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롯데쇼핑 shares fell to 12MF PER 6.4x amid slowing second-half earnings momentum and market supply-demand instability, and the analyst maintains a low-point buying stance with a 12만원 target price and '매수' rating.
A commitment by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway.
실적 턴어라운드 국면에도 불구, i) 하반기 실적 모멘텀 둔화 ii) 전체 주식 시장 수급 불안으로 롯데쇼핑 주가 12MF PER 6.4배까지 하락
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롯데쇼핑 recorded 3Q26 consolidated revenue of 3조 6,532억원 (YoY 7%) and operating profit of 1,756억원 (YoY 35%, OPM 4.8%), exceeding the market expectation of 1,738억원.하나증권 유통/화장품 박종대 · statementThe current share price is at a 12-month forward PER of 7x and PBR of 0.4x, making low-price buying valid at this point.report author · statementOverseas discount stores, e-commerce and 하이마트 weighed on results, but rising profit contribution from 롯데리츠 sustained the company-wide earnings turnaround.하나증권 유통/화장품 박종대 · statementThe current share price reflects weak performance and is at a historical low, so a low-price buying strategy looking toward next year is valid.report author · statementThe third-quarter earnings slump is already sufficiently reflected in the share price.analyst report · prediction실적 추정치와 적정 밸류에이션(12MF PER 8배->7배)을 하향 조정해 목표주가를 43만원에서 36.5만원으로 하향했다.하나증권 · commitment