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South Korean (KOSPI) Consumer Discretionary Sector Analysis

UpdatedJan 07, 2026
DataAggregated Company Financials
Companies352
  • 7D0.2%
  • 3M18.8%
  • 1Y28.5%
  • YTD0.6%

Last week, the Consumer Discretionary industry hasn't moved much but Hyundai Motor is up 3.9% in that time. The past year has been better, since the industry has gained 29% in that time. As for the next few years, earnings are expected to grow by 15% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Jan 2026₩284.0t₩724.8t₩29.5t7.9x9.6x0.4x
Fri, 05 Dec 2025₩271.0t₩724.8t₩29.7t8.3x9.1x0.4x
Sun, 02 Nov 2025₩258.7t₩711.4t₩30.8t8.5x8.4x0.4x
Tue, 30 Sep 2025₩233.5t₩713.3t₩30.8t8.6x7.6x0.3x
Thu, 28 Aug 2025₩235.5t₩712.8t₩36.8t8.4x6.4x0.3x
Sat, 26 Jul 2025₩238.6t₩701.0t₩32.9t9.4x7.2x0.3x
Mon, 23 Jun 2025₩231.5t₩700.8t₩32.9t9.3x7x0.3x
Wed, 21 May 2025₩211.2t₩691.7t₩33.4t8.8x6.3x0.3x
Fri, 18 Apr 2025₩198.4t₩686.1t₩33.6t8.7x5.9x0.3x
Sun, 16 Mar 2025₩212.4t₩682.1t₩33.5t7.8x6.3x0.3x
Tue, 11 Feb 2025₩208.6t₩673.3t₩33.1t7.4x6.3x0.3x
Thu, 09 Jan 2025₩214.2t₩675.2t₩34.2t7.8x6.3x0.3x
Sat, 07 Dec 2024₩210.6t₩675.8t₩34.3t7.1x6.1x0.3x
Mon, 04 Nov 2024₩219.2t₩666.4t₩34.9t8.5x6.3x0.3x
Wed, 02 Oct 2024₩232.6t₩666.5t₩34.9t9x6.7x0.3x
Fri, 30 Aug 2024₩235.1t₩667.1t₩35.1t8.6x6.7x0.4x
Sun, 28 Jul 2024₩226.3t₩660.6t₩34.3t8.2x6.6x0.3x
Tue, 25 Jun 2024₩246.6t₩659.0t₩33.5t8.6x7.4x0.4x
Thu, 23 May 2024₩239.0t₩654.9t₩32.1t8.9x7.4x0.4x
Sat, 20 Apr 2024₩223.8t₩650.7t₩32.1t9x7x0.3x
Mon, 18 Mar 2024₩238.2t₩649.7t₩31.0t8.9x7.7x0.4x
Wed, 14 Feb 2024₩236.0t₩647.2t₩29.8t8.7x7.9x0.4x
Fri, 12 Jan 2024₩206.3t₩648.1t₩29.5t9.1x7x0.3x
Sun, 10 Dec 2023₩205.0t₩648.0t₩27.9t8.9x7.3x0.3x
Tue, 07 Nov 2023₩202.2t₩646.4t₩28.2t8.8x7.2x0.3x
Thu, 05 Oct 2023₩208.9t₩643.6t₩25.4t8.7x8.2x0.3x
Sat, 02 Sep 2023₩209.5t₩643.4t₩25.5t8.8x8.2x0.3x
Mon, 31 Jul 2023₩210.3t₩631.9t₩25.1t9x8.4x0.3x
Wed, 28 Jun 2023₩219.2t₩625.8t₩24.6t9.5x8.9x0.4x
Fri, 26 May 2023₩227.9t₩623.2t₩24.3t10.5x9.4x0.4x
Sun, 23 Apr 2023₩215.9t₩602.1t₩21.9t10.5x9.9x0.4x
Tue, 21 Mar 2023₩198.8t₩560.8t₩22.3t9x8.9x0.4x
Thu, 16 Feb 2023₩207.6t₩576.0t₩20.7t9x10x0.4x
Sat, 14 Jan 2023₩199.1t₩576.1t₩20.7t9x9.6x0.3x
Price to Earnings Ratio

9.6x


Total Market Cap: ₩199.1tTotal Earnings: ₩20.7tTotal Revenue: ₩576.1tTotal Market Cap vs Earnings and Revenue0%0%0%
South Korean Consumer Discretionary Sector Price to Earnings3Y Average 7.6x202420252026
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 9.6x which is higher than its 3-year average PE 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 13% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market7.01%
Consumer Discretionary0.23%
Auto2.56%
Retail Distributors1.94%
Consumer Durables0.097%
Online Retail and Ecommerce0%0
Consumer Services-1.00%
Specialty Stores-1.20%
Auto Components-1.52%
Luxury-1.63%
Leisure-1.77%
General Merchandise and Department Stores-1.83%
Hospitality-3.59%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 54.8x.
    • Analysts are expecting annual earnings growth of 65.2%, which is higher than its past year's earnings decline of 25.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Auto industry is expected to see its earnings grow by 8.2% 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₩351.50k18.5%
+₩14.3t
64.6%PE10x
A000270 Kia₩128.70k5.7%
+₩2.6t
27.4%PE6.3x
A012330 Hyundai MobisLtd₩392.50k5.2%
+₩1.7t
56.4%PE8.3x
A257720 SILICON2₩41.95k8.5%
+₩201.9b
27.1%PE15.6x
A111770 Youngone₩86.20k5.4%
+₩187.3b
111.0%PE8.2x

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