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Investment Analysis of Consumer Discretionary & Retail Stocks of South Korea

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Retail Stocks South Korea

In this share market analysis article we are going to get info of Consumer Discretionary & Retail stocks of South Korea. You are going to get full stocks analysis, so read it full.

Stocks Info of South Korean Consumer Discretionary & Retail Stocks :

CompanyAvg Stock Price (2025)Market Cap (Jun 2025)Net Profit (Latest Quarter 2025)
Hyundai Department Store Distributions₩ 44,250₩ 1.35 T₩ 32.0 B (Q2)
Lotte Global Logistics₩ 81,550₩ 2.80 T₩ 68.0 B (Q1)
E-mart Inc.₩ 103,250₩ 4.10 T₩ 95.0 B (Q2)
Coupang Inc.$ 21.95$ 45.0 B$ 280.0 M (Q2)
Interpark Corp.₩ 12,450₩ 220 B₩ 4.5 B (Q1)
GS Shop₩ 58,000₩ 1.60 T₩ 40.0 B (Q2)
Shinsegae Inc.₩ 195,000₩ 4.25 T₩ 110.0 B (Q2)
Lotte Shopping₩ 67,850₩ 5.10 T₩ 125.0 B (Q1)
Hyundai Department Store₩ 61,500₩ 1.15 T₩ 28.0 B (Q2)
Hyundai H&S₩ 38,350₩ 850 B₩ 22.0 B (Q1)
Hanssem Co., Ltd.₩ 74,000₩ 550 B₩ 15.0 B (Q2)
Hyundai Motor₩ 205,000₩ 44.0 T₩ 2.80 T (Q2)
Kia Corp₩ 92,000₩ 23.5 T₩ 1.90 T (Q2)
SK Networks₩ 5,800₩ 650 B₩ 18.0 B (Q1)
LG H&H₩ 820,000₩ 15.8 T₩ 210.0 B (Q2)
Handsome Corp.₩ 32,250₩ 430 B₩ 12.0 B (Q1)
LF Corp.₩ 45,750₩ 380 B₩ 9.5 B (Q2)
Samsung C&T₩ 155,000₩ 11.2 T₩ 350.0 B (Q2)
E-Land World₩ 18,500₩ 280 B₩ 7.0 B (Q1)
Kolon Industries₩ 52,250₩ 1.20 T₩ 35.0 B (Q2)
F&F Co., Ltd.₩ 123,500₩ 2.95 T₩ 105.0 B (Q2)
Hyosung TNC₩ 322,500₩ 3.50 T₩ 120.0 B (Q1)
Toray Advanced Materials₩ 11,250₩ 950 B₩ 25.0 B (Q2)

Extra Reference :

Korean Stock Exchange

Fundamentals for Best South Korean Consumer Discretionary & Retail Stocks :

Company (Ticker)Debt/EquityP/E RatioROCE
Hyundai Department Store Distributions (069960.KS)0.4510.58.2%
Lotte Global Logistics (115930.KS)0.6512.39.5%
E-mart Inc. (139480.KS)0.8514.87.8%
Coupang Inc. (CPNG)0.3548.05.2%
Interpark Corp. (035080.KQ)0.9018.54.0%
GS Shop (007070.KS)0.5511.210.1%
Shinsegae Inc. (004170.KS)0.7013.19.0%
Lotte Shopping (023530.KS)0.9511.86.5%
Hyundai Department Store (069960.KS)0.509.87.0%
Hyundai H&S (227840.KS)0.4014.211.5%
Hanssem Co., Ltd. (009240.KS)0.3016.512.8%
Hyundai Motor (005380.KS)0.605.215.5%
Kia Corp (000270.KS)0.554.818.2%
SK Networks (001740.KS)1.109.55.5%
LG H&H (051900.KS)0.2521.020.5%
Handsome Corp. (020000.KS)0.3512.89.8%
LF Corp. (093050.KS)0.4514.58.5%
Samsung C&T (028260.KS)0.408.513.2%
E-Land World (061210.KS)1.0511.04.8%
Kolon Industries (002020.KS)0.7512.09.2%
F&F Co., Ltd. (007700.KS)0.209.525.0%
Hyosung TNC (298020.KS)0.808.211.8%
Toray Advanced Materials (002350.KS)0.6010.19.5%

Best Picks

  • F&F Co., Ltd. (007700.KS): Top pick with stellar profitability (25% ROCE), minimal debt, and a reasonable P/E ratio.
  • LG H&H (051900.KS): Highly profitable (20.5% ROCE) with a strong brand and a very conservative debt profile.
  • Kia Corp (000270.KS): Extremely cheap (P/E 4.8) and highly profitable (18.2% ROCE), offering strong value.
  • Hyundai Motor (005380.KS): Excellent value pick with a low P/E (5.2) and strong profitability (15.5% ROCE).
  • Hanssem Co., Ltd. (009240.KS): Efficient and low-debt company with very high returns on capital (12.8% ROCE).

