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 13.4x 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 38.6x. 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, 21 May 2026	₩392.3t	₩734.1t	₩29.9t	8.8x	13.1x	0.5x
Sat, 18 Apr 2026	₩370.2t	₩731.0t	₩30.4t	8.9x	12.2x	0.5x
Mon, 16 Mar 2026	₩359.9t	₩724.6t	₩30.4t	9x	11.8x	0.5x
Wed, 11 Feb 2026	₩361.5t	₩723.7t	₩31.0t	9x	11.7x	0.5x
Fri, 09 Jan 2026	₩292.5t	₩722.4t	₩29.5t	8x	9.9x	0.4x
Sun, 07 Dec 2025	₩282.6t	₩724.8t	₩29.7t	8.4x	9.5x	0.4x
Tue, 04 Nov 2025	₩256.0t	₩711.4t	₩30.8t	8.3x	8.3x	0.4x
Thu, 02 Oct 2025	₩230.7t	₩711.7t	₩30.7t	8.4x	7.5x	0.3x
Sat, 30 Aug 2025	₩237.9t	₩712.9t	₩30.9t	8.6x	7.7x	0.3x
Mon, 28 Jul 2025	₩238.6t	₩700.0t	₩32.9t	9.4x	7.2x	0.3x
Wed, 25 Jun 2025	₩230.1t	₩700.8t	₩32.9t	9.4x	7x	0.3x
Fri, 23 May 2025	₩207.3t	₩692.7t	₩33.4t	8.6x	6.2x	0.3x
Sun, 20 Apr 2025	₩201.9t	₩686.1t	₩33.6t	8.8x	6x	0.3x
Tue, 18 Mar 2025	₩214.1t	₩682.1t	₩33.5t	7.7x	6.4x	0.3x
Thu, 13 Feb 2025	₩206.8t	₩673.3t	₩33.1t	7.2x	6.2x	0.3x
Sat, 11 Jan 2025	₩219.2t	₩675.2t	₩34.2t	7.9x	6.4x	0.3x
Mon, 09 Dec 2024	₩210.6t	₩651.1t	₩34.4t	7x	6.1x	0.3x
Wed, 06 Nov 2024	₩222.2t	₩666.4t	₩34.9t	8.7x	6.4x	0.3x
Fri, 04 Oct 2024	₩228.5t	₩666.5t	₩34.9t	8.8x	6.5x	0.3x
Sun, 01 Sep 2024	₩234.7t	₩666.4t	₩35.0t	8.8x	6.7x	0.4x
Tue, 30 Jul 2024	₩229.8t	₩660.6t	₩34.3t	8.3x	6.7x	0.3x
Thu, 27 Jun 2024	₩250.8t	₩659.0t	₩33.5t	8.9x	7.5x	0.4x
Sat, 25 May 2024	₩235.9t	₩657.8t	₩33.3t	8.5x	7.1x	0.4x
Mon, 22 Apr 2024	₩222.5t	₩650.7t	₩32.1t	8.8x	6.9x	0.3x
Wed, 20 Mar 2024	₩231.6t	₩649.6t	₩31.1t	8.8x	7.5x	0.4x
Fri, 16 Feb 2024	₩231.0t	₩645.9t	₩29.7t	9x	7.8x	0.4x
Sun, 14 Jan 2024	₩204.1t	₩648.1t	₩29.5t	8.9x	6.9x	0.3x
Tue, 12 Dec 2023	₩205.9t	₩647.9t	₩27.9t	9x	7.4x	0.3x
Thu, 09 Nov 2023	₩199.0t	₩646.5t	₩28.3t	8.7x	7x	0.3x
Sat, 07 Oct 2023	₩206.4t	₩643.6t	₩25.4t	8.7x	8.1x	0.3x
Mon, 04 Sep 2023	₩209.5t	₩643.6t	₩25.5t	8.9x	8.2x	0.3x
Wed, 02 Aug 2023	₩212.8t	₩631.9t	₩25.1t	9.1x	8.5x	0.3x
Fri, 30 Jun 2023	₩217.7t	₩625.8t	₩24.6t	9.4x	8.9x	0.3x
Sun, 28 May 2023	₩224.4t	₩625.5t	₩24.6t	9.8x	9.1x	0.4x


KR Market	-8.24%
Consumer Discretionary	-13.05%
Online Retail and Ecommerce	0%	0
Luxury	-1.36%
Consumer Services	-2.45%
Hospitality	-2.93%
General Merchandise and Department Stores	-3.99%
Consumer Durables	-5.99%
Retail Distributors	-7.20%
Specialty Stores	-7.67%
Leisure	-11.56%
Auto Components	-14.19%
Auto	-16.64%

Company	Last Price	7D	1Y	Valuation
A111770 Youngone	₩84.50k	8.2% +₩272.4b	47.5%	PE7.3x
A081660 Misto Holdings	₩39.15k	8.4% +₩161.9b	10.4%	PE9.3x
A004170 SHINSEGAE	₩494.50k	2.5% +₩102.8b	195.8%	PE304x
A192080 DoubleUGames	₩60.90k	6.7% +₩72.0b	21.6%	PE8.8x
A032350 Lotte Tour Development	₩18.84k	1.9% +₩28.7b	71.9%	PE54x

Announcement • 7h

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.

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

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%

Here's Why We Think Hyundai Wia (KRX:011210) Might Deserve Your Attention Today

Investor sentiment improves as stock rises 18%

Now 20% undervalued

Consensus EPS estimates increase by 18%

Investor sentiment improves as stock rises 16%

Now 20% undervalued after recent price drop

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

Investor sentiment improves as stock rises 16%

Price target increased by 7.7% to ₩108,400