China consumer stocks
중국 소비
What are China consumer stocks in Korea?
The China consumer theme on jonbur groups 27 Korean stocks listed on KOSPI and KOSDAQ, worth ₩72T in total. On Oct 27, 2026 the group moved unchanged (weighted by market value); the largest members are APR, Korean Air Lines, Samyang Foods.
Key facts
- Stocks
- 27
- Total market value
- ₩72T
- Day's move
- −0.04%
- As of
- Oct 27, 2026
- Largest members
- APR, Korean Air Lines, Samyang Foods
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 |
|---|---|---|---|---|---|---|---|
| Shinsegae | Oct 8Preliminary | ₩198B | −87.9% | — | — | — | — |
| Hotel Shilla | Oct 28Preliminary | ₩959B | −6.5% | ₩55B | +382.4% | −9.7% | 5.8%1.1% |
| 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 | ||||||
| Lotte Wellfood | Expected around Nov 4 | ||||||
| Aekyung Industrial | Expected around Nov 4 | ||||||
| Hanatour Service | Expected around Nov 5 | ||||||
| APR | Expected around Nov 6 | ||||||
| Amorepacific | 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 | ||||||
| Samyang Foods | Expected around Nov 14 | ||||||
| Nongshim | Expected around Nov 14 | ||||||
| Hite Jinro | Expected around Nov 14 | ||||||
| Cuckoo Holdings | Expected around Nov 14 | ||||||
| Jejuair | Expected around Nov 14 | ||||||
| Modetournetworkinc | Expected around Nov 14 | ||||||
| Gaia | Not yet | ||||||
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 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
−9.74%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.
27 companies · 6 up · 0 flat · 21 down
- Traded value
- ₩263B
- Value vs 20-day average
- 0.62×
- Top gainer
- Jejuair +15.81%
- Largest company
- APR ₩10T
Companies in this theme
| Company | Price | Monthly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
APR278470 · KOSPI | ₩278,000 | −23.10% | ₩56B | ₩10T | 7.86% |
Korean Air Lines003490 · KOSPI | ₩25,550 | −18.63% | ₩25B | ₩9.4T | 9.12% |
Samyang Foods003230 · KOSPI | ₩1,133,000 | −9.50% | ₩27B | ₩8.5T | 10.58% |
Coway021240 · KOSPI | ₩103,200 | +3.41% | ₩14B | ₩7.3T | 7.51% |
Amorepacific090430 · KOSPI | ₩124,300 | −12.46% | ₩18B | ₩7.3T | 10.49% |
Orion271560 · KOSPI | ₩111,500 | +0.54% | ₩11B | ₩4.4T | 9.14% |
LG H&H051900 · KOSPI | ₩257,000 | −13.32% | ₩10B | ₩3.8T | 8.26% |
Cosmax192820 · KOSPI | ₩263,500 | −2.41% | ₩26B | ₩3T | 12.85% |
Kolmar Korea161890 · KOSPI | ₩117,100 | −19.85% | ₩15B | ₩2.8T | 12.68% |
Nongshim004370 · KOSPI | ₩393,000 | +0.13% | ₩7B | ₩2.4T | 6.93% |
Shinsegae004170 · KOSPI | ₩245,000 | −31.47% | ₩15B | ₩2.3T | 11.52% |
Lotte Shopping023530 · KOSPI | ₩81,300 | −26.56% | ₩8.3B | ₩2.3T | 11.09% |
Hotel Shilla008770 · KOSPI | ₩35,500 | −12.35% | ₩3.6B | ₩1.4T | 7.10% |
Hite Jinro000080 · KOSPI | ₩15,660 | +3.85% | ₩6B | ₩1.1T | 5.08% |
Lotte Wellfood280360 · KOSPI | ₩118,500 | −4.36% | ₩1.2B | ₩1.1T | 7.13% |
Cuckoo Holdings192400 · KOSPI | ₩26,100 | −2.97% | ₩219M | ₩928B | 1.61% |
Paradise034230 · KOSPI | ₩9,470 | −0.84% | ₩2.5B | ₩877B | 8.39% |
Lotte Tour Development032350 · KOSPI | ₩10,300 | −10.20% | ₩2.6B | ₩821B | 7.80% |
Jejuair089590 · KOSPI | ₩5,310 | +15.81% | ₩1.4B | ₩428B | 2.76% |
Hanatour Service039130 · KOSPI | ₩27,100 | −11.00% | ₩5B | ₩420B | 4.71% |
Handsome020000 · KOSPI | ₩18,140 | −8.94% | ₩6.7B | ₩390B | 8.18% |
Amorepacific Pref.090435 · KOSPI | ₩36,400 | −13.44% | ₩1B | ₩384B | 5.36% |
Aekyung Industrial018250 · KOSPI | ₩10,660 | −3.79% | ₩101M | ₩282B | 1.13% |
Modetournetworkinc080160 · KOSDAQ | ₩8,570 | +2.27% | ₩1.5B | ₩162B | 0.71% |
BYC Pref.001465 · KOSPI | ₩25,400 | −5.22% | ₩36M | ₩55B | — |
Hite Jinro 2nd Pref.000087 · KOSPI | ₩12,110 | −1.94% | ₩8.6M | ₩14B | — |
Gaia296520 · KONEX | ₩300 | −56.52% | ₩0 | ₩1.4B | — |
Source: KRX statistical information