China consumer stocks
중국 소비
What are China consumer stocks in Korea?
The China consumer theme on jonbur groups 39 Korean stocks listed on KOSPI and KOSDAQ, worth ₩101T in total. On Oct 30, 2026 the group moved up 0.38% (weighted by market value); the largest members are KT&G, Korean Air Lines, APR.
Key facts
- Stocks
- 39
- Total market value
- ₩101T
- Day's move
- +0.38%
- As of
- Oct 30, 2026
- Largest members
- KT&G, Korean Air Lines, APR
Earnings tracker · 3Q 2026
Reporting season · reports due by Nov 14
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 | Oct 30Preliminary | ₩773B | +100.3% | ₩161B | +67.1% | +319.6% | 20.8%24.9% |
| Shinsegae | Oct 8Preliminary | ₩198B | −87.9% | — | — | — | — |
| Hotel Shilla | Oct 28Preliminary | ₩959B | −6.5% | ₩55B | +382.4% | −9.7% | 5.8%1.1% |
| Agabang&Company | Oct 29Preliminary | ₩47B | +7.1% | ₩4.7B | +134.4% | −34.0% | 10.2%4.6% |
| Lotte Tour Development | Expected around Oct 1 | ||||||
| Paradise | Expected around Oct 2 | ||||||
| Korean Air Lines | Expected around Oct 21 | ||||||
| Orion | Expected around Oct 21 | ||||||
| Handsome | Expected around Nov 3 | ||||||
| Kangwon Land | Expected around Nov 4 | ||||||
| Lotte Wellfood | Expected around Nov 4 | ||||||
| Aekyung Industrial | Expected around Nov 4 | ||||||
| Hanatour Service | Expected around Nov 5 | ||||||
| Amorepacific | Expected around Nov 6 | ||||||
| Amorepacific Holdings | Expected around Nov 6 | ||||||
| RedcapTour | Expected around Nov 6 | ||||||
| Coway | Expected around Nov 7 | ||||||
| Kolmar Korea | Expected around Nov 7 | ||||||
| Lotte Shopping | Expected around Nov 7 | ||||||
| LG H&H | Expected around Nov 10 | ||||||
| Cosmax | Expected around Nov 10 | ||||||
| F&F | Expected around Nov 10 | ||||||
| Barrel | Expected around Nov 13 | ||||||
| KT&G | Expected around Nov 14 | ||||||
| Samyang Foods | Expected around Nov 14 | ||||||
| Nongshim | Expected around Nov 14 | ||||||
| Hite Jinro | Expected around Nov 14 | ||||||
| Cuckoo Holdings | Expected around Nov 14 | ||||||
| Cuckoo Homesys | Expected around Nov 14 | ||||||
| Jejuair | Expected around Nov 14 | ||||||
| Global Tax Free | Expected around Nov 14 | ||||||
| Modetournetworkinc | Expected around Nov 14 | ||||||
| In the F | Expected around Nov 14 | ||||||
| Nara Cellar | Expected around Nov 14 | ||||||
| HYUNGJI Innovation and Creative | Expected around Nov 14 | ||||||
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.
Technical breadth
After the close on Oct 30, 2026- Above 20-day average
- 25%
- Above 60-day average
- 21.9%
- RSI above 70
- 0%
- RSI below 30
- 9.4%
- 52-week highs
- 0
- 52-week lows
- 1
Index gauge · Short term
Leaning bearish
2 bullish, 1 neutral, 6 bearish
Index gauge · Medium term
Bearish
0 bullish, 0 neutral, 8 bearish
Technical read
The China consumer theme covers 32 Korean-listed members, and only about 25% of them trade above their 20-day averages while roughly 22% sit above their 60-day averages. Breadth is weak at the extremes too, with one member at a 52-week low, none at a 52-week high, and one member's RSI in deeply oversold territory at 9.4. The equal-weighted member index shows a lean-bearish short-term reading with a medium-term reading labeled bearish, an RSI of 36.3, 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
- MaturitiesNov 1, 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
- MaturitiesNov 1, 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
- MaturitiesNov 1, 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
- MaturitiesNov 1, 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
- 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
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China consumer
−0.03%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.
39 companies · 17 up · 1 flat · 21 down
- Traded value
- ₩652B
- Value vs 20-day average
- 1.35×
- Top gainer
- HYUNGJI Innovation and Creative +12.65%
- Largest company
- KT&G ₩20T
Companies in this theme
| Company | Price | Weekly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
KT&G033780 · KOSPI | ₩196,200 | +3.59% | ₩57B | ₩20T | 7.73% |
Korean Air Lines003490 · KOSPI | ₩26,550 | +2.91% | ₩30B | ₩9.8T | 9.12% |
APR278470 · KOSPI | ₩261,000 | −8.26% | ₩311B | ₩9.8T | 7.86% |
Samyang Foods003230 · KOSPI | ₩1,138,000 | −7.10% | ₩45B | ₩8.6T | 10.58% |
Amorepacific090430 · KOSPI | ₩129,100 | +0.23% | ₩45B | ₩7.6T | 10.49% |
Coway021240 · KOSPI | ₩104,000 | −1.89% | ₩21B | ₩7.4T | 7.51% |
Orion271560 · KOSPI | ₩114,800 | +3.14% | ₩7.4B | ₩4.5T | 9.14% |
LG H&H051900 · KOSPI | ₩259,500 | −1.52% | ₩13B | ₩3.9T | 8.26% |
Kangwon Land035250 · KOSPI | ₩13,820 | −2.40% | ₩3.3B | ₩3T | 5.03% |
Cosmax192820 · KOSPI | ₩247,000 | −9.36% | ₩30B | ₩2.8T | 12.85% |
Kolmar Korea161890 · KOSPI | ₩112,500 | −8.16% | ₩26B | ₩2.7T | 12.68% |
Nongshim004370 · KOSPI | ₩397,500 | −1.24% | ₩9B | ₩2.4T | 6.93% |
F&F383220 · KOSPI | ₩62,600 | −0.48% | ₩3.6B | ₩2.4T | 8.56% |
Lotte Shopping023530 · KOSPI | ₩81,900 | −2.03% | ₩8.1B | ₩2.3T | 11.09% |
Shinsegae004170 · KOSPI | ₩245,000 | −3.92% | ₩12B | ₩2.3T | 11.52% |
Amorepacific Holdings002790 · KOSPI | ₩25,400 | +3.46% | ₩4.8B | ₩1.9T | 7.25% |
Hotel Shilla008770 · KOSPI | ₩34,600 | −3.62% | ₩7.6B | ₩1.4T | 7.10% |
Hite Jinro000080 · KOSPI | ₩15,940 | +1.53% | ₩2.1B | ₩1.1T | 5.08% |
Lotte Wellfood280360 · KOSPI | ₩117,100 | −5.34% | ₩1.5B | ₩1.1T | 7.13% |
Paradise034230 · KOSPI | ₩9,460 | −1.46% | ₩1.9B | ₩876B | 8.39% |
Lotte Tour Development032350 · KOSPI | ₩10,040 | −6.52% | ₩3.6B | ₩800B | 7.80% |
Handsome020000 · KOSPI | ₩18,630 | +0.16% | ₩738M | ₩400B | 8.18% |
Source: KRX statistical information