Narrative Update • Jul 09

The Consumer Discretionary is pretty flat in the last 7 days, but Hankook Tire & Technology has stood out, gaining 5.1%. As for the the longer term, the industry is up 50% over the past 12 months. Looking forward, earnings are forecast to grow by 17% annually.
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | ₩360.8t | ₩738.6t | ₩29.1t | 7.7x | 12.4x | 0.5x |
| Sun, 07 Jun 2026 | ₩455.4t | ₩740.3t | ₩29.6t | 8.1x | 15.4x | 0.6x |
| Tue, 05 May 2026 | ₩377.6t | ₩732.2t | ₩30.6t | 8.9x | 12.3x | 0.5x |
| Thu, 02 Apr 2026 | ₩348.7t | ₩729.9t | ₩30.7t | 8.6x | 11.3x | 0.5x |
| Sat, 28 Feb 2026 | ₩441.3t | ₩723.9t | ₩31.0t | 9.5x | 14.3x | 0.6x |
| Mon, 26 Jan 2026 | ₩362.1t | ₩722.5t | ₩29.5t | 8.5x | 12.3x | 0.5x |
| Wed, 24 Dec 2025 | ₩274.0t | ₩724.7t | ₩29.5t | 8.2x | 9.3x | 0.4x |
| Fri, 21 Nov 2025 | ₩252.5t | ₩719.2t | ₩29.9t | 8.3x | 8.4x | 0.4x |
| Sun, 19 Oct 2025 | ₩243.6t | ₩711.7t | ₩30.7t | 8.4x | 7.9x | 0.3x |
| Tue, 16 Sep 2025 | ₩237.6t | ₩713.3t | ₩30.8t | 8.8x | 7.7x | 0.3x |
| Thu, 14 Aug 2025 | ₩236.6t | ₩700.1t | ₩32.9t | 9.2x | 7.2x | 0.3x |
| Sat, 12 Jul 2025 | ₩239.3t | ₩700.8t | ₩32.9t | 9.6x | 7.3x | 0.3x |
| Mon, 09 Jun 2025 | ₩220.6t | ₩700.8t | ₩33.0t | 9.1x | 6.7x | 0.3x |
| Wed, 07 May 2025 | ₩207.0t | ₩691.7t | ₩33.5t | 8.9x | 6.2x | 0.3x |
| Fri, 04 Apr 2025 | ₩203.8t | ₩686.1t | ₩33.7t | 8.4x | 6.1x | 0.3x |
| Sun, 02 Mar 2025 | ₩208.1t | ₩673.5t | ₩33.3t | 7.6x | 6.3x | 0.3x |
| Tue, 28 Jan 2025 | ₩215.4t | ₩675.4t | ₩34.2t | 7.3x | 6.3x | 0.3x |
| Thu, 26 Dec 2024 | ₩218.9t | ₩675.3t | ₩34.2t | 7.3x | 6.4x | 0.3x |
| Sat, 23 Nov 2024 | ₩218.5t | ₩673.1t | ₩34.7t | 7.3x | 6.3x | 0.3x |
| Mon, 21 Oct 2024 | ₩226.9t | ₩666.3t | ₩35.0t | 8.5x | 6.5x | 0.3x |
| Wed, 18 Sep 2024 | ₩229.1t | ₩635.7t | ₩34.5t | 8.9x | 6.6x | 0.4x |
| Fri, 16 Aug 2024 | ₩220.4t | ₩660.9t | ₩34.7t | 7.9x | 6.3x | 0.3x |
| Sun, 14 Jul 2024 | ₩240.1t | ₩658.8t | ₩33.5t | 8.6x | 7.2x | 0.4x |
| Tue, 11 Jun 2024 | ₩237.9t | ₩659.0t | ₩32.7t | 8.7x | 7.3x | 0.4x |
| Thu, 09 May 2024 | ₩231.0t | ₩653.9t | ₩32.1t | 9.1x | 7.2x | 0.4x |
| Sat, 06 Apr 2024 | ₩222.1t | ₩650.8t | ₩32.1t | 9.1x | 6.9x | 0.3x |
| Mon, 04 Mar 2024 | ₩237.6t | ₩646.0t | ₩30.3t | 8.6x | 7.9x | 0.4x |
| Wed, 31 Jan 2024 | ₩207.8t | ₩648.0t | ₩29.6t | 8.5x | 7x | 0.3x |
| Fri, 29 Dec 2023 | ₩217.9t | ₩648.2t | ₩29.6t | 9x | 7.4x | 0.3x |
| Sun, 26 Nov 2023 | ₩206.6t | ₩648.5t | ₩30.3t | 9.3x | 6.8x | 0.3x |
| Tue, 24 Oct 2023 | ₩199.4t | ₩643.6t | ₩25.4t | 8.3x | 7.8x | 0.3x |
| Thu, 21 Sep 2023 | ₩213.8t | ₩643.7t | ₩25.4t | 9.1x | 8.4x | 0.3x |
| Sat, 19 Aug 2023 | ₩204.9t | ₩632.1t | ₩25.3t | 8.8x | 8.1x | 0.3x |
| Mon, 17 Jul 2023 | ₩224.6t | ₩625.6t | ₩24.3t | 9.7x | 9.3x | 0.4x |
9.3x
Which industries have driven the changes within the South Korean Consumer Discretionary sector?
| KR Market | -12.90% | |
| Consumer Discretionary | -0.19% | |
| Luxury | 6.21% | |
| Hospitality | 3.43% | |
| Specialty Stores | 1.24% | |
| Retail Distributors | 0.55% | |
| Consumer Durables | 0.33% | |
| Auto | 0.11% | |
| Online Retail and Ecommerce | 0% | 0 |
| Auto Components | -0.11% | |
| Consumer Services | -1.88% | |
| Leisure | -6.21% | |
| General Merchandise and Department Stores | -14.17% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A161390 Hankook Tire & Technology | ₩70.70k | 5.1% +₩414.8b | 58.9% | PE7.7x | |
| A073240 Kumho Tire | ₩6.00k | 27.5% +₩372.0b | 20.7% | PE5x | |
| A081660 Misto Holdings | ₩52.40k | 12.9% +₩318.6b | 41.6% | PE12x | |
| A009970 Youngone Holdings | ₩188.00k | 4.4% +₩88.5b | 34.6% | PE5.3x | |
| A000240 Hankook | ₩25.45k | 2.4% +₩56.8b | 7.6% | PE6.8x |