Narrative Update • Jun 05
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- 7D-0.6%
- 3M-6.9%
- 1Y8.6%
- YTD5.6%
Last week, the Telecom Services and Carriers industry hasn't moved much but KT is up 3.3% in that time. As for the the longer term, the industry is up 8.6% over the past 12 months. As for the next few years, earnings are expected to grow by 7.5% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | ₩20.5t | ₩44.3t | ₩2.1t | 13.9x | 9.9x | 0.5x |
| Sun, 10 May 2026 | ₩21.5t | ₩44.4t | ₩2.2t | 12.3x | 9.7x | 0.5x |
| Tue, 07 Apr 2026 | ₩21.9t | ₩44.3t | ₩2.2t | 12.8x | 9.8x | 0.5x |
| Thu, 05 Mar 2026 | ₩20.2t | ₩44.3t | ₩2.2t | 15.2x | 9.2x | 0.5x |
| Sat, 31 Jan 2026 | ₩21.5t | ₩44.0t | ₩1.3t | 17.2x | 16.3x | 0.5x |
| Mon, 29 Dec 2025 | ₩20.2t | ₩44.0t | ₩1.3t | 16.6x | 15.3x | 0.5x |
| Wed, 26 Nov 2025 | ₩19.3t | ₩44.0t | ₩1.3t | 20x | 14.8x | 0.4x |
| Fri, 24 Oct 2025 | ₩19.2t | ₩43.3t | ₩1.4t | 19.2x | 13.9x | 0.4x |
| Sun, 21 Sep 2025 | ₩19.5t | ₩43.3t | ₩1.4t | 19.9x | 14.1x | 0.5x |
| Tue, 19 Aug 2025 | ₩20.7t | ₩43.0t | ₩1.3t | 19.4x | 16x | 0.5x |
| Thu, 17 Jul 2025 | ₩21.2t | ₩42.1t | ₩1.0t | 24.5x | 21.2x | 0.5x |
| Sat, 14 Jun 2025 | ₩19.0t | ₩42.1t | ₩999.3b | 19.8x | 19x | 0.5x |
| Mon, 12 May 2025 | ₩18.8t | ₩41.7t | ₩831.1b | 24x | 22.6x | 0.5x |
| Wed, 09 Apr 2025 | ₩16.7t | ₩41.7t | ₩831.1b | 22.9x | 20.1x | 0.4x |
| Fri, 07 Mar 2025 | ₩17.2t | ₩41.8t | ₩1.0t | 19.8x | 16.8x | 0.4x |
| Sun, 02 Feb 2025 | ₩16.8t | ₩41.8t | ₩1.7t | 14.8x | 10x | 0.4x |
| Tue, 31 Dec 2024 | ₩15.9t | ₩41.8t | ₩1.7t | 14.9x | 9.4x | 0.4x |
| Thu, 28 Nov 2024 | ₩17.4t | ₩41.8t | ₩1.7t | 10.1x | 10.2x | 0.4x |
| Sat, 26 Oct 2024 | ₩15.8t | ₩41.7t | ₩1.6t | 10.1x | 9.8x | 0.4x |
| Mon, 23 Sep 2024 | ₩15.1t | ₩41.7t | ₩1.6t | 10.4x | 9.4x | 0.4x |
| Wed, 21 Aug 2024 | ₩14.3t | ₩41.6t | ₩1.7t | 8.9x | 8.6x | 0.3x |
| Fri, 19 Jul 2024 | ₩14.4t | ₩41.6t | ₩1.7t | 8.7x | 8.4x | 0.3x |
| Sun, 16 Jun 2024 | ₩13.9t | ₩41.6t | ₩1.7t | 8.3x | 8.1x | 0.3x |
| Tue, 14 May 2024 | ₩14.0t | ₩41.5t | ₩1.7t | 8.2x | 8x | 0.3x |
| Thu, 11 Apr 2024 | ₩14.0t | ₩41.4t | ₩1.7t | 8.8x | 8.4x | 0.3x |
| Sat, 09 Mar 2024 | ₩14.9t | ₩41.2t | ₩1.7t | 9.6x | 8.6x | 0.4x |
| Mon, 05 Feb 2024 | ₩15.0t | ₩41.0t | ₩1.9t | 8.1x | 7.8x | 0.4x |
| Wed, 03 Jan 2024 | ₩13.8t | ₩41.0t | ₩1.9t | 7.1x | 7.1x | 0.3x |
| Fri, 01 Dec 2023 | ₩13.7t | ₩41.0t | ₩1.9t | 10.9x | 7.1x | 0.3x |
| Sun, 29 Oct 2023 | ₩13.3t | ₩40.7t | ₩2.0t | 12.8x | 6.8x | 0.3x |
| Tue, 26 Sep 2023 | ₩13.5t | ₩40.7t | ₩2.0t | 12.6x | 6.9x | 0.3x |
| Thu, 24 Aug 2023 | ₩13.4t | ₩40.7t | ₩1.9t | 9.1x | 7x | 0.3x |
| Sat, 22 Jul 2023 | ₩12.7t | ₩40.4t | ₩1.8t | 8.2x | 7.1x | 0.3x |
| Mon, 19 Jun 2023 | ₩13.1t | ₩40.4t | ₩1.8t | 8.4x | 7.3x | 0.3x |
Price to Earnings Ratio
7.3x
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 9.9x 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 | -11.94% | |
| Telecom | -11.58% | |
| Telecom Services and Carriers | -0.61% | |
| Alternative Carriers | 0.39% | |
| Integrated Telecom Services | -0.64% | |
Industry PE
- Investors are most optimistic about the Alternative Carriers industry which is trading above its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 18.6%, which is lower than the prior year's growth of 23.7% 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 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 24% per year.
- In contrast, the Integrated Telecom Services industry is expected to see its earnings grow by 7.2% 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 | |
|---|---|---|---|---|---|
| A030200 KT | ₩60.00k | 10.1% +₩1.3t | 15.8% | PE9.4x | |
| A093320 KINX | ₩114.40k | 1.8% +₩9.7b | 33.0% | PE26.1x | |
| A032790 Mgen Solutions | ₩1.40k | 19.9% +₩6.0b | -37.9% | PS1.5x | |
| A122830 ONE4ULTD | ₩1.02k | 7.3% +₩2.3b | -24.5% | n/a | |
| A036630 Sejong Telecom | ₩12.31k | 1.3% +₩1.5b | 7.0% | PE20.7x |