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SK Securities: Lotte Holdings Poised for Gains on Improved Earnings and Shareholder Returns
Finance · Financial Conglomerates · yonhap_finance · 2026-09-02
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SK Securities maintains a 'Buy' rating on Lotte Holdings, citing visible profit recovery and potential catalysts from upcoming shareholder return initiatives.
What Happened
Visible Earnings Recovery: SK Securities highlights that Lotte Holdings has successfully turned to profit in the first half of the year, driven by strong performance in the food sector and improved results from subsidiaries like Lotte Chemical. This turnaround signals a more stable financial foundation for the company.
Commitment to Shareholder Value: The company maintains a shareholder return policy aiming for at least 35% of its separate net income. With a high dividend yield and the potential for increased returns as profits grow, the stock is well-supported against further downside risks.
Catalysts from Treasury Shares: Lotte Holdings holds a significant 23.7% stake in treasury shares, which the market expects will be used for either cancellation or disposal to improve the company's financial structure. Such actions are viewed as major potential catalysts for future stock price appreciation.
Positive Outlook Maintained: SK Securities has reaffirmed its 'Buy' rating and a target price of 33,000 KRW. The combination of operational profitability and a clear focus on shareholder-friendly policies provides a compelling case for the stock's future performance.