China consumer stocks
중국 소비
What are China consumer stocks in Korea?
The China consumer theme on jonbur groups 32 Korean stocks listed on KOSPI and KOSDAQ, worth ₩78T in total. On Oct 29, 2026 the group moved down 1.19% (weighted by market value); the largest members are APR, Korean Air Lines, Samyang Foods.
Key facts
- Stocks
- 32
- Total market value
- ₩78T
- Day's move
- −1.19%
- As of
- Oct 29, 2026
- Largest members
- APR, Korean Air Lines, Samyang Foods
Earnings tracker · 2Q 2025
Past quarter
Combined, for the companies that have reported, vs the same quarter a year ago
| Company | Reported | Revenue | vs a year ago | Operating profit | vs a year ago | vs last quarter | Op. margin |
|---|---|---|---|---|---|---|---|
| APR | Aug 14 | ₩328B | +110.8% | ₩85B | +201.9% | +54.9% | 25.8%18.0% |
| Korean Air Lines | Aug 14 | ₩6.2T | +41.1% | ₩370B | −16.4% | −14.1% | 6.0%10.1% |
| Samyang Foods | Aug 14 | ₩553B | +30.3% | ₩120B | +34.2% | −10.4% | 21.7%21.1% |
| Amorepacific | Aug 14 | ₩1T | +11.1% | ₩74B | +1,673.4% | −37.4% | 7.3%0.5% |
| Coway | Aug 14 | ₩1.3T | +16.3% | ₩243B | +14.9% | +14.9% | 19.3%19.5% |
| Orion | Aug 14 | ₩777B | +8.1% | ₩121B | −0.2% | −7.6% | 15.6%16.9% |
| LG H&H | Aug 14 | ₩1.6T | −8.8% | ₩55B | −65.4% | −61.5% | 3.4%9.0% |
| Kangwon Land | Aug 14 | ₩361B | +6.8% | ₩59B | −20.9% | −21.2% | 16.2%21.9% |
| Cosmax | Aug 14 | ₩624B | +13.1% | ₩61B | +30.2% | +18.4% | 9.8%8.5% |
| Kolmar Korea | Aug 14 | ₩731B | +10.7% | ₩73B | +2.4% | +22.6% | 10.1%10.9% |
| Nongshim | Aug 14 | ₩868B | +0.8% | ₩40B | −8.1% | −28.4% | 4.6%5.1% |
| F&F | Aug 14 | ₩379B | −3.2% | ₩84B | −8.5% | −32.0% | 22.2%23.5% |
| Shinsegae | Aug 14 | ₩1.7T | +5.6% | ₩75B | −35.9% | −43.1% | 4.4%7.3% |
| Lotte Shopping | Aug 14 | ₩3.3T | −2.3% | ₩41B | −27.5% | −72.6% | 1.2%1.6% |
| Hotel Shilla | Aug 14 | ₩1T | +2.3% | ₩8.7B | −68.7% | Turned to profit | 0.8%2.8% |
| Lotte Wellfood | Aug 13 | ₩1.1T | +1.9% | ₩34B | −45.8% | +109.5% | 3.2%6.1% |
| Cuckoo Holdings | Aug 14 | ₩206B | +12.4% | ₩20B | +13.3% | −26.2% | 9.9%9.8% |
| Lotte Chilsung Beverage | Aug 13 | ₩1.1T | −1.1% | ₩62B | +3.5% | +149.1% | 5.7%5.5% |
| Paradise | Aug 14 | ₩284B | +4.1% | ₩43B | +33.9% | −25.2% | 15.1%11.7% |
| Lotte Tour Development | Aug 5 | ₩158B | +35.8% | ₩33B | +462.5% | +154.2% | 21.0%5.1% |
| Jejuair | Aug 14 | ₩332B | −26.0% | −₩42B | Bigger loss | Bigger loss | −12.6%−1.2% |
| Hanatour Service | Aug 14 | ₩120B | −8.9% | ₩9.7B | +163.3% | −21.4% | 8.0%2.8% |
| Handsome | Aug 14 | ₩338B | −1.1% | ₩737M | −82.0% | −96.6% | 0.2%1.2% |
| Global Tax Free | Aug 14 | ₩45B | +63.7% | ₩8.3B | +16.9% | +62.5% | 18.4%25.7% |
| Aekyung Industrial | Aug 13 | ₩171B | −1.3% | ₩11B | −36.1% | +84.6% | 6.5%10.1% |
| GwangjuShinsegae | Aug 14 | ₩45B | +3.0% | ₩12B | −2.8% | −8.7% | 26.4%28.0% |
