Narrative Update • Aug 15

The market has climbed 11% in the last 7 days, lead by the Information Technology sector with a gain of 17%. The market is up 105% over the last 12 months. As for the next few years, earnings are expected to grow by 27% per annum.
Has the South Korean Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 17 Aug 2026 | ₩6129.1t | ₩4335.7t | ₩469.3t | 11.6x | 13.1x | 1.4x |
| Wed, 15 Jul 2026 | ₩5987.5t | ₩4166.0t | ₩308.9t | 11.1x | 19.4x | 1.4x |
| Fri, 12 Jun 2026 | ₩6803.4t | ₩4150.9t | ₩309.4t | 12.2x | 22x | 1.6x |
| Sun, 10 May 2026 | ₩6684.3t | ₩4064.2t | ₩289.2t | 16.3x | 23.1x | 1.6x |
| Tue, 07 Apr 2026 | ₩4940.6t | ₩3926.9t | ₩216.9t | 14.7x | 22.8x | 1.3x |
| Thu, 05 Mar 2026 | ₩4575.5t | ₩3869.4t | ₩221.7t | 13x | 20.6x | 1.2x |
| Sat, 31 Jan 2026 | ₩4774.3t | ₩3890.1t | ₩207.3t | 14.4x | 23x | 1.2x |
| Mon, 29 Dec 2025 | ₩3779.9t | ₩3881.9t | ₩191.8t | 13.5x | 19.7x | 1x |
| Wed, 26 Nov 2025 | ₩3522.6t | ₩3864.4t | ₩194.5t | 13.3x | 18.1x | 0.9x |
| Fri, 24 Oct 2025 | ₩3502.4t | ₩3820.8t | ₩172.8t | 14.8x | 20.3x | 0.9x |
| Sun, 21 Sep 2025 | ₩3173.8t | ₩3821.4t | ₩173.0t | 15.2x | 18.3x | 0.8x |
| Tue, 19 Aug 2025 | ₩2922.1t | ₩3764.1t | ₩178.1t | 14x | 16.4x | 0.8x |
| Thu, 17 Jul 2025 | ₩2916.5t | ₩3760.7t | ₩176.3t | 13.6x | 16.5x | 0.8x |
| Sat, 14 Jun 2025 | ₩2666.3t | ₩3759.7t | ₩175.9t | 12.7x | 15.2x | 0.7x |
| Mon, 12 May 2025 | ₩2391.8t | ₩3706.6t | ₩176.0t | 11.9x | 13.6x | 0.6x |
| Wed, 09 Apr 2025 | ₩2172.1t | ₩3696.2t | ₩166.8t | 10.8x | 13x | 0.6x |
| Fri, 07 Mar 2025 | ₩2313.3t | ₩3605.3t | ₩164.6t | 12.1x | 14.1x | 0.6x |
| Sun, 02 Feb 2025 | ₩2336.3t | ₩3635.4t | ₩147.8t | 11.6x | 15.8x | 0.6x |
| Tue, 31 Dec 2024 | ₩2222.6t | ₩3635.4t | ₩148.8t | 11.2x | 14.9x | 0.6x |
| Thu, 28 Nov 2024 | ₩2310.7t | ₩3616.8t | ₩152.2t | 11.2x | 15.2x | 0.6x |
| Sat, 26 Oct 2024 | ₩2380.8t | ₩3582.8t | ₩141.5t | 11x | 16.8x | 0.7x |
| Mon, 23 Sep 2024 | ₩2400.7t | ₩3581.3t | ₩141.2t | 11.3x | 17x | 0.7x |
| Wed, 21 Aug 2024 | ₩2501.7t | ₩3550.2t | ₩140.2t | 12.1x | 17.8x | 0.7x |
| Fri, 19 Jul 2024 | ₩2618.8t | ₩3531.0t | ₩120.0t | 12.5x | 21.8x | 0.7x |
| Sun, 16 Jun 2024 | ₩2577.3t | ₩3535.0t | ₩118.9t | 13x | 21.7x | 0.7x |
| Tue, 14 May 2024 | ₩2541.6t | ₩3515.3t | ₩114.8t | 13.3x | 22.1x | 0.7x |
| Thu, 11 Apr 2024 | ₩2525.1t | ₩3514.6t | ₩105.7t | 12.9x | 23.9x | 0.7x |
| Sat, 09 Mar 2024 | ₩2498.4t | ₩3552.1t | ₩100.0t | 14.2x | 25x | 0.7x |
| Mon, 05 Feb 2024 | ₩2428.6t | ₩3633.5t | ₩89.8t | 14.2x | 27.1x | 0.7x |
| Wed, 03 Jan 2024 | ₩2495.6t | ₩3644.4t | ₩106.3t | 14.9x | 23.5x | 0.7x |
| Fri, 01 Dec 2023 | ₩2360.8t | ₩3642.3t | ₩110.2t | 14.1x | 21.4x | 0.6x |
| Sun, 29 Oct 2023 | ₩2128.9t | ₩3647.9t | ₩106.8t | 12.5x | 19.9x | 0.6x |
| Tue, 26 Sep 2023 | ₩2310.4t | ₩3651.5t | ₩106.7t | 13.2x | 21.7x | 0.6x |
| Thu, 24 Aug 2023 | ₩2337.1t | ₩3695.3t | ₩112.6t | 13.3x | 20.8x | 0.6x |
20.8x
Which sectors have driven the changes within the South Korean Market?
| KR Market | 11.46% | |
| Tech | 17.28% | |
| Consumer Discretionary | 8.69% | |
| Industrials | 7.30% | |
| Energy | 6.10% | |
| Real Estate | 3.95% | |
| Telecom | 3.89% | |
| Materials | 3.65% | |
| Healthcare | 2.54% | |
| Financials | 1.09% | |
| Information Technology | 0% | 0 |
| Financials | 0% | 0 |
| Health Care | 0% | 0 |
| Industrials | 0% | 0 |
| Consumer Staples | -0.65% | |
| Utilities | -2.55% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| A005930 Samsung Electronics | ₩274.50k | 18.8% +₩286.3t | 283.4% | PE12.1x | Tech | |
| A000660 SK hynix | ₩1.65m | 15.7% +₩162.5t | 494.9% | PE7.4x | Tech | |
| A402340 SK Square | ₩1.15m | 22.9% +₩28.3t | 703.1% | PE4.6x | Industrials | |
| A009150 Samsung Electro-Mechanics | ₩1.56m | 21.9% +₩21.2t | 858.2% | PE131x | Tech | |
| A005380 Hyundai Motor | ₩453.00k | 14.5% +₩15.1t | 108.3% | PE14.6x | Consumer Discretionary |