Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?

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 15.2x 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.

Which industries have driven the changes within the South Korean Consumer Discretionary sector?

Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 38.5x. Analysts are expecting annual earnings growth of 31.2%, which is lower than the prior year's growth of 105.8% per year.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 19 May 2026	₩429.2t	₩734.1t	₩29.9t	9x	14.3x	0.6x
Thu, 16 Apr 2026	₩356.5t	₩731.0t	₩30.4t	8.7x	11.7x	0.5x
Sat, 14 Mar 2026	₩359.4t	₩724.5t	₩30.4t	8.5x	11.8x	0.5x
Mon, 09 Feb 2026	₩346.5t	₩723.7t	₩29.9t	8.5x	11.6x	0.5x
Wed, 07 Jan 2026	₩284.0t	₩724.8t	₩29.5t	7.9x	9.6x	0.4x
Fri, 05 Dec 2025	₩271.0t	₩724.8t	₩29.7t	8.3x	9.1x	0.4x
Sun, 02 Nov 2025	₩258.7t	₩711.4t	₩30.8t	8.5x	8.4x	0.4x
Tue, 30 Sep 2025	₩233.5t	₩713.3t	₩30.8t	8.6x	7.6x	0.3x
Thu, 28 Aug 2025	₩235.5t	₩712.8t	₩36.8t	8.4x	6.4x	0.3x
Sat, 26 Jul 2025	₩238.6t	₩701.0t	₩32.9t	9.4x	7.2x	0.3x
Mon, 23 Jun 2025	₩231.5t	₩700.8t	₩32.9t	9.3x	7x	0.3x
Wed, 21 May 2025	₩211.2t	₩691.7t	₩33.4t	8.8x	6.3x	0.3x
Fri, 18 Apr 2025	₩198.4t	₩686.1t	₩33.6t	8.7x	5.9x	0.3x
Sun, 16 Mar 2025	₩212.4t	₩682.1t	₩33.5t	7.8x	6.3x	0.3x
Tue, 11 Feb 2025	₩208.6t	₩673.3t	₩33.1t	7.4x	6.3x	0.3x
Thu, 09 Jan 2025	₩214.2t	₩675.2t	₩34.2t	7.8x	6.3x	0.3x
Sat, 07 Dec 2024	₩210.6t	₩675.8t	₩34.3t	7.1x	6.1x	0.3x
Mon, 04 Nov 2024	₩219.2t	₩666.4t	₩34.9t	8.5x	6.3x	0.3x
Wed, 02 Oct 2024	₩232.6t	₩666.5t	₩34.9t	9x	6.7x	0.3x
Fri, 30 Aug 2024	₩235.1t	₩667.1t	₩35.1t	8.6x	6.7x	0.4x
Sun, 28 Jul 2024	₩226.3t	₩660.6t	₩34.3t	8.2x	6.6x	0.3x
Tue, 25 Jun 2024	₩246.6t	₩659.0t	₩33.5t	8.6x	7.4x	0.4x
Thu, 23 May 2024	₩239.0t	₩654.9t	₩32.1t	8.9x	7.4x	0.4x
Sat, 20 Apr 2024	₩223.8t	₩650.7t	₩32.1t	9x	7x	0.3x
Mon, 18 Mar 2024	₩238.2t	₩649.7t	₩31.0t	8.9x	7.7x	0.4x
Wed, 14 Feb 2024	₩236.0t	₩647.2t	₩29.8t	8.7x	7.9x	0.4x
Fri, 12 Jan 2024	₩206.3t	₩648.1t	₩29.5t	9.1x	7x	0.3x
Sun, 10 Dec 2023	₩205.0t	₩648.0t	₩27.9t	8.9x	7.3x	0.3x
Tue, 07 Nov 2023	₩202.2t	₩646.4t	₩28.2t	8.8x	7.2x	0.3x
Thu, 05 Oct 2023	₩208.9t	₩643.6t	₩25.4t	8.7x	8.2x	0.3x
Sat, 02 Sep 2023	₩209.5t	₩643.4t	₩25.5t	8.8x	8.2x	0.3x
Mon, 31 Jul 2023	₩210.3t	₩631.9t	₩25.1t	9x	8.4x	0.3x
Wed, 28 Jun 2023	₩219.2t	₩625.8t	₩24.6t	9.5x	8.9x	0.4x
Fri, 26 May 2023	₩227.9t	₩623.2t	₩24.3t	10.5x	9.4x	0.4x


