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 ₩75T in total. On Oct 28, 2026 the group moved up 1.82% (weighted by market value); the largest members are APR, Korean Air Lines, Samyang Foods.

Stocks: 29
Total market value: ₩75T
Day's move: +1.82%
As of: Oct 28, 2026
Largest members: APR, Korean Air Lines, Samyang Foods

Earnings tracker · 2Q 2026

Past quarter

28 of 28 reportedOperating profit up vs a year ago: 19 of 28

Revenue+13.6%

Operating profit−7.1%

Net profitTurned to loss

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	₩768B	+134.2%	₩38B	−54.7%	−74.9%	5.0%25.8%
Korean Air Lines	Aug 14	₩7.2T	+16.4%	−₩207B	Turned to loss	Turned to loss	−2.9%6.0%
Samyang Foods	Aug 14	₩770B	+39.3%	₩176B	+46.7%	−0.5%	22.9%21.7%
Amorepacific	Aug 14	₩1.2T	+17.0%	₩117B	+59.3%	−7.4%	10.0%7.3%
Coway	Aug 14	₩1.4T	+14.6%	₩253B	+4.3%	+0.9%	17.6%19.3%
Orion	Aug 14	₩894B	+15.0%	₩133B	+9.2%	−19.9%	14.8%15.6%
LG H&H	Aug 14	₩1.7T	+3.3%	₩103B	+87.5%	−4.7%	6.2%3.4%
Cosmax	Aug 13	₩795B	+27.5%	₩74B	+21.2%	+39.0%	9.3%9.8%
Kolmar Korea	Aug 14	₩861B	+17.8%	₩110B	+50.2%	+39.9%	12.8%10.1%
Shinsegae	—	₩1.8T	+5.1%	₩167B	+121.8%	−15.5%	9.4%4.4%
Nongshim	Aug 14	₩956B	+10.2%	₩59B	+47.6%	−12.1%	6.2%4.6%
Lotte Shopping	Aug 14	₩3.5T	+4.0%	₩90B	+121.2%	−64.4%	2.6%1.2%
Amorepacific Holdings	Aug 14	₩1.3T	+14.6%	₩123B	+53.3%	−10.9%	9.8%7.3%
Hotel Shilla	Aug 14	₩972B	−5.2%	₩61B	+606.0%	+199.5%	6.3%0.8%
Lotte Wellfood	Aug 13	₩1.2T	+8.6%	₩65B	+88.5%	+80.8%	5.6%3.2%
Cuckoo Holdings	Aug 14	₩240B	+16.3%	₩31B	+52.9%	+41.6%	13.0%9.9%
Paradise	Aug 14	₩318B	+11.8%	₩36B	−17.0%	−4.7%	11.2%15.1%
Lotte Tour Development	Aug 13	₩203B	+28.9%	₩52B	+56.8%	+80.4%	25.5%21.0%
Jejuair	Aug 14	₩462B	+38.9%	−₩45B	Bigger loss	Turned to loss	−9.7%−12.6%
Hanatour Service	Aug 14	₩115B	−3.8%	₩5.4B	−43.6%	−67.5%	4.7%8.0%
Handsome	Aug 14	₩363B	+7.4%	₩4.6B	+525.0%	−87.4%	1.3%0.2%
Global Tax Free	—	₩47B	+4.2%	₩9B	+9.4%	+55.3%	19.3%18.4%
Aekyung Industrial	Aug 14	₩194B	+13.3%	₩4.5B	−59.4%	Turned to profit	2.3%6.5%
Modetournetworkinc	Aug 14	₩42B	+7.2%	−₩856M	Turned to loss	Turned to loss	−2.0%7.0%
Agabang&Company	Aug 14	₩50B	+13.2%	₩7.2B	+47.1%	+236.6%	14.3%11.0%
Tonymoly	Aug 14	₩54B	−13.6%	₩2.3B	−59.5%	−45.8%	4.2%8.9%
Vivien	Aug 14	₩70B	−13.3%	−₩68M	Turned to loss	Smaller loss	−0.1%2.9%
HYUNGJI Innovation and Creative	—	₩15B	+2.4%	₩52M	Turned to profit	Turned to profit	0.4%−7.1%

