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
Wed, 13 May 2026	₩6790.5t	₩4063.5t	₩289.2t	15.8x	23.5x	1.7x
Fri, 10 Apr 2026	₩5220.9t	₩3931.8t	₩217.7t	15.1x	24x	1.3x
Sun, 08 Mar 2026	₩5063.5t	₩3869.7t	₩220.9t	14.2x	22.9x	1.3x
Tue, 03 Feb 2026	₩4527.4t	₩3889.4t	₩208.7t	14.1x	21.7x	1.2x
Thu, 01 Jan 2026	₩3849.7t	₩3881.3t	₩191.8t	13.5x	20.1x	1x
Sat, 29 Nov 2025	₩3606.3t	₩3867.9t	₩195.3t	13.3x	18.5x	0.9x
Mon, 27 Oct 2025	₩3584.0t	₩3821.0t	₩172.8t	14.7x	20.7x	0.9x
Wed, 24 Sep 2025	₩3214.0t	₩3821.4t	₩172.7t	15.2x	18.6x	0.8x
Fri, 22 Aug 2025	₩2885.1t	₩3782.7t	₩177.0t	14.2x	16.3x	0.8x
Sun, 20 Jul 2025	₩2924.2t	₩3760.8t	₩176.3t	13.5x	16.6x	0.8x
Tue, 17 Jun 2025	₩2710.2t	₩3759.3t	₩176.0t	12.7x	15.4x	0.7x
Thu, 15 May 2025	₩2453.9t	₩3701.5t	₩174.3t	12.1x	14.1x	0.7x
Sat, 12 Apr 2025	₩2268.7t	₩3695.9t	₩166.7t	11.2x	13.6x	0.6x
Mon, 10 Mar 2025	₩2379.2t	₩3636.0t	₩163.0t	12.1x	14.6x	0.7x
Wed, 05 Feb 2025	₩2311.2t	₩3649.4t	₩152.9t	11.6x	15.1x	0.6x
Fri, 03 Jan 2025	₩2228.8t	₩3635.4t	₩148.8t	11.3x	15x	0.6x
Sun, 01 Dec 2024	₩2266.3t	₩3617.1t	₩152.1t	11.1x	14.9x	0.6x
Tue, 29 Oct 2024	₩2412.0t	₩3582.9t	₩141.5t	11.1x	17x	0.7x
Thu, 26 Sep 2024	₩2412.9t	₩3581.4t	₩141.2t	11.5x	17.1x	0.7x
Sat, 24 Aug 2024	₩2500.2t	₩3560.1t	₩141.7t	11.9x	17.6x	0.7x
Mon, 22 Jul 2024	₩2597.9t	₩3531.1t	₩120.1t	12.5x	21.6x	0.7x
Wed, 19 Jun 2024	₩2578.9t	₩3536.6t	₩119.0t	12.9x	21.7x	0.7x
Fri, 17 May 2024	₩2569.4t	₩3518.0t	₩115.1t	13.4x	22.3x	0.7x
Sun, 14 Apr 2024	₩2507.9t	₩3514.8t	₩105.6t	12.9x	23.7x	0.7x
Tue, 12 Mar 2024	₩2482.1t	₩3553.9t	₩102.1t	14x	24.3x	0.7x
Thu, 08 Feb 2024	₩2414.7t	₩3625.1t	₩91.0t	13.8x	26.5x	0.7x
Sat, 06 Jan 2024	₩2425.6t	₩3643.2t	₩106.2t	14.9x	22.8x	0.7x
Mon, 04 Dec 2023	₩2336.9t	₩3643.2t	₩108.8t	14.1x	21.5x	0.6x
Wed, 01 Nov 2023	₩2104.2t	₩3686.6t	₩109.7t	12.4x	19.2x	0.6x
Fri, 29 Sep 2023	₩2288.8t	₩3651.6t	₩106.7t	13.2x	21.5x	0.6x
Sun, 27 Aug 2023	₩2355.6t	₩3701.4t	₩110.8t	13.4x	21.3x	0.6x
Tue, 25 Jul 2023	₩2454.6t	₩3669.8t	₩133.5t	14x	18.4x	0.7x
Thu, 22 Jun 2023	₩2391.7t	₩3670.2t	₩133.9t	14.5x	17.9x	0.7x
Sat, 20 May 2023	₩2331.0t	₩3625.5t	₩145.8t	14x	16x	0.6x

Current Market PE

Investors are optimistic on the South Korean market, and appear confident in strong long term growth rates.

The market is trading at a PE ratio of 24.0x which is higher than its 3-year average PE of 19.4x.

Past Earnings Growth

The earnings for South Korean listed companies have grown 26% per year over the last three years.
Revenues for these companies have grown 3.9% 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	9.12%
Tech	19.12%
Consumer Discretionary	11.74%
Information Technology	0%	0
Financials	0%	0
Health Care	0%	0
Industrials	0%	0
Industrials	-0.25%
Financials	-0.70%
Healthcare	-2.23%
Consumer Staples	-2.23%
Telecom	-4.08%
Real Estate	-6.07%
Utilities	-7.03%
Materials	-7.21%
Energy	-8.56%

Sector PE

Investors favour the Healthcare sector the most for future growth even though it's trading below its 3-year average PE ratio of 289x.

The market's confidence is likely because analysts are expecting annual earnings growth of 30.3% which is higher than its past year's earnings decline of 1.4% per year.

Forecasted Growth

Analysts are most optimistic on the Energy sector, expecting annual earnings growth of 58% over the next 5 years.
This is better than its past earnings growth rate of 37% per year.