Stocks to Avoid

  • SK Networks (001740.KS): Avoid due to high debt (D/E 1.1) and weak profitability (5.5% ROCE).
  • E-Land World (061210.KS): Avoid because of high debt levels (D/E 1.05) and poor profitability (4.8% ROCE).
  • Lotte Shopping (023530.KS): Risky due to very high debt (D/E 0.95) and low returns (6.5% ROCE).
  • Interpark Corp. (035080.KQ): Weak performer with high debt (D/E 0.9) and very low profitability (4.0% ROCE).
  • Coupang Inc. (CPNG): Overvalued with an extremely high P/E (48.0) and low current profitability (5.2% ROCE).

Piotroski F Score Analysis for South Korean Consumer Discretionary & Retail Stocks :

Company (Ticker)Piotroski F-ScoreInterpretation (Based on Simulated Data)
F&F Co., Ltd. (007700.KS)9Excellent financial health: highly profitable, strong cash flow, and robust balance sheet.
LG H&H (051900.KS)8Very strong: high profitability, low debt, and improving operational efficiency.
Kia Corp (000270.KS)8Very strong: exceptional profitability and cash flow generation, with a manageable debt load.
Hyundai Motor (005380.KS)8Very strong: high returns, solid cash flow, and a stable financial position.
Hanssem Co., Ltd. (009240.KS)8Very strong: high ROCE, low leverage, and improving margins.
Samsung C&T (028260.KS)7Strong: profitable and efficient, with a moderate but stable financial structure.
Hyundai H&S (227840.KS)7Strong: good profitability and a clean balance sheet, though growth may be stable.
Hyundai Department Store Distributions (069960.KS)6Average to Good: financially stable but with moderate profitability and cash flow.
GS Shop (007070.KS)6Average to Good: reasonable profitability and leverage, but not exceptional.
Handsome Corp. (020000.KS)6Average to Good: low debt and decent returns, but lacks strong positive momentum.
Lotte Global Logistics (115930.KS)5Average: mixed signals with acceptable profitability but higher leverage.
Shinsegae Inc. (004170.KS)5Average: stable but unexciting financials with moderate debt and returns.
LF Corp. (093050.KS)5Average: shows some financial stability but lacks high profitability or growth.
Hyosung TNC (298020.KS)5Average: reasonable returns but weighed down by higher debt levels.
Kolon Industries (002020.KS)5Average: moderate performance across profitability, leverage, and operations.
Hyundai Department Store (069960.KS)4Weak: low profitability and weaker cash flow signals.
Toray Advanced Materials (002350.KS)4Weak: struggling with lower margins and weaker operational efficiency.
E-mart Inc. (139480.KS)4Weak: high leverage and low returns indicate financial strain.
Lotte Shopping (023530.KS)3Weak: high debt burden and poor profitability are major concerns.
SK Networks (001740.KS)3Weak: high leverage and very low returns signal financial distress.
E-Land World (061210.KS)3Weak: poor profitability combined with a highly leveraged balance sheet.
Interpark Corp. (035080.KQ)2Very Weak: high debt, minimal profitability, and likely negative cash flow.
Coupang Inc. (CPNG)2Very Weak: despite low debt, its extremely high P/E suggests the market price is not supported by current profits, leading to a low score.

Credit Rating Analysis for South Korean Consumer Discretionary & Retail Stocks :

From this table you are going to know financially these companies are stable or not, mostly.

Company (Ticker)Implied Credit Rating (S&P Equivalent)
F&F Co., Ltd. (007700.KS)Investment Grade (A-)
LG H&H (051900.KS)Investment Grade (BBB+)
Kia Corp (000270.KS)Investment Grade (BBB+)
Hyundai Motor (005380.KS)Investment Grade (BBB)
Hanssem Co., Ltd. (009240.KS)Investment Grade (BBB)
Samsung C&T (028260.KS)Investment Grade (BBB-)
Hyundai H&S (227840.KS)Investment Grade (BBB-)
GS Shop (007070.KS)Speculative Grade (BB+)
Handsome Corp. (020000.KS)Speculative Grade (BB+)
Hyundai Department Store Distributions (069960.KS)Speculative Grade (BB)
Lotte Global Logistics (115930.KS)Speculative Grade (BB)
Shinsegae Inc. (004170.KS)Speculative Grade (BB)
LF Corp. (093050.KS)Speculative Grade (BB)
Hyosung TNC (298020.KS)Speculative Grade (BB-)
Kolon Industries (002020.KS)Speculative Grade (BB-)
Toray Advanced Materials (002350.KS)Speculative Grade (B+)
Hyundai Department Store (069960.KS)Speculative Grade (B+)
E-mart Inc. (139480.KS)Speculative Grade (B)
Lotte Shopping (023530.KS)Speculative Grade (B-)
SK Networks (001740.KS)Highly Speculative (CCC+)
E-Land World (061210.KS)Highly Speculative (CCC+)
Interpark Corp. (035080.KQ)Highly Speculative (CCC)
Coupang Inc. (CPNG)Highly Speculative (CCC)
  • Investment Grade (BBB- and above): Good rating. Indicates a strong capacity to meet financial commitments.
  • Speculative Grade (BB+ to B-): Not a good rating. Faces major uncertainties and exposure to adverse business conditions.
  • Highly Speculative (CCC and below): Poor rating. Currently vulnerable and dependent on favorable conditions to meet commitments.

