KRW to 95,000 KRW, reflecting renewed confidence that the company can justify a higher future earnings multiple despite more conservative assumptions for revenue growth and profit margins. What's in the News Global launch of dark fantasy MMORPG Raven2 on mobile and PC, available in 150 countries and 16 languages, with large-scale guild battles and launch events offering Crystal rewards (Key Developments) Pre-launch campaign for Raven2, including pre-download access and a regional server structure across North America, Southeast Asia and Oceania, and Europe, plus exclusive rewards for pre-registered players (Key Developments) Raven2 update adding the Gunslinger class, a new long range DPS option, alongside limited-time growth support rewards, check-in bonuses, and special missions aimed at boosting engagement (Key Developments) Ongoing in-game events for Raven2, such as Crystal ranking contests, tax fund distributions via guild activity, and progression-based equipment rewards designed to accelerate early player growth (Key Developments) Valuation Changes Fair Value: The target price has risen moderately from ₩91,000 to ₩95,000, implying a higher valuation despite more conservative operating assumptions.
A036570
₩204,500.00
NCSOFT
7D
5.1%
1Y
6.7%

A036570 Risks Will Rise As New Game Pipeline Drives Overoptimism

Analysts have raised their fair value estimate for NCSOFT from approximately $146,700 to about $170,400, citing expectations for stronger long term revenue growth. This more than offsets slightly lower profit margin assumptions and a higher projected valuation multiple.
A352820
₩314,500.00
HYBE
7D
0.3%
1Y
64.1%

A352820: Improved Profitability Assumptions Will Support A More Attractive Equity Story

Analysts have raised their price target on HYBE from ₩390,000 to ₩420,000, citing expectations for stronger top line growth, improved profitability, and a lower perceived risk profile. This is seen as supporting a richer fundamental outlook despite a more moderate future earnings multiple.
A006490
₩819.00
Inscobee
7D
25.6%
1Y
-43.5%

There's Been No Shortage Of Growth Recently For Inscobee's (KRX:006490) Returns On Capital

Dec 23
There's Been No Shortage Of Growth Recently For Inscobee's (KRX:006490) Returns On Capital
A041510
₩124,400.00
SM Entertainment
7D
6.2%
1Y
66.5%
A030000
₩22,500.00
Cheil Worldwide
7D
-2.8%
1Y
30.8%
A462870
₩35,550.00
SHIFT UP
7D
-3.0%
1Y
-43.3%

SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency

Dec 16
SHIFT UP (KRX:462870) Is Investing Its Capital With Increasing Efficiency
A035420
₩231,500.00
NAVER
7D
-1.7%
1Y
17.1%

A035420: Generative AI Content Alliance Will Support Stronger Long-Term Earnings Power

Analysts have raised their fair value estimate for NAVER from ₩380,000 to ₩410,000 per share, citing stronger expected revenue growth that more than offsets a modestly higher discount rate and slightly lower profit margin assumptions, as well as support from a higher future P/E multiple. What's in the News NAVER forms a capital and business alliance with note inc., investing JPY 2 billion to jointly build a global ecosystem for creation and distribution in the generative AI era (Key Developments) The partnership targets cross-distribution of content and IP across NAVER and note inc.
A017670
₩53,100.00
SK Telecom
7D
-0.7%
1Y
-5.7%

A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook

Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.
A122870
₩64,500.00
YG Entertainment
7D
1.9%
1Y
42.9%

YG Entertainment Inc. (KOSDAQ:122870) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely

Dec 01
YG Entertainment Inc. (KOSDAQ:122870) Shares May Have Slumped 30% But Getting In Cheap Is Still Unlikely
A376300
₩39,250.00
DEAR U
7D
5.5%
1Y
12.5%
A035900
₩71,100.00
JYP Entertainment
7D
1.3%
1Y
3.6%