In contrast, the Real Estate sector is expected to see its earnings grow by 4.7% 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	₩279.00k	20.0% +₩309.2t	390.3%	PE22.3x	Tech
A000660 SK hynix	₩1.84m	26.8% +₩272.3t	824.4%	PE17.1x	Tech
A005380 Hyundai Motor	₩646.00k	19.9% +₩28.1t	228.4%	PE19.7x	Consumer Discretionary
A028260 Samsung C&T	₩435.00k	35.9% +₩18.8t	250.0%	PE29.2x	Industrials
A402340 SK Square	₩1.13m	13.6% +₩17.8t	1,027.1%	PE16.8x	Industrials

Company

Last Price

Valuation

Sector

A005930 Samsung Electronics

₩279.00k

20.0%
+₩309.2t

390.3%

PE22.3x

Tech

A000660 SK hynix

₩1.84m

26.8%
+₩272.3t

824.4%

PE17.1x

Tech

A005380 Hyundai Motor

₩646.00k

19.9%
+₩28.1t

228.4%

PE19.7x

Consumer Discretionary

A028260 Samsung C&T

₩435.00k

35.9%
+₩18.8t

250.0%

PE29.2x

Industrials

A402340 SK Square

₩1.13m

13.6%
+₩17.8t

1,027.1%

PE16.8x

Industrials

Hyundai Mobis Develops Power Electric Systems for All Electric Vehicle Models

Hyundai Mobis has successfully developed a 160-kilowatt (kW) Power Electric (PE) system for general-purpose models, following its high-performance 250-kW PE system. Hyundai Mobis plans to complete the development of a 120-kW PE system tailored for small mobility vehicles by the first half of this year. This is expected to establish a drive system lineup covering all types of electric vehicles while further enhancing Hyundai Mobis' global competitiveness in electrification components. While Hyundai Mobis had previously handled mass production of PE systems based on orders from customers, it has now secured the design technology for each auto component of the PE system through in-house R&D and is unveiling its own drive models. The PE system is a core auto component equivalent to the powertrain of an internal combustion engine and consists of a motor, inverter, and reduction gear. During the development of its proprietary PE system model, Hyundai Mobis focused on standardizing key auto components and modularizing them. These include the stator for the drive motor, the inverter, and the power module, which is a bundle of power semiconductors. This system-level standard model offers advantages in terms of scalability, as it can be applied to various vehicle models through a platform-like approach. This is more efficient than the strategy of developing a new powertrain for each new vehicle launch. As the number of electric vehicle models increases, this approach is expected to be advantageous for future mass production. This method differs from the traditional approach used by Global Automakers, where they collaborated with individual automotive suppliers to develop component technologies and assemble the PE system. Hyundai Mobis plans to proactively propose the PE system developed in this manner to its global customers. While Hyundai Mobis has previously secured orders for battery systems from global customers, this development allows the company to expand its electrification portfolio into the powertrain sector. The PE system developed by Hyundai Mobis has a maximum output of 160 kilowatts, which is equivalent to 215 horsepower in internal combustion engine terms. This level of performance is suitable for application in most electric vehicles currently in mass production. If two PE systems are installed on the front and rear axles, the maximum output is doubled. Despite developing the PE system as a universal model, Hyundai Mobis has improved its performance. Specific power, measured as power output per unit weight, increased by about 16%, while the system's overall volume was reduced by nearly 20%. This was achieved through the extensive use of modular design technology and standard auto components. The company also improved the motor structure by applying new cooling technology and developed a power module utilizing power semiconductors that maximize energy efficiency. Prior to this, Hyundai Mobis had already completed the development of a high-efficiency, high-output 250-kilowatt-class PE system last year. The company successfully pursued development with the goal of creating a high-performance product that secures a competitive edge over rivals in various aspects, including maximum output, motor torque, and cooling structure. Following the 160-kilowatt and 250-kilowatt PE systems, Hyundai Mobis plans to complete the development of a 120-kilowatt PE system tailored for compact cars within the first half of this year. This system is characterized by minimized size and weight compared to the other two models, while also offering price competitiveness tailored to emerging markets. With this, Hyundai Mobis will have a complete lineup of drive systems covering all types of electric vehicles, from small mobility solutions to high-performance vehicles. This will not only enable the company to meet the diverse needs of its customers but also allow for a differentiated product strategy tailored to specific purposes.

South Korean (KOSPI) Market Analysis & Valuation

Market Valuation and Performance

Sector Trends

Top Stock Gainers and Losers

Market Insights

Robot + AI: is it happening sooner than we thought?

Latest News

LG Electronics Launches webOS Platform With Enhanced Content Discovery And Seamless Viewing Experience

Samsung C&T (KRX:028260) Ticks All The Boxes When It Comes To Earnings Growth

Consensus EPS estimates fall by 13%, revenue upgraded

Price target increased by 7.0% to ₩1,817,130

Hyundai Mobis Develops Power Electric Systems for All Electric Vehicle Models

Price target increased by 10% to ₩311,576

Investor sentiment improves as stock rises 15%

Price target increased by 12% to ₩831,111

Now 22% undervalued

Now 26% undervalued

Investor sentiment improves as stock rises 20%

A373220: Software Partnerships And Cobalt Supply Will Shape Balanced Outlook

A051910: Governance Tensions And Modest Margin Outlook Will Likely Restrain Future Upside

A006400: EV Battery Deal And Higher Margins Will Shape Future Returns

A042660: Elevated P/E And Submarine Reliance Will Continue To Pressure Shares

A096770: Future Overvaluation Risk Will Hinge On Higher Assumed P/E