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 14.1x 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 38.3x. 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
Thu, 14 May 2026	₩449.5t	₩734.0t	₩29.8t	8.8x	15.1x	0.6x
Sat, 11 Apr 2026	₩348.0t	₩731.2t	₩30.5t	8.5x	11.4x	0.5x
Mon, 09 Mar 2026	₩374.3t	₩723.9t	₩31.0t	8.5x	12.1x	0.5x
Wed, 04 Feb 2026	₩354.4t	₩723.7t	₩29.9t	8.4x	11.9x	0.5x
Fri, 02 Jan 2026	₩275.7t	₩724.8t	₩29.5t	7.9x	9.3x	0.4x
Sun, 30 Nov 2025	₩255.7t	₩724.5t	₩29.7t	7.9x	8.6x	0.4x
Tue, 28 Oct 2025	₩249.7t	₩711.7t	₩30.7t	8.5x	8.1x	0.4x
Thu, 25 Sep 2025	₩237.1t	₩713.3t	₩30.8t	8.7x	7.7x	0.3x
Sat, 23 Aug 2025	₩235.6t	₩709.4t	₩31.2t	8.8x	7.5x	0.3x
Mon, 21 Jul 2025	₩238.2t	₩700.8t	₩32.9t	9.6x	7.2x	0.3x
Wed, 18 Jun 2025	₩228.8t	₩700.8t	₩32.9t	9.1x	7x	0.3x
Fri, 16 May 2025	₩214.8t	₩691.7t	₩33.5t	9x	6.4x	0.3x
Sun, 13 Apr 2025	₩193.4t	₩686.1t	₩33.6t	8.5x	5.7x	0.3x
Tue, 11 Mar 2025	₩211.8t	₩678.5t	₩32.8t	7.6x	6.5x	0.3x
Thu, 06 Feb 2025	₩211.9t	₩675.4t	₩34.2t	7.3x	6.2x	0.3x
Sat, 04 Jan 2025	₩217.5t	₩675.2t	₩34.2t	7.4x	6.4x	0.3x
Mon, 02 Dec 2024	₩215.8t	₩675.7t	₩34.3t	7.5x	6.3x	0.3x
Wed, 30 Oct 2024	₩221.1t	₩666.4t	₩34.9t	8.5x	6.3x	0.3x
Fri, 27 Sep 2024	₩240.6t	₩666.5t	₩34.9t	9x	6.9x	0.4x
Sun, 25 Aug 2024	₩226.5t	₩667.3t	₩35.2t	8.6x	6.4x	0.3x
Tue, 23 Jul 2024	₩231.3t	₩658.8t	₩33.5t	8.3x	6.9x	0.4x
Thu, 20 Jun 2024	₩250.1t	₩659.0t	₩32.7t	8.9x	7.6x	0.4x
Sat, 18 May 2024	₩230.0t	₩654.5t	₩32.1t	9.1x	7.2x	0.4x
Mon, 15 Apr 2024	₩225.8t	₩650.7t	₩32.1t	9.1x	7x	0.3x
Wed, 13 Mar 2024	₩236.1t	₩650.0t	₩30.9t	8.6x	7.6x	0.4x
Fri, 09 Feb 2024	₩233.8t	₩647.2t	₩29.8t	8.5x	7.9x	0.4x
Sun, 07 Jan 2024	₩206.6t	₩648.1t	₩29.5t	9x	7x	0.3x
Tue, 05 Dec 2023	₩204.1t	₩648.0t	₩30.2t	9x	6.7x	0.3x
Thu, 02 Nov 2023	₩193.2t	₩646.3t	₩28.2t	8.3x	6.8x	0.3x
Sat, 30 Sep 2023	₩208.9t	₩643.6t	₩25.4t	8.8x	8.2x	0.3x
Mon, 28 Aug 2023	₩204.2t	₩643.1t	₩26.0t	8.6x	7.8x	0.3x
Wed, 26 Jul 2023	₩213.2t	₩625.6t	₩24.3t	9.1x	8.8x	0.3x
Fri, 23 Jun 2023	₩217.8t	₩625.7t	₩24.6t	9.5x	8.9x	0.3x
Sun, 21 May 2023	₩227.1t	₩618.7t	₩23.9t	10.7x	9.5x	0.4x


KR Market	5.45%
Consumer Discretionary	18.99%
Auto	24.70%
Auto Components	22.38%
Consumer Durables	18.72%
General Merchandise and Department Stores	12.89%
Online Retail and Ecommerce	0%	0
Leisure	-0.19%
Specialty Stores	-2.26%
Hospitality	-3.29%
Consumer Services	-3.64%
Luxury	-4.06%
Retail Distributors	-4.95%

