Narrative Update • Aug 12

The Consumer Staples is pretty flat in the last 7 days, but Kolmar Korea has stood out, gaining 28%. The past year has been better, since the industry has gained 10.0% in that time. As for the next few years, earnings are expected to grow by 24% per annum.
Has the South Korean Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 15 Aug 2026 | ₩115.9t | ₩235.5t | ₩4.6t | 11.2x | 24.9x | 0.5x |
| Mon, 13 Jul 2026 | ₩107.3t | ₩235.3t | ₩4.7t | 10.6x | 22.9x | 0.5x |
| Wed, 10 Jun 2026 | ₩107.3t | ₩235.2t | ₩4.7t | 10.2x | 22.8x | 0.5x |
| Fri, 08 May 2026 | ₩116.3t | ₩232.0t | ₩4.1t | 13.5x | 28.5x | 0.5x |
| Sun, 05 Apr 2026 | ₩107.2t | ₩232.1t | ₩4.1t | 12.6x | 26.2x | 0.5x |
| Tue, 03 Mar 2026 | ₩113.9t | ₩232.5t | ₩5.4t | 13.4x | 21.2x | 0.5x |
| Thu, 29 Jan 2026 | ₩104.9t | ₩232.5t | ₩5.5t | 12.5x | 19.1x | 0.5x |
| Sat, 27 Dec 2025 | ₩100.6t | ₩232.5t | ₩5.5t | 12.5x | 18.3x | 0.4x |
| Mon, 24 Nov 2025 | ₩103.6t | ₩231.3t | ₩5.4t | 11.4x | 19.1x | 0.4x |
| Wed, 22 Oct 2025 | ₩100.7t | ₩229.7t | ₩4.9t | 11.8x | 20.7x | 0.4x |
| Fri, 19 Sep 2025 | ₩107.2t | ₩229.7t | ₩4.9t | 12.8x | 22x | 0.5x |
| Sun, 17 Aug 2025 | ₩103.1t | ₩227.9t | ₩5.4t | 14.3x | 19x | 0.5x |
| Tue, 15 Jul 2025 | ₩112.8t | ₩232.1t | ₩5.5t | 14.3x | 20.5x | 0.5x |
| Thu, 12 Jun 2025 | ₩101.8t | ₩228.4t | ₩5.4t | 13.2x | 18.7x | 0.4x |
| Sat, 10 May 2025 | ₩92.1t | ₩226.1t | ₩5.6t | 12.5x | 16.5x | 0.4x |
| Mon, 07 Apr 2025 | ₩83.6t | ₩226.1t | ₩5.6t | 12.2x | 15x | 0.4x |
| Wed, 05 Mar 2025 | ₩81.7t | ₩224.9t | ₩6.2t | 10.6x | 13.2x | 0.4x |
| Fri, 31 Jan 2025 | ₩79.6t | ₩224.5t | ₩6.1t | 10.1x | 13x | 0.4x |
| Sun, 29 Dec 2024 | ₩80.4t | ₩224.5t | ₩6.1t | 10.8x | 13.2x | 0.4x |
| Tue, 26 Nov 2024 | ₩81.0t | ₩224.7t | ₩6.0t | 10.9x | 13.6x | 0.4x |
| Thu, 24 Oct 2024 | ₩83.2t | ₩223.8t | ₩6.3t | 10.4x | 13.3x | 0.4x |
| Sat, 21 Sep 2024 | ₩86.3t | ₩223.8t | ₩6.3t | 10.8x | 13.8x | 0.4x |
| Mon, 19 Aug 2024 | ₩85.6t | ₩223.1t | ₩5.6t | 11.1x | 15.4x | 0.4x |
| Wed, 17 Jul 2024 | ₩89.5t | ₩223.1t | ₩5.6t | 11.6x | 16.1x | 0.4x |
| Fri, 14 Jun 2024 | ₩96.9t | ₩223.1t | ₩5.6t | 12.9x | 17.4x | 0.4x |
| Sun, 12 May 2024 | ₩89.2t | ₩221.0t | ₩5.3t | 12.9x | 16.9x | 0.4x |
| Tue, 09 Apr 2024 | ₩79.9t | ₩220.9t | ₩5.2t | 12.1x | 15.3x | 0.4x |
| Thu, 07 Mar 2024 | ₩78.6t | ₩219.0t | ₩4.9t | 11.7x | 16x | 0.4x |
| Sat, 03 Feb 2024 | ₩79.1t | ₩220.9t | ₩4.8t | 12.3x | 16.4x | 0.4x |
| Mon, 01 Jan 2024 | ₩82.1t | ₩220.6t | ₩4.8t | 12.9x | 17.1x | 0.4x |
| Wed, 29 Nov 2023 | ₩80.0t | ₩220.4t | ₩5.2t | 12.2x | 15.5x | 0.4x |
| Fri, 27 Oct 2023 | ₩77.9t | ₩220.6t | ₩4.6t | 12.4x | 17.1x | 0.4x |
| Sun, 24 Sep 2023 | ₩80.3t | ₩220.6t | ₩4.6t | 13.1x | 17.6x | 0.4x |
| Tue, 22 Aug 2023 | ₩82.5t | ₩219.6t | ₩4.3t | 14.7x | 19.1x | 0.4x |
19.1x
Which industries have driven the changes within the South Korean Consumer Staples sector?
| KR Market | 11.46% | |
| Consumer Staples | -0.65% | |
| Personal Products | 2.33% | |
| Household Products | 1.24% | |
| Beverage | 0.21% | |
| Food | -0.72% | |
| Food and Staples Retail | -2.19% | |
| Tobacco | -6.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A161890 Kolmar Korea | ₩136.70k | 28.1% +₩708.2b | 71.5% | PE20.6x | |
| A192820 Cosmax | ₩247.50k | 20.4% +₩476.5b | 30.2% | PE17.9x | |
| A241710 Cosmecca Korea | ₩127.20k | 32.6% +₩334.3b | 103.5% | PE24.7x | |
| A278470 APR | ₩390.50k | 1.6% +₩224.6b | 82.9% | PE41x | |
| A004370 Nongshim | ₩437.50k | 8.0% +₩189.6b | 14.8% | PE14.3x |