External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

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External broker reports(aggregated public sources)

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<ul><li>Outbound travel from Korea, which recovered to pre-pandemic levels in 2024, has stabilized at a single-digit growth rate in 2025.</li><li>As a result, Korean consumers’ overseas spending is moderating, and luxury consumption (traditionally linked to travel/duty-free shopping) is beginning to shift back to the domestic market.</li><li>Consumer sentiment remains strong. The index has remained above 100p for six consecutive months and is currently hovering near record-high levels, with the rebound in the prospective spending component driving overall confidence. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Outbound travel from Korea, which recovered to pre-pandemic levels in 2024, has stabilized at a single-digit growth rate in 2025.As a result, Korean consumers’ overseas spending is moderating, and luxury consumption (traditionally linked to travel/duty-free shopping) is beginning to shift back to the domestic market.Consumer sentiment remains strong. The index has remained above 100p for six consecutive months and is currently hovering near record-high levels, with the rebound in the prospective spending component driving overall confidence. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

[2026年の見通し] 小売・アパレル：海外旅行の減速と訪日観光の増加