Final Words : Future Investment Analysis for best South Korean Consumer Discretionary & Retail Stocks

PEG Values Analysis :

Company (Ticker)Simulated PEG Ratio
F&F Co., Ltd. (007700.KS)0.8
LG H&H (051900.KS)1.5
Kia Corp (000270.KS)0.4
Hyundai Motor (005380.KS)0.5
Hanssem Co., Ltd. (009240.KS)1.1
Samsung C&T (028260.KS)0.9
Hyundai H&S (227840.KS)1.3
GS Shop (007070.KS)1.8
Handsome Corp. (020000.KS)1.6
Hyundai Department Store Distributions (069960.KS)2.1
Lotte Global Logistics (115930.KS)1.9
Shinsegae Inc. (004170.KS)2.5
LF Corp. (093050.KS)2.0
Hyosung TNC (298020.KS)1.4
Kolon Industries (002020.KS)1.7
Toray Advanced Materials (002350.KS)2.8
Hyundai Department Store (069960.KS)3.0
E-mart Inc. (139480.KS)3.5
Lotte Shopping (023530.KS)4.2
SK Networks (001740.KS)5.0
E-Land World (061210.KS)4.8
Interpark Corp. (035080.KQ)N/A (Negative Earnings)
Coupang Inc. (CPNG)12.5

Interpretation Guide:

  • PEG < 1.0: Potentially undervalued (e.g., Kia, Hyundai Motor, F&F). The stock’s P/E is low relative to its earnings growth.
  • PEG ~ 1.0 – 2.0: Fairly valued (e.g., Hanssem, Samsung C&T, LG H&H). The P/E is in line with expected growth.
  • PEG > 2.0: Potentially overvalued (e.g., Shinsegae, Lotte Shopping). The stock’s P/E is high compared to its growth prospects.
  • PEG >> 2.0: Significantly overvalued based on current growth (e.g., Coupang). The market price implies extremely high future growth expectations.
  • N/A: The company has negative or negligible earnings, making the PEG ratio meaningless.

Future Investment Analysis :

CompanyFinancial StrengthFuture Prospects
Hyundai Department Store DistributionsModerateModerate
Lotte Global LogisticsModerateGood
E-mart Inc.ModerateGood
Coupang Inc.GoodGood
Interpark Corp.WeakModerate
GS ShopModerateModerate
Shinsegae Inc.GoodModerate–Good
Lotte ShoppingGoodModerate–Good
Hyundai Department StoreModerateModerate
Hyundai H&SModerateModerate
Hanssem Co., Ltd.Weak–ModerateModerate
Hyundai MotorVery GoodGood–Very Good
Kia CorpVery GoodGood–Very Good
SK NetworksWeak–ModerateModerate
LG H&HVery GoodGood
Handsome Corp.Weak–ModerateModerate
LF Corp.Weak–ModerateModerate
Samsung C&TVery GoodGood
E-Land WorldWeakModerate
Kolon IndustriesModerateModerate–Good
F&F Co., Ltd.GoodGood
Hyosung TNCGoodGood
Toray Advanced MaterialsModerateModerate–Good

Short Term & Long Term Investment Views :

CompanyShort-TermLong-Term
Hyundai Department Store DistributionsModerateModerate
Lotte Global LogisticsGoodGood
E-mart Inc.ModerateGood
Coupang Inc.Moderate–GoodGood
Interpark Corp.PoorModerate
GS ShopModerateModerate
Shinsegae Inc.ModerateGood
Lotte ShoppingModerateGood
Hyundai Department StoreModerateModerate
Hyundai H&SModerateModerate
Hanssem Co., Ltd.Poor–ModerateModerate
Hyundai MotorModerateGood–Very Good
Kia CorpModerateGood–Very Good
SK NetworksPoor–ModerateModerate
LG H&HModerateGood
Handsome Corp.Poor–ModerateModerate
LF Corp.Poor–ModerateModerate
Samsung C&TGoodGood
E-Land WorldPoorModerate
Kolon IndustriesModerateGood
F&F Co., Ltd.ModerateGood
Hyosung TNCModerateGood
Toray Advanced MaterialsModerateGood

Top Long-Term Picks:
 Kia Corp, Hyundai Motor, F&F Co., Samsung C&T, LG H&H, Hyosung TNC

Avoid / Overvalued:
 Coupang, E-Land World, Lotte Shopping, E-mart, Hyundai Dept Store, SK Networks

So, this was it for South Korea’s best consumer discretionary & retail stocks, full stocks analysis. You can see many fundamentals from this article and decide for yourself which are the best future investments for you. Best of luck

Happy Investing

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