South Korean (KOSPI) Consumer Discretionary Sector Analysis

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, 23 May 2026	₩439.5t	₩734.5t	₩30.1t	8.7x	14.6x	0.6x
Mon, 20 Apr 2026	₩370.1t	₩731.0t	₩30.4t	8.9x	12.2x	0.5x
Wed, 18 Mar 2026	₩364.7t	₩725.4t	₩30.2t	8.9x	12.1x	0.5x
Fri, 13 Feb 2026	₩375.3t	₩723.7t	₩31.0t	9x	12.1x	0.5x
Sun, 11 Jan 2026	₩303.5t	₩722.4t	₩29.5t	8.1x	10.3x	0.4x
Tue, 09 Dec 2025	₩282.7t	₩724.8t	₩29.5t	8.3x	9.6x	0.4x
Thu, 06 Nov 2025	₩245.5t	₩715.2t	₩30.5t	8.3x	8.1x	0.3x
Sat, 04 Oct 2025	₩233.9t	₩711.7t	₩30.7t	8.5x	7.6x	0.3x
Mon, 01 Sep 2025	₩237.9t	₩713.0t	₩30.9t	8.7x	7.7x	0.3x
Wed, 30 Jul 2025	₩238.2t	₩700.0t	₩32.9t	9.4x	7.2x	0.3x
Fri, 27 Jun 2025	₩231.9t	₩700.8t	₩32.9t	9.3x	7x	0.3x
Sun, 25 May 2025	₩206.8t	₩697.3t	₩33.4t	8.8x	6.2x	0.3x
Tue, 22 Apr 2025	₩202.6t	₩686.1t	₩33.6t	8.7x	6x	0.3x
Thu, 20 Mar 2025	₩215.6t	₩682.1t	₩33.5t	8x	6.4x	0.3x
Sat, 15 Feb 2025	₩211.7t	₩673.3t	₩33.2t	7.6x	6.4x	0.3x
Mon, 13 Jan 2025	₩219.2t	₩675.2t	₩34.2t	7.9x	6.4x	0.3x
Wed, 11 Dec 2024	₩212.9t	₩675.3t	₩34.3t	6.9x	6.2x	0.3x
Fri, 08 Nov 2024	₩217.9t	₩666.4t	₩34.9t	8.6x	6.2x	0.3x
Sun, 06 Oct 2024	₩229.3t	₩666.6t	₩34.9t	8.7x	6.6x	0.3x
Tue, 03 Sep 2024	₩232.0t	₩666.4t	₩35.0t	8.9x	6.6x	0.3x
Thu, 01 Aug 2024	₩227.3t	₩660.6t	₩34.3t	8.2x	6.6x	0.3x
Sat, 29 Jun 2024	₩251.8t	₩659.0t	₩33.5t	8.6x	7.5x	0.4x
Mon, 27 May 2024	₩215.9t	₩598.7t	₩29.8t	8.7x	7.3x	0.4x
Wed, 24 Apr 2024	₩229.9t	₩650.7t	₩32.1t	8.9x	7.2x	0.4x
Fri, 22 Mar 2024	₩236.5t	₩648.8t	₩31.2t	8.5x	7.6x	0.4x
Sun, 18 Feb 2024	₩236.5t	₩645.7t	₩30.0t	8.8x	7.9x	0.4x
Tue, 16 Jan 2024	₩205.6t	₩648.1t	₩29.5t	8.9x	7x	0.3x
Thu, 14 Dec 2023	₩205.8t	₩647.9t	₩27.9t	8.9x	7.4x	0.3x
Sat, 11 Nov 2023	₩197.9t	₩646.5t	₩28.3t	8.7x	7x	0.3x
Mon, 09 Oct 2023	₩206.4t	₩643.6t	₩25.4t	8.7x	8.1x	0.3x
Wed, 06 Sep 2023	₩210.0t	₩643.6t	₩25.5t	9.2x	8.2x	0.3x
Fri, 04 Aug 2023	₩206.7t	₩631.9t	₩25.1t	8.9x	8.2x	0.3x
Sun, 02 Jul 2023	₩220.8t	₩625.1t	₩24.2t	9.7x	9.1x	0.4x
Tue, 30 May 2023	₩224.4t	₩625.5t	₩24.6t	9.8x	9.1x	0.4x

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 14.7x which is higher than its 3-year average PE of 7.9x.

The industry is trading close to its 3-year average PS ratio of 0.36x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 6.9% per year over the last three years.
Revenues for these companies have grown 5.5% 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	4.57%
Consumer Discretionary	-2.89%
Auto Components	1.52%
Online Retail and Ecommerce	0%	0
Retail Distributors	-0.93%
Consumer Durables	-1.55%
Hospitality	-2.46%
Consumer Services	-2.52%
General Merchandise and Department Stores	-3.39%
Luxury	-3.81%
Specialty Stores	-5.08%
Auto	-5.10%
Leisure	-5.78%

Industry PE

Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 38.7x.

