SamchullyLtd (KRX:004690) Strong Profits May Be Masking Some Underlying Issues
Nov 20
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South Korean (KOSPI) Utilities Sector Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies18
- 7D-1.2%
- 3M-13.0%
- 1Y12.9%
- YTD11.1%
In the last week, Utilities has been flat. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 5.3% per annum.
Sector Valuation and Performance
Has the South Korean Utilities Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 20 Dec 2024 | ₩19.7t | ₩151.7t | ₩4.8t | 7.3x | 4.2x | 0.1x |
| Sun, 17 Nov 2024 | ₩21.6t | ₩151.7t | ₩4.4t | 6x | 5x | 0.1x |
| Tue, 15 Oct 2024 | ₩20.5t | ₩150.0t | ₩3.3t | 6.2x | 6.2x | 0.1x |
| Thu, 12 Sep 2024 | ₩21.9t | ₩150.8t | ₩3.3t | 6.9x | 6.6x | 0.1x |
| Sat, 10 Aug 2024 | ₩19.6t | ₩151.7t | ₩2.9t | 8.4x | 6.7x | 0.1x |
| Mon, 08 Jul 2024 | ₩20.5t | ₩150.9t | ₩956.8b | 9.6x | 21.5x | 0.1x |
| Wed, 05 Jun 2024 | ₩20.2t | ₩150.7t | ₩953.4b | 9.3x | 21.2x | 0.1x |
| Fri, 03 May 2024 | ₩19.5t | ₩155.2t | -₩4,942,101,181,350.00 | 9.9x | -3.9x | 0.1x |
| Sun, 31 Mar 2024 | ₩19.2t | ₩155.2t | -₩4,933,842,121,350.00 | 9.9x | -3.9x | 0.1x |
| Tue, 27 Feb 2024 | ₩21.4t | ₩164.4t | -₩3,675,360,035,970.00 | 7.1x | -5.8x | 0.1x |
| Thu, 25 Jan 2024 | ₩16.5t | ₩161.4t | -₩12,740,118,035,970.00 | 7x | -1.3x | 0.1x |
| Sat, 23 Dec 2023 | ₩16.9t | ₩161.4t | -₩12,740,118,035,970.00 | 7.4x | -1.3x | 0.1x |
| Mon, 20 Nov 2023 | ₩16.6t | ₩168.5t | -₩12,504,843,068,930.00 | 5.9x | -1.3x | 0.1x |
| Wed, 18 Oct 2023 | ₩16.7t | ₩166.7t | -₩19,351,191,773,390.00 | 6.3x | -0.9x | 0.1x |
| Fri, 15 Sep 2023 | ₩17.3t | ₩166.7t | -₩19,351,191,773,390.00 | 6.3x | -0.9x | 0.1x |
| Sun, 13 Aug 2023 | ₩18.0t | ₩166.6t | -₩19,176,567,694,543.00 | 12.3x | -0.9x | 0.1x |
| Tue, 11 Jul 2023 | ₩18.1t | ₩162.5t | -₩22,107,067,694,543.00 | 11.7x | -0.8x | 0.1x |
| Thu, 08 Jun 2023 | ₩18.5t | ₩162.5t | -₩22,107,012,211,710.00 | 12.1x | -0.8x | 0.1x |
| Sat, 06 May 2023 | ₩18.7t | ₩151.3t | -₩22,721,594,863,530.00 | 9.5x | -0.8x | 0.1x |
| Mon, 03 Apr 2023 | ₩22.8t | ₩151.3t | -₩22,709,340,653,530.00 | 12.3x | -1x | 0.2x |
| Wed, 01 Mar 2023 | ₩22.5t | ₩135.5t | -₩18,996,234,345,230.00 | 18.5x | -1.2x | 0.2x |
| Fri, 27 Jan 2023 | ₩24.2t | ₩135.4t | -₩19,057,931,651,410.00 | 20.7x | -1.3x | 0.2x |
| Sun, 25 Dec 2022 | ₩24.8t | ₩135.4t | -₩19,057,931,651,410.00 | 17.9x | -1.3x | 0.2x |
| Tue, 22 Nov 2022 | ₩22.7t | ₩129.3t | -₩18,943,296,678,840.00 | 20.2x | -1.2x | 0.2x |
| Thu, 20 Oct 2022 | ₩20.3t | ₩125.0t | -₩14,073,464,014,950.00 | 22x | -1.4x | 0.2x |
| Sat, 17 Sep 2022 | ₩21.7t | ₩125.0t | -₩14,073,464,014,950.00 | 26.4x | -1.5x | 0.2x |
| Mon, 15 Aug 2022 | ₩24.3t | ₩117.6t | -₩10,097,487,608,590.00 | 21.4x | -2.4x | 0.2x |
| Wed, 13 Jul 2022 | ₩23.0t | ₩117.6t | -₩10,097,487,608,590.00 | 20.4x | -2.3x | 0.2x |
| Fri, 10 Jun 2022 | ₩24.9t | ₩117.6t | -₩10,096,171,530,590.00 | 26x | -2.5x | 0.2x |
| Sun, 08 May 2022 | ₩23.8t | ₩107.4t | -₩4,090,762,415,390.00 | 20.9x | -5.8x | 0.2x |
| Tue, 05 Apr 2022 | ₩23.4t | ₩107.4t | -₩4,090,762,415,390.00 | 19.8x | -5.7x | 0.2x |
| Thu, 03 Mar 2022 | ₩24.6t | ₩100.8t | -₩4,493,461,892,117.00 | 12.3x | -5.5x | 0.2x |
| Sat, 29 Jan 2022 | ₩21.5t | ₩100.0t | -₩242,007,892,117.00 | 11.5x | -89x | 0.2x |
| Mon, 27 Dec 2021 | ₩22.6t | ₩100.0t | -₩242,007,892,117.00 | 12.3x | -93.4x | 0.2x |
Price to Earnings Ratio
-93.4x
Current Industry PE
- Investors are optimistic on the South Korean Utilities industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 38.0x which is higher than its 3-year average PE of -5.3x.
- The industry is trading close to its 3-year average PS ratio of 0.15x.
Past Earnings Growth
- Total earnings for the Utilities industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 18% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the South Korean Utilities sector?
| KR Market | -1.64% | |
| Utilities | -1.20% | |
| Renewable Energy | 4.09% | |
| Gas Utilities | 1.31% | |
| Other Utilities | 0% | |
| Water Utilities | 0% | |
| Electric Utilities | -2.17% | |
Industry PE
- Investors are most optimistic about the Electric Utilities industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 2.4%, which is higher than its past year's earnings decline of 25.2% per year.
- Investors are most pessimistic about the Gas Utilities industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 6.8x.
Forecasted Growth
- Analysts are most optimistic on the Gas Utilities industry, expecting annual earnings growth of 28% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Renewable Energy industry is expected to see its earnings decline by 118% 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 | |
|---|---|---|---|---|---|
| A036460 Korea Gas | ₩33.75k | 0.9% +₩26.2b | 34.7% | PE20x | |
| A015360 Yesco Holdings | ₩55.00k | 9.1% +₩19.7b | 55.1% | PE8.1x | |
| A005090 SGC EnergyLtd | ₩26.40k | 4.8% +₩17.3b | -5.2% | PE4.5x | |
| A389260 Daemyoung EnergyLtd | ₩12.38k | 8.0% +₩15.7b | -26.5% | PE21.7x | |
| A004690 SamchullyLtd | ₩91.40k | 2.0% +₩6.2b | -3.4% | PE2.8x |