We Think You Can Look Beyond Kyochon Food&Beverage's (KRX:339770) Lackluster Earnings
Nov 18
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South Korean (KOSPI) Hospitality Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies20
- 7D-2.5%
- 3M4.5%
- 1Y3.4%
- YTD-7.6%
Over the last 7 days, the Hospitality industry has dropped 3.6%, driven by Hanjin Kal declining 6.2%. On the other hand Kyochon Food&Beverage is actually up 12%. In the past year, the industry has gained 4.0%. Earnings are forecast to grow by 14% annually.
Industry Valuation and Performance
Has the South Korean Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 Nov 2024 | ₩14.9t | ₩8.8t | ₩1.4t | 9.8x | 10.9x | 1.7x |
| Fri, 18 Oct 2024 | ₩16.0t | ₩8.3t | ₩1.3t | 12.1x | 11.9x | 1.9x |
| Sun, 15 Sep 2024 | ₩14.7t | ₩8.3t | ₩1.3t | 10.9x | 11x | 1.8x |
| Tue, 13 Aug 2024 | ₩12.8t | ₩8.2t | ₩1.5t | 9.9x | 8.5x | 1.6x |
| Thu, 11 Jul 2024 | ₩9.0t | ₩7.9t | ₩1.0t | 11.3x | 8.8x | 1.1x |
| Sat, 08 Jun 2024 | ₩9.5t | ₩8.0t | ₩1.0t | 11.7x | 9.4x | 1.2x |
| Mon, 06 May 2024 | ₩9.8t | ₩7.7t | ₩976.5b | 13.3x | 10x | 1.3x |
| Wed, 03 Apr 2024 | ₩9.8t | ₩7.7t | ₩976.8b | 13.7x | 10x | 1.3x |
| Fri, 01 Mar 2024 | ₩10.8t | ₩7.7t | ₩346.3b | 19.5x | 31.1x | 1.4x |
| Sun, 28 Jan 2024 | ₩10.2t | ₩7.8t | ₩388.7b | 16.6x | 26.3x | 1.3x |
| Tue, 26 Dec 2023 | ₩10.3t | ₩7.8t | ₩374.3b | 17.1x | 27.4x | 1.3x |
| Thu, 23 Nov 2023 | ₩10.2t | ₩7.7t | ₩332.9b | 18x | 30.8x | 1.3x |
| Sat, 21 Oct 2023 | ₩9.5t | ₩7.2t | ₩202.0b | 21.1x | 47.2x | 1.3x |
| Mon, 18 Sep 2023 | ₩11.1t | ₩7.2t | ₩202.0b | 25.5x | 55x | 1.5x |
| Wed, 16 Aug 2023 | ₩11.6t | ₩6.4t | -₩102,593,607,650.00 | 25.5x | -112.8x | 1.8x |
| Fri, 14 Jul 2023 | ₩10.7t | ₩6.4t | -₩154,545,254,190.00 | 20.7x | -69.2x | 1.7x |
| Sun, 11 Jun 2023 | ₩11.3t | ₩6.4t | -₩154,545,254,190.00 | 20.1x | -72.9x | 1.8x |
| Tue, 09 May 2023 | ₩11.4t | ₩6.0t | -₩295,575,319,920.00 | 27.1x | -38.7x | 1.9x |
| Thu, 06 Apr 2023 | ₩12.3t | ₩6.1t | -₩269,711,322,920.00 | 23.4x | -45.5x | 2x |
| Sat, 04 Mar 2023 | ₩12.5t | ₩5.8t | -₩87,891,191,753.00 | 15.4x | -141.8x | 2.1x |
| Mon, 30 Jan 2023 | ₩13.5t | ₩5.7t | -₩110,297,760,322.00 | 16.1x | -122.7x | 2.4x |
| Wed, 28 Dec 2022 | ₩12.9t | ₩5.6t | -₩148,113,577,950.00 | 15.9x | -87.2x | 2.3x |
| Fri, 25 Nov 2022 | ₩12.6t | ₩5.5t | -₩135,042,757,440.00 | 17.5x | -93.6x | 2.3x |
| Sun, 23 Oct 2022 | ₩11.7t | ₩5.3t | -₩184,976,959,920.00 | 12.8x | -63.4x | 2.2x |
| Tue, 20 Sep 2022 | ₩13.0t | ₩5.3t | -₩184,976,959,920.00 | 11.8x | -70.2x | 2.5x |
| Thu, 18 Aug 2022 | ₩12.2t | ₩5.0t | ₩123.0b | 16.7x | 99.5x | 2.5x |
| Sat, 16 Jul 2022 | ₩11.3t | ₩5.0t | ₩123.0b | 15.7x | 91.6x | 2.3x |
| Mon, 13 Jun 2022 | ₩14.0t | ₩5.3t | ₩147.3b | 20.1x | 94.8x | 2.6x |
| Wed, 11 May 2022 | ₩18.1t | ₩5.1t | ₩101.2b | 16.3x | 179.1x | 3.6x |
| Fri, 08 Apr 2022 | ₩14.6t | ₩5.1t | ₩101.2b | 18.5x | 144.3x | 2.9x |
| Sun, 06 Mar 2022 | ₩15.5t | ₩5.0t | -₩358,458,109,660.00 | 12x | -43.2x | 3.1x |
| Tue, 01 Feb 2022 | ₩14.1t | ₩4.9t | -₩380,751,312,740.00 | 11.7x | -37.1x | 2.9x |
| Thu, 30 Dec 2021 | ₩14.9t | ₩4.9t | -₩380,751,312,740.00 | 12.3x | -39.3x | 3.1x |
| Sat, 27 Nov 2021 | ₩14.4t | ₩4.9t | -₩394,473,341,940.00 | 12.9x | -36.6x | 3x |
Price to Earnings Ratio
-36.6x
Current Industry PE
- Investors are pessimistic on the South Korean Hospitality 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 10.9x which is higher than its 3-year average PE of -8.1x.
- The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 23% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | -0.72% | |
| Consumer Discretionary | 1.26% | |
| Hospitality | -2.52% | |
| Casinos and Gaming | 0.16% | |
| Hotels, Resorts and Cruise Lines | -4.07% | |
| Leisure Facilities | -4.31% | |
| Restaurants | -5.84% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Casinos and Gaming industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 54% over the next 5 years.
- However this is lower than its past earnings growth rate of 483% per year.
- In contrast, the Casinos and Gaming industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| A035250 Kangwon Land | ₩17.28k | 3.3% +₩113.5b | 10.1% | PE8.7x | |
| A039130 Hanatour Service | ₩55.00k | 13.5% +₩101.5b | 0.2% | PE15.4x | |
| A034230 Paradise | ₩9.65k | 5.2% +₩41.5b | -31.4% | PE12.5x | |
| A180640 Hanjin Kal | ₩76.20k | 0.5% +₩26.7b | 42.2% | PE10.4x | |
| A114090 Grand Korea Leisure | ₩10.75k | 3.9% +₩24.7b | -24.1% | PE18.9x |