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 28, 2026

Above 20-day average: 20.7%
Above 60-day average: 20.7%
RSI above 70: 0%
RSI below 30: 0%
52-week highs: 0
52-week lows: 0

Index gauge · Short term

Leaning bearish

2 bullish, 1 neutral, 6 bearish

Index gauge · Medium term

Bearish

0 bullish, 1 neutral, 7 bearish

Technical read

The China consumer theme covers 29 Korean-listed members, and 20.7% of them sit above both their 20-day and 60-day averages. No member recorded an RSI extreme reading or a 52-week high or low in the data provided. The equal-weighted member index screens lean bearish over the short term (6 bearish signals against 2 bullish) and bearish over the medium term (7 bearish against none bullish), with RSI at 39.4 and the index trading 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

+1.56%

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 · 22 up · 1 flat · 6 down

Traded value: ₩289B
Value vs 20-day average: 0.68×
Top gainer: Jejuair
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	₩289,000	+3.96%	₩53B	₩11T	7.86%
Korean Air Lines003490 · KOSPI	₩26,100	+2.15%	₩33B	₩9.6T	9.12%
Samyang Foods003230 · KOSPI	₩1,192,000	+5.21%	₩40B	₩9T	10.58%
Amorepacific090430 · KOSPI	₩124,500	+0.16%	₩20B	₩7.3T	10.49%
Coway021240 · KOSPI	₩101,600	−1.55%	₩15B	₩7.2T	7.51%
Orion271560 · KOSPI	₩111,500	0.00%	₩10B	₩4.4T	9.14%
LG H&H051900 · KOSPI	₩259,000	+0.78%	₩11B	₩3.9T	8.26%
Cosmax192820 · KOSPI	₩260,500	−1.14%	₩35B	₩3T	12.85%
Kolmar Korea161890 · KOSPI	₩117,500	+0.34%	₩15B	₩2.8T	12.68%
Shinsegae004170 · KOSPI	₩257,500	+5.10%	₩13B	₩2.4T	11.52%
Nongshim004370 · KOSPI	₩389,500	−0.89%	₩9B	₩2.4T	6.93%
Lotte Shopping023530 · KOSPI	₩83,700	+2.95%	₩5.7B	₩2.4T	11.09%
Amorepacific Holdings002790 · KOSPI	₩23,650	+1.07%	₩2.4B	₩1.8T	7.25%
Hotel Shilla008770 · KOSPI	₩36,500	+2.82%	₩6.2B	₩1.4T	7.10%
Lotte Wellfood280360 · KOSPI	₩116,800	−1.43%	₩3.4B	₩1.1T	7.13%
Cuckoo Holdings192400 · KOSPI	₩26,900	+3.07%	₩505M	₩957B	1.61%
Paradise034230 · KOSPI	₩9,640	+1.80%	₩2.5B	₩893B	8.39%
Lotte Tour Development032350 · KOSPI	₩10,590	+2.82%	₩2.8B	₩844B	7.80%
Jejuair089590 · KOSPI	₩5,610	+5.65%	₩2.7B	₩452B	2.76%
Hanatour Service039130 · KOSPI	₩28,150	+3.87%	₩785M	₩436B	4.71%
Handsome020000 · KOSPI	₩18,630	+2.70%	₩1.5B	₩400B	8.18%
Global Tax Free204620 · KOSDAQ	₩5,530	+0.36%	₩4.3B	₩389B	4.29%
Amorepacific Pref.090435 · KOSPI	₩36,650	+0.69%	₩536M	₩387B	5.36%
Aekyung Industrial018250 · KOSPI	₩10,710	+0.47%	₩162M	₩283B	1.13%
Modetournetworkinc080160 · KOSDAQ	₩9,000	+5.02%	₩1.2B	₩170B	0.71%
Agabang&Company013990 · KOSDAQ	₩4,720	+1.07%	₩81M	₩155B	—
Tonymoly214420 · KOSPI	₩4,475	+1.13%	₩94M	₩108B	3.22%
Vivien002070 · KOSPI	₩3,415	−1.01%	₩60M	₩16B	0.03%
HYUNGJI Innovation and Creative011080 · KOSDAQ	₩805	−1.83%	₩490M	₩5.7B	—

Source: KRX statistical information