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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedJul 03, 2025
DataAggregated Company Financials
Companies351
- 7D2.1%
- 3M13.3%
- 1Y-8.5%
- YTD8.9%
Over the last 7 days, the Consumer Discretionary industry has risen 2.1%, driven by gains from Hyundai Motor of 2.7%. Meanwhile, SILICON2 actually underperformed within the industry, shrinking 11% in the last week. In the past year, the industry is down 8.5%. Earnings are forecast to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Sat, 05 Jul 2025 | ₩235.4t | ₩700.8t | ₩32.9t | 9.4x | 7.2x | 0.3x |
| Mon, 02 Jun 2025 | ₩214.5t | ₩700.6t | ₩32.9t | 8.9x | 6.5x | 0.3x |
| Wed, 30 Apr 2025 | ₩208.4t | ₩691.6t | ₩33.5t | 8.9x | 6.2x | 0.3x |
| Fri, 28 Mar 2025 | ₩223.3t | ₩685.1t | ₩33.4t | 8.1x | 6.7x | 0.3x |
| Sun, 23 Feb 2025 | ₩215.4t | ₩673.4t | ₩33.2t | 7.7x | 6.5x | 0.3x |
| Tue, 21 Jan 2025 | ₩214.3t | ₩675.2t | ₩34.2t | 7.8x | 6.3x | 0.3x |
| Thu, 19 Dec 2024 | ₩221.8t | ₩310.1t | ₩18.7t | 7.2x | 11.9x | 0.7x |
| Sat, 16 Nov 2024 | ₩211.4t | ₩666.7t | ₩34.9t | 7.3x | 6.1x | 0.3x |
| Mon, 14 Oct 2024 | ₩232.0t | ₩666.3t | ₩35.0t | 8.6x | 6.6x | 0.3x |
| Wed, 11 Sep 2024 | ₩224.0t | ₩666.4t | ₩34.9t | 8.8x | 6.4x | 0.3x |
| Fri, 09 Aug 2024 | ₩216.1t | ₩661.0t | ₩34.7t | 7.6x | 6.2x | 0.3x |
| Sun, 07 Jul 2024 | ₩244.1t | ₩658.8t | ₩33.5t | 8.5x | 7.3x | 0.4x |
| Tue, 04 Jun 2024 | ₩237.6t | ₩658.4t | ₩33.5t | 8.7x | 7.1x | 0.4x |
| Thu, 02 May 2024 | ₩233.5t | ₩653.7t | ₩32.1t | 9.1x | 7.3x | 0.4x |
| Sat, 30 Mar 2024 | ₩228.6t | ₩651.1t | ₩32.0t | 8.7x | 7.1x | 0.4x |
| Mon, 26 Feb 2024 | ₩237.7t | ₩646.6t | ₩30.3t | 8.6x | 7.8x | 0.4x |
| Wed, 24 Jan 2024 | ₩200.6t | ₩648.0t | ₩29.6t | 8.4x | 6.8x | 0.3x |
| Fri, 22 Dec 2023 | ₩214.2t | ₩648.2t | ₩29.6t | 9.1x | 7.2x | 0.3x |
| Sun, 19 Nov 2023 | ₩205.4t | ₩646.4t | ₩28.3t | 8.9x | 7.3x | 0.3x |
| Tue, 17 Oct 2023 | ₩204.9t | ₩643.6t | ₩25.4t | 8.7x | 8.1x | 0.3x |
| Thu, 14 Sep 2023 | ₩210.1t | ₩643.6t | ₩25.5t | 9.1x | 8.3x | 0.3x |
| Sat, 12 Aug 2023 | ₩211.3t | ₩632.4t | ₩25.3t | 9.3x | 8.4x | 0.3x |
| Mon, 10 Jul 2023 | ₩218.8t | ₩625.5t | ₩24.2t | 9.5x | 9x | 0.3x |
| Wed, 07 Jun 2023 | ₩226.4t | ₩625.8t | ₩24.6t | 9.6x | 9.2x | 0.4x |
| Fri, 05 May 2023 | ₩221.0t | ₩612.4t | ₩22.6t | 10.5x | 9.8x | 0.4x |
| Sun, 02 Apr 2023 | ₩213.8t | ₩602.1t | ₩22.0t | 10x | 9.7x | 0.4x |
| Tue, 28 Feb 2023 | ₩208.0t | ₩583.9t | ₩23.6t | 9x | 8.8x | 0.4x |
| Thu, 26 Jan 2023 | ₩199.1t | ₩576.1t | ₩20.8t | 9.1x | 9.6x | 0.3x |
| Sat, 24 Dec 2022 | ₩192.0t | ₩575.8t | ₩20.7t | 8.7x | 9.3x | 0.3x |
| Mon, 21 Nov 2022 | ₩198.7t | ₩567.3t | ₩20.8t | 9.3x | 9.6x | 0.4x |
| Wed, 19 Oct 2022 | ₩193.5t | ₩543.3t | ₩21.2t | 9.1x | 9.1x | 0.4x |
| Fri, 16 Sep 2022 | ₩217.2t | ₩543.0t | ₩21.1t | 10.6x | 10.3x | 0.4x |
| Sun, 14 Aug 2022 | ₩223.0t | ₩521.1t | ₩19.7t | 11.6x | 11.3x | 0.4x |
| Tue, 12 Jul 2022 | ₩204.7t | ₩519.4t | ₩19.9t | 10.7x | 10.3x | 0.4x |
Price to Earnings Ratio
10.3x
Current Industry PE
- Investors are relatively neutral on the South Korean Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 7.9x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 18% 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 | -0.065% | |
| Consumer Discretionary | 2.12% | |
| Auto Components | 3.35% | |
| Consumer Durables | 3.00% | |
| Leisure | 2.82% | |
| Hospitality | 2.53% | |
| Auto | 2.12% | |
| Luxury | 1.14% | |
| General Merchandise and Department Stores | 0.74% | |
| Specialty Stores | 0.28% | |
| Consumer Services | 0.15% | |
| Online Retail and Ecommerce | 0% | 0 |
| Retail Distributors | -7.08% | |
Industry PE
- Investors are most optimistic about the Leisure industry even though it's trading below its 3-year average PE ratio of 56.6x.
- Analysts are expecting annual earnings growth of 17.7%, which is higher than its past year's earnings decline of 24.0% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 65% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 3.0% 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 | |
|---|---|---|---|---|---|
| A005380 Hyundai Motor | ₩210.50k | 2.7% +₩1.2t | -25.1% | PE4.4x | |
| A066570 LG Electronics | ₩77.20k | 4.2% +₩558.2b | -30.3% | PE16.3x | |
| A000270 Kia | ₩99.10k | 1.4% +₩545.7b | -21.5% | PE4.1x | |
| A012330 Hyundai MobisLtd | ₩295.50k | 2.1% +₩528.5b | 22.1% | PE6.2x | |
| A161390 Hankook Tire & Technology | ₩43.15k | 8.8% +₩427.0b | -0.8% | PE4.9x |