KR Market	-4.26%
Consumer Discretionary	1.80%
Consumer Durables	26.41%
General Merchandise and Department Stores	6.57%
Online Retail and Ecommerce	0%	0
Auto	-0.44%
Luxury	-0.92%
Auto Components	-1.06%
Hospitality	-1.42%
Consumer Services	-2.06%
Specialty Stores	-3.58%
Leisure	-4.34%
Retail Distributors	-8.84%

Company	Last Price	7D	1Y	Valuation
A066570 LG Electronics	₩217.00k	38.5% +₩10.9t	208.7%	PE35.6x
A005380 Hyundai Motor	₩663.00k	2.6% +₩4.5t	247.1%	PE20.2x
A012330 Hyundai MobisLtd	₩571.00k	3.3% +₩1.6t	128.9%	PE13.9x
A004170 SHINSEGAE	₩503.00k	12.9% +₩492.6b	198.2%	PE309.2x
A023530 Lotte Shopping	₩158.60k	9.4% +₩384.5b	113.5%	PE22.4x

Announcement • May 16

Lg Electronics Introduces Smart Hvac Solutions Powered by Thinq

LG Electronics challenged the outdated concept of air conditioning as a simple utility, introducing a new era of home comfort where HVAC systems are intelligent, connected, and integral to a modern lifestyle. LG's smart HVAC solutions, powered by ThinQ™, transform air conditioning from a utility into an intelligent, connected, and sustainable home experience. LG redefines home cooling by shifting from reactive, manual AC to proactive, intelligent comfort management systems that adapt to homeowners' lives. The MULTI V™ 5 system, integrated with the LG ThinQ™ app, offers precise zone control, remote access, and real-time energy monitoring for a seamless connected lifestyle. Homeowners can now achieve greater comfort and optimized energy efficiency with a system that intelligently adapts to modern work-from-home and family needs. At the heart of LG's cooling solutions is the advanced MULTI V™ 5 system, which operates with a level of intelligence that traditional air conditioners cannot match. Paired with an intuitive smart thermostat, it moves beyond basic cooling to deliver true comfort intelligence. Unlike older systems that only sense temperature, LG's Dual Sensing Control technology simultaneously measures both temperature and humidity. This allows the system to make smarter, more nuanced decisions, ensuring a consistently comfortable indoor environment without the damp, over-cooled feeling common during humid GCC summers. With precise, zone-based control, families can set different temperatures for different rooms, keeping a home office cool and productive while a living room remains at a more relaxed temperature. Smart scheduling allows users to automate their comfort, pre-cooling a bedroom before sleep or saving energy while the house is empty. LG's vision extends beyond a single device to a fully connected home ecosystem, powered by the LG ThinQ™ app. This transforms the air conditioner from a standalone appliance into a central component of the smart home. With ThinQ™, homeowners have complete control over their environment from anywhere in the world via their smartphone. Whether returning from travel or just from the office, users can activate their AC remotely to arrive at a perfectly pre-cooled home. This connected experience allows the HVAC system to work in harmony with other LG smart appliances, creating a home that responds automatically to its owner's needs. The system supports a modern, mobile lifestyle, offering unparalleled convenience and peace of mind. LG's smart HVAC solutions are designed to address the growing need for sustainability, particularly important across the GCC. The advanced inverter compressor at the core of the MULTI V™ 5 optimizes energy usage by precisely matching its output to real-time demand, drastically reducing the energy waste associated with the fixed on/off cycles of older units. The LG ThinQ™ app provides homeowners with unprecedented visibility into their energy consumption. By monitoring usage in real-time, families can make more informed decisions, helping to lower electricity bills and reduce their environmental footprint. This combination of efficient hardware and smart software supports both household budgets and broader sustainability goals. LG's smart HVAC systems are engineered for this reality. They provide the powerful, reliable cooling required for a home office, the customized comfort needed for different family members in multiple rooms, and the effortless control that users now expect from their technology. By making home comfort intelligent, connected, and energy-aware, LG is not just making homes cooler, it's making them smarter.

