280360.KS Lotte Wellfood Co.,Ltd Loading... : Bullish and Bearish Analyst Opinions
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00:27
Sep 07
Sep 07
Won strength, price hikes favor food names.
Food and beverage is acting as a defensive sector, up about 11% since July and outperforming KOSPI. Won strength lowers imported input costs and FX debt losses; companies have raised prices to offset high grain costs. The report recommends Nongshim and Lotte Wellfood for near-term margin improvement, while the presenter adds that Samyang Foods and KT&G are the better long-term fundamental choices because overseas growth and shareholder returns are stronger.
MED
About 280360.KS Analyst Coverage
Buzzberg tracks 280360.KS (Lotte Wellfood Co.,Ltd) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Wang Jeong.