South Korean (KOSPI) Market Analysis & Valuation

Market Valuation and Performance

Has the South Korean Market valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 04 Aug 2026	₩5474.5t	₩4343.7t	₩467.6t	10.9x	11.7x	1.3x
Thu, 02 Jul 2026	₩7201.3t	₩4165.8t	₩308.8t	11.6x	23.3x	1.7x
Sat, 30 May 2026	₩7413.8t	₩4094.6t	₩306.9t	13.2x	24.2x	1.8x
Mon, 27 Apr 2026	₩5854.2t	₩4023.3t	₩250.8t	16.5x	23.3x	1.5x
Wed, 25 Mar 2026	₩5059.7t	₩3912.2t	₩217.9t	14.6x	23.2x	1.3x
Fri, 20 Feb 2026	₩5129.5t	₩3875.8t	₩217.4t	15.3x	23.6x	1.3x
Sun, 18 Jan 2026	₩4397.2t	₩3879.3t	₩191.7t	13.8x	22.9x	1.1x
Tue, 16 Dec 2025	₩3749.4t	₩3881.1t	₩191.9t	13.7x	19.5x	1x
Thu, 13 Nov 2025	₩3758.2t	₩3824.2t	₩185.1t	14.4x	20.3x	1x
Sat, 11 Oct 2025	₩3310.0t	₩3818.8t	₩172.8t	15x	19.2x	0.9x
Mon, 08 Sep 2025	₩2954.0t	₩3821.5t	₩175.3t	14.4x	16.9x	0.8x
Wed, 06 Aug 2025	₩2936.3t	₩3765.4t	₩176.8t	13.6x	16.6x	0.8x
Fri, 04 Jul 2025	₩2853.3t	₩3764.2t	₩176.4t	13.2x	16.2x	0.8x
Sun, 01 Jun 2025	₩2488.9t	₩3704.8t	₩178.2t	12.2x	14x	0.7x
Tue, 29 Apr 2025	₩2369.2t	₩3694.6t	₩169.0t	11.6x	14x	0.6x
Thu, 27 Mar 2025	₩2422.1t	₩3659.4t	₩159.5t	11.7x	15.2x	0.7x
Sat, 22 Feb 2025	₩2387.0t	₩3602.5t	₩154.5t	12.4x	15.4x	0.7x
Mon, 20 Jan 2025	₩2338.4t	₩3635.3t	₩149.0t	11.8x	15.7x	0.6x
Wed, 18 Dec 2024	₩2278.4t	₩1361.6t	₩45.1t	11.5x	50.5x	1.7x
Fri, 15 Nov 2024	₩2233.0t	₩3582.1t	₩147.8t	10.5x	15.1x	0.6x
Sun, 13 Oct 2024	₩2412.5t	₩3580.5t	₩141.3t	11.4x	17.1x	0.7x
Tue, 10 Sep 2024	₩2343.0t	₩3581.9t	₩143.9t	11.1x	16.3x	0.7x
Thu, 08 Aug 2024	₩2382.0t	₩3543.3t	₩130.4t	11.3x	18.3x	0.7x
Sat, 06 Jul 2024	₩2655.7t	₩3533.0t	₩120.0t	12.5x	22.1x	0.8x
Mon, 03 Jun 2024	₩2467.0t	₩3524.3t	₩120.8t	12.6x	20.4x	0.7x
Wed, 01 May 2024	₩2515.0t	₩3517.8t	₩106.0t	13.1x	23.7x	0.7x
Fri, 29 Mar 2024	₩2575.5t	₩3525.5t	₩104.8t	13.2x	24.6x	0.7x
Sun, 25 Feb 2024	₩2487.2t	₩3623.5t	₩100.4t	14.4x	24.8x	0.7x
Tue, 23 Jan 2024	₩2324.7t	₩3637.2t	₩105.8t	14.5x	22x	0.6x
Thu, 21 Dec 2023	₩2442.0t	₩3643.7t	₩106.2t	14.7x	23x	0.7x
Sat, 18 Nov 2023	₩2285.1t	₩3658.7t	₩112.4t	13.3x	20.3x	0.6x
Mon, 16 Oct 2023	₩2280.1t	₩3649.9t	₩106.6t	13x	21.4x	0.6x
Wed, 13 Sep 2023	₩2370.9t	₩3651.4t	₩106.6t	13.8x	22.2x	0.6x
Fri, 11 Aug 2023	₩2425.3t	₩3692.4t	₩125.0t	13.9x	19.4x	0.7x

Current Market PE

Investors are pessimistic on the South Korean market, indicating that they anticipate earnings will not grow as fast as they have historically.

The market is trading at a PE ratio of 11.7x which is lower than its 3-year average PE of 19.7x.

Past Earnings Growth

The earnings for South Korean listed companies have grown 55% per year over the last three years.
Revenues for these companies have grown 5.6% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Sector Trends

Which sectors have driven the changes within the South Korean Market?


KR Market	-7.09%
Information Technology	0%	0
Financials	0%	0
Health Care	0%	0
Industrials	0%	0
Real Estate	-1.53%
Consumer Discretionary	-1.76%
Consumer Staples	-2.09%
Healthcare	-2.93%
Materials	-4.16%
Financials	-4.31%
Utilities	-5.13%
Industrials	-5.38%
Telecom	-6.73%
Energy	-8.16%
Tech	-9.16%

Sector PE

Investors favour the Real Estate sector the most for future growth, which is trading close to its 3-year average PE ratio of 159x.

