Narrative Update • Jul 20
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South Korean (KOSPI) Utilities Sector Analysis
UpdatedJul 21, 2026
DataAggregated Company Financials
Companies18
- 7D-2.2%
- 3M-25.2%
- 1Y-10.9%
- YTD-22.2%
Over the last 7 days, the Utilities industry has dropped 2.2%, driven by Korea Electric Power declining 0.7%. On the other hand SK eternix is actually up 15%. However, the industry is down 11% over the past year. Earnings are forecast to grow by 12% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₩29.5t | ₩153.4t | ₩9.7t | 7.1x | 3x | 0.2x |
| Fri, 19 Jun 2026 | ₩34.0t | ₩153.4t | ₩9.7t | 7.2x | 3.5x | 0.2x |
| Sun, 17 May 2026 | ₩34.2t | ₩154.5t | ₩9.4t | 7.9x | 3.7x | 0.2x |
| Tue, 14 Apr 2026 | ₩36.9t | ₩154.5t | ₩9.4t | 7.9x | 3.9x | 0.2x |
| Thu, 12 Mar 2026 | ₩39.9t | ₩155.5t | ₩10.2t | 5.2x | 3.9x | 0.3x |
| Sat, 07 Feb 2026 | ₩47.8t | ₩155.3t | ₩9.8t | 5.1x | 4.9x | 0.3x |
| Mon, 05 Jan 2026 | ₩37.8t | ₩155.3t | ₩9.8t | 4.9x | 3.9x | 0.2x |
| Wed, 03 Dec 2025 | ₩41.1t | ₩155.3t | ₩9.8t | 4.8x | 4.2x | 0.3x |
| Fri, 31 Oct 2025 | ₩36.1t | ₩155.5t | ₩8.0t | 5.7x | 4.5x | 0.2x |
| Sun, 28 Sep 2025 | ₩31.4t | ₩155.5t | ₩8.0t | 5.7x | 3.9x | 0.2x |
| Tue, 26 Aug 2025 | ₩32.9t | ₩155.5t | ₩8.0t | 6x | 4.1x | 0.2x |
| Thu, 24 Jul 2025 | ₩33.4t | ₩153.5t | ₩7.0t | 7.9x | 4.8x | 0.2x |
| Sat, 21 Jun 2025 | ₩26.9t | ₩153.5t | ₩7.0t | 7.3x | 3.8x | 0.2x |
| Mon, 19 May 2025 | ₩25.4t | ₩152.0t | ₩5.2t | 5.2x | 4.9x | 0.2x |
| Wed, 16 Apr 2025 | ₩22.3t | ₩152.0t | ₩5.2t | 4.9x | 4.3x | 0.1x |
| Fri, 14 Mar 2025 | ₩21.1t | ₩152.4t | ₩4.5t | 8.8x | 4.7x | 0.1x |
| Sun, 09 Feb 2025 | ₩19.4t | ₩151.7t | ₩4.8t | 6.9x | 4.1x | 0.1x |
| Tue, 07 Jan 2025 | ₩19.4t | ₩151.7t | ₩4.8t | 6.9x | 4.1x | 0.1x |
| Thu, 05 Dec 2024 | ₩20.4t | ₩151.7t | ₩4.8t | 6.9x | 4.3x | 0.1x |
| Sat, 02 Nov 2024 | ₩21.9t | ₩150.0t | ₩3.3t | 6.5x | 6.6x | 0.1x |
| Mon, 30 Sep 2024 | ₩21.4t | ₩150.8t | ₩3.3t | 6.7x | 6.5x | 0.1x |
| Wed, 28 Aug 2024 | ₩23.1t | ₩150.8t | ₩3.3t | 7.8x | 6.9x | 0.2x |
| Fri, 26 Jul 2024 | ₩19.7t | ₩150.9t | ₩956.8b | 9.5x | 20.5x | 0.1x |
| Sun, 23 Jun 2024 | ₩21.6t | ₩150.7t | ₩951.3b | 9.1x | 22.7x | 0.1x |
| Tue, 21 May 2024 | ₩19.0t | ₩155.1t | -₩4,936,616,818,350.00 | 9.5x | -3.8x | 0.1x |
| Thu, 18 Apr 2024 | ₩18.7t | ₩155.2t | -₩4,942,101,181,350.00 | 9.8x | -3.8x | 0.1x |
| Sat, 16 Mar 2024 | ₩21.2t | ₩164.1t | -₩3,715,394,603,510.00 | 8.8x | -5.7x | 0.1x |
| Mon, 12 Feb 2024 | ₩18.3t | ₩161.4t | -₩12,740,118,035,970.00 | 7.1x | -1.4x | 0.1x |
| Wed, 10 Jan 2024 | ₩17.2t | ₩161.4t | -₩12,740,118,035,970.00 | 7.1x | -1.3x | 0.1x |
| Fri, 08 Dec 2023 | ₩17.6t | ₩161.4t | -₩12,740,118,035,970.00 | 7.3x | -1.4x | 0.1x |
| Sun, 05 Nov 2023 | ₩15.8t | ₩166.7t | -₩19,348,559,617,890.00 | 6.4x | -0.8x | 0.09x |
| Tue, 03 Oct 2023 | ₩16.9t | ₩166.7t | -₩19,351,191,773,390.00 | 6.3x | -0.9x | 0.1x |
| Thu, 31 Aug 2023 | ₩17.4t | ₩166.7t | -₩19,341,943,719,090.00 | 6.2x | -0.9x | 0.1x |
| Sat, 29 Jul 2023 | ₩17.9t | ₩162.5t | -₩22,107,067,694,543.00 | 11.8x | -0.8x | 0.1x |
Price to Earnings Ratio
-0.8x
Current Industry PE
- Investors are pessimistic on the South Korean Utilities 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 3.0x which is lower than its 3-year average PE of 3.9x.
- The industry is trading close to its 3-year average PS ratio of 0.17x.
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 remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the South Korean Utilities sector?
| KR Market | -4.45% | |
| Utilities | -2.24% | |
| Renewable Energy | 13.81% | |
| Gas Utilities | -2.19% | |
| Electric Utilities | -3.54% | |
Industry PE
- Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 45.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Electric Utilities industry, which is trading below its 3-year average of 3.4x.
Forecasted Growth
- Analysts are most optimistic on the Gas Utilities industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 3.3% per year.
- In contrast, the Electric Utilities industry is expected to see its earnings grow by 9.8% 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 | |
|---|---|---|---|---|---|
| A475150 SK eternix | ₩55.90k | 14.5% +₩241.7b | 140.9% | PE77.3x | |
| A005090 SGC EnergyLtd | ₩37.75k | 4.1% +₩21.6b | 43.0% | PS0.2x | |
| A389260 Daemyoung EnergyLtd | ₩13.16k | 1.9% +₩4.3b | -49.3% | PE22.4x | |
| A015360 INVENI | ₩14.12k | 0.9% +₩3.1b | 12.6% | PE2.9x | |
| A003480 Hanjin Heavy Industries & Construction Holdings | ₩4.62k | 2.1% +₩2.5b | -16.9% | PE1.8x |