Return Trends At Hyundai MobisLtd (KRX:012330) Aren't Appealing
Dec 13
Have your own idea? Try our Stock Screener
South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedDec 20, 2024
DataAggregated Company Financials
Companies344
- 7D1.0%
- 3M-7.2%
- 1Y-3.1%
- YTD-4.6%
The Consumer Discretionary industry is up 3.2% in the last week, with Kia up 3.7%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 6.7% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 20 Dec 2024 | ₩218.4t | ₩675.3t | ₩34.2t | 7.6x | 6.4x | 0.3x |
| Sun, 17 Nov 2024 | ₩211.4t | ₩666.7t | ₩34.9t | 7.3x | 6.1x | 0.3x |
| Tue, 15 Oct 2024 | ₩232.0t | ₩666.3t | ₩35.0t | 8.6x | 6.6x | 0.3x |
| Thu, 12 Sep 2024 | ₩219.8t | ₩666.4t | ₩34.9t | 8.7x | 6.3x | 0.3x |
| Sat, 10 Aug 2024 | ₩218.9t | ₩661.0t | ₩34.7t | 7.8x | 6.3x | 0.3x |
| Mon, 08 Jul 2024 | ₩244.1t | ₩658.8t | ₩33.5t | 8.5x | 7.3x | 0.4x |
| Wed, 05 Jun 2024 | ₩234.6t | ₩658.4t | ₩33.5t | 8.9x | 7x | 0.4x |
| Fri, 03 May 2024 | ₩233.1t | ₩653.8t | ₩32.1t | 9x | 7.3x | 0.4x |
| Sun, 31 Mar 2024 | ₩227.9t | ₩650.6t | ₩32.1t | 8.8x | 7.1x | 0.4x |
| Tue, 27 Feb 2024 | ₩233.2t | ₩646.5t | ₩30.3t | 8.9x | 7.7x | 0.4x |
| Thu, 25 Jan 2024 | ₩200.5t | ₩648.0t | ₩29.6t | 8.3x | 6.8x | 0.3x |
| Sat, 23 Dec 2023 | ₩214.1t | ₩648.2t | ₩29.6t | 9x | 7.2x | 0.3x |
| Mon, 20 Nov 2023 | ₩205.4t | ₩646.4t | ₩28.4t | 9.1x | 7.2x | 0.3x |
| Wed, 18 Oct 2023 | ₩204.9t | ₩643.6t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Fri, 15 Sep 2023 | ₩211.0t | ₩643.6t | ₩25.5t | 9x | 8.3x | 0.3x |
| Sun, 13 Aug 2023 | ₩211.3t | ₩632.4t | ₩25.3t | 9.3x | 8.4x | 0.3x |
| Tue, 11 Jul 2023 | ₩218.5t | ₩625.5t | ₩24.2t | 9.6x | 9x | 0.3x |
| Thu, 08 Jun 2023 | ₩222.4t | ₩625.7t | ₩24.6t | 9.7x | 9x | 0.4x |
| Sat, 06 May 2023 | ₩221.1t | ₩612.4t | ₩22.6t | 10.5x | 9.8x | 0.4x |
| Mon, 03 Apr 2023 | ₩213.8t | ₩602.1t | ₩22.0t | 10x | 9.7x | 0.4x |
| Wed, 01 Mar 2023 | ₩208.9t | ₩583.9t | ₩23.6t | 9.1x | 8.8x | 0.4x |
| Fri, 27 Jan 2023 | ₩206.1t | ₩576.1t | ₩20.8t | 9.1x | 9.9x | 0.4x |
| Sun, 25 Dec 2022 | ₩192.0t | ₩575.8t | ₩20.7t | 8.7x | 9.3x | 0.3x |
| Tue, 22 Nov 2022 | ₩196.8t | ₩567.6t | ₩20.8t | 9.2x | 9.5x | 0.3x |
| Thu, 20 Oct 2022 | ₩192.6t | ₩543.3t | ₩21.2t | 9.1x | 9.1x | 0.4x |
| Sat, 17 Sep 2022 | ₩217.6t | ₩543.0t | ₩21.1t | 10.4x | 10.3x | 0.4x |
| Mon, 15 Aug 2022 | ₩223.0t | ₩521.1t | ₩19.7t | 11.6x | 11.3x | 0.4x |
| Wed, 13 Jul 2022 | ₩202.8t | ₩519.4t | ₩19.9t | 10.5x | 10.2x | 0.4x |
| Fri, 10 Jun 2022 | ₩225.7t | ₩520.1t | ₩20.0t | 12x | 11.3x | 0.4x |
| Sun, 08 May 2022 | ₩233.1t | ₩509.9t | ₩20.3t | 12.9x | 11.5x | 0.5x |
| Tue, 05 Apr 2022 | ₩229.4t | ₩502.2t | ₩19.8t | 13.4x | 11.6x | 0.5x |
| Thu, 03 Mar 2022 | ₩227.6t | ₩497.1t | ₩19.5t | 12.1x | 11.7x | 0.5x |
| Sat, 29 Jan 2022 | ₩231.1t | ₩442.7t | ₩16.8t | 11.7x | 13.8x | 0.5x |
| Mon, 27 Dec 2021 | ₩255.2t | ₩497.9t | ₩18.8t | 13.1x | 13.6x | 0.5x |
Price to Earnings Ratio
13.6x
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 11.9x which is higher than its 3-year average PE of 8.9x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have declined 15% per year.
- This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary sector?
| KR Market | -1.64% | |
| Consumer Discretionary | 1.00% | |
| Retail Distributors | 6.03% | |
| Auto | 1.56% | |
| Consumer Services | 1.39% | |
| Luxury | 1.19% | |
| Auto Components | 1.16% | |
| Leisure | 0.81% | |
| Specialty Stores | 0.76% | |
| General Merchandise and Department Stores | 0.20% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Durables | -0.12% | |
| Hospitality | -1.97% | |
Industry PE
- Investors are most optimistic about the Consumer Services industry which is trading above its 3-year average PE ratio of 17.8x.
- Analysts are expecting annual earnings growth of 25.9%, which is higher than its past year's earnings decline of 1.5% per year.
- Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 8.4x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings growth rate of 37% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 2.5% 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 | |
|---|---|---|---|---|---|
| A000270 Kia | ₩100.00k | 1.9% +₩740.3b | 4.6% | PE4x | |
| A012330 Hyundai MobisLtd | ₩247.00k | 1.2% +₩271.0b | 6.9% | PE6.5x | |
| A257720 SILICON2 | ₩31.75k | 11.8% +₩203.9b | 291.5% | PE19.6x | |
| A450140 Kolon Mobility Group | ₩2.77k | 42.2% +₩52.2b | -8.4% | PS0.08x | |
| A001380 SG GlobalLtd | ₩4.26k | 27.4% +₩41.1b | 167.6% | PE9.4x |
