Narrative Update • Jun 18

Over the last 7 days, the Hospitality industry has dropped 2.1%, driven by a pullback from Hanjin Kal of 1.4%. On the other hand Ananti is actually up 39%. The industry has fallen 17% in the last year. Looking forward, earnings are forecast to grow by 13% annually.
Has the South Korean Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | ₩17.6t | ₩8.2t | ₩861.5b | 12.3x | 20.5x | 2.1x |
| Sun, 19 Jul 2026 | ₩17.6t | ₩9.3t | ₩850.7b | 12.6x | 20.6x | 1.9x |
| Tue, 16 Jun 2026 | ₩20.8t | ₩9.3t | ₩850.7b | 16.2x | 24.4x | 2.2x |
| Thu, 14 May 2026 | ₩19.8t | ₩9.2t | ₩854.3b | 14.5x | 23.2x | 2.1x |
| Sat, 11 Apr 2026 | ₩20.4t | ₩9.2t | ₩854.3b | 15x | 23.9x | 2.2x |
| Mon, 09 Mar 2026 | ₩21.6t | ₩9.2t | ₩904.5b | 14.3x | 23.9x | 2.3x |
| Wed, 04 Feb 2026 | ₩22.0t | ₩9.2t | ₩904.5b | 16.2x | 24.4x | 2.4x |
| Fri, 02 Jan 2026 | ₩22.2t | ₩9.2t | ₩904.5b | 14.4x | 24.6x | 2.4x |
| Sun, 30 Nov 2025 | ₩20.2t | ₩9.2t | ₩904.5b | 14.6x | 22.4x | 2.2x |
| Tue, 28 Oct 2025 | ₩20.2t | ₩9.2t | ₩1.1t | 15.7x | 19.1x | 2.2x |
| Thu, 25 Sep 2025 | ₩21.2t | ₩9.3t | ₩1.1t | 16.3x | 19.9x | 2.3x |
| Sat, 23 Aug 2025 | ₩21.4t | ₩9.3t | ₩1.2t | 16.7x | 17.4x | 2.3x |
| Mon, 21 Jul 2025 | ₩22.4t | ₩9.3t | ₩1.2t | 18.2x | 18.4x | 2.4x |
| Wed, 18 Jun 2025 | ₩21.5t | ₩9.3t | ₩1.2t | 16.1x | 17.7x | 2.3x |
| Fri, 16 May 2025 | ₩19.7t | ₩9.3t | ₩1.3t | 14x | 15.6x | 2.1x |
| Sun, 13 Apr 2025 | ₩15.6t | ₩9.3t | ₩1.3t | 12.2x | 12.4x | 1.7x |
| Tue, 11 Mar 2025 | ₩15.9t | ₩8.7t | ₩1.3t | 11.3x | 12.2x | 1.8x |
| Thu, 06 Feb 2025 | ₩15.9t | ₩8.7t | ₩1.3t | 11.2x | 12.2x | 1.8x |
| Sat, 04 Jan 2025 | ₩15.3t | ₩8.7t | ₩1.3t | 10.9x | 12.1x | 1.8x |
| Mon, 02 Dec 2024 | ₩16.0t | ₩8.7t | ₩1.3t | 12x | 12.5x | 1.8x |
| Wed, 30 Oct 2024 | ₩15.6t | ₩8.3t | ₩1.3t | 11.3x | 11.6x | 1.9x |
| Fri, 27 Sep 2024 | ₩16.0t | ₩8.3t | ₩1.3t | 11.9x | 11.9x | 1.9x |
| Sun, 25 Aug 2024 | ₩13.9t | ₩8.7t | ₩1.4t | 10.2x | 9.8x | 1.6x |
| Tue, 23 Jul 2024 | ₩9.0t | ₩7.9t | ₩1.0t | 11x | 8.8x | 1.1x |
| Thu, 20 Jun 2024 | ₩9.3t | ₩8.0t | ₩1.0t | 11.8x | 9.2x | 1.2x |
| Sat, 18 May 2024 | ₩9.7t | ₩7.7t | ₩967.9b | 13.5x | 10x | 1.3x |
| Mon, 15 Apr 2024 | ₩9.4t | ₩7.7t | ₩976.5b | 13x | 9.6x | 1.2x |
| Wed, 13 Mar 2024 | ₩10.7t | ₩7.7t | ₩346.3b | 19.9x | 30.8x | 1.4x |
| Fri, 09 Feb 2024 | ₩10.8t | ₩7.8t | ₩388.5b | 16.8x | 27.8x | 1.4x |
| Sun, 07 Jan 2024 | ₩10.0t | ₩7.7t | ₩346.3b | 17.7x | 29x | 1.3x |
| Tue, 05 Dec 2023 | ₩10.0t | ₩7.9t | ₩399.4b | 17x | 25.1x | 1.3x |
| Thu, 02 Nov 2023 | ₩9.9t | ₩7.2t | ₩202.0b | 21.9x | 48.9x | 1.4x |
| Sat, 30 Sep 2023 | ₩10.5t | ₩7.2t | ₩202.0b | 23.8x | 52.2x | 1.5x |
| Mon, 28 Aug 2023 | ₩11.1t | ₩7.2t | ₩180.7b | 20.5x | 61.4x | 1.5x |
61.4x
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | 0.35% | |
| Consumer Discretionary | -2.32% | |
| Hospitality | -2.08% | |
| Leisure Facilities | 24.02% | |
| Restaurants | 11.20% | |
| Casinos and Gaming | -2.46% | |
| Hotels, Resorts and Cruise Lines | -3.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A025980 Ananti | ₩5.51k | 39.5% +₩151.8b | -43.9% | PS2.2x | |
| A475560 Born Korea | ₩18.36k | 15.5% +₩36.6b | -26.4% | PS0.8x | |
| A006730 Seobu T&D | ₩10.20k | 0.8% +₩5.1b | 12.1% | PE7.5x | |
| A070960 Mona YongpyongLtd | ₩2.22k | 1.1% +₩1.2b | -47.6% | PS0.5x |