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South Korean (KOSPI) Consumer Discretionary Sector Analysis
UpdatedJun 19, 2025
DataAggregated Company Financials
Companies351
- 7D0.7%
- 3M5.5%
- 1Y-12.5%
- YTD7.1%
Over the last 7 days, the Consumer Discretionary industry has risen 1.8%, driven by gains from Hyundai Motor of 2.5%. Meanwhile, Hanjin Kal actually underperformed within the industry, shrinking 6.3% in the last week. In the past year, the industry is down 12%. Earnings are forecast to grow by 13% annually.
Sector Valuation and Performance
Has the South Korean Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 19 Jun 2025 | ₩230.6t | ₩700.8t | ₩32.9t | 9.2x | 7x | 0.3x |
| Sat, 17 May 2025 | ₩214.7t | ₩691.7t | ₩33.5t | 8.8x | 6.4x | 0.3x |
| Mon, 14 Apr 2025 | ₩193.4t | ₩686.1t | ₩33.6t | 8.5x | 5.7x | 0.3x |
| Wed, 12 Mar 2025 | ₩210.1t | ₩681.4t | ₩33.6t | 7.6x | 6.3x | 0.3x |
| Fri, 07 Feb 2025 | ₩212.3t | ₩675.4t | ₩34.2t | 7.4x | 6.2x | 0.3x |
| Sun, 05 Jan 2025 | ₩217.5t | ₩675.2t | ₩34.2t | 7.4x | 6.4x | 0.3x |
| Tue, 03 Dec 2024 | ₩215.2t | ₩675.8t | ₩34.3t | 7.4x | 6.3x | 0.3x |
| Thu, 31 Oct 2024 | ₩220.8t | ₩666.4t | ₩34.9t | 8.6x | 6.3x | 0.3x |
| Sat, 28 Sep 2024 | ₩238.8t | ₩666.5t | ₩34.9t | 8.9x | 6.8x | 0.4x |
| Mon, 26 Aug 2024 | ₩226.5t | ₩667.3t | ₩35.2t | 8.6x | 6.4x | 0.3x |
| Wed, 24 Jul 2024 | ₩235.6t | ₩658.8t | ₩33.5t | 8.3x | 7x | 0.4x |
| Fri, 21 Jun 2024 | ₩248.8t | ₩659.0t | ₩32.7t | 8.9x | 7.6x | 0.4x |
| Sun, 19 May 2024 | ₩230.0t | ₩654.5t | ₩32.1t | 9.3x | 7.2x | 0.4x |
| Tue, 16 Apr 2024 | ₩227.9t | ₩650.7t | ₩32.1t | 8.9x | 7.1x | 0.4x |
| Thu, 14 Mar 2024 | ₩237.5t | ₩650.0t | ₩30.9t | 8.7x | 7.7x | 0.4x |
| Sat, 10 Feb 2024 | ₩233.8t | ₩647.2t | ₩29.8t | 8.5x | 7.9x | 0.4x |
| Mon, 08 Jan 2024 | ₩206.6t | ₩648.1t | ₩29.5t | 9x | 7x | 0.3x |
| Wed, 06 Dec 2023 | ₩204.0t | ₩648.0t | ₩30.2t | 8.9x | 6.7x | 0.3x |
| Fri, 03 Nov 2023 | ₩195.1t | ₩646.4t | ₩28.2t | 8.5x | 6.9x | 0.3x |
| Sun, 01 Oct 2023 | ₩208.9t | ₩643.6t | ₩25.4t | 8.8x | 8.2x | 0.3x |
| Tue, 29 Aug 2023 | ₩205.8t | ₩643.0t | ₩26.0t | 9x | 7.9x | 0.3x |
| Thu, 27 Jul 2023 | ₩207.8t | ₩625.6t | ₩24.3t | 8.5x | 8.6x | 0.3x |
| Sat, 24 Jun 2023 | ₩214.5t | ₩625.8t | ₩24.6t | 9.3x | 8.7x | 0.3x |
| Mon, 22 May 2023 | ₩227.1t | ₩622.3t | ₩24.3t | 10.7x | 9.4x | 0.4x |
| Wed, 19 Apr 2023 | ₩219.0t | ₩602.1t | ₩21.9t | 10.6x | 10x | 0.4x |
| Fri, 17 Mar 2023 | ₩205.6t | ₩594.6t | ₩23.8t | 8.9x | 8.7x | 0.3x |
| Sun, 12 Feb 2023 | ₩208.9t | ₩576.0t | ₩20.7t | 9.3x | 10.1x | 0.4x |
| Tue, 10 Jan 2023 | ₩196.7t | ₩576.1t | ₩20.7t | 9x | 9.5x | 0.3x |
| Thu, 08 Dec 2022 | ₩197.0t | ₩575.9t | ₩20.9t | 9.1x | 9.4x | 0.3x |
| Sat, 05 Nov 2022 | ₩189.0t | ₩553.2t | ₩21.3t | 9.4x | 8.9x | 0.3x |
| Mon, 03 Oct 2022 | ₩193.6t | ₩543.2t | ₩21.2t | 8.9x | 9.1x | 0.4x |
| Wed, 31 Aug 2022 | ₩219.0t | ₩541.5t | ₩21.4t | 10.9x | 10.2x | 0.4x |
| Fri, 29 Jul 2022 | ₩216.9t | ₩519.8t | ₩20.0t | 11.1x | 10.9x | 0.4x |
| Sun, 26 Jun 2022 | ₩201.7t | ₩519.7t | ₩19.9t | 10.5x | 10.1x | 0.4x |
Price to Earnings Ratio
10.1x
Current Industry PE
- Investors are pessimistic on the South Korean Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 7.0x which is lower than its 3-year average PE of 8.0x.
- 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 18% per year over the last three years.
- Revenues for these companies have grown 10% 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 Market | 1.75% | |
| Consumer Discretionary | 0.69% | |
| Auto | 2.26% | |
| Auto Components | 0.89% | |
| Hospitality | 0.80% | |
| Consumer Services | 0.22% | |
| Online Retail and Ecommerce | 0% | 0 |
| Consumer Durables | -0.47% | |
| General Merchandise and Department Stores | -0.49% | |
| Luxury | -1.22% | |
| Leisure | -2.77% | |
| Specialty Stores | -2.84% | |
| Retail Distributors | -5.52% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 30.2x.
- Analysts are expecting annual earnings growth of 52.9%, which is higher than its past year's earnings decline of 5.3% per year.
Forecasted Growth
- Analysts are most optimistic on the General Merchandise and Department Stores industry, expecting annual earnings growth of 66% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Auto industry is expected to see its earnings grow by 3.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A005380 Hyundai Motor | ₩206.00k | 2.5% +₩1.1t | -28.1% | PE4.3x | |
| A000270 Kia | ₩98.90k | 2.1% +₩779.6b | -25.2% | PE4.1x | |
| A012330 Hyundai MobisLtd | ₩299.50k | 3.8% +₩622.8b | 23.8% | PE6.2x | |
| A025980 Ananti | ₩10.44k | 34.0% +₩229.6b | 84.5% | PS3.2x | |
| A032350 Lotte Tour Development | ₩15.40k | 18.3% +₩186.6b | 60.1% | PS2.4x |