Announcement • May 09

Hyundai Mobis Develops Power Electric Systems for All Electric Vehicle Models

Hyundai Mobis has successfully developed a 160-kilowatt (kW) Power Electric (PE) system for general-purpose models, following its high-performance 250-kW PE system. Hyundai Mobis plans to complete the development of a 120-kW PE system tailored for small mobility vehicles by the first half of this year. This is expected to establish a drive system lineup covering all types of electric vehicles while further enhancing Hyundai Mobis' global competitiveness in electrification components. While Hyundai Mobis had previously handled mass production of PE systems based on orders from customers, it has now secured the design technology for each auto component of the PE system through in-house R&D and is unveiling its own drive models. The PE system is a core auto component equivalent to the powertrain of an internal combustion engine and consists of a motor, inverter, and reduction gear. During the development of its proprietary PE system model, Hyundai Mobis focused on standardizing key auto components and modularizing them. These include the stator for the drive motor, the inverter, and the power module, which is a bundle of power semiconductors. This system-level standard model offers advantages in terms of scalability, as it can be applied to various vehicle models through a platform-like approach. This is more efficient than the strategy of developing a new powertrain for each new vehicle launch. As the number of electric vehicle models increases, this approach is expected to be advantageous for future mass production. This method differs from the traditional approach used by Global Automakers, where they collaborated with individual automotive suppliers to develop component technologies and assemble the PE system. Hyundai Mobis plans to proactively propose the PE system developed in this manner to its global customers. While Hyundai Mobis has previously secured orders for battery systems from global customers, this development allows the company to expand its electrification portfolio into the powertrain sector. The PE system developed by Hyundai Mobis has a maximum output of 160 kilowatts, which is equivalent to 215 horsepower in internal combustion engine terms. This level of performance is suitable for application in most electric vehicles currently in mass production. If two PE systems are installed on the front and rear axles, the maximum output is doubled. Despite developing the PE system as a universal model, Hyundai Mobis has improved its performance. Specific power, measured as power output per unit weight, increased by about 16%, while the system's overall volume was reduced by nearly 20%. This was achieved through the extensive use of modular design technology and standard auto components. The company also improved the motor structure by applying new cooling technology and developed a power module utilizing power semiconductors that maximize energy efficiency. Prior to this, Hyundai Mobis had already completed the development of a high-efficiency, high-output 250-kilowatt-class PE system last year. The company successfully pursued development with the goal of creating a high-performance product that secures a competitive edge over rivals in various aspects, including maximum output, motor torque, and cooling structure. Following the 160-kilowatt and 250-kilowatt PE systems, Hyundai Mobis plans to complete the development of a 120-kilowatt PE system tailored for compact cars within the first half of this year. This system is characterized by minimized size and weight compared to the other two models, while also offering price competitiveness tailored to emerging markets. With this, Hyundai Mobis will have a complete lineup of drive systems covering all types of electric vehicles, from small mobility solutions to high-performance vehicles. This will not only enable the company to meet the diverse needs of its customers but also allow for a differentiated product strategy tailored to specific purposes.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Now 20% undervalued

Lg Electronics Introduces Smart Hvac Solutions Powered by Thinq

Now 24% undervalued

Investor sentiment improves as stock rises 16%

Consensus EPS estimates increase by 58%

Misto Holdings Corp. to Report Q1, 2026 Results on May 15, 2026

SILICON2 Co., Ltd. to Report Q1, 2026 Results on May 12, 2026

Hyundai Mobis Develops Power Electric Systems for All Electric Vehicle Models

Consensus EPS estimates increase by 21%

Investor sentiment improves as stock rises 15%

Price target increased by 7.6% to ₩4,362

Consensus EPS estimates increase by 14%

Consensus EPS estimates fall by 10%

Price target increased by 7.7% to ₩108,400

PIM Korea Co., Ltd., Annual General Meeting, Mar 30, 2026

New major risk - Share price stability