Professional
Added to YB: 2024-12-16
Pitch date: 2024-12-16
005305.KS [bullish]
Lotte Chilsung Beverage Co., Ltd.
+15.47%
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 64.7K
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.
005305.KS: Lotte Chilsung Preferred at 44% discount to common. Largest SK beverage firm, Pepsi distributor in Asia. Owns valuable Gangnam land (₩1.9-3.8T). RoE 12-15%, 11% annual sales growth, 2x op income by 2028. 3x 4-yr fwd EPS (6x common). 15%+ earnings growth. High teens-low 20s expected returns. Risks: shrinking domestic market.
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