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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies350
  • 7D7.3%
  • 3M6.8%
  • 1Y117.6%
  • YTD68.6%

Last week, the Consumer Discretionary industry hasn't moved much but Hyundai Motor is up 10% in that time. The past year has been better, since the industry has gained 99% in that time. Earnings are forecast to grow by 16% annually.

Sector Valuation and Performance

Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026₩469.2t₩739.8t₩29.7t8.2x15.8x0.6x
Mon, 27 Apr 2026₩365.9t₩731.2t₩30.4t9x12x0.5x
Wed, 25 Mar 2026₩351.3t₩728.8t₩30.5t8.7x11.5x0.5x
Fri, 20 Feb 2026₩380.2t₩723.7t₩31.0t9.1x12.3x0.5x
Sun, 18 Jan 2026₩331.3t₩722.5t₩29.5t8.3x11.2x0.5x
Tue, 16 Dec 2025₩278.9t₩724.8t₩29.5t8.2x9.4x0.4x
Thu, 13 Nov 2025₩258.3t₩715.3t₩30.5t8.7x8.5x0.4x
Sat, 11 Oct 2025₩230.6t₩711.7t₩30.7t8.5x7.5x0.3x
Mon, 08 Sep 2025₩238.5t₩713.2t₩30.9t8.6x7.7x0.3x
Wed, 06 Aug 2025₩232.4t₩700.0t₩32.9t9.2x7.1x0.3x
Fri, 04 Jul 2025₩236.9t₩700.8t₩32.9t9.5x7.2x0.3x
Sun, 01 Jun 2025₩213.9t₩700.6t₩32.9t8.9x6.5x0.3x
Tue, 29 Apr 2025₩205.3t₩691.5t₩33.6t8.8x6.1x0.3x
Thu, 27 Mar 2025₩221.9t₩684.4t₩33.4t8.3x6.6x0.3x
Sat, 22 Feb 2025₩215.4t₩673.4t₩33.2t7.7x6.5x0.3x
Mon, 20 Jan 2025₩216.3t₩675.2t₩34.2t7.8x6.3x0.3x
Wed, 18 Dec 2024₩214.6t₩310.1t₩18.7t7.2x11.5x0.7x
Fri, 15 Nov 2024₩210.5t₩666.7t₩34.9t7.4x6x0.3x
Sun, 13 Oct 2024₩232.0t₩666.3t₩35.0t8.6x6.6x0.3x
Tue, 10 Sep 2024₩224.6t₩666.4t₩35.0t8.9x6.4x0.3x
Thu, 08 Aug 2024₩215.3t₩661.0t₩34.7t7.7x6.2x0.3x
Sat, 06 Jul 2024₩244.1t₩658.8t₩33.5t8.5x7.3x0.4x
Mon, 03 Jun 2024₩233.0t₩658.4t₩33.5t8.8x7x0.4x
Wed, 01 May 2024₩233.5t₩653.7t₩32.1t9.1x7.3x0.4x
Fri, 29 Mar 2024₩231.6t₩651.1t₩32.0t8.8x7.2x0.4x
Sun, 25 Feb 2024₩237.7t₩646.6t₩30.3t8.6x7.8x0.4x
Tue, 23 Jan 2024₩197.7t₩648.0t₩29.6t8.4x6.7x0.3x
Thu, 21 Dec 2023₩214.6t₩648.2t₩29.6t9.1x7.3x0.3x
Sat, 18 Nov 2023₩205.5t₩646.4t₩28.3t8.9x7.3x0.3x
Mon, 16 Oct 2023₩204.9t₩643.6t₩25.4t8.7x8.1x0.3x
Wed, 13 Sep 2023₩208.3t₩643.6t₩25.5t8.8x8.2x0.3x
Fri, 11 Aug 2023₩208.9t₩632.3t₩25.3t9.2x8.3x0.3x
Sun, 09 Jul 2023₩218.8t₩625.5t₩24.2t9.5x9x0.3x
Tue, 06 Jun 2023₩226.4t₩625.8t₩24.6t9.6x9.2x0.4x
Price to Earnings Ratio

9.2x


Total Market Cap: ₩226.4tTotal Earnings: ₩24.6tTotal Revenue: ₩625.8tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.9x202420252026
Current Industry PE
  • Investors are optimistic on the South Korean Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 14.8x which is higher than its 3-year average PE of 7.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.36x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.4% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market6.68%
Consumer Discretionary7.27%
Consumer Durables17.34%
Auto Components9.64%
Auto7.98%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-5.00%
Hospitality-5.33%
Specialty Stores-6.04%
Retail Distributors-6.09%
Consumer Services-6.14%
Luxury-6.71%
Leisure-10.56%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 79.0x.
    • Analysts are expecting annual earnings growth of 55.2%, which is higher than its past year's earnings decline of 1.5% per year.
  • Investors are most pessimistic about the Luxury industry, which is trading close to its 3-year average of 9.2x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 55% over the next 5 years.
  • This is better than its past earnings decline of 1.5% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 12% 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
A005380 Hyundai Motor₩723.00k10.4%
+₩17.8t		290.2%PE22x
A012330 Hyundai MobisLtd₩768.00k18.9%
+₩10.9t		203.6%PE19.5x
A066570 LG Electronics₩293.00k23.6%
+₩10.1t		312.1%PE59.2x
A000270 Kia₩169.20k2.7%
+₩1.7t		89.3%PE9.4x
A018880 Hanon Systems₩5.63k11.5%
+₩595.2b		86.4%PS0.5x

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