Company	Last Price	7D	1Y	Valuation
A005380 Hyundai Motor	₩705.50k	23.3% +₩35.1t	265.7%	PE21.5x
A012330 Hyundai MobisLtd	₩654.00k	48.1% +₩19.0t	156.5%	PE16x
A066570 LG Electronics	₩217.00k	45.9% +₩12.3t	203.1%	PE35.6x
A000270 Kia	₩178.25k	13.1% +₩8.0t	95.4%	PE9.2x
A023530 Lotte Shopping	₩173.90k	27.8% +₩1.1t	126.4%	PE95.4x

Announcement • May 12

LG Electronics Launches webOS Platform With Enhanced Content Discovery And Seamless Viewing Experience

LG Electronics continued to enhance home entertainment with webOS, a platform that seamlessly integrates streaming services, live TV, free channels and multiple of functionalities, including AI and voice control, all accessible on a single platform. Designed with the user experience at its core, webOS streamlines the viewing experience by organizing content across apps and services, helping viewers find and enjoy their favorite content more easily. webOS is a one-stop entertainment destination, integrating streaming services, live TV, gaming, and LG Channels into a single, seamless experience. Users can access a wealth of free content on LG Channels without the need for downloads or subscriptions, significantly enhancing the ease of access. This streamlined approach reduces the steps required to find and enjoy content, allowing viewers to dive straight into their favorite shows and movies. The webOS interface emphasizes clarity and ease. The home screen keeps content prominently displayed and navigation straightforward, ensuring viewers spend less time sifting through menus and more time enjoying what they love. Every aspect of the interface is crafted with the viewing experience in mind, prioritizing user engagement over technical complexity. By analysing viewing habits, webOS intelligently curates relevant content, making discovery faster and more intuitive. Instead of overwhelming users with choices, the platform simplifies decision-making, helping them find enjoyable content without the search feeling like a chore. Across its smart TV lineup, LG has designed webOS to embody a straightforward principle: technology should enhance the viewer's experience. The result is a platform that feels premium and refined while remaining incredibly easy to use. With webOS, the focus shifts back to the joy of watching, ensuring that the entertainment experience is as seamless and satisfying as possible, making it the ultimate content-first, user-centric solution in the smart TV landscape. The 2026 LG QNED evo TVs equipped with webOS 26 provides users exciting viewing experience with LG Sports Portal, real-time Sports Alert and more. These are designed to provide users an easy way to follow sport events, from the comfort of your home. The Sports Portal serves as a centralized hub for live sport content, scores, match schedules, and group rankings, allowing football fans all-in-one access to key information without switching apps or devices. The Sports Alert feature enabled via My Page allows users to receive notifications for selected teams and leagues, including score updates, match results, and upcoming games, while the AI Concierge card can also easily help discover key stats just via voice activation as part of the daily routine. In a world where content is abundant, but navigation can be complex, LG webOS stands out as the solution that puts the viewer in control, enhancing enjoyment through simplicity and ease of access. The webOS platform has powered LG TVs for over a decade, earning acclaim for its user-friendly interface that allows for easy navigation and customization. With a growing ecosystem of global partners, webOS is set to drive LG's future growth across multiple devices and out-of-home experiences. LG Channels, LG's exclusive free streaming service, offers a wide selection of premium live and on-demand programming, including movies, TV shows, news, sports, comedy, anime and more. With an always growing number of channels, owners of LG TVs, smart monitors or projectors can easily discover their favorite programs by launching the LG Channels app. LG Channels is also available for Automotive and Hotel TV.

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

Consensus EPS estimates increase by 14%

Investor sentiment improves as stock rises 16%

LG Electronics Launches webOS Platform With Enhanced Content Discovery And Seamless Viewing Experience

Consensus EPS estimates increase by 58%

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%

Investor sentiment improves as stock rises 24%

COWAY Co., Ltd. to Report Q1, 2026 Results on May 08, 2026

Consensus EPS estimates fall by 14%

Price target increased by 7.7% to ₩108,400

Earnings Troubles May Signal Larger Issues for Hanjin Kal (KRX:180640) Shareholders

Upcoming dividend of ₩500 per share

Full year 2025 earnings released: ₩444 loss per share (vs ₩342 loss in FY 2024)

HanJung Natural Connectivity System.co.,Ltd, Annual General Meeting, Mar 26, 2026