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

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 10.4x which is higher than its 3-year average PE of 8.3x. The industry is trading close to its 3-year average PS ratio of 0.37x.

Which industries have driven the changes within the South Korean Consumer Discretionary sector?

Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 71.9x. Analysts are expecting annual earnings growth of 54.3%, which is higher than its past year's earnings growth of 22.9% per year. Investors are most pessimistic about the Consumer Services industry, which is trading below its 3-year average of 9.2x.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Thu, 17 Sep 2026	₩307.0t	₩748.8t	₩29.8t	6.3x	10.3x	0.4x
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


KR Market	-4.55%
Consumer Discretionary	-4.11%
Online Retail and Ecommerce	0%	0
General Merchandise and Department Stores	-0.12%
Consumer Durables	-0.20%
Luxury	-0.25%
Consumer Services	-1.65%
Specialty Stores	-2.54%
Hospitality	-2.63%
Retail Distributors	-3.49%
Leisure	-3.97%
Auto Components	-4.91%
Auto	-6.01%

Company	Last Price	7D	1Y	Valuation
A021240 COWAY	₩107.40k	9.8% +₩673.2b	7.7%	PE11x
A437730 Samhyun	₩49.50k	45.6% +₩487.3b	136.3%	PS18.6x
A023530 Lotte Shopping	₩118.60k	6.9% +₩217.7b	65.9%	PE18.5x
A007340 DN Automotive	₩46.30k	4.5% +₩103.5b	87.1%	PE6.2x
A383220 F&F	₩66.80k	3.1% +₩75.0b	-2.6%	PE4.9x

Announcement • Sep 15

Kia Corporation Unveils PV7 Expanding All-Electric PBV Lineup

Kia Corporation unveiled the Kia PV7 at IAA Transportation 2026 in Hannover, Germany. The second model in Kia's dedicated, all-electric Platform Beyond Vehicle (PBV) lineup, the PV7 expands the brand's offering in the light commercial vehicle (LCV) segment. Available in Cargo and Passenger variants, the PV7 combines electric performance, flexible interior space and connected technology to support a wide range of business and mobility applications. Built on Kia's PBV-dedicated E-GMP.S architecture, it features a flat-floor design that maximizes interior space and flexibility, along with productivity-focused solutions that help customers achieve greater productivity in their day-to-day operations and drive stronger business outcomes. Kia will launch the PV7 in Korea and Europe in 2027, with additional derivatives and markets to follow. The PV7 evolves Kia's PBV design DNA through bold, upright proportions and user-focused details that maximize space, accessibility and everyday usability. Flexible seating, conversion capability, connected services and fleet management solutions support diverse customer requirements. PV7 Passenger combines flexible seating and long-distance comfort, while PV7 Cargo offers high load capacity, low loading height and business-focused practicality. PBV-dedicated E-GMP.S architecture combines 800V charging and long-range capability and a scalable drivetrain portfolio. At the hardware level, the PV7 is built on Kia's PBV-dedicated E-GMP.S architecture, leveraging Kia's proven EV expertise and Flexible Body System to support a wide range of body styles, derivatives and conversion models tailored to diverse operational needs. At the software level, Kia provides the Kia Business Solutions Portal, which supports fleet management, charging, maintenance and daily operations. Standardized Fleet Management System (FMS) and connected vehicle data APIs tailored to customers' operational needs help improve fleet visibility and support more efficient day-to-day operations. In addition, Kia offers dedicated Uptime services that support vehicle availability through real-time monitoring, predictive diagnostics and proactive maintenance management. Kia's business-tailored service is centered on PBV-dedicated services designed to provide tailored support across diverse business operations, lower total cost of ownership and support higher vehicle uptime. Kia plans to expand the PV7 lineup to 23 variants following its 2027 launch, with the PV9 set to follow in 2029, further broadening the brand's PBV lineup and mobility solutions.

Announcement • Sep 06

LG Electronics Showcases Micro RGB Evo And Expands RGB Display Lineup With TÜV Rheinland Certification

LG Electronics showcased LG Micro RGB evo (model MRGB95), a premium ultra-large-screen LCD TV featuring exceptional color purity, at IFA 2026, taking place in Berlin, Germany, from September 4-8. Leveraging LG's proprietary Micro RGB technology and the a (Alpha) 11 AI Processor Gen3, the advanced TV delivers high-purity red, green, and blue separation, earning TÜV Rheinland's High Purity RGB Spectrum Display certification. LG Micro RGB evo and Mini RGB evo leverage LG's proprietary high-purity RGB spectrum display technology, enhancing the purity of red, green and blue to deliver more natural and expressive color reproduction. Featuring clear color separation between red, green and blue colors and high purity of each color, the TVs deliver remarkably pure and lifelike colors. This outstanding color performance has been independently certified by TÜV Rheinland, which has awarded its High Purity RGB Spectrum Display certification to LG's Micro RGB evo MRGB95 and Mini RGB evo MRGB9M and MRGB85 models. At the heart of Micro RGB evo is the a11 AI Processor Gen3, LG's most advanced smart TV processor and the same platform used in the company's flagship OLED models. The processor's Dual AI Engine analyzes texture and edge simultaneously to produce more cohesive and lifelike images across movies, shows and games. Precision Color Enhancer, also enabled by the powerful a11 Gen3, preserves the purity of each primary color while enacting fine control over gradation and tonal transitions. Complementing this is Micro Dimming Ultra, which precisely manages brightness across thousands of dimming zones to reveal subtle detail in both deep shadows and bright highlights. These technologies, combined with the immense scale of the Micro RGB evo's screen, create an immersive and impactful viewing experience. As part of its premium LCD lineup strategy, LG offers the industry-leading level of color with the ultra-large Micro RGB evo, alongside the new Mini RGB evo. These TVs leverage LG's unique light source technology to precisely implement red, green, and blue, earning the 'High Purity RGB Spectrum Display' certification from TÜV Rheinland and expanding consumer choice. LG Micro RGB evo will be on display at the LG booth in Hall 18 at Messe Berlin throughout IFA 2026.

South Korean (KOSPI) Consumer Discretionary Sector Analysis

Sector Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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