Narrative Update • Jun 22
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- 7D-2.8%
- 3M-13.2%
- 1Y-4.2%
- YTD-0.7%
Over the last 7 days, the Telecom Services and Carriers industry has dropped 4.1%, driven by KT declining 2.1%. On the other hand FreeT is actually up 15%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 7.3% annually.
Industry Valuation and Performance
Has the South Korean Telecom Services and Carriers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 27 Jun 2026 | ₩19.3t | ₩44.3t | ₩2.1t | 11.3x | 9.3x | 0.4x |
| Mon, 25 May 2026 | ₩21.0t | ₩44.3t | ₩2.1t | 12.9x | 9.8x | 0.5x |
| Wed, 22 Apr 2026 | ₩23.3t | ₩44.3t | ₩2.2t | 14.2x | 10.4x | 0.5x |
| Fri, 20 Mar 2026 | ₩21.7t | ₩44.4t | ₩2.2t | 14.4x | 9.7x | 0.5x |
| Sun, 15 Feb 2026 | ₩23.7t | ₩44.0t | ₩1.3t | 17.8x | 18x | 0.5x |
| Tue, 13 Jan 2026 | ₩19.5t | ₩44.0t | ₩1.3t | 15.9x | 14.8x | 0.4x |
| Thu, 11 Dec 2025 | ₩19.8t | ₩44.0t | ₩1.3t | 16.6x | 15.1x | 0.5x |
| Sat, 08 Nov 2025 | ₩19.1t | ₩43.3t | ₩1.4t | 18.7x | 13.8x | 0.4x |
| Mon, 06 Oct 2025 | ₩19.6t | ₩43.3t | ₩1.4t | 19.4x | 14.2x | 0.5x |
| Wed, 03 Sep 2025 | ₩19.2t | ₩43.3t | ₩1.4t | 19.4x | 13.9x | 0.4x |
| Fri, 01 Aug 2025 | ₩20.4t | ₩42.1t | ₩1.0t | 23.3x | 20.4x | 0.5x |
| Sun, 29 Jun 2025 | ₩20.2t | ₩42.1t | ₩1.0t | 24.3x | 20.2x | 0.5x |
| Tue, 27 May 2025 | ₩18.8t | ₩42.1t | ₩997.7b | 19.9x | 18.8x | 0.4x |
| Thu, 24 Apr 2025 | ₩17.9t | ₩41.7t | ₩831.1b | 23.5x | 21.5x | 0.4x |
| Sat, 22 Mar 2025 | ₩17.5t | ₩41.7t | ₩828.8b | 20.2x | 21.1x | 0.4x |
| Mon, 17 Feb 2025 | ₩16.9t | ₩41.8t | ₩1.0t | 22.3x | 16.5x | 0.4x |
| Wed, 15 Jan 2025 | ₩15.9t | ₩41.8t | ₩1.7t | 14.4x | 9.5x | 0.4x |
| Fri, 13 Dec 2024 | ₩16.1t | ₩41.9t | ₩1.7t | 11.8x | 9.6x | 0.4x |
| Sun, 10 Nov 2024 | ₩15.0t | ₩41.6t | ₩1.7t | 9.8x | 8.8x | 0.4x |
| Tue, 08 Oct 2024 | ₩15.0t | ₩41.7t | ₩1.6t | 10.4x | 9.3x | 0.4x |
| Thu, 05 Sep 2024 | ₩14.6t | ₩41.7t | ₩1.6t | 10.4x | 9.1x | 0.4x |
| Sat, 03 Aug 2024 | ₩14.5t | ₩41.6t | ₩1.7t | 8.9x | 8.5x | 0.3x |
| Mon, 01 Jul 2024 | ₩14.2t | ₩41.6t | ₩1.7t | 8.6x | 8.3x | 0.3x |
| Wed, 29 May 2024 | ₩13.9t | ₩41.6t | ₩1.7t | 8.3x | 8.1x | 0.3x |
| Fri, 26 Apr 2024 | ₩13.5t | ₩41.4t | ₩1.7t | 8.3x | 8.1x | 0.3x |
| Sun, 24 Mar 2024 | ₩14.8t | ₩41.4t | ₩1.7t | 9.5x | 8.8x | 0.4x |
| Tue, 20 Feb 2024 | ₩15.9t | ₩41.2t | ₩1.7t | 10.4x | 9.1x | 0.4x |
| Thu, 18 Jan 2024 | ₩13.5t | ₩41.0t | ₩1.9t | 8.3x | 7x | 0.3x |
| Sat, 16 Dec 2023 | ₩14.4t | ₩41.0t | ₩1.9t | 7.6x | 7.5x | 0.4x |
| Mon, 13 Nov 2023 | ₩13.5t | ₩40.9t | ₩1.9t | 12x | 7x | 0.3x |
| Wed, 11 Oct 2023 | ₩13.8t | ₩40.7t | ₩2.0t | 12.3x | 7x | 0.3x |
| Fri, 08 Sep 2023 | ₩13.2t | ₩40.7t | ₩2.0t | 11.9x | 6.8x | 0.3x |
| Sun, 06 Aug 2023 | ₩12.9t | ₩40.4t | ₩1.8t | 7.8x | 7.2x | 0.3x |
| Tue, 04 Jul 2023 | ₩12.8t | ₩40.4t | ₩1.8t | 8.5x | 7.1x | 0.3x |
Price to Earnings Ratio
7.1x
Current Industry PE
- Investors are optimistic on the South Korean Telecom industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.3x which is higher than its 3-year average PE of 8.2x.
- The industry is trading close to its 3-year average PS ratio of 0.46x.
Past Earnings Growth
- The earnings for companies in the Telecom industry have grown 4.9% per year over the last three years.
- Revenues for these companies have grown 3.1% 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 industry?
| KR Market | -7.37% | |
| Telecom | -11.15% | |
| Telecom Services and Carriers | -2.84% | |
| Integrated Telecom Services | -2.52% | |
| Alternative Carriers | -12.85% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 29.5x.
- Analysts are expecting annual earnings growth of 8.6%, which is lower than the prior year's growth of 94.4% per year.
- Investors are most pessimistic about the Integrated Telecom Services industry, which is trading close to its 3-year average of 9.9x.
Forecasted Growth
- Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 8.6% over the next 5 years.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| A006490 FreeT | ₩310.00 | 15.2% +₩5.9b | -79.8% | PS0.4x | |
| A122830 ONE4ULTD | ₩1.04k | 11.0% +₩3.4b | -25.7% | n/a |