LG H&H
A051900 · KOSPILG H&H — pricey right now, or cheap? And what signals are flashing today?
Open the exact grade & valuation bands with Pro →Why these signals fired — only backtest-proven edge, told honestly
Strong-buy signal — the real recordrecord · not a prediction
Not this one stock, but every strong-buy pick we actually published (Korea market). When this stock flashes the signal, it is treated by the same rule.(as of 2026-08-03)
Beat the market on 62.1% of picks (each pick vs its own day’s market average).
Entry is the latest close at publish time; next-day is the following close. “Market” is the equal-weighted average of every stock in the same market that day; delisted names are excluded from both. Fees, taxes and slippage are not included. An observed record over a short window, not a pre-registered backtest. Not investment advice.
Valuation Grades
Relative to 150 화장품,의류,완구 peers · not investment advice
Valuation in its own history
PER 24.61 · PBR 0.84 — own history (2001-04~) percentiles 70/100 · 98/100
Higher indicates lower valuation relative to its history (based on earnings and book yields).
Earnings percentiles can fluctuate for cyclical companies (including loss periods), so the book basis is shown alongside. Companies with large share buybacks can have structurally high PBR. Factual information, not investment advice.
Annual dividend
Split-adjusted annual DPS history and available grade axes
Paid 24 consecutive years · Raised 1 consecutive years · Yield 1.57% (based on 2025 payment of 4,500원) · 3-year growth -27.9%
Per-share amount adjusted for splits and capital reductions · Factual information, not investment advice.
Financial safety
Reference indicatorAs of 2024- Altman Z''
- 7.37
- Beneish M-Score
- -2.64
- Sloan accrual
- -4.57%
No statistical flag
부실·조작 위험을 나타내는 사실 지표입니다. 투자 조언이 아니며, 검증 전이라 참고용입니다.
Factual information, not investment advice.
Earnings quality · Piotroski F-Score
Piotroski measures year-over-year financial improvement, not absolute quality.
Profitability
- Positive ROAPass
- Positive OCFPass
- Improving ΔROAPass
- Accruals (OCF > net income)Pass
Leverage & liquidity
- Lower debtNot passed
- Higher current ratioNot passed
- No new sharesPass
Efficiency
- Higher gross marginNot passed
- Higher asset turnoverNot passed
Calculation note: F7(신주)은 equity/asset 유지로 근사
Already-stable companies may score lower when year-over-year improvement is limited.
Factual information, not investment advice.
Industry structure
KRAs of 2026-08-03화장품,의류,완구
Who dominates this industry?
- 1효성티앤씨8.3%
- 2LG생활건강7.3%
- 3코웨이4.6%
- 4영원무역홀딩스4.6%
- 5미스토홀딩스4.6%
Concentration
DistributedCR3 20.3%HHI and CR3 are separate industrial-organization facts; they are not the polarization verdict.
Polarization
MixedDivergent lensesPolarization measures industry gaps and structure, not valuation, forecast, or investment advice.
Margin lens
- IQR%p
- 1.85
- Direction
- 확대
- Level
- 좁음
- Years
- 8
Value lens
- P90/P10
- 8.6
- Median P/B
- 0.81
- Level
- 넓음
- n
- 140
Survivorship note: 현재 산업 멤버십을 과거 연도에 소급 적용 — 과거 진입·퇴출 기업 미반영(복원 불가)
Factual information, not investment advice.
Risk sensitivity — adverse assumptions
Metric changes under stated assumptions; not a forecast or investment advice.
Base metrics
- Operating margin
- 4.9%
- Interest coverage
- 19.4x
- Return on equity (ROE)
- 3.4%
Operating margin −5pp
Operating lossRevenue −15%
TolerableInterest rate +2pp
TolerableInterest coverage limit
Current margin 4.7ppInterest coverage limit at an operating margin of 0.3%
Interest expense coverage threshold
Key suppliers · Annual report
Annual reportDART · 2026-03-16Suppliers disclosed by the company in its 2026-03-16 annual report.
Purchase amount
KRW 100m- RefreshmentKRW 798.3B
- AOSKRW 587.1B
- HDBKRW 587.1B
- OilKRW 587.1B
- PalmKRW 587.1B
- StearinKRW 587.1B
- 럭키산업KRW 446.7B
- 에버코스KRW 446.7B
- 동남합성Price comovement r=0.04 (1 year)KRW 265.5B
- 이수화학Price comovement r=0.14 (1 year)KRW 265.5B
+6 more with disclosed amounts — included in coverage
Suppliers without disclosed amount
Financials at a glance
LG H&H's latest results and balance sheet. The bars track the last three periods.
Who held it · filings
Filed recordA historical record from curated-guru 13F filings and DART 5%+ major-holding disclosures.
US 13F는 분기 공시이며 최대 45일 뒤 제출될 수 있습니다.
5%+ major-holding disclosures
- SilchesterInternationalInvestorsLLP7.17%2026-03-24 · 증감 +1.06%p
- 국민연금공단5.96%2026-04-01 · 증감 -1.04%p
Other stocks held by the same investors
A filing-based shared-holder record, not investment advice.
- LGKRA003550 →
Shared holders: SilchesterInternationalInvestorsLLP
- 오리온KRA271560 →
Shared holders: SilchesterInternationalInvestorsLLP
📦 ETFs holding this stock
by weight · top-10 constituents basisPassive money holding this stock ≈ 357억 · 1w net inflow ≈ -9억(lower bound — top-10 basis, not a forecast)
- HANARO K-뷰티11.76%
- TIGER 화장품10.96%
- TIGER 중국소비테마5.53%
- KODEX 필수소비재5.06%
- TIGER LG그룹플러스4.83%
- TIGER 200 생활소비재3.97%
- PLUS 중형주저변동502.95%
- ACE Fn성장소비주도주2.47%
- TIGER 코스피중형주1.36%
- TIGER 200동일가중0.70%
Factual holdings info from daily disclosures — not a recommendation.
Look up another stock →Recent filings
LG H&H's latest filings on Korea's DART. Open a headline for a reference summary and the original.
Source: DART (Korea electronic disclosure)
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