Narrative Update • Aug 06

Over the last 7 days, the Consumer Discretionary industry has risen 8.7%, driven by gains from Hyundai Motor of 15%. In the same time, Youngone was down 8.0%. This takes the industry's 12 month performance to a gain of 51%. Looking forward, earnings are forecast to grow by 19% annually.
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | ₩359.4t | ₩734.8t | ₩29.1t | 8x | 12.3x | 0.5x |
| Mon, 13 Jul 2026 | ₩354.0t | ₩738.7t | ₩29.1t | 7.8x | 12.2x | 0.5x |
| Wed, 10 Jun 2026 | ₩424.5t | ₩740.3t | ₩29.6t | 8x | 14.4x | 0.6x |
| Fri, 08 May 2026 | ₩379.7t | ₩733.7t | ₩29.8t | 8.8x | 12.7x | 0.5x |
| Sun, 05 Apr 2026 | ₩335.6t | ₩731.2t | ₩30.5t | 8.2x | 11x | 0.5x |
| Tue, 03 Mar 2026 | ₩441.3t | ₩723.9t | ₩31.0t | 9.5x | 14.3x | 0.6x |
| Thu, 29 Jan 2026 | ₩351.9t | ₩722.4t | ₩29.5t | 8.6x | 11.9x | 0.5x |
| Sat, 27 Dec 2025 | ₩271.2t | ₩724.8t | ₩29.5t | 8.1x | 9.2x | 0.4x |
| Mon, 24 Nov 2025 | ₩251.6t | ₩720.0t | ₩30.5t | 8x | 8.3x | 0.3x |
| Wed, 22 Oct 2025 | ₩250.3t | ₩711.7t | ₩30.7t | 8.5x | 8.1x | 0.4x |
| Fri, 19 Sep 2025 | ₩241.8t | ₩713.3t | ₩30.8t | 8.8x | 7.8x | 0.3x |
| Sun, 17 Aug 2025 | ₩235.5t | ₩703.5t | ₩31.9t | 9.3x | 7.4x | 0.3x |
| Tue, 15 Jul 2025 | ₩244.4t | ₩700.8t | ₩32.9t | 9.7x | 7.4x | 0.3x |
| Thu, 12 Jun 2025 | ₩229.7t | ₩700.8t | ₩32.9t | 9.2x | 7x | 0.3x |
| Sat, 10 May 2025 | ₩207.7t | ₩691.7t | ₩33.5t | 8.9x | 6.2x | 0.3x |
| Mon, 07 Apr 2025 | ₩203.9t | ₩686.1t | ₩33.7t | 8.4x | 6.1x | 0.3x |
| Wed, 05 Mar 2025 | ₩206.8t | ₩673.6t | ₩33.2t | 7.4x | 6.2x | 0.3x |
| Fri, 31 Jan 2025 | ₩215.4t | ₩675.4t | ₩34.2t | 7.3x | 6.3x | 0.3x |
| Sun, 29 Dec 2024 | ₩215.5t | ₩675.3t | ₩34.2t | 7.1x | 6.3x | 0.3x |
| Tue, 26 Nov 2024 | ₩218.6t | ₩675.1t | ₩34.5t | 7.4x | 6.3x | 0.3x |
| Thu, 24 Oct 2024 | ₩227.0t | ₩666.3t | ₩35.0t | 8.4x | 6.5x | 0.3x |
| Sat, 21 Sep 2024 | ₩235.6t | ₩666.4t | ₩34.9t | 8.8x | 6.8x | 0.4x |
| Mon, 19 Aug 2024 | ₩226.1t | ₩660.9t | ₩34.6t | 8x | 6.5x | 0.3x |
| Wed, 17 Jul 2024 | ₩241.0t | ₩658.8t | ₩33.5t | 8.7x | 7.2x | 0.4x |
| Fri, 14 Jun 2024 | ₩238.4t | ₩659.0t | ₩32.7t | 8.7x | 7.3x | 0.4x |
| Sun, 12 May 2024 | ₩230.6t | ₩653.9t | ₩32.1t | 9.2x | 7.2x | 0.4x |
| Tue, 09 Apr 2024 | ₩224.4t | ₩650.8t | ₩32.1t | 9.2x | 7x | 0.3x |
| Thu, 07 Mar 2024 | ₩239.1t | ₩646.0t | ₩30.3t | 8.5x | 7.9x | 0.4x |
| Sat, 03 Feb 2024 | ₩230.7t | ₩648.0t | ₩29.6t | 8.5x | 7.8x | 0.4x |
| Mon, 01 Jan 2024 | ₩217.9t | ₩648.2t | ₩29.6t | 9x | 7.4x | 0.3x |
| Wed, 29 Nov 2023 | ₩206.8t | ₩648.5t | ₩30.3t | 9x | 6.8x | 0.3x |
| Fri, 27 Oct 2023 | ₩196.8t | ₩643.6t | ₩25.4t | 8.2x | 7.7x | 0.3x |
| Sun, 24 Sep 2023 | ₩210.1t | ₩643.6t | ₩25.4t | 8.8x | 8.3x | 0.3x |
| Tue, 22 Aug 2023 | ₩204.9t | ₩632.7t | ₩25.4t | 8.7x | 8.1x | 0.3x |
8.1x
Which industries have driven the changes within the South Korean Consumer Discretionary sector?
| KR Market | 11.46% | |
| Consumer Discretionary | 8.69% | |
| Consumer Durables | 12.62% | |
| Auto | 11.03% | |
| Auto Components | 8.74% | |
| Retail Distributors | 6.60% | |
| Leisure | 5.95% | |
| Specialty Stores | 2.74% | |
| General Merchandise and Department Stores | 2.53% | |
| Hospitality | 0.32% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Services | -1.83% | |
| Luxury | -3.37% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A005380 Hyundai Motor | ₩453.00k | 14.5% +₩15.1t | 108.3% | PE14.6x | |
| A066570 LG Electronics | ₩215.00k | 16.2% +₩5.4t | 178.5% | PE47.5x | |
| A012330 Hyundai MobisLtd | ₩547.00k | 10.2% +₩4.5t | 84.5% | PE13.9x | |
| A000270 Kia | ₩141.70k | 5.0% +₩2.6t | 36.6% | PE7.9x | |
| A007340 DN Automotive | ₩58.90k | 23.7% +₩584.9b | 137.0% | PE10.4x |