| Modetournetworkinc | Aug 14 | ₩39B | −24.2% | ₩2.7B | Turned to profit | −65.2% | 7.0%−9.1% |
| Daehyun | Aug 14 | ₩53B | −11.7% | ₩1.1B | −82.3% | +0.9% | 2.0%10.1% |
| TBH Global | Aug 14 | ₩48B | −4.1% | ₩3.8B | +24.1% | Turned to profit | 7.8%6.1% |
| Vivien | Aug 14 | ₩80B | +8.7% | ₩2.3B | −30.0% | +39.0% | 2.9%4.5% |
Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.
Upcoming events
Korea events calendar →Technical breadth
After the close on Oct 29, 2026- Above 20-day average
- 17.2%
- Above 60-day average
- 17.2%
- RSI above 70
- 0%
- RSI below 30
- 10.3%
- 52-week highs
- 0
- 52-week lows
- 1
Index gauge · Short term
Bearish
1 bullish, 1 neutral, 7 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The China consumer theme covers 29 Korean-listed members, and only about 17.2% of them trade above both their 20-day and 60-day averages. No member is at a 52-week high, while one sits at a 52-week low and one member's RSI is in the oversold zone at 10.3, with no overbought readings. The equal-weighted member index shows a bearish reading on both short-term (7 bearish, 1 bullish, 1 neutral) and medium-term (8 bearish, 0 bullish) signals, with an RSI of 36.1 and the index positioned below its cloud.
Written by AI from the indicator values above. Not advice.
Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.
Credit & macro
- MaturitiesOct 29, 202675Hyundai Department Store: ₩200bn of bonds due in the next 6 months vs ₩158bn cash₩200bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Hyundai Department StoreDaewonkangupHyundai G.F. HoldingsZinusHandsomeSamwonsteel
- MaturitiesOct 23, 202685Coway: ₩310bn of bonds due in the next 6 months vs ₩140bn cash₩310bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.CowayNetmarble
- MaturitiesOct 22, 202675Lotte Chilsung Beverage: ₩200bn of bonds due in the next 6 months vs ₩191bn cash₩270bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Lotte Chilsung BeverageLOTTE Fine ChemicalLotteLotte ChemicalLotte Energy MaterialsLotte Shopping
- MaturitiesOct 20, 202685Lotte Reit: ₩160bn of bonds due in the next 6 months vs ₩39bn cash₩330bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.Lotte ReitLOTTE Fine ChemicalLotteLotte Chilsung BeverageLotte ChemicalLotte Energy Materials
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China consumer
−0.87%중국 소비
The China consumer theme groups Korean companies whose sales depend heavily on Chinese shoppers, such as cosmetics, fashion, duty-free retail, food and beverage, and tourism-related businesses. Korean investors often cluster these names together because their earnings tend to move with Chinese consumer demand, travel flows, and policy changes affecting trade and tourism between the two countries.
32 companies · 9 up · 4 flat · 19 down
- Traded value
- ₩308B
- Value vs 20-day average
- 0.72×
- Top gainer
- Namyang Dairy Products Pref. +5.33%
- Largest company
- APR ₩11T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
APR278470 · KOSPI | ₩282,500 | −2.25% | ₩52B | ₩11T | 7.86% |
Korean Air Lines003490 · KOSPI | ₩26,450 | +1.34% | ₩35B | ₩9.7T | 9.12% |
Samyang Foods003230 · KOSPI | ₩1,142,000 | −4.19% | ₩46B | ₩8.6T | 10.58% |
Amorepacific090430 · KOSPI | ₩124,400 | −0.08% | ₩28B | ₩7.3T | 10.49% |
Coway021240 · KOSPI | ₩101,600 | 0.00% | ₩13B | ₩7.2T | 7.51% |
Orion271560 · KOSPI | ₩112,900 | +1.26% | ₩7.2B | ₩4.5T | 9.14% |
LG H&H051900 · KOSPI | ₩254,000 | −1.93% | ₩10B | ₩3.8T | 8.26% |
Kangwon Land035250 · KOSPI | ₩13,640 | −0.29% | ₩4.2B | ₩2.9T | 5.03% |
Cosmax192820 · KOSPI | ₩248,000 | −4.80% | ₩25B | ₩2.8T | 12.85% |
Kolmar Korea161890 · KOSPI | ₩115,300 | −1.87% | ₩20B | ₩2.7T | 12.68% |
Nongshim004370 · KOSPI | ₩388,000 | −0.39% | ₩9.1B | ₩2.4T | 6.93% |
F&F383220 · KOSPI | ₩61,300 | −0.33% | ₩3.3B | ₩2.3T | 8.56% |
Shinsegae004170 · KOSPI | ₩248,000 | −3.69% | ₩16B | ₩2.3T | 11.52% |
Lotte Shopping023530 · KOSPI | ₩82,300 | −1.67% | ₩9.1B | ₩2.3T | 11.09% |
Hotel Shilla008770 · KOSPI | ₩34,850 | −4.52% | ₩13B | ₩1.4T | 7.10% |
Lotte Wellfood280360 · KOSPI | ₩117,600 | +0.68% | ₩1.4B | ₩1.1T | 7.13% |
Cuckoo Holdings192400 · KOSPI | ₩27,100 | +0.74% | ₩656M | ₩964B | 1.61% |
Lotte Chilsung Beverage005300 · KOSPI | ₩96,900 | +1.04% | ₩1.2B | ₩899B | 6.65% |
Paradise034230 · KOSPI | ₩9,520 | −1.24% | ₩2.1B | ₩882B | 8.39% |
Lotte Tour Development032350 · KOSPI | ₩10,190 | −3.78% | ₩3.3B | ₩812B | 7.80% |
Jejuair089590 · KOSPI | ₩5,550 | −1.07% | ₩1.5B | ₩448B | 2.76% |
Hanatour Service039130 · KOSPI | ₩27,650 | −1.78% | ₩331M | ₩428B | 4.71% |
Handsome020000 · KOSPI | ₩18,720 | +0.48% | ₩1.1B | ₩402B | 8.18% |
Global Tax Free204620 · KOSDAQ | ₩5,550 | +0.36% | ₩2.3B | ₩390B | 4.29% |
Aekyung Industrial018250 · KOSPI | ₩10,390 | −2.99% | ₩220M | ₩274B | 1.13% |
GwangjuShinsegae037710 · KOSPI | ₩35,650 | −2.19% | ₩1.5B | ₩272B | 0.71% |
Modetournetworkinc080160 · KOSDAQ | ₩8,910 | −1.00% | ₩818M | ₩168B | 0.71% |
Daehyun016090 · KOSPI | ₩1,410 | 0.00% | ₩88M | ₩62B | 0.19% |
Namyang Dairy Products Pref.003925 · KOSPI | ₩29,650 | +5.33% | ₩135M | ₩56B | — |
Lotte Chilsung Beverage Pref.005305 · KOSPI | ₩63,500 | 0.00% | ₩56M | ₩49B | 1.09% |
TBH Global084870 · KOSPI | ₩2,170 | +0.93% | ₩3.5M | ₩44B | 0.02% |
Vivien002070 · KOSPI | ₩3,415 | 0.00% | ₩68M | ₩16B | 0.03% |
Source: KRX statistical information