Added to YB: 2026-06-08
Pitch date: 2026-06-04
004170.KS [bullish]
SHINSEGAE Inc.
Author Info
No bio for this author
Company Info
SHINSEGAE Inc. operates department stores in South Korea. The company operates through Department Store, Wholesale and Retail Industry, Real Estate Industry, Terminal industry, Hospitality, Duty-Free Store, and Others segments.
Market Cap
KRW 5.6T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.26
P/E
74.40
EV/Sales
1.67
Sector
Broadline Retail
Category
growth
Shinsegae (KRX: 004170): Korea’s Memory Bonus Boom Finds Its Luxury Outlet
004170.KS: Korean semi bonus boom (Samsung/SK Hynix payouts ~4T won 2026→30T won 2028) to fuel luxury spend. Shinsegae cleanest play: Dept Store 63% rev, luxury 35-40% GMV w/ high margins. Consumer trackers +73.7% YoY; Duty Free inflecting positive. Bigger Q1'27 payout key catalyst.
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