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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedJan 19, 2025
DataAggregated Company Financials
Companies346
- 7D-1.7%
- 3M-2.4%
- 1Y5.2%
- YTD2.2%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.7%, driven by a pullback from Hyundai Motor of 6.4%. On the other hand COWAY is actually up 14%. Over the past 12 months, the industry was up 5.2%. Looking forward, earnings are forecast to grow by 15% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 19 Jan 2025 | ₩216.3t | ₩675.2t | ₩34.2t | 7.8x | 6.3x | 0.3x |
| Tue, 17 Dec 2024 | ₩215.4t | ₩306.0t | ₩18.6t | 7.1x | 11.6x | 0.7x |
| Thu, 14 Nov 2024 | ₩209.9t | ₩666.7t | ₩34.9t | 7.3x | 6x | 0.3x |
| Sat, 12 Oct 2024 | ₩232.1t | ₩666.3t | ₩35.0t | 8.6x | 6.6x | 0.3x |
| Mon, 09 Sep 2024 | ₩222.5t | ₩666.4t | ₩35.0t | 8.7x | 6.4x | 0.3x |
| Wed, 07 Aug 2024 | ₩214.1t | ₩661.0t | ₩34.7t | 7.5x | 6.2x | 0.3x |
| Fri, 05 Jul 2024 | ₩243.1t | ₩658.8t | ₩33.5t | 8.7x | 7.2x | 0.4x |
| Sun, 02 Jun 2024 | ₩233.0t | ₩658.4t | ₩33.5t | 8.8x | 7x | 0.4x |
| Tue, 30 Apr 2024 | ₩233.4t | ₩653.6t | ₩32.0t | 9.1x | 7.3x | 0.4x |
| Thu, 28 Mar 2024 | ₩234.8t | ₩648.5t | ₩31.7t | 8.9x | 7.4x | 0.4x |
| Sat, 24 Feb 2024 | ₩237.7t | ₩647.0t | ₩30.2t | 8.6x | 7.9x | 0.4x |
| Mon, 22 Jan 2024 | ₩198.7t | ₩648.0t | ₩29.6t | 8.4x | 6.7x | 0.3x |
| Wed, 20 Dec 2023 | ₩208.9t | ₩647.9t | ₩29.5t | 9x | 7.1x | 0.3x |
| Fri, 17 Nov 2023 | ₩204.3t | ₩646.6t | ₩28.3t | 8.9x | 7.2x | 0.3x |
| Sun, 15 Oct 2023 | ₩204.9t | ₩643.6t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Tue, 12 Sep 2023 | ₩208.6t | ₩643.6t | ₩25.5t | 9.2x | 8.2x | 0.3x |
| Thu, 10 Aug 2023 | ₩206.6t | ₩632.3t | ₩25.3t | 9.1x | 8.2x | 0.3x |
| Sat, 08 Jul 2023 | ₩218.8t | ₩625.5t | ₩24.2t | 9.5x | 9x | 0.3x |
| Mon, 05 Jun 2023 | ₩223.6t | ₩625.8t | ₩24.6t | 9.6x | 9.1x | 0.4x |
| Wed, 03 May 2023 | ₩218.9t | ₩612.9t | ₩23.5t | 10.8x | 9.3x | 0.4x |
| Fri, 31 Mar 2023 | ₩210.8t | ₩601.8t | ₩22.2t | 10.4x | 9.5x | 0.4x |
| Sun, 26 Feb 2023 | ₩209.4t | ₩583.9t | ₩23.6t | 9.2x | 8.9x | 0.4x |
| Tue, 24 Jan 2023 | ₩199.1t | ₩576.1t | ₩20.8t | 9x | 9.6x | 0.3x |
| Thu, 22 Dec 2022 | ₩190.5t | ₩575.8t | ₩20.7t | 8.8x | 9.2x | 0.3x |
| Sat, 19 Nov 2022 | ₩198.7t | ₩563.1t | ₩20.5t | 9.4x | 9.7x | 0.4x |
| Mon, 17 Oct 2022 | ₩189.3t | ₩543.3t | ₩21.2t | 8.9x | 8.9x | 0.3x |
| Wed, 14 Sep 2022 | ₩220.8t | ₩542.9t | ₩21.1t | 10.6x | 10.5x | 0.4x |
| Fri, 12 Aug 2022 | ₩221.4t | ₩521.1t | ₩19.7t | 11.2x | 11.2x | 0.4x |
| Sun, 10 Jul 2022 | ₩205.8t | ₩519.4t | ₩19.9t | 10.6x | 10.3x | 0.4x |
| Tue, 07 Jun 2022 | ₩229.2t | ₩520.1t | ₩20.0t | 12.1x | 11.5x | 0.4x |
| Thu, 05 May 2022 | ₩235.1t | ₩509.8t | ₩20.3t | 13.1x | 11.6x | 0.5x |
| Sat, 02 Apr 2022 | ₩228.5t | ₩501.9t | ₩19.8t | 13.1x | 11.6x | 0.5x |
| Mon, 28 Feb 2022 | ₩227.8t | ₩497.1t | ₩19.5t | 12x | 11.7x | 0.5x |
| Wed, 26 Jan 2022 | ₩231.1t | ₩498.0t | ₩18.8t | 11.8x | 12.3x | 0.5x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are pessimistic on the South Korean Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 6.3x which is lower than its 3-year average PE of 8.7x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 22% per year over the last three years.
- Revenues for these companies have grown 11% 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 | 0.33% | |
| Consumer Discretionary | -1.67% | |
| Specialty Stores | 3.31% | |
| Retail Distributors | 2.78% | |
| Consumer Durables | 1.72% | |
| Hospitality | 1.36% | |
| Luxury | 1.33% | |
| General Merchandise and Department Stores | 0.65% | |
| Auto Components | 0.0091% | |
| Online Retail and Ecommerce | 0% | |
| Consumer Services | -0.64% | |
| Leisure | -1.49% | |
| Auto | -5.24% | |
Industry PE
- Investors are most optimistic about the Leisure industry even though it's trading below its 3-year average PE ratio of 160x.
- Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings decline of 10.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 58% over the next 5 years.
- This is better than its past earnings growth rate of 48% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 5.6% 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 | |
|---|---|---|---|---|---|
| A021240 COWAY | ₩80.00k | 14.4% +₩726.3b | 45.5% | PE10.2x | |
| A383220 F&F | ₩62.90k | 9.2% +₩200.4b | -12.0% | PE6.7x | |
| A204320 HL Mando | ₩45.15k | 7.6% +₩150.3b | 31.6% | PE17.2x | |
| A180640 Hanjin Kal | ₩79.20k | 2.9% +₩147.1b | 7.0% | PE11.8x | |
| A257720 SILICON2 | ₩33.90k | 6.4% +₩124.8b | 275.0% | PE20.9x |
