Narrative Update • Jun 18

In the last week, the Hospitality industry is up 4.7%, with Hanjin Kal up 12%. During this same period, the Paradise underperformed, falling 8.9%. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 14% annually.
Has the South Korean Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | ₩19.7t | ₩9.3t | ₩850.7b | 15.2x | 23.1x | 2.1x |
| Thu, 04 Jun 2026 | ₩19.2t | ₩9.3t | ₩850.7b | 14.2x | 22.6x | 2.1x |
| Sat, 02 May 2026 | ₩21.1t | ₩9.2t | ₩854.3b | 15.3x | 24.6x | 2.3x |
| Mon, 30 Mar 2026 | ₩21.1t | ₩9.2t | ₩906.6b | 16.2x | 23.3x | 2.3x |
| Wed, 25 Feb 2026 | ₩26.0t | ₩9.2t | ₩904.5b | 16x | 28.8x | 2.8x |
| Fri, 23 Jan 2026 | ₩22.3t | ₩9.2t | ₩904.5b | 14.9x | 24.7x | 2.4x |
| Sun, 21 Dec 2025 | ₩21.5t | ₩9.2t | ₩904.5b | 14.5x | 23.8x | 2.3x |
| Tue, 18 Nov 2025 | ₩19.6t | ₩9.3t | ₩1.1t | 15.2x | 17.8x | 2.1x |
| Thu, 16 Oct 2025 | ₩20.0t | ₩9.2t | ₩1.1t | 16.1x | 18.9x | 2.2x |
| Sat, 13 Sep 2025 | ₩21.7t | ₩9.3t | ₩1.1t | 17.6x | 20.4x | 2.3x |
| Mon, 11 Aug 2025 | ₩22.6t | ₩9.3t | ₩1.2t | 18x | 18.4x | 2.4x |
| Wed, 09 Jul 2025 | ₩22.4t | ₩9.3t | ₩1.2t | 18.1x | 18.4x | 2.4x |
| Fri, 06 Jun 2025 | ₩22.0t | ₩9.3t | ₩1.2t | 14.8x | 18x | 2.4x |
| Sun, 04 May 2025 | ₩16.3t | ₩9.3t | ₩1.3t | 12.4x | 12.9x | 1.8x |
| Tue, 01 Apr 2025 | ₩15.7t | ₩9.2t | ₩1.3t | 10.9x | 12.3x | 1.7x |
| Thu, 27 Feb 2025 | ₩16.1t | ₩8.7t | ₩1.3t | 11.3x | 12.4x | 1.9x |
| Sat, 25 Jan 2025 | ₩15.9t | ₩8.7t | ₩1.3t | 11.5x | 12.5x | 1.8x |
| Mon, 23 Dec 2024 | ₩14.9t | ₩8.7t | ₩1.3t | 10.6x | 11.8x | 1.7x |
| 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 |
-69.2x
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | -4.29% | |
| Consumer Discretionary | 3.12% | |
| Hospitality | 4.68% | |
| Hotels, Resorts and Cruise Lines | 8.84% | |
| Restaurants | 0.025% | |
| Casinos and Gaming | -1.08% | |
| Leisure Facilities | -7.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A180640 Hanjin Kal | ₩132.00k | 11.9% +₩942.1b | 10.9% | PE53.4x | |
| A032350 Lotte Tour Development | ₩16.17k | 13.3% +₩151.5b | -9.9% | PE29.3x | |
| A035250 Kangwon Land | ₩15.06k | 5.3% +₩150.6b | -24.6% | PE10.5x | |
| A499790 GS P&L | ₩42.15k | 15.2% +₩109.8b | 2.9% | PE35.6x | |
| A006730 Seobu T&D | ₩11.11k | 15.1% +₩93.0b | 10.7% | PE8.2x |