South Korean (KOSPI) Media Industry Analysis
UpdatedDec 01, 2023
DataAggregated Company Financials
Companies42
- 7D-2.1%
- 3M-3.4%
- 1Y-18.3%
- YTD-15.3%
Over the last 7 days, the Media industry has dropped 2.7%, driven by Cheil Worldwide declining 2.9%. On the other hand Revu is actually up 12%. Overall the industry is down 18% in 12 months. As for the next few years, earnings are expected to grow by 24% per annum.
Industry Valuation and Performance
Has the South Korean Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | ₩8.2t | ₩13.7t | ₩564.9b | 12.9x | 14.4x | 0.6x |
| Mon, 30 Oct 2023 | ₩7.9t | ₩13.8t | ₩591.3b | 12.3x | 13.3x | 0.6x |
| Wed, 27 Sep 2023 | ₩8.3t | ₩13.9t | ₩639.5b | 12.8x | 13x | 0.6x |
| Fri, 25 Aug 2023 | ₩8.4t | ₩13.8t | ₩604.1b | 12.3x | 13.9x | 0.6x |
| Sun, 23 Jul 2023 | ₩8.6t | ₩13.7t | ₩592.5b | 12.9x | 14.4x | 0.6x |
| Tue, 20 Jun 2023 | ₩8.8t | ₩14.0t | ₩633.4b | 13x | 14x | 0.6x |
| Thu, 18 May 2023 | ₩8.9t | ₩13.9t | ₩719.0b | 11.4x | 12.4x | 0.6x |
| Sat, 15 Apr 2023 | ₩9.2t | ₩13.6t | ₩627.7b | 12.6x | 14.6x | 0.7x |
| Mon, 13 Mar 2023 | ₩9.3t | ₩13.4t | ₩660.3b | 14.9x | 14.1x | 0.7x |
| Wed, 08 Feb 2023 | ₩9.8t | ₩13.1t | ₩730.3b | 13.9x | 13.4x | 0.7x |
| Fri, 06 Jan 2023 | ₩9.0t | ₩13.0t | ₩714.0b | 13.4x | 12.6x | 0.7x |
| Sun, 04 Dec 2022 | ₩9.5t | ₩13.0t | ₩714.0b | 12.5x | 13.2x | 0.7x |
| Tue, 01 Nov 2022 | ₩8.8t | ₩12.5t | ₩724.8b | 12x | 12.1x | 0.7x |
| Thu, 29 Sep 2022 | ₩8.8t | ₩12.6t | ₩701.4b | 11.6x | 12.5x | 0.7x |
| Sat, 27 Aug 2022 | ₩9.8t | ₩12.5t | ₩703.6b | 12.8x | 13.9x | 0.8x |
| Mon, 25 Jul 2022 | ₩10.1t | ₩12.2t | ₩734.1b | 14.4x | 13.7x | 0.8x |
| Wed, 22 Jun 2022 | ₩10.2t | ₩12.2t | ₩734.1b | 13.8x | 13.8x | 0.8x |
| Fri, 20 May 2022 | ₩11.0t | ₩11.6t | ₩743.2b | 16.9x | 14.7x | 0.9x |
| Sun, 17 Apr 2022 | ₩11.9t | ₩11.5t | ₩743.9b | 18.3x | 15.9x | 1x |
| Tue, 15 Mar 2022 | ₩10.9t | ₩11.8t | ₩824.5b | 14.5x | 13.2x | 0.9x |
| Thu, 10 Feb 2022 | ₩11.3t | ₩11.5t | ₩513.6b | 14.6x | 22x | 1x |
| Sat, 08 Jan 2022 | ₩11.7t | ₩11.5t | ₩513.6b | 14.7x | 22.7x | 1x |
| Mon, 06 Dec 2021 | ₩11.6t | ₩11.5t | ₩513.6b | 14x | 22.5x | 1x |
| Wed, 03 Nov 2021 | ₩12.4t | ₩11.0t | ₩238.8b | n/a | 51.8x | 1.1x |
| Fri, 01 Oct 2021 | ₩12.4t | ₩11.0t | ₩238.8b | 18.3x | 52x | 1.1x |
| Sun, 29 Aug 2021 | ₩12.6t | ₩11.0t | ₩236.6b | 19x | 53.4x | 1.2x |
| Mon, 05 Jul 2021 | ₩13.8t | ₩11.0t | ₩234.9b | 20.8x | 58.7x | 1.3x |
| Thu, 08 Apr 2021 | ₩11.9t | ₩10.4t | ₩81.2b | 20.9x | 146.7x | 1.1x |
| Sun, 10 Jan 2021 | ₩10.5t | ₩10.4t | ₩16.7b | 18.8x | 631.2x | 1x |
Price to Earnings Ratio
-200.2x
Current Industry PE
- Investors are pessimistic on the South Korean Media 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 14.5x which is lower than its 3-year average PE of 77.4x.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- Total earnings for the Media industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 8.7% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Telecom industry?
| KR Market | 0.53% | |
| Telecom | 0.057% | |
| Media | -2.10% | |
| Publishing | -0.40% | |
| Advertising | -1.73% | |
| Broadcasting | -2.28% | |
| Cable and Satellite | -7.14% | |
Industry PE
- Investors are most optimistic about the Publishing industry even though it's trading below its 3-year average PE ratio of 45.4x.
- Analysts are expecting annual earnings growth of 71.5%, which is higher than its past year's earnings decline of 55.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Publishing industry, expecting annual earnings growth of 71% over the next 5 years.
- This is better than its past earnings decline of 56% per year.
- In contrast, the Advertising industry is expected to see its earnings grow by 7.9% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A011420 Galaxia SM | ₩2.69k | 31.6% +₩17.8b | 34.3% | n/a | |
| A214270 FSN | ₩2.51k | 15.7% +₩11.3b | -29.8% | PS0.4x | |
| A443250 Revu | ₩13.41k | 6.9% +₩9.7b | n/a | PE29.7x | |
| A095720 Woongjin Thinkbig | ₩2.69k | 2.5% +₩7.3b | 1.9% | PS0.3x | |
| A236810 NBT | ₩7.55k | 3.9% +₩4.5b | 5.6% | PS1.1x |