South Korean (KOSPI) Consumer Durables Industry Analysis
UpdatedDec 04, 2023
DataAggregated Company Financials
Companies41
- 7D-1.7%
- 3M-0.2%
- 1Y-1.4%
- YTD8.5%
Over the last 7 days, the Consumer Durables industry has dropped 1.7%, driven by a pullback from LG Electronics of 2.4%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 47% per annum.
Industry Valuation and Performance
Has the South Korean Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 05 Dec 2023 | ₩26.6t | ₩98.0t | ₩920.1b | 18.8x | 28.9x | 0.3x |
| Thu, 02 Nov 2023 | ₩25.8t | ₩98.4t | ₩1.2t | 14.9x | 21.6x | 0.3x |
| Sat, 30 Sep 2023 | ₩25.9t | ₩99.0t | ₩511.8b | 14.5x | 50.7x | 0.3x |
| Mon, 28 Aug 2023 | ₩25.6t | ₩99.1t | ₩634.5b | 14.9x | 40.4x | 0.3x |
| Wed, 26 Jul 2023 | ₩28.7t | ₩98.5t | ₩746.3b | 15.4x | 38.5x | 0.3x |
| Fri, 23 Jun 2023 | ₩30.5t | ₩98.5t | ₩746.3b | 16x | 40.8x | 0.3x |
| Sun, 21 May 2023 | ₩29.2t | ₩98.6t | ₩975.8b | 16.7x | 29.9x | 0.3x |
| Tue, 18 Apr 2023 | ₩29.2t | ₩99.2t | ₩1.8t | 14.2x | 15.9x | 0.3x |
| Thu, 16 Mar 2023 | ₩29.6t | ₩99.3t | ₩2.1t | 11.9x | 13.8x | 0.3x |
| Sat, 11 Feb 2023 | ₩29.1t | ₩99.0t | ₩2.1t | 12.6x | 13.7x | 0.3x |
| Mon, 09 Jan 2023 | ₩25.2t | ₩98.7t | ₩2.1t | 12.1x | 11.8x | 0.3x |
| Wed, 07 Dec 2022 | ₩26.5t | ₩98.7t | ₩2.3t | 11.1x | 11.7x | 0.3x |
| Fri, 04 Nov 2022 | ₩23.7t | ₩97.1t | ₩2.2t | 10.4x | 10.6x | 0.2x |
| Sun, 02 Oct 2022 | ₩22.8t | ₩95.9t | ₩2.5t | 9.9x | 9.1x | 0.2x |
| Tue, 30 Aug 2022 | ₩27.4t | ₩95.9t | ₩2.6t | 11.9x | 10.6x | 0.3x |
| Thu, 28 Jul 2022 | ₩27.4t | ₩93.2t | ₩2.9t | 14.8x | 9.5x | 0.3x |
| Sat, 25 Jun 2022 | ₩26.2t | ₩92.9t | ₩2.8t | 14.6x | 9.3x | 0.3x |
| Mon, 23 May 2022 | ₩30.4t | ₩93.1t | ₩3.0t | 13.5x | 10.3x | 0.3x |
| Wed, 20 Apr 2022 | ₩34.3t | ₩89.8t | ₩3.0t | 13.8x | 11.2x | 0.4x |
| Fri, 18 Mar 2022 | ₩34.7t | ₩89.5t | ₩3.0t | 18.6x | 11.4x | 0.4x |
| Sun, 13 Feb 2022 | ₩34.6t | ₩35.8t | ₩779.8b | 19.4x | 44.4x | 1x |
| Tue, 11 Jan 2022 | ₩36.2t | ₩91.1t | ₩2.8t | 20.7x | 13x | 0.4x |
| Thu, 09 Dec 2021 | ₩35.1t | ₩91.1t | ₩2.8t | 19.3x | 12.6x | 0.4x |
| Sat, 06 Nov 2021 | ₩35.7t | ₩88.0t | ₩3.4t | 18.6x | 10.5x | 0.4x |
| Mon, 04 Oct 2021 | ₩35.6t | ₩87.4t | ₩3.2t | 19x | 11.2x | 0.4x |
| Wed, 01 Sep 2021 | ₩39.1t | ₩87.6t | ₩3.2t | 17.8x | 12.2x | 0.4x |
| Thu, 08 Jul 2021 | ₩43.7t | ₩87.6t | ₩3.2t | 19.4x | 13.6x | 0.5x |
| Wed, 31 Mar 2021 | ₩40.1t | ₩81.7t | ₩2.7t | 16.3x | 15.1x | 0.5x |
| Sat, 02 Jan 2021 | ₩37.0t | ₩77.1t | ₩2.7t | 14.7x | 13.9x | 0.5x |
Price to Earnings Ratio
13.9x
Current Industry PE
- Investors are optimistic on the South Korean Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 28.9x which is higher than its 3-year average PE of 18.2x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 11% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | 0.53% | |
| Consumer Discretionary | -0.93% | |
| Consumer Durables | -1.71% | |
| Housewares and Specialties | 3.25% | |
| Homebuilding | 2.08% | |
| Household Appliances | -0.66% | |
| Home Furnishings | -1.69% | |
| Consumer Electronics | -2.11% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 17.9x.
- Analysts are expecting annual earnings growth of 51.8%, which is higher than its past year's earnings decline of 59.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 98% over the next 5 years.
- This is better than its past earnings decline of 48% per year.
- In contrast, the Household Appliances industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| A021240 COWAY | ₩51.70k | 1.6% +₩58.1b | -10.4% | PE8.4x | |
| A008700 Anam ElectronicsLtd | ₩2.10k | 13.0% +₩18.6b | 8.5% | PE22.9x | |
| A407400 GGUMBI | ₩11.73k | 14.3% +₩17.3b | n/a | PS5.1x | |
| A227100 H&B Design | ₩2.87k | 41.5% +₩10.7b | -45.9% | PS0.2x | |
| A024940 PN Poong Nyun | ₩9.00k | 9.9% +₩7.6b | 9.1% | PE38.2x |