It looks like investors are confident that earnings will grow faster in the future than they have historically.

The Utilities sector is the least preferred by investors for future growth, which is trading below its 3-year average of 3.9x.

Forecasted Growth

Analysts are most optimistic on the Materials sector, expecting annual earnings growth of 38% over the next 5 years.
This is better than its past earnings decline of 6.0% per year.

In contrast, the Financials sector is expected to see its earnings grow by 7.1% 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	Sector
A005930 Samsung Electronics	₩238.25k	8.3% +₩120.1t	240.8%	PE10.5x	Tech
A402340 SK Square	₩1.06m	14.1% +₩17.1t	635.2%	PE8.9x	Industrials
A000660 SK hynix	₩1.56m	0.9% +₩10.2t	493.5%	PE7x	Tech
A012450 Hanwha Aerospace	₩1.01m	15.3% +₩6.9t	5.0%	PE32.3x	Industrials
A005380 Hyundai Motor	₩390.00k	7.1% +₩6.8t	85.3%	PE12.6x	Consumer Discretionary

Company

Last Price

Valuation

Sector

A005930 Samsung Electronics

₩238.25k

8.3%
+₩120.1t

240.8%

PE10.5x

Tech

A402340 SK Square

₩1.06m

14.1%
+₩17.1t

635.2%

PE8.9x

Industrials

A000660 SK hynix

₩1.56m

0.9%
+₩10.2t

493.5%

PE7x

Tech

A012450 Hanwha Aerospace

₩1.01m

15.3%
+₩6.9t

5.0%

PE32.3x

Industrials

A005380 Hyundai Motor

₩390.00k

7.1%
+₩6.8t

85.3%

PE12.6x

Consumer Discretionary

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion on July 17, 2026. Under the terms of the agreement, Samsung Biologics agreed to make an all-cash public tender offer to acquire all publicly held registered shares of PolyPeptide for CHF 44.31 in cash per share. The Offer values PolyPeptide's equity at approximately CHF 1.46 billion. The transaction aims to provide PolyPeptide with the resources, investment capacity and strategic platform to pursue the next phase of its growth and innovation. Alongside Samsung Biologics’ global manufacturing scale and track record of operational excellence, PolyPeptide will also benefit from an aligned customer footprint. Draupnir Holding B.V. owning a stake of approximately 56.3% stake has been in support of the strategic review process and has committed to tender all of its shares into the offer. Once the offer has been successfully completed, Samsung Biologics intends to pursue a squeeze-out of any remaining minority shares and to delist PolyPeptide from the SIX Swiss Exchange. Upon completion, PolyPeptide will operate as a wholly owned subsidiary of Samsung Biologics. The transaction is subject to approval by the shareholders of PolyPeptide Group AG, minimum acceptance threshold of 66?%, applicable regulatory approvals, and other conditions. The Board of Directors of PolyPeptide Group AG formed a special committee for the transaction. The deal has been unanimously approved by the special committee of board of directors of PolyPeptide Group AG and recommends that PolyPeptide shareholders accept the tender offer. The tender offer is expected to be launched by the end of August 2026 by publication of the formal offer prospectus and will remain open for a minimum of twenty trading days on the SIX Swiss Exchange. The transaction is expected to be completed towards the end of 2026. JP Morgan Korea acted as exclusive financial advisor to Samsung Biologics Co.,Ltd. Ernst & Young, Korea acted as accountant to Samsung Biologics Co.,Ltd. O'Melveny & Myers LLP, Seoul office acted as legal advisor to Samsung Biologics Co.,Ltd. Schellenberg Wittmer acted as legal advisor to Samsung Biologics Co.,Ltd. IFBC AG acted as fairness opinion provider to PolyPeptide Group AG. Morgan Stanley & Co. International plc acted as exclusive financial advisor to PolyPeptide Group AG. Homburger AG acted as legal advisor to PolyPeptide Group AG.

South Korean (KOSPI) Market Analysis & Valuation

Market Valuation and Performance

Sector Trends

Top Stock Gainers and Losers

Market Insights

What does frontier-beating open source mean for AI investors?

Latest News

Price target decreased by 11% to ₩2,330,370

New major risk - Share price stability

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Dividend increased to ₩1,500

A000660: Tight Supply And AI Demand Will Support Future Upside

Second quarter 2026 earnings released: EPS: ₩5,740 (vs ₩3,957 in 2Q 2025)

Investor sentiment deteriorates as stock falls 16%

New minor risk - Share price stability

New major risk - Share price stability

Investor sentiment deteriorates as stock falls 24%

New major risk - Share price stability

Samsung Biologics Co.,Ltd. (KOSE:A207940) entered into a transaction agreement to acquire PolyPeptide Group AG (SWX:PPGN) from Draupnir Holding B.V. and others for CHF 1.5 billion.

A012450: Future Profit Margins Will Shape Return Potential

Investor sentiment deteriorates as stock falls 16%

New minor risk - Share price stability

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