Impressive Earnings May Not Tell The Whole Story For Lotte Tour Development (KRX:032350)
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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedMar 30, 2026
DataAggregated Company Financials
Companies351
- 7D-3.8%
- 3M25.9%
- 1Y60.7%
- YTD25.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 3.8%, driven by pullbacks in Hyundai Motor and Kia of 3.4% and 6.6%, respectively. In the past year, the industry has gained 61%. 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 |
|---|---|---|---|---|---|---|
| Mon, 30 Mar 2026 | ₩353.0t | ₩729.9t | ₩30.7t | 8.7x | 11.5x | 0.5x |
| Wed, 25 Feb 2026 | ₩389.6t | ₩723.9t | ₩31.0t | 9.1x | 12.6x | 0.5x |
| Fri, 23 Jan 2026 | ₩368.8t | ₩722.5t | ₩29.5t | 8.4x | 12.5x | 0.5x |
| Sun, 21 Dec 2025 | ₩275.1t | ₩724.7t | ₩29.5t | 8.3x | 9.3x | 0.4x |
| Tue, 18 Nov 2025 | ₩255.5t | ₩715.4t | ₩30.5t | 8.6x | 8.4x | 0.4x |
| Thu, 16 Oct 2025 | ₩234.9t | ₩711.7t | ₩30.7t | 8.5x | 7.6x | 0.3x |
| Sat, 13 Sep 2025 | ₩240.9t | ₩713.2t | ₩30.8t | 8.9x | 7.8x | 0.3x |
| Mon, 11 Aug 2025 | ₩236.2t | ₩700.1t | ₩32.9t | 9.3x | 7.2x | 0.3x |
| Wed, 09 Jul 2025 | ₩235.8t | ₩700.8t | ₩32.9t | 9.4x | 7.2x | 0.3x |
| Fri, 06 Jun 2025 | ₩220.6t | ₩700.8t | ₩33.0t | 9.1x | 6.7x | 0.3x |
| Sun, 04 May 2025 | ₩207.0t | ₩691.7t | ₩33.5t | 8.8x | 6.2x | 0.3x |
| Tue, 01 Apr 2025 | ₩206.5t | ₩685.3t | ₩33.6t | 8.1x | 6.1x | 0.3x |
| Thu, 27 Feb 2025 | ₩215.8t | ₩673.5t | ₩33.3t | 7.8x | 6.5x | 0.3x |
| Sat, 25 Jan 2025 | ₩215.1t | ₩675.4t | ₩34.2t | 7.3x | 6.3x | 0.3x |
| Mon, 23 Dec 2024 | ₩216.1t | ₩675.3t | ₩34.2t | 7.4x | 6.3x | 0.3x |
| Wed, 20 Nov 2024 | ₩216.1t | ₩666.7t | ₩34.9t | 7.4x | 6.2x | 0.3x |
| Fri, 18 Oct 2024 | ₩227.7t | ₩666.3t | ₩35.0t | 8.6x | 6.5x | 0.3x |
| Sun, 15 Sep 2024 | ₩229.1t | ₩666.4t | ₩34.9t | 8.9x | 6.6x | 0.3x |
| Tue, 13 Aug 2024 | ₩221.0t | ₩661.0t | ₩34.7t | 7.9x | 6.4x | 0.3x |
| Thu, 11 Jul 2024 | ₩240.4t | ₩658.8t | ₩33.5t | 8.5x | 7.2x | 0.4x |
| Sat, 08 Jun 2024 | ₩237.7t | ₩659.0t | ₩33.5t | 8.8x | 7.1x | 0.4x |
| Mon, 06 May 2024 | ₩229.6t | ₩653.8t | ₩32.1t | 8.9x | 7.2x | 0.4x |
| Wed, 03 Apr 2024 | ₩222.8t | ₩650.8t | ₩32.1t | 9x | 6.9x | 0.3x |
| Fri, 01 Mar 2024 | ₩237.6t | ₩646.0t | ₩30.3t | 8.6x | 7.9x | 0.4x |
| Sun, 28 Jan 2024 | ₩204.4t | ₩648.0t | ₩29.6t | 8.3x | 6.9x | 0.3x |
| Tue, 26 Dec 2023 | ₩214.1t | ₩648.2t | ₩29.6t | 9x | 7.2x | 0.3x |
| Thu, 23 Nov 2023 | ₩206.3t | ₩649.9t | ₩30.6t | 9.5x | 6.7x | 0.3x |
| Sat, 21 Oct 2023 | ₩198.5t | ₩643.6t | ₩25.4t | 8.5x | 7.8x | 0.3x |
| Mon, 18 Sep 2023 | ₩213.7t | ₩643.6t | ₩25.5t | 8.9x | 8.4x | 0.3x |
| Wed, 16 Aug 2023 | ₩210.8t | ₩632.4t | ₩25.3t | 9.3x | 8.3x | 0.3x |
| Fri, 14 Jul 2023 | ₩219.9t | ₩625.5t | ₩24.2t | 9.7x | 9.1x | 0.4x |
| Sun, 11 Jun 2023 | ₩219.4t | ₩625.7t | ₩24.6t | 9.7x | 8.9x | 0.4x |
| Tue, 09 May 2023 | ₩223.6t | ₩612.4t | ₩22.6t | 10.6x | 9.9x | 0.4x |
| Thu, 06 Apr 2023 | ₩213.7t | ₩602.1t | ₩21.9t | 10.4x | 9.8x | 0.4x |
Price to Earnings Ratio
9.8x
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 11.5x which is higher than its 3-year average PE of 7.8x.
- The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 6.6% 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 | -5.47% | |
| Consumer Discretionary | -3.82% | |
| Retail Distributors | 0.88% | |
| Specialty Stores | 0.034% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.66% | |
| Consumer Services | -2.39% | |
| General Merchandise and Department Stores | -2.56% | |
| Luxury | -2.56% | |
| Consumer Durables | -4.03% | |
| Hospitality | -5.37% | |
| Auto | -5.41% | |
| Leisure | -6.28% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 83.3x.
- Analysts are expecting annual earnings growth of 68.5%, which is higher than its past year's earnings decline of 22.0% per year.
- Investors are most pessimistic about the Auto Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.3x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 68% over the next 5 years.
- This is better than its past earnings decline of 22% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| A012330 Hyundai MobisLtd | ₩395.50k | 3.8% +₩1.3t | 51.8% | PE9.6x | |
| A023530 Lotte Shopping | ₩107.00k | 6.4% +₩180.9b | 76.6% | PE58.7x | |
| A021240 COWAY | ₩72.90k | 2.8% +₩139.3b | -10.0% | PE8.2x | |
| A008770 Hotel ShillaLtd | ₩44.90k | 7.7% +₩121.1b | 16.6% | PS0.4x | |
| A383220 F&F | ₩63.00k | 3.6% +₩82.6b | -0.6% | PE6.7x |
