Investors Will Want SM Entertainment's (KOSDAQ:041510) Growth In ROCE To Persist
Apr 21
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South Korean (KOSPI) Telecom Sector Analysis
UpdatedApr 24, 2025
DataAggregated Company Financials
Companies143
- 7D2.8%
- 3M3.6%
- 1Y3.6%
- YTD5.1%
Over the last 7 days, the Telecom industry has risen 2.8%, driven by gains from NAVER of 4.2%. This means that the industry has gained 3.6% over the past year. As for the next few years, earnings are expected to grow by 22% per annum.
Sector Valuation and Performance
Has the South Korean Telecom Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 25 Apr 2025 | ₩144.0t | ₩122.4t | ₩4.6t | 18.7x | 31.1x | 1.2x |
| Sun, 23 Mar 2025 | ₩145.3t | ₩122.5t | ₩3.1t | 16.5x | 46.5x | 1.2x |
| Tue, 18 Feb 2025 | ₩147.2t | ₩121.6t | ₩2.4t | 19.3x | 62.4x | 1.2x |
| Thu, 16 Jan 2025 | ₩141.0t | ₩121.5t | ₩2.6t | 18.9x | 53.6x | 1.2x |
| Sat, 14 Dec 2024 | ₩149.5t | ₩121.5t | ₩2.6t | 19x | 56.8x | 1.2x |
| Mon, 11 Nov 2024 | ₩134.9t | ₩120.6t | ₩3.4t | 15.9x | 39.7x | 1.1x |
| Wed, 09 Oct 2024 | ₩133.2t | ₩120.5t | ₩3.1t | 15.9x | 43.3x | 1.1x |
| Fri, 06 Sep 2024 | ₩130.0t | ₩120.9t | ₩3.1t | 15.6x | 42.4x | 1.1x |
| Sun, 04 Aug 2024 | ₩135.2t | ₩119.8t | ₩2.7t | 16.2x | 50.7x | 1.1x |
| Tue, 02 Jul 2024 | ₩131.0t | ₩119.8t | ₩2.6t | 17.7x | 49.6x | 1.1x |
| Thu, 30 May 2024 | ₩134.1t | ₩119.8t | ₩2.6t | 16.5x | 50.9x | 1.1x |
| Sat, 27 Apr 2024 | ₩133.7t | ₩118.3t | ₩2.1t | 17.8x | 63.6x | 1.1x |
| Mon, 25 Mar 2024 | ₩142.1t | ₩118.2t | ₩3.0t | 19.8x | 48.1x | 1.2x |
| Wed, 21 Feb 2024 | ₩149.4t | ₩118.1t | ₩3.7t | 20.5x | 40.1x | 1.3x |
| Fri, 19 Jan 2024 | ₩144.7t | ₩118.5t | ₩3.8t | 20x | 38.1x | 1.2x |
| Sun, 17 Dec 2023 | ₩150.4t | ₩118.8t | ₩3.8t | 21.2x | 39.6x | 1.3x |
| Tue, 14 Nov 2023 | ₩138.7t | ₩117.9t | ₩3.6t | 18.9x | 38x | 1.2x |
| Thu, 12 Oct 2023 | ₩134.3t | ₩117.6t | ₩3.5t | 18x | 38.4x | 1.1x |
| Sat, 09 Sep 2023 | ₩143.2t | ₩117.7t | ₩3.5t | 20.3x | 40.6x | 1.2x |
| Mon, 07 Aug 2023 | ₩149.7t | ₩116.4t | ₩3.2t | 18.3x | 46.4x | 1.3x |
| Wed, 05 Jul 2023 | ₩145.1t | ₩116.4t | ₩3.3t | 18.2x | 44.4x | 1.2x |
| Fri, 02 Jun 2023 | ₩155.4t | ₩116.6t | ₩3.3t | 20.3x | 47.3x | 1.3x |
| Sun, 30 Apr 2023 | ₩154.0t | ₩115.0t | ₩4.6t | 18.1x | 33.8x | 1.3x |
| Tue, 28 Mar 2023 | ₩151.0t | ₩114.6t | ₩5.3t | 16.7x | 28.4x | 1.3x |
| Thu, 23 Feb 2023 | ₩158.8t | ₩113.0t | ₩7.8t | 15.5x | 20.3x | 1.4x |
| Sat, 21 Jan 2023 | ₩154.1t | ₩112.8t | ₩8.1t | 13.9x | 19.1x | 1.4x |
| Mon, 19 Dec 2022 | ₩146.9t | ₩112.9t | ₩8.1t | 13.2x | 18.2x | 1.3x |
| Wed, 16 Nov 2022 | ₩149.4t | ₩108.8t | ₩9.0t | 14.4x | 16.6x | 1.4x |
| Fri, 14 Oct 2022 | ₩125.3t | ₩109.2t | ₩9.6t | 12.1x | 13.1x | 1.1x |
| Sun, 11 Sep 2022 | ₩163.7t | ₩109.4t | ₩9.6t | 14.5x | 17.1x | 1.5x |
| Tue, 09 Aug 2022 | ₩182.8t | ₩107.0t | ₩10.5t | 15.9x | 17.4x | 1.7x |
| Thu, 07 Jul 2022 | ₩167.6t | ₩107.0t | ₩10.5t | 14.3x | 15.9x | 1.6x |
| Sat, 04 Jun 2022 | ₩197.8t | ₩107.1t | ₩10.5t | 17.3x | 18.9x | 1.8x |
| Mon, 02 May 2022 | ₩202.5t | ₩104.2t | ₩10.0t | 17x | 20.3x | 1.9x |
Price to Earnings Ratio
20.3x
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 31.1x which is lower than its 3-year average PE of 36.3x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Communication Services industry have declined 23% per year over the last three years.
- Meanwhile revenues for these companies have grown 5.5% 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 Market | 3.26% | |
| Telecom | 2.78% | |
| Interactive Media and Services | 4.67% | |
| Telecom Services and Carriers | 3.01% | |
| Media | 2.27% | |
| Entertainment | 1.92% | |
| Wireless Telecom | -0.32% | |
Industry PE
- Investors are most optimistic about the Entertainment industry even though it's trading below its 3-year average PE ratio of 281x.
- Analysts are expecting annual earnings growth of 29.5%, which is higher than its past year's earnings decline of 4.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 29% over the next 5 years.
- This is better than its past earnings decline of 4.2% per year.
- In contrast, the Wireless Telecom industry is expected to see its earnings grow by 5.9% 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 | |
|---|---|---|---|---|---|
| A035420 NAVER | ₩191.50k | 4.3% +₩1.2t | 4.8% | PE14.9x | |
| A035720 Kakao | ₩39.45k | 3.3% +₩549.0b | -16.8% | PE313.5x | |
| A032640 LG Uplus | ₩11.54k | 3.9% +₩184.8b | 18.4% | PE13.2x | |
| A036570 NCSOFT | ₩147.70k | 5.7% +₩150.0b | -14.4% | PE29.8x | |
| A293490 Kakao Games | ₩14.17k | 6.2% +₩68.1b | -32.2% | PS1.9x |
