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.

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 · 1Q 2026

Past quarter

28 of 28 reportedOperating profit up vs a year ago: 22 of 28

Revenue+7.6%

Operating profit+32.3%

Net profit+13.4%

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	May 15	₩593B	+123.0%	₩152B	+179.0%	+16.9%	25.7%20.5%
Korean Air Lines	May 15	₩6.7T	+2.6%	₩517B	+20.0%	+234.0%	7.8%6.6%
Samyang Foods	May 13	₩714B	+35.0%	₩177B	+32.2%	+27.2%	24.8%25.3%
Coway	May 15	₩1.3T	+13.2%	₩251B	+18.8%	+38.2%	18.9%18.0%
Amorepacific	May 15	₩1.1T	+6.4%	₩127B	+7.6%	+141.1%	11.2%11.0%
Orion	May 15	₩930B	+16.0%	₩165B	+26.0%	−1.2%	17.8%16.4%
LG H&H	May 15	₩1.6T	−7.1%	₩108B	−24.3%	Turned to profit	6.8%8.4%
Cosmax	May 14	₩682B	+15.9%	₩53B	+3.3%	+29.6%	7.8%8.7%
Kolmar Korea	May 14	₩728B	+11.5%	₩79B	+31.6%	+64.9%	10.8%9.2%
Nongshim	May 15	₩934B	+4.6%	₩67B	+20.3%	+102.2%	7.2%6.3%
Shinsegae	May 15	₩1.8T	+10.9%	₩198B	+49.5%	+14.7%	10.7%7.9%
Lotte Shopping	May 15	₩3.6T	+3.6%	₩253B	+70.6%	+11.1%	7.1%4.3%
Amorepacific Holdings	May 15	₩1.2T	+5.0%	₩138B	+6.9%	+151.6%	11.3%11.1%
Hotel Shilla	May 15	₩1.1T	+8.4%	₩20B	Turned to profit	Turned to profit	1.9%−0.3%
Lotte Wellfood	—	₩1T	+5.4%	₩36B	+118.4%	Turned to profit	3.5%1.7%
Cuckoo Holdings	May 15	₩233B	+3.8%	₩22B	−20.3%	−38.5%	9.4%12.3%
Paradise	May 15	₩294B	+3.8%	₩37B	−34.9%	+130.6%	12.7%20.2%
Lotte Tour Development	May 14	₩156B	+28.1%	₩29B	+121.0%	−34.9%	18.4%10.7%
Jejuair	May 15	₩516B	+34.2%	₩69B	Turned to profit	+287.4%	13.4%−8.5%
Hanatour Service	May 15	₩175B	+3.8%	₩17B	+36.5%	−38.9%	9.6%7.3%
Handsome	May 15	₩410B	+7.9%	₩37B	+67.7%	+34.4%	8.9%5.7%
Global Tax Free	May 15	₩35B	+3.5%	₩5.8B	+14.5%	−21.2%	16.4%14.8%
Aekyung Industrial	May 15	₩159B	+5.1%	−₩1.6B	Turned to loss	Smaller loss	−1.0%4.0%
Modetournetworkinc	May 15	₩61B	−6.5%	₩2.8B	−64.1%	+1,042.9%	4.6%12.0%
Agabang&Company	May 15	₩48B	+9.2%	₩2.1B	+57.7%	−62.6%	4.4%3.1%
Tonymoly	May 15	₩52B	+6.3%	₩4.2B	+14.2%	+425.0%	8.0%7.5%
Vivien	May 15	₩50B	−13.2%	−₩2.1B	Turned to loss	Smaller loss	−4.3%2.9%
HYUNGJI Innovation and Creative	May 15	₩12B	+1.6%	−₩1.3B	Smaller loss	Smaller loss	−10.6%−14.4%

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

NovemberAPR skin booster official launch in ChileBeauty

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 Store Daewonkangup Hyundai G.F. Holdings Zinus Handsome Samwonsteel
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.Coway Netmarble
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 Beverage LOTTE Fine Chemical Lotte Lotte Chemical Lotte Energy Materials Lotte 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 Reit LOTTE Fine Chemical Lotte Lotte Chilsung Beverage Lotte Chemical Lotte 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
Largest company: APR

Companies in this theme

Market cap Value traded Gainers Losers NPS stake

All KOSPI KOSDAQ

NPS owns > 5%

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