South Korea Could Emerge as a Bright Spot for Luxury Groups -- Market Talk

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1226 GMT - South Korean demand for high-end goods could provide a tailwind for the luxury sector in the near term, UBS analysts write in a note to clients. "South Korean consumers remain commercially and strategically important for the luxury goods sector," the analysts say. These customers account, on average, for a mid-single-digit to high-single-digit percentage of group sales, UBS adds. "They also act as a useful lead indicator for broader regional trends." While the Korean market remains predominantly domestically driven, its proximity to China positions it well to benefit from shifting tourism flows, especially during periods of heightened geopolitical tension or currency volatility, they add. Hermes, Moncler, Prada and Burberry stand out as the most likely beneficiaries, UBS says. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

February 26, 2026 07:26 ET (12:26 GMT)

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These customers account, on average, for a mid-single-digit to high-single-digit percentage of group sales, UBS adds. \"They also act as a useful lead indicator for broader regional trends.\" While the Korean market remains predominantly domestically driven, its proximity to China positions it well to benefit from shifting tourism flows, especially during periods of heightened geopolitical tension or currency volatility, they add. Hermes, Moncler, Prada and Burberry stand out as the most likely beneficiaries, UBS says. 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These customers account, on average, for a mid-single-digit to high-single-digit percentage of group sales, UBS adds. \"They also act as a useful lead indicator for broader regional trends.\" While the Korean market remains predominantly domestically driven, its proximity to China positions it well to benefit from shifting tourism flows, especially during periods of heightened geopolitical tension or currency volatility, they add. Hermes, Moncler, Prada and Burberry stand out as the most likely beneficiaries, UBS says. (andrea.figueras@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 26, 2026 07:26 ET (12:26 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1577","symbol_name":"香港本地消费股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2614204948","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2614204948","pubTimestamp":1772108760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1226 GMT - South Korean demand for high-end goods could provide a tailwind for the luxury sector in the near term, UBS analysts write in a note to clients. \"South Korean consumers remain commercially and strategically important for the luxury goods sector,\" the analysts say. These customers account, on average, for a mid-single-digit to high-single-digit percentage of group sales, UBS adds. \"They also act as a useful lead indicator for broader regional trends.\" While the Korean market remains predominantly domestically driven, its proximity to China positions it well to benefit from shifting tourism flows, especially during periods of heightened geopolitical tension or currency volatility, they add. Hermes, Moncler, Prada and Burberry stand out as the most likely beneficiaries, UBS says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1577":"香港本地消费股","LU0181495838.USD":"施罗德新兴亚洲A Acc","01913":"普拉达","BK1545":"奢侈品股","BK1502":"双十一","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1227":"服装、服饰与奢侈品","BK1602":"香港零售股"},"translate_title":"韩国可能成为奢侈品集团的亮点——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01913":0.9},"content_text":"1226 GMT - South Korean demand for high-end goods could provide a tailwind for the luxury sector in the near term, UBS analysts write in a note to clients. \"South Korean consumers remain commercially and strategically important for the luxury goods sector,\" the analysts say. These customers account, on average, for a mid-single-digit to high-single-digit percentage of group sales, UBS adds. \"They also act as a useful lead indicator for broader regional trends.\" While the Korean market remains predominantly domestically driven, its proximity to China positions it well to benefit from shifting tourism flows, especially during periods of heightened geopolitical tension or currency volatility, they add. Hermes, Moncler, Prada and Burberry stand out as the most likely beneficiaries, UBS says. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 26, 2026 07:26 ET (12:26 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}