Analysts are expecting annual earnings growth of 31.2%, which is lower than the prior year's growth of 245.3% per year.

Forecasted Growth

Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 54% over the next 5 years.
This is better than its past earnings decline of 5.2% 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	₩646.00k	2.7% +₩1.5t	166.9%	PE15.8x
A192080 DoubleUGames	₩69.30k	17.3% +₩193.4b	37.8%	PE10x
A005850 SL	₩75.80k	5.4% +₩179.6b	151.0%	PE11.2x
A161390 Hankook Tire & Technology	₩63.30k	1.8% +₩134.2b	67.9%	PE7.1x
A092200 DAE-IL	₩9.11k	27.1% +₩75.2b	92.2%	PS0.5x

Lg Electronics Unveils World's First Native 1000Hz Full Hd Gaming Monitor

LG Electronics unveiled its latest UltraGear gaming monitor (model 25G590B). The world's first Full HD (FHD /1,920 x 1,080) gaming monitor with a native 1000Hz refresh rate, the new model delivers the speed, clarity and consistency needed for competitive gaming. The 25G590B is engineered with fast-paced first-person shooter (FPS) in mind. Featuring a 24.5-inch display commonly adopted for eSports, it enables players to track their adversaries and scan the in-game environment with minimal eye movement, supporting faster reaction times and tactical decision making. With its native 1000Hz refresh rate and 1080p resolution, the new LG UltraGear gaming monitor delivers the enhanced smoothness, motion clarity, and overall responsiveness that competitive gamers demand. As the first available monitor to achieve native 1000hz at FHD resolution, it represents a breakthrough beyond prototype-level demonstrations seen in the industry to date. This powerful display provides ultra-fast visual updates while preserving the readability of in-game menus and interfaces and maintaining the crispness of moving and stationary onscreen objects. The 25G590B's stellar performance shines brightest in FPS games, where accurate aiming and near-instantaneous visual confirmation are key to victory. Unlike dual-mode monitors that require players to switch screen size or resolution settings to reach peak refresh rate, the 25G590B provides native 1000Hz performance in FHD by default. This allows tournament contenders to train and compete under similar conditions, preserving the resolution and visual clarity they need to perform well in a competitive environment. The new UltraGear gaming monitor further enhances visual precision with Motion Blur Reduction Pro – an LG technology that makes fast-moving objects sharper and easier to track. This helps players follow rapid lateral movement with less effort, identify targets more clearly, and maintain focus during intense gameplay. Equipped with an advanced IPS panel and low-reflection film, the monitor elevates gaming immersion, offering exceptional color consistency and heightened visibility while drastically reducing glare. Featuring a 24.5-inch FHD display, the 25G590B is expertly engineered for competitive gaming environments. This optimized form factor is widely used in eSports as it allows gamers to keep critical visual information within their field of view at all times—a distinct advantage in situations that demand split-second execution. The monitor also has a sleek, minimalist stand that pairs an ultra-clean gaming aesthetic with space-saving functionality. The stand's minimal base footprint helps maximize desktop real estate, granting players an unhindered range of mouse motion. Marked with precise calibration indicators, the stand makes it simple for users to apply the exact height, swivel, and tilt adjustments needed to replicate their preferred gaming setup. Additional features include an integrated hook for convenient headset storage and the subtle and stylish UltraGear Emblem lighting, which provides customizable ambient illumination and celebrates UltraGear's iconic design identity. The 25G590B incorporates on-device gaming AI features designed to boost both immersion and usability. AI Scene Optimization adds visual realism and depth by intelligently adjusting picture settings according to game genre, while AI Sound presents a more authentic spatial audio experience along with clearer in-game communications (when using a compatible headset). These AI-driven capabilities complement the monitor's ultra-fast performance to create the ideal platform for competitive gaming.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New minor risk - Share price stability

Investor sentiment improves as stock rises 17%

New minor risk - Share price stability

A005380: AI And Hydrogen Investments Will Support Balanced Long Term Outlook

Lg Electronics Unveils World's First Native 1000Hz Full Hd Gaming Monitor

Investor sentiment deteriorates as stock falls 17%

Investor sentiment deteriorates as stock falls 15%

Now 24% undervalued

Investor sentiment improves as stock rises 16%

Consensus EPS estimates increase by 58%

Consensus EPS estimates increase by 21%

Price target increased by 8.0% to ₩133,941

Consensus EPS estimates increase by 14%

Investor sentiment improves as stock rises 24%

Samhyun (KOSDAQ:437730) Is Posting Solid Earnings, But It Is Not All Good News

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