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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedNov 11, 2025
DataAggregated Company Financials
Companies351
  • 7D1.2%
  • 3M7.6%
  • 1Y22.0%
  • YTD19.9%

Last week, the Consumer Discretionary industry hasn't moved much but Hankook Tire & Technology is up 29% in that time. The past year has been better, since the industry has gained 19% in that time. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Nov 2025₩253.7t₩715.3t₩30.5t8.5x8.3x0.4x
Fri, 10 Oct 2025₩233.9t₩711.7t₩30.7t8.5x7.6x0.3x
Sun, 07 Sep 2025₩238.5t₩713.2t₩30.9t8.6x7.7x0.3x
Tue, 05 Aug 2025₩231.8t₩700.0t₩32.9t9.2x7x0.3x
Thu, 03 Jul 2025₩235.4t₩700.8t₩32.9t9.4x7.2x0.3x
Sat, 31 May 2025₩213.9t₩700.5t₩32.9t9x6.5x0.3x
Mon, 28 Apr 2025₩205.2t₩691.5t₩33.6t8.9x6.1x0.3x
Wed, 26 Mar 2025₩221.9t₩684.6t₩33.7t8.2x6.6x0.3x
Fri, 21 Feb 2025₩214.1t₩673.3t₩33.2t7.8x6.4x0.3x
Sun, 19 Jan 2025₩216.3t₩675.2t₩34.2t7.8x6.3x0.3x
Tue, 17 Dec 2024₩215.4t₩306.0t₩18.6t7.1x11.6x0.7x
Thu, 14 Nov 2024₩209.9t₩666.7t₩34.9t7.3x6x0.3x
Sat, 12 Oct 2024₩232.1t₩666.3t₩35.0t8.6x6.6x0.3x
Mon, 09 Sep 2024₩222.5t₩666.4t₩35.0t8.7x6.4x0.3x
Wed, 07 Aug 2024₩214.1t₩661.0t₩34.7t7.5x6.2x0.3x
Fri, 05 Jul 2024₩243.1t₩658.8t₩33.5t8.7x7.2x0.4x
Sun, 02 Jun 2024₩233.0t₩658.4t₩33.5t8.8x7x0.4x
Tue, 30 Apr 2024₩233.4t₩653.6t₩32.0t9.1x7.3x0.4x
Thu, 28 Mar 2024₩234.8t₩648.5t₩31.7t8.9x7.4x0.4x
Sat, 24 Feb 2024₩237.7t₩647.0t₩30.2t8.6x7.9x0.4x
Mon, 22 Jan 2024₩198.7t₩648.0t₩29.6t8.4x6.7x0.3x
Wed, 20 Dec 2023₩208.9t₩647.9t₩29.5t9x7.1x0.3x
Fri, 17 Nov 2023₩204.3t₩646.6t₩28.3t8.9x7.2x0.3x
Sun, 15 Oct 2023₩204.9t₩643.6t₩25.4t8.7x8.1x0.3x
Tue, 12 Sep 2023₩208.6t₩643.6t₩25.5t9.2x8.2x0.3x
Thu, 10 Aug 2023₩206.6t₩632.3t₩25.3t9.1x8.2x0.3x
Sat, 08 Jul 2023₩218.8t₩625.5t₩24.2t9.5x9x0.3x
Mon, 05 Jun 2023₩223.6t₩625.8t₩24.6t9.6x9.1x0.4x
Wed, 03 May 2023₩218.9t₩612.9t₩23.5t10.8x9.3x0.4x
Fri, 31 Mar 2023₩210.8t₩601.8t₩22.2t10.4x9.5x0.4x
Sun, 26 Feb 2023₩209.4t₩583.9t₩23.6t9.2x8.9x0.4x
Tue, 24 Jan 2023₩199.1t₩576.1t₩20.8t9x9.6x0.3x
Thu, 22 Dec 2022₩190.5t₩575.8t₩20.7t8.8x9.2x0.3x
Sat, 19 Nov 2022₩198.7t₩563.1t₩20.5t9.4x9.7x0.4x
Price to Earnings Ratio

9.7x


Total Market Cap: ₩198.7tTotal Earnings: ₩20.5tTotal Revenue: ₩563.1tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202320242025
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 7.6x.
  • 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 14% per year over the last three years.
  • Revenues for these companies have grown 8.3% 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-1.00%
Consumer Discretionary1.19%
General Merchandise and Department Stores7.07%
Luxury6.66%
Auto Components4.35%
Specialty Stores2.35%
Consumer Durables1.27%
Consumer Services1.18%
Online Retail and Ecommerce0%0
Auto-0.87%
Hospitality-3.20%
Leisure-3.85%
Retail Distributors-4.90%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 34.2x.
    • Analysts are expecting annual earnings growth of 49.9%, which is higher than its past year's earnings decline of 9.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 6.4% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
A000270 Kia₩118.90k7.1%
+₩3.0t
30.9%PE5.3x
A161390 Hankook Tire & Technology₩58.90k29.2%
+₩1.6t
60.5%PE7.6x
A005380 Hyundai Motor₩275.50k2.6%
+₩1.6t
37.8%PE6.2x
A066570 LG Electronics₩92.70k6.4%
+₩1.0t
5.7%PE18x
A012330 Hyundai MobisLtd₩298.50k3.6%
+₩937.6b
18.0%PE6.4x

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