A Look At The Intrinsic Value Of BOHAE BREWERY Co., Ltd. (KRX:000890)
Feb 12
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South Korean (KOSPI) Beverage Industry Analysis
UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies10
- 7D1.7%
- 3M4.3%
- 1Y11.0%
- YTD2.2%
Over the last 7 days, the Beverage industry has risen 1.7%, driven by gains from Lotte Chilsung Beverage of 1.6%. In the last 12 months, the industry was up 11%. As for the next few years, earnings are expected to grow by 23% per annum.
Industry Valuation and Performance
Has the South Korean Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 17 Feb 2026 | ₩3.5t | ₩9.8t | ₩246.2b | 10.2x | 14.3x | 0.4x |
| Thu, 15 Jan 2026 | ₩3.4t | ₩9.8t | ₩246.2b | 9.9x | 13.7x | 0.3x |
| Sat, 13 Dec 2025 | ₩3.6t | ₩9.8t | ₩246.2b | 10.3x | 14.4x | 0.4x |
| Mon, 10 Nov 2025 | ₩3.3t | ₩9.8t | ₩241.7b | 11x | 13.6x | 0.3x |
| Wed, 08 Oct 2025 | ₩3.3t | ₩9.8t | ₩241.7b | 11.4x | 13.7x | 0.3x |
| Fri, 05 Sep 2025 | ₩3.4t | ₩9.8t | ₩246.0b | 11.4x | 13.7x | 0.3x |
| Sun, 03 Aug 2025 | ₩3.5t | ₩9.8t | ₩240.5b | 11x | 14.7x | 0.4x |
| Tue, 01 Jul 2025 | ₩3.5t | ₩9.8t | ₩240.5b | 10.8x | 14.5x | 0.4x |
| Thu, 29 May 2025 | ₩3.2t | ₩9.9t | ₩242.0b | 11.8x | 13.3x | 0.3x |
| Sat, 26 Apr 2025 | ₩3.2t | ₩9.9t | ₩250.2b | 12.6x | 12.9x | 0.3x |
| Mon, 24 Mar 2025 | ₩3.3t | ₩9.9t | ₩249.8b | 12.6x | 13.1x | 0.3x |
| Wed, 19 Feb 2025 | ₩3.2t | ₩9.9t | ₩310.9b | 12x | 10.2x | 0.3x |
| Fri, 17 Jan 2025 | ₩3.2t | ₩9.9t | ₩310.9b | 11.9x | 10.2x | 0.3x |
| Sun, 15 Dec 2024 | ₩3.5t | ₩9.9t | ₩310.9b | 13.1x | 11.3x | 0.4x |
| Tue, 12 Nov 2024 | ₩3.3t | ₩9.6t | ₩308.3b | 11.2x | 10.8x | 0.3x |
| Thu, 10 Oct 2024 | ₩3.5t | ₩9.6t | ₩308.3b | 10.5x | 11.3x | 0.4x |
| Sat, 07 Sep 2024 | ₩3.6t | ₩9.7t | ₩314.9b | 12.1x | 11.4x | 0.4x |
| Mon, 05 Aug 2024 | ₩3.8t | ₩9.3t | ₩234.2b | 15.8x | 16.3x | 0.4x |
| Wed, 03 Jul 2024 | ₩3.7t | ₩9.3t | ₩234.2b | 16.8x | 15.9x | 0.4x |
| Fri, 31 May 2024 | ₩3.6t | ₩9.3t | ₩236.3b | 16.7x | 15.3x | 0.4x |
| Sun, 28 Apr 2024 | ₩3.7t | ₩9.0t | ₩268.5b | 16.7x | 13.6x | 0.4x |
| Tue, 26 Mar 2024 | ₩3.7t | ₩9.0t | ₩253.6b | 23.4x | 14.5x | 0.4x |
| Thu, 22 Feb 2024 | ₩3.7t | ₩8.7t | ₩193.8b | 16.7x | 19.2x | 0.4x |
| Sat, 20 Jan 2024 | ₩3.6t | ₩8.7t | ₩190.8b | 14x | 19.1x | 0.4x |
| Mon, 18 Dec 2023 | ₩3.9t | ₩8.7t | ₩190.8b | 15.2x | 20.6x | 0.5x |
| Wed, 15 Nov 2023 | ₩3.9t | ₩8.6t | ₩155.0b | 24.4x | 25.4x | 0.5x |
| Fri, 13 Oct 2023 | ₩3.5t | ₩8.6t | ₩154.7b | 24.6x | 22.6x | 0.4x |
| Sun, 10 Sep 2023 | ₩3.5t | ₩8.6t | ₩159.8b | 26.3x | 21.9x | 0.4x |
| Tue, 08 Aug 2023 | ₩3.6t | ₩8.6t | ₩205.5b | 15.4x | 17.5x | 0.4x |
| Thu, 06 Jul 2023 | ₩3.6t | ₩8.6t | ₩205.5b | 15.6x | 17.6x | 0.4x |
| Sat, 03 Jun 2023 | ₩3.9t | ₩8.6t | ₩208.0b | 16.3x | 18.8x | 0.5x |
| Mon, 01 May 2023 | ₩4.0t | ₩8.5t | ₩211.5b | 15x | 18.9x | 0.5x |
| Wed, 29 Mar 2023 | ₩4.0t | ₩8.5t | ₩211.2b | 15.2x | 19x | 0.5x |
| Fri, 24 Feb 2023 | ₩4.4t | ₩8.3t | ₩230.3b | 15.4x | 19x | 0.5x |
Price to Earnings Ratio
19x
Current Industry PE
- Investors are relatively neutral on the South Korean Beverage industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 15.7x.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- The earnings for companies in the Beverage industry have grown 2.2% per year over the last three years.
- Revenues for these companies have grown 5.5% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Staples industry?
| KR Market | 3.37% | |
| Consumer Staples | 1.11% | |
| Beverage | 1.66% | |
| Brewers | 3.08% | |
| Soft Drinks | 1.59% | |
| Distillers and Wine Makers | 1.48% | |
Industry PE
- Investors are most optimistic about the Soft Drinks industry which is trading above its 3-year average PE ratio of 14.8x.
- Analysts are expecting annual earnings growth of 33.2%, which is higher than its past year's earnings decline of 50.9% per year.
- Investors are most pessimistic about the Brewers industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 3.4x.
Forecasted Growth
- Analysts are most optimistic on the Soft Drinks industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 51% per year.
- In contrast, the Distillers and Wine Makers industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A005300 Lotte Chilsung Beverage | ₩140.60k | 1.6% +₩22.1b | 33.9% | PE24.4x | |
| A033920 Muhak | ₩10.05k | 6.9% +₩17.2b | 58.8% | PE5.1x | |
| A000890 BOHAE BREWERY | ₩469.00 | 13.6% +₩7.7b | 0.2% | PE8.7x | |
| A000080 HITEJINRO | ₩18.12k | 0.3% +₩4.2b | -5.5% | PE15.1x | |
| A018120 Jinro Distillers | ₩18.21k | 3.2% +₩3.7b | 6.1% | PE9.8x |
