China consumer stocks
중국 소비
What are China consumer stocks in Korea?
The China consumer theme on jonbur groups 29 Korean stocks listed on KOSPI and KOSDAQ, worth ₩74T in total. On Oct 27, 2026 the group moved down 0.05% (weighted by market value); the largest members are APR, Korean Air Lines, Samyang Foods.
Key facts
- Stocks
- 29
- Total market value
- ₩74T
- Day's move
- −0.05%
- As of
- Oct 27, 2026
- Largest members
- APR, Korean Air Lines, Samyang Foods
Earnings tracker · 4Q 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 | Mar 23 | ₩548B | +124.2% | ₩130B | +228.3% | +35.5% | 23.8%16.3% |
| Korean Air Lines | Mar 18 | ₩6.5T | +44.3% | ₩155B | −66.6% | −1.7% | 2.4%10.3% |
| Samyang Foods | Mar 18 | ₩638B | +33.2% | ₩139B | +58.8% | +6.4% | 21.8%18.3% |
| Coway | Mar 23 | ₩1.3T | +13.3% | ₩182B | −1.0% | −25.3% | 14.2%16.3% |
| Amorepacific | Mar 18 | ₩1.2T | +6.6% | ₩53B | −33.0% | −42.8% | 4.5%7.2% |
| Orion | Mar 18 | ₩925B | +7.3% | ₩168B | +4.9% | +21.5% | 18.1%18.5% |
| LG H&H | Mar 16 | ₩1.5T | −8.5% | −₩73B | Turned to loss | Turned to loss | −4.9%2.7% |
| Cosmax | Mar 18 | ₩601B | +7.7% | ₩41B | +2.7% | −4.3% | 6.8%7.1% |
| Kolmar Korea | Mar 18 | ₩655B | +11.0% | ₩48B | +36.2% | −18.0% | 7.3%6.0% |
| Nongshim | Mar 11 | ₩882B | +3.2% | ₩33B | +63.4% | −38.7% | 3.8%2.4% |
| Shinsegae | Mar 16 | ₩1.9T | +6.2% | ₩173B | +66.5% | +73.0% | 8.9%5.7% |
| Lotte Shopping | Mar 12 | ₩3.5T | +1.3% | ₩228B | +54.7% | +74.4% | 6.5%4.2% |
| Amorepacific Holdings | Mar 18 | ₩1.3T | +6.4% | ₩55B | −30.7% | −47.5% | 4.4%6.7% |
| Hotel Shilla | Mar 11 | ₩1T | +10.3% | −₩4.1B | Smaller loss | Turned to loss | −0.4%−2.9% |
| Lotte Wellfood | Mar 12 | ₩1T | +5.1% | −₩10B | Smaller loss | Turned to loss | −1.0%−2.0% |
| Cuckoo Holdings | Mar 16 | ₩247B | +3.3% | ₩36B | −3.3% | +17.9% | 14.5%15.5% |
| Paradise | Mar 19 | ₩294B | +10.5% | ₩16B | −16.8% | −59.1% | 5.5%7.3% |
| Lotte Tour Development | Mar 19 | ₩187B | +70.1% | ₩44B | +1,942.5% | −16.5% | 23.6%2.0% |
| Jejuair | Mar 18 | ₩475B | +5.4% | ₩18B | Turned to profit | Turned to profit | 3.8%−8.9% |
| Hanatour Service | Mar 19 | ₩175B | +23.2% | ₩27B | +101.6% | +231.1% | 15.6%9.6% |
| Handsome | Mar 13 | ₩464B | +6.4% | ₩27B | +30.1% | +998.6% | 5.9%4.8% |
| Global Tax Free | Mar 23 | ₩30B | −21.1% | ₩7.4B | +14.8% | −10.5% | 24.8%17.1% |
| Aekyung Industrial | Mar 18 | ₩163B | −4.8% | −₩3.4B | Turned to loss | Turned to loss | −2.1%2.0% |
| Modetournetworkinc | Mar 19 | ₩68B | +23.1% | ₩248M | −88.0% | Turned to profit | 0.4%3.7% |
| Agabang&Company | Mar 20 | ₩57B | +6.3% | ₩5.7B | +46.3% | +182.5% | 10.1%7.3% |
| Tonymoly | Mar 23 | ₩53B | +21.8% | ₩794M | +26.6% | −81.7% | 1.5%1.5% |
| Vivien | Mar 23 | ₩29B | −47.6% | −₩6.9B | Bigger loss | Bigger loss | −24.1%−5.1% |
| HYUNGJI Innovation and Creative | Mar 19 | ₩14B | −10.6% | −₩2.3B | Smaller loss | Bigger loss | −15.9%−14.6% |
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 27, 2026- Above 20-day average
- 14.3%
- Above 60-day average
- 17.9%
- RSI above 70
- 0%
- RSI below 30
- 10.7%
- 52-week highs
- 0
- 52-week lows
- 2
Index gauge · Short term
Bearish
0 bullish, 2 neutral, 7 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The China consumer theme covers 28 Korean-listed members, and only 14.3% of them are trading above their 20-day averages while 17.9% sit above their 60-day averages. No member is currently at a 52-week high, and 2 are at a 52-week low, with the lowest RSI reading at 10.7 and the highest at 0. The equal-weighted member index is labeled bearish on both the short and medium horizons, with an RSI of 31.7 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
Creators talking about this
China consumer
+0.58%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.
29 companies · 15 up · 2 flat · 12 down
- Traded value
- ₩264B
- Value vs 20-day average
- 0.61×
- Top gainer
- Modetournetworkinc +5.02%
- Largest company
- APR ₩10T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
APR278470 · KOSPI | ₩278,000 | −1.42% | ₩56B | ₩10T | 7.86% |
Korean Air Lines003490 · KOSPI | ₩25,550 | +1.79% | ₩25B | ₩9.4T | 9.12% |
Samyang Foods003230 · KOSPI | ₩1,133,000 | +1.52% | ₩27B | ₩8.5T | 10.58% |
Coway021240 · KOSPI | ₩103,200 | −0.58% | ₩14B | ₩7.3T | 7.51% |
Amorepacific090430 · KOSPI | ₩124,300 | −1.11% | ₩18B | ₩7.3T | 10.49% |
Orion271560 · KOSPI | ₩111,500 | −1.33% | ₩11B | ₩4.4T | 9.14% |
LG H&H051900 · KOSPI | ₩257,000 | −0.19% | ₩10B | ₩3.8T | 8.26% |
Cosmax192820 · KOSPI | ₩263,500 | −1.68% | ₩26B | ₩3T | 12.85% |
Kolmar Korea161890 · KOSPI | ₩117,100 | −0.26% | ₩15B | ₩2.8T | 12.68% |
Nongshim004370 · KOSPI | ₩393,000 | 0.00% | ₩7B | ₩2.4T | 6.93% |
Shinsegae004170 · KOSPI | ₩245,000 | 0.00% | ₩15B | ₩2.3T | 11.52% |
Lotte Shopping023530 · KOSPI | ₩81,300 | −0.12% | ₩8.3B | ₩2.3T | 11.09% |
Amorepacific Holdings002790 · KOSPI | ₩23,400 | −2.30% | ₩1.3B | ₩1.8T | 7.25% |
Hotel Shilla008770 · KOSPI | ₩35,500 | +2.01% | ₩3.6B | ₩1.4T | 7.10% |
Lotte Wellfood280360 · KOSPI | ₩118,500 | −0.08% | ₩1.2B | ₩1.1T | 7.13% |
Cuckoo Holdings192400 · KOSPI | ₩26,100 | +1.16% | ₩219M | ₩928B | 1.61% |
Paradise034230 · KOSPI | ₩9,470 | +0.64% | ₩2.5B | ₩877B | 8.39% |
Lotte Tour Development032350 · KOSPI | ₩10,300 | +1.98% | ₩2.6B | ₩821B | 7.80% |
Jejuair089590 · KOSPI | ₩5,310 | +1.14% | ₩1.4B | ₩428B | 2.76% |
Hanatour Service039130 · KOSPI | ₩27,100 | +0.18% | ₩5B | ₩420B | 4.71% |
Handsome020000 · KOSPI | ₩18,140 | +2.49% | ₩6.7B | ₩390B | 8.18% |
Global Tax Free204620 · KOSDAQ | ₩5,510 | +3.77% | ₩3.8B | ₩387B | 4.29% |
Amorepacific Pref.090435 · KOSPI | ₩36,400 | −1.22% | ₩1B | ₩384B | 5.36% |
Aekyung Industrial018250 · KOSPI | ₩10,660 | +0.09% | ₩101M | ₩282B | 1.13% |
Modetournetworkinc080160 · KOSDAQ | ₩8,570 | +5.02% | ₩1.5B | ₩162B | 0.71% |
Agabang&Company013990 · KOSDAQ | ₩4,670 | +4.36% | ₩105M | ₩154B | — |
Tonymoly214420 · KOSPI | ₩4,425 | +0.23% | ₩107M | ₩106B | 3.22% |
Vivien002070 · KOSPI | ₩3,450 | −0.29% | ₩36M | ₩17B | 0.03% |
HYUNGJI Innovation and Creative011080 · KOSDAQ | ₩820 | +1.11% | ₩726M | ₩5.8B | — |
Source: KRX statistical information