Professional
Added to YB: 2025-05-26
Pitch date: 2025-05-22
005300.KS [neutral]
Lotte Chilsung Beverage Co., Ltd.
+38.6%
current return
Author Info
No bio for this author
Company Info
Lotte Chilsung Beverage Co., Ltd., together with its subsidiaries, develops, manufactures, and sells soft drinks, liquor, fruit/vegetable drinks, grain drinks, food, and other beverages in South Korea.
Market Cap
KRW 983.6B
Pitch Price
KRW 101.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.30
P/E
23.00
EV/Sales
0.67
Sector
Beverages
Category
value
Bonhoeffer Capital Management Portfolio Holding: Lotte Chilsung Beverage Co., Ltd.
005300.KS preferred (holding update): Compound mispricing opportunity with beverage business + valuable Seoul land worth ₩3.8T (discounted 50%). ROE improved from mid-single digits to mid-teens, targeting 20%. Trading at 3x 2025E EPS/FCF, 2x 2029E. 50%+ IRR potential with 15x terminal multiple. Ongoing value-up plan + potential land development catalyst.
Read full article (2 min)