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South Korean (KOSPI) Telecom Sector Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies143
  • 7D-1.1%
  • 3M-5.1%
  • 1Y7.1%
  • YTD16.6%

Over the last 7 days, the Telecom industry has dropped 1.1%, driven by declines in NAVER and Kakao of 2.0% and 2.8%, respectively. In the past year, the industry has gained 7.1%. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Dec 2025₩160.7t₩127.2t₩6.3t14.1x25.4x1.3x
Wed, 12 Nov 2025₩165.3t₩125.6t₩4.8t14.5x34.4x1.3x
Fri, 10 Oct 2025₩165.5t₩125.7t₩5.2t15.9x31.9x1.3x
Sun, 07 Sep 2025₩164.7t₩125.7t₩5.2t16.1x31.7x1.3x
Tue, 05 Aug 2025₩163.3t₩123.7t₩5.2t17.3x31.1x1.3x
Thu, 03 Jul 2025₩175.3t₩123.6t₩5.3t18.1x33.4x1.4x
Sat, 31 May 2025₩149.4t₩123.4t₩5.1t16.2x29.2x1.2x
Mon, 28 Apr 2025₩144.5t₩122.4t₩4.6t18.1x31.3x1.2x
Wed, 26 Mar 2025₩145.4t₩122.5t₩3.9t17.3x37.1x1.2x
Fri, 21 Feb 2025₩151.2t₩121.6t₩2.4t18.8x64.1x1.2x
Sun, 19 Jan 2025₩142.5t₩121.5t₩2.6t19.3x54.1x1.2x
Tue, 17 Dec 2024₩149.4t₩25.0t-₩1,458,299,597,665.0019.6x-102.4x6x
Thu, 14 Nov 2024₩131.5t₩120.5t₩3.4t14.4x38.9x1.1x
Sat, 12 Oct 2024₩133.7t₩120.5t₩3.1t16.4x43.5x1.1x
Mon, 09 Sep 2024₩128.3t₩120.9t₩3.1t14.9x41.8x1.1x
Wed, 07 Aug 2024₩128.4t₩119.8t₩2.7t14.6x47.4x1.1x
Fri, 05 Jul 2024₩128.8t₩119.8t₩2.6t16.8x48.8x1.1x
Sun, 02 Jun 2024₩133.1t₩119.8t₩2.6t16.5x50.4x1.1x
Tue, 30 Apr 2024₩136.3t₩118.3t₩2.1t18.1x64.8x1.2x
Thu, 28 Mar 2024₩146.5t₩118.2t₩2.9t19.9x50.4x1.2x
Sat, 24 Feb 2024₩147.7t₩118.1t₩3.7t20.2x39.6x1.2x
Mon, 22 Jan 2024₩145.7t₩118.5t₩3.8t20.3x38.4x1.2x
Wed, 20 Dec 2023₩150.1t₩118.8t₩3.8t21.6x39.5x1.3x
Fri, 17 Nov 2023₩142.1t₩117.8t₩3.5t20.1x40.2x1.2x
Sun, 15 Oct 2023₩135.0t₩117.6t₩3.5t18.5x38.6x1.1x
Tue, 12 Sep 2023₩142.7t₩117.7t₩3.5t20.6x40.5x1.2x
Thu, 10 Aug 2023₩150.6t₩116.6t₩3.4t18.2x44.6x1.3x
Sat, 08 Jul 2023₩143.2t₩116.4t₩3.3t19x43.8x1.2x
Mon, 05 Jun 2023₩155.6t₩116.7t₩3.3t20.5x47.1x1.3x
Wed, 03 May 2023₩154.0t₩115.0t₩4.6t18.1x33.8x1.3x
Fri, 31 Mar 2023₩151.8t₩114.8t₩4.8t18.2x31.6x1.3x
Sun, 26 Feb 2023₩157.7t₩113.0t₩7.8t15.4x20.1x1.4x
Tue, 24 Jan 2023₩154.1t₩112.8t₩8.1t14.3x19.1x1.4x
Thu, 22 Dec 2022₩146.0t₩112.9t₩8.1t14.2x18.1x1.3x
Price to Earnings Ratio

18.1x


Total Market Cap: ₩146.0tTotal Earnings: ₩8.1tTotal Revenue: ₩112.9tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Telecom Sector Price to Earnings3Y Average 39.5x202320242025
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 25.4x which is lower than its 3-year average PE of 39.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have declined 7.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.1% 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 Market1.56%
Telecom-1.13%
Media0.77%
Entertainment-0.25%
Wireless Telecom-0.75%
Telecom Services and Carriers-0.77%
Interactive Media and Services-2.28%
Industry PE
  • Investors are most optimistic about the Media industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 24.6%, which is higher than its past year's earnings growth of 2.4% per year.
  • Investors are most pessimistic about the Telecom Services and Carriers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.3x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 36% over the next 5 years.
  • However this is lower than its past earnings growth rate of 170% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 14% 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
A352820 HYBE₩299.50k3.3%
+₩403.2b		45.7%PS4.8x
A079160 CJ CGV₩6.25k13.4%
+₩122.5b		16.0%PS0.5x
A259960 KRAFTON₩249.00k0.6%
+₩67.0b		-26.9%PE8.9x
A093320 KINX₩119.90k8.7%
+₩46.4b		73.3%PE35.4x
A462870 SHIFT UP₩39.05k1.4%
+₩32.4b		-38.1%PE12x

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A035720
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1Y
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Analysts have modestly adjusted their price target on Kakao upward to ₩76,666.67, reflecting slightly lower perceived risk, a stable long term growth and margin outlook, and a marginally lower future P E expectation. What's in the News Board meeting scheduled for November 19, 2025, to review an external investment, including purpose, transaction structure, pricing, and related matters (company filing) New earnings guidance for the fourth quarter of 2025 targets comfortable double-digit year-over-year growth in Talk Biz advertising revenue, with overall revenue growth expected to accelerate on deferred transactions and year-end seasonality (company guidance) Valuation Changes The fair value estimate remains unchanged at approximately ₩76,666.67 per share, indicating no material revision to the intrinsic value assessment.
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