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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 04, 2023
DataAggregated Company Financials
Companies141
  • 7D0.06%
  • 3M-0.2%
  • 1Y-6.7%
  • YTD-1.3%

Last week, the Telecom industry hasn't moved much but KRAFTON is up 5.8% in that time. As for the longer term, the industry has declined 6.7% in the last year. As for the next few years, earnings are expected to grow by 35% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 Dec 2023₩143.7t₩118.8t₩3.8t18.6x37.8x1.2x
Wed, 01 Nov 2023₩128.6t₩117.6t₩3.5t17.6x36.7x1.1x
Fri, 29 Sep 2023₩137.4t₩117.7t₩3.5t18.1x38.8x1.2x
Sun, 27 Aug 2023₩141.0t₩117.6t₩3.4t18.6x41x1.2x
Tue, 25 Jul 2023₩144.1t₩116.4t₩3.3t18.6x44.1x1.2x
Thu, 22 Jun 2023₩150.2t₩116.8t₩3.3t19.6x45.4x1.3x
Sat, 20 May 2023₩160.4t₩115.7t₩4.6t18.6x34.5x1.4x
Mon, 17 Apr 2023₩158.6t₩115.0t₩4.6t19.2x34.8x1.4x
Wed, 15 Mar 2023₩148.2t₩113.6t₩7.4t14.6x20.1x1.3x
Fri, 10 Feb 2023₩167.8t₩113.1t₩8.1t15.4x20.7x1.5x
Sun, 08 Jan 2023₩145.6t₩112.8t₩8.0t13.5x18.1x1.3x
Tue, 06 Dec 2022₩150.5t₩112.8t₩8.0t13.5x18.7x1.3x
Thu, 03 Nov 2022₩138.5t₩109.3t₩9.6t13.2x14.4x1.3x
Sat, 01 Oct 2022₩143.7t₩109.4t₩9.6t12.9x15x1.3x
Mon, 29 Aug 2022₩171.5t₩109.2t₩9.8t14.9x17.4x1.6x
Wed, 27 Jul 2022₩172.4t₩107.0t₩10.5t15.2x16.4x1.6x
Fri, 24 Jun 2022₩163.6t₩107.1t₩10.5t13.4x15.6x1.5x
Sun, 22 May 2022₩192.2t₩105.4t₩9.8t15.8x19.7x1.8x
Tue, 19 Apr 2022₩215.6t₩104.2t₩10.0t17.6x21.6x2.1x
Thu, 17 Mar 2022₩221.6t₩98.8t₩8.2t20.2x26.9x2.2x
Sat, 12 Feb 2022₩210.3t₩100.0t₩8.6t20.9x24.5x2.1x
Mon, 10 Jan 2022₩237.2t₩100.4t₩8.7t27.4x27.4x2.4x
Wed, 08 Dec 2021₩262.0t₩100.4t₩8.7t21.9x30.3x2.6x
Fri, 05 Nov 2021₩277.0t₩97.7t₩7.1t32.2x39.2x2.8x
Sun, 03 Oct 2021₩255.7t₩97.4t₩7.0t23.8x36.7x2.6x
Tue, 31 Aug 2021₩280.9t₩97.6t₩6.9t26.8x40.6x2.9x
Wed, 07 Jul 2021₩258.6t₩96.0t₩6.4t30.5x40.3x2.7x
Sat, 10 Apr 2021₩215.1t₩93.3t₩5.8t29.6x37.1x2.3x
Fri, 01 Jan 2021₩179.6t₩91.4t₩5.2t25.6x34.8x2x
Price to Earnings Ratio

42.2x


Total Market Cap: ₩170.9tTotal Earnings: ₩4.0tTotal Revenue: ₩90.6tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 30.7x202120222023
Current Industry PE
  • Investors are optimistic on the South Korean Communication Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 37.1x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 9.4% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the South Korean Telecom sector?

KR Market0.53%
Telecom0.062%
Entertainment1.16%
Telecom Services and Carriers0.80%
Interactive Media and Services-0.43%
Media-2.10%
Wireless Telecom-2.31%
Industry PE
  • Investors are most optimistic about the Interactive Media and Services industry which is trading above its 3-year average PE ratio of 42.6x.
    • Analysts are expecting annual earnings growth of 37.0%, which is higher than its past year's earnings decline of 30.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 48% over the next 5 years.
  • This is better than its past earnings decline of 46% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 4.1% 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
A259960 KRAFTON₩217.50k5.8%
+₩554.5b
7.9%PE22.5x
A112040 WemadeLtd₩59.90k16.1%
+₩277.7b
51.5%PS3.3x
A036570 Ncsoft₩281.00k4.3%
+₩233.5b
-40.1%PE37.2x
A251270 Netmarble₩57.10k2.9%
+₩131.1b
5.2%PS1.9x
A030200 KT₩33.25k1.1%
+₩87.4b
-11.2%PE7x
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Latest News

A112040

₩59,900.00

WemadeLtd

7D

16.1%

1Y

51.5%

A263750

₩37,950.00

Pearl Abyss

7D

-6.5%

1Y

-15.2%

A259960

₩217,500.00

KRAFTON

7D

5.8%

1Y

7.9%

A122870

₩50,600.00

YG Entertainment

7D

-8.5%

1Y

12.6%

A041510

₩85,100.00

SM Entertainment

7D

-7.7%

1Y

3.7%

A251270

₩57,100.00

Netmarble

7D

2.9%

1Y

5.2%

A036570

₩281,000.00

Ncsoft

7D

4.3%

1Y

-40.1%

A035900

₩95,500.00

JYP Entertainment

7D

-1.6%

1Y

48.1%

A253450

₩54,200.00

Studio Dragon

7D

-3.9%

1Y

-26.8%

A030200

₩33,250.00

KT

7D

1.1%

1Y

-11.2%

A101730

₩13,070.00

Wemade Max

7D

14.4%

1Y

3.7%

A036420

₩17,800.00

ContentreeJoongAng

7D

17.7%

1Y

-41.3%

A035420

₩206,000.00

NAVER

7D

0.2%

1Y

11.1%

A017670

₩50,600.00

SK Telecom

7D

-2.3%

1Y

0.6%

A035720

₩49,700.00

Kakao

7D

-1.6%

1Y

-12.7%