An Intrinsic Calculation For Hanon Systems (KRX:018880) Suggests It's 28% Undervalued
Dec 12
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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedDec 12, 2025
DataAggregated Company Financials
Companies352
- 7D1.8%
- 3M15.2%
- 1Y28.7%
- YTD29.0%
In the last week, the Consumer Discretionary industry is up 1.8%, with Hanjin Kal up 21%. This means that the industry has gained 29% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Sector Valuation and Performance
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Dec 2025 | ₩276.1t | ₩724.8t | ₩29.5t | 8.3x | 9.3x | 0.4x |
| Mon, 10 Nov 2025 | ₩245.3t | ₩715.3t | ₩30.5t | 8.2x | 8x | 0.3x |
| Wed, 08 Oct 2025 | ₩233.9t | ₩711.7t | ₩30.7t | 8.5x | 7.6x | 0.3x |
| Fri, 05 Sep 2025 | ₩238.8t | ₩713.2t | ₩30.9t | 8.5x | 7.7x | 0.3x |
| Sun, 03 Aug 2025 | ₩229.2t | ₩700.0t | ₩32.9t | 9.2x | 7x | 0.3x |
| Tue, 01 Jul 2025 | ₩228.9t | ₩700.8t | ₩32.9t | 9.3x | 7x | 0.3x |
| Thu, 29 May 2025 | ₩212.8t | ₩697.3t | ₩33.4t | 8.6x | 6.4x | 0.3x |
| Sat, 26 Apr 2025 | ₩205.1t | ₩689.8t | ₩33.3t | 8.9x | 6.2x | 0.3x |
| Mon, 24 Mar 2025 | ₩214.9t | ₩684.1t | ₩33.6t | 8.3x | 6.4x | 0.3x |
| Wed, 19 Feb 2025 | ₩210.8t | ₩673.3t | ₩33.2t | 7.7x | 6.4x | 0.3x |
| Fri, 17 Jan 2025 | ₩218.2t | ₩675.2t | ₩34.2t | 7.6x | 6.4x | 0.3x |
| Sun, 15 Dec 2024 | ₩218.5t | ₩675.3t | ₩34.2t | 7.3x | 6.4x | 0.3x |
| Tue, 12 Nov 2024 | ₩217.6t | ₩666.8t | ₩34.9t | 8.1x | 6.2x | 0.3x |
| Thu, 10 Oct 2024 | ₩230.0t | ₩666.3t | ₩35.0t | 8.8x | 6.6x | 0.3x |
| Sat, 07 Sep 2024 | ₩222.5t | ₩666.4t | ₩35.0t | 8.7x | 6.4x | 0.3x |
| Mon, 05 Aug 2024 | ₩225.9t | ₩661.0t | ₩34.7t | 8.1x | 6.5x | 0.3x |
| Wed, 03 Jul 2024 | ₩241.1t | ₩659.0t | ₩33.5t | 8.5x | 7.2x | 0.4x |
| Fri, 31 May 2024 | ₩233.1t | ₩658.3t | ₩33.5t | 8.8x | 7x | 0.4x |
| Sun, 28 Apr 2024 | ₩231.6t | ₩650.7t | ₩32.0t | 9x | 7.2x | 0.4x |
| Tue, 26 Mar 2024 | ₩231.8t | ₩648.8t | ₩31.8t | 8.7x | 7.3x | 0.4x |
| Thu, 22 Feb 2024 | ₩235.7t | ₩645.7t | ₩30.0t | 8.7x | 7.9x | 0.4x |
| Sat, 20 Jan 2024 | ₩198.7t | ₩648.0t | ₩29.6t | 8.4x | 6.7x | 0.3x |
| Mon, 18 Dec 2023 | ₩208.4t | ₩647.9t | ₩29.5t | 9x | 7.1x | 0.3x |
| Wed, 15 Nov 2023 | ₩198.9t | ₩646.6t | ₩28.3t | 8.7x | 7x | 0.3x |
| Fri, 13 Oct 2023 | ₩207.0t | ₩643.6t | ₩25.4t | 8.8x | 8.1x | 0.3x |
| Sun, 10 Sep 2023 | ₩208.5t | ₩643.6t | ₩25.5t | 8.9x | 8.2x | 0.3x |
| Tue, 08 Aug 2023 | ₩205.4t | ₩632.3t | ₩25.3t | 9x | 8.1x | 0.3x |
| Thu, 06 Jul 2023 | ₩221.4t | ₩625.5t | ₩24.2t | 9.7x | 9.1x | 0.4x |
| Sat, 03 Jun 2023 | ₩223.5t | ₩625.8t | ₩24.6t | 9.6x | 9.1x | 0.4x |
| Mon, 01 May 2023 | ₩218.9t | ₩612.9t | ₩23.5t | 10.6x | 9.3x | 0.4x |
| Wed, 29 Mar 2023 | ₩207.0t | ₩600.2t | ₩22.4t | 9.7x | 9.2x | 0.3x |
| Fri, 24 Feb 2023 | ₩211.6t | ₩583.9t | ₩23.6t | 9.3x | 9x | 0.4x |
| Sun, 22 Jan 2023 | ₩199.1t | ₩576.2t | ₩20.8t | 9x | 9.6x | 0.3x |
| Tue, 20 Dec 2022 | ₩192.2t | ₩575.8t | ₩20.7t | 9x | 9.3x | 0.3x |
Price to Earnings Ratio
9.3x
Current Industry PE
- Investors are optimistic on the South Korean Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 9.3x which is higher than its 3-year average PE of 7.6x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 8.0% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary sector?
| KR Market | 1.83% | |
| Consumer Discretionary | 1.82% | |
| Leisure | 3.52% | |
| Auto | 3.30% | |
| Hospitality | 2.74% | |
| General Merchandise and Department Stores | 1.42% | |
| Auto Components | 1.23% | |
| Luxury | 0.97% | |
| Consumer Services | 0.076% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.35% | |
| Specialty Stores | -2.65% | |
| Retail Distributors | -3.73% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 44.3x.
- Analysts are expecting annual earnings growth of 65.1%, which is higher than its past year's earnings decline of 25.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 65% over the next 5 years.
- This is better than its past earnings decline of 26% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 8.5% 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 | |
|---|---|---|---|---|---|
| A180640 Hanjin Kal | ₩133.60k | 23.1% +₩1.7t | 74.0% | PE51.6x | |
| A012330 Hyundai MobisLtd | ₩377.50k | 4.1% +₩1.3t | 54.7% | PE8x | |
| A000270 Kia | ₩125.80k | 1.8% +₩843.1b | 28.2% | PE6.2x | |
| A437730 Samhyun | ₩50.70k | 13.4% +₩189.6b | 680.0% | PE231.8x | |
| A056080 Yujin Robot | ₩16.92k | 35.6% +₩166.6b | 177.4% | n/a |
