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004650.KQ KOSDAQ Distillers & Wineries

004650.Kq

$9 290,00
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KRW
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Mcap
70,5B KRW
P/E
EV / Rev
Div yield
5,70 %
Op margin
13,0 %
ROE
9,3 %
Net margin
10,8 %
Debt / equity
0,24
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Distillers & Wineries industry, producing and selling alcoholic beverages, primarily generating revenue through the sale of distilled spirits and wines.

Business. The company operates in the Distillers & Wineries industry, producing and selling alcoholic beverages, primarily generating revenue through the sale of distilled spirits and wines.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryDistillers & Wineries
ActivityFood & Beverages
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
9,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 004650.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 004650.KQ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Distillers & Wineries industry, producing and selling alcoholic beverages, primarily generating revenue through the sale of distilled spirits and wines.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryDistillers & Wineries
    ActivityFood & Beverages
    AI synthesis
    GENERATED

    The company maintains a conservative capital structure, with a debt-to-equity ratio of 0.24, indicating a relatively low reliance on debt financing. Its liquidity position is characterized by a current ratio of 1.33, suggesting the company can cover its short-term obligations with its current assets. However, the company has a negative net cash position after subtracting total debt, which may pose a liquidity risk in the short term.

    Profitability metrics show the company is performing well, with a return on equity (ROE) of 9.32% and a return on assets (ROA) of 6.82%. These figures are above the industry median for ROE and ROA, indicating strong returns relative to its peers. The company's gross margin is 22.34% (calculated as gross profit divided by revenue), and its operating margin is 13.00% (calculated as operating income divided by revenue), both of which are in line with industry norms.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of geographic segmentation suggests the company may be exposed to regional economic or regulatory risks, though the exact nature of these risks is not specified in the available data.

    Looking ahead, the company is projected to experience a modest growth trajectory, with revenue expected to increase by 3.5% in the current fiscal year and 4.2% in the following year. These growth rates are in line with the industry average, suggesting the company is maintaining its market position without significant acceleration.

    The company's risk profile is characterized by a medium liquidity risk and a low dilution risk. The negative net cash position after subtracting total debt is a key liquidity flag, and while the company has not issued any recent dilutive securities, the potential for future dilution remains low. No adjustments have been applied to the valuation metrics, indicating the company's financials are presented without material distortions.

    Recent events include the disclosure of the company's latest actual EPS of 2,729.00 KRW, as reported by analysts. No recent filings or transcripts have been provided in the available data, so the company's strategic direction and operational performance are primarily inferred from its financial metrics.

    Key takeaways
    • The company has a strong return on equity (9.32%) and return on assets (6.82%), indicating efficient use of capital.
    • The company's debt-to-equity ratio of 0.24 suggests a conservative capital structure with limited leverage.
    • The company's liquidity position is moderate, with a current ratio of 1.33, but a negative net cash position after subtracting total debt raises some concerns.
    • The company is projected to grow revenue by 3.5% in the current fiscal year and 4.2% in the next, in line with industry averages.
    • The company's risk profile is characterized by medium liquidity risk and low dilution risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $9 290,00
    Market cap
    $73.37B
    Enterprise value
    $100.57B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    5.0x
    P / B
    0.5x
    P / Tangible book
    0.5x
    Tangible book
    $142.40B
    Net cash
    -$27.20B
    Current ratio
    1.3
    Debt / equity
    0.2
    ROA
    6.8%
    ROE
    9.3%
    Cash conversion
    153.0%
    CapEx / revenue
    -4.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin13,0 %Above P75
    Net Margin10,8 %Above median
    ROE9,3 %Above P75
    Capex / Rev-4,7 %Below median
    D/E0,24Above median
    Cash Conv1,53Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 004650.KQ Market data — financials · 2026-05-26
    • Changhae Ethanol Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    004650.KQCanonical
    KOSDAQ · KRW

    Intel & risk

    What changed

    4 tracked-field change(s) detected vs prior analysis; max severity: medium.

    • Dilution risk— → lowlow
    • Liquidity risk— → mediumlow
    • Activity— → Food & Beveragesmedium
    • Economic sector— → Consumer Non-Cyclicalsmedium
    vs prior analysis today
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage