Zaya Drink Onilne Menu

Total Page:16

File Type:pdf, Size:1020Kb

Zaya Drink Onilne Menu WHISKEY SCOTCH The Macallan 12 13 Glenlivet 12 10 Scotland Scotland The Macallan 15 18 Oban 14 10 Scotland Scotland The Macallan 18 35 Oban 18 18 Scotland Scotland WHISKEY Angels Envy Rye 7 Woodford Reserve 8 Louisville, Kentucky Versailles, Kentucky Angels Envy 8 Woodford Reserve 9 Louisville, Kentucky Double Oaked ASW Duality Double Malt 7 Versailles, Kentucky Atlanta Georgia Nelsons Greenbrier 5 ASW Fiddler Heartwood Cask 12 Nashville, Tennessee Atlanta, Georgia New Riff Backseat 7 ASW Fiddler Unison Bourbon 5 Kentucky Straight Rye Atlanta, Georgia Newport, Kentucky ASW Resurgens Rye 6 New Riff Balboa Rye 7 Atlanta, Georgia Newport, Kentucky Belle Meade Bourbon 7 New Riff Kentucky 8 Nashville, Tennessee Straight Bourbon Belle Meade Cask Strength 9 Newport, Kentucky Nashville, Tennessee New Riff Winter 8 Bullet Rye 7 Louisville, Kentucky Whiskey Blend Newport, Kentucky Bullet Bourbon 7 Louisville, Kentucky Breckenridge 7 Chattanooga Whiskey111 Cask 8 Straight Whiskey Chattanooga, Tennessee Breckenridge, Colorado Chattanooga Whiskey 91 6 Legent 4 Chattanooga, Tennessee Clermont, Kentucky Elijah Craig Small Batch 94pr 5 Bardstown Bourbon Company 17 Bardstown, Kentucky Collaborative Series Copper & Kings Straight Bourbon Evan Williams 1783 4 Bardstown Bourbon Company Bardstown, Kentucky 17 Discovery Series Jack Daniels 4 Kentucky Straight Bourbon Lynchburg, Tennessee Buffalo Trace Distillery 4 Jack Daniels Black 6 Kentucky Straight Lynchburg, Tennessee KBD Willet Pot Still Reserve 7 Bourbon Whiskey 90 Proof Bardstown, Kentucky Frankfort, Kentucky Henry Mckenna Single Barrel 6 Rabbit Hole Distilling 6 Bardstown, Kentucky Boxergrail Kentucky Old Forester 1870 8 Straight Rye Whiskey Louisville, Kentucky Louisville, Kentucky Old Forester 1897 8 Rabbit Hole Distilling 12 Louisville, Kentucky Dareringer Straight Old Forester 1910 9 Bourbon Whiskey Louisville, Kentucky Finished In PX Sherry Casks Old Forester 1920 9 Louisville, Kentucky Louisville, Kentucky St. Cloud 7 Year 20 Kentucky Rabbit Hole Distilling 8 Booker's Bourbon 18 Heigold High Rye Small Batch Little Book Bourbon Kentucky Straight Kentucky Straight Bourbon Whiskey Bourbon Whiskey Louisville, Kentucky Clermont, Kentucky Blanton's Kentucky 9 Booker's Bourbon 13 Straight Bourbon Whiskey 6 Years 6 Months 19 Days Frankfort, Kentucky Pigskin Batch 2020-03 Blanton's Kentucky 18 Kentucky Straight Straight Bourbon Whiskey Bourbon Whiskey Gold Edition Clermont, Kentucky Frankfort, Kentucky Booker's Bourbon 13 E.H. Taylor, Jr., 7 6 Year Old 4 Month 2 Days Small Batch Straight Booker's Country Ham Bookers Kentucky Bourbon Whiskey Noe Bourbon Whiskey Frankfort,Kentucky Batch No. 2019-3 E.H. Taylor, Jr., 9 Clermont, Kentucky Bottled-in-Bond WhistlePig 10 Years Old 12 Single Barrel Straight Straight Rye Whiskey Kentucky Bourbon Whiskey 100 Proof Frankfort, Kentucky Alberta, Canada Eagle Rare 10 Years Old 5 WhistlePig 15 Year Old 28 Single Barrel Kentucky Straight Rye Whiskey Straight Bourbon Whiskey Alberta, Canada Frankfort, Kentucky WhistlePig 17 Years Old 55 George T. Stagg, 20 The Boss Hog VII Antique Collection Magellan's Atlantic Kentucky Straight Straight Rye Whiskey Bourbon Whiskey Alberta, Canada Frankfort, Kentucky Canadian Club 6 year 9 Sazerac 6 Year Old 6 Ontario, Canada Straight Rye Whiskey Crown Royal 10 Frankfort, Kentucky Ontario, Canada Old Rip Van Winkle 17 Distillery Pappy Van Winkle's IRISH WHISKEY Family Reserve 15 Years Old Jameson 5 Kentucky Straight Bourbon Dublin, Ireland Whiskey 107 Proof Frankfort, Kentucky JAPANESE WHISKEY Old Rip Van Winkle 35 Nikka Coffey Grain 11 Miyagi, Japan Distillery Pappy Van Winkle's Iwai 5 Family Reserve 23 Years Old Miyata, Japan Kentucky Straight Kojiki 7 Bourbon Whiskey Kyoto, Japan Frankfort, Kentucky Akashi Single Malt 15 Little Book Chapter IV 18 Hyogo, Japan Lessons Honored Suntori Toki 6 Bourbon Whiskey Kyoto, Japan Clermont, Kentucky COCKTAILS Zaya 1943 11 Jinro Chamisul | Plum Wine | Lemon Juice | Honey Ginger Smoked Old Fashioned 14 Evan Williams | Angostura Bitters | Orange Burnt Sage Manhattan 13 Bullet Rye | Sweet Vermouth | Angostura Bitters | Luxardo Cherry Kojiki Highball 10 Kojiki Blended Whiskey | Club Soda Penicillin 1943 14 Suntori Toki| Lemon Juice | Honey Ginger Syrup One Night in Gangnam 13 Chambord | Orange Liquor | Jinro 24 | Lime Juice | Cranberry Juice Seoul Mule 12 Jinro Chamisul Fresh | Ginger Beer | Lime The Korean Rose 12 Wheatly Vodka | Orange Liquor | Post Modern Hibiscus Liqueur | Lime Juice Oi Gimlet 11 Gin | Lychee Liquor | Lime Juice | Cucumber Green Machine Green Tea Shochu | St. Germain | Honey Ginger | Matcha 14 Busan Sunset 13 Jinro 24 | Curacao | Lime juice | Orgeat | Dark Rum Seoul Margarita 11 Mi Campo | Lime | Simple Syrup | Gochujang WINE SOJU Glass/Bottle 375ml Jinro 24 5 /- Chamjinisulro Fresh 5 /- Chamjinisulro Fresh 5/17 Chamisul Grapefruit 5/17 Chamisul Strawberry 5/18 SPARKLING WINE BUBBLY, DRY, LIGHT 5oz/9oz/Bottle 750ml France, Francois Montland Brut, Methode Traditionalle, N.V 9/-/37 Spain, Los Monteros Cava Rose, N.V. 20 Italy, Cavicchioli Lambrusco, N.V. 38 Italy, La Marca Prosecco, N.V. 18 California, Mumm Napa Brut Prestige, N.V 60 Spain, Azimut Cava Brut Nature Rose, 2020 11/-/60 France, Veuve-yellow Brut, N.V. 120 France, Benoit Lahaye Brut Nature, N.V. 120 ROSE / FRIULANO CRISP, FRUITY, LIGHT Argentina, Dominine Bousquet Rose, N.V. 35 France, Avaline Rose, N.V. 60 France, Mont Gravet Rose, N.V. 23 Italy, Bastianich Friulano, N.V. 68 SWEET WHITE WINE SWEET, LIGHT, DRY Moscato Israel, Carmel Winery Moscato, N.V. 52 Gewürztraminer New York, Damiani Wine Cellars Gewürztraminer, N.V. 76 Gruner Germany, Gruner Veltliner Federspiel, 2018 35 Riesling New York, Fox Run Vineyards Semi-Dry Riesling, 2017 54 Riesling New York, Damiani Wine Cellars Dry Riesling, N.V. 78 Riesling France, Marcel Hugg Riesling, N.V. 49 Riesling Washington State, St. Michelle Riesling, 2019 7/13/27 Riesling Germany, Clean Slate Riesling, N.V. 9/16/35 PINOT GRIGIO REFRESHING, LIGHT, FRUITY Italy, Bocelli Pinot Grigio delle Venezie, 2018 9/16/34 California, Mind & Body Pinot Grigio, 2019 36 SAUVIGNON BLANC / CHENIN BLANC DRY, FRUITY, CRISP Washington, Liquid Light Sauvignon Blanc, N.V. 10/18/41 California, Farrari-Carano Fumé Blanc, N.V. 11/19/48 South Africa, Bayten Sauvignon Blanc, 2016 56 New Zealand, The Infamous Goose Sauvignon Blanc, 2017 41 France, Domaine la Grange Tiphaine Sauvignon Blanc, N.V 65 South Africa, KWV Chenin Blanc, N.V. 55 France, Domaine la Folle Berthe Amandiers, N.V. 75 CHARDONNAY FRESH, CRISP, FULL-BODIED California, Cake Bread Cellars Chardonnay, 2019 140 California, Frank Family Chardonnay, 2016 103 California, Pahlmeyer Chardonnay, 2016 150 California, Hess Collection Chardonnay, N.V. 79 California, Proverb Chardonnay, N.V. 5/9/- California, Mer Soleil Silver Unoaked Chardonnay, N.V. 12/23/50 California, Alexander Valley Vineyards Chardonnay, N.V. 13/24/49 WHITE BLEND UNUQUE, REFRESHING, EASY-DRINKING California, Upshot White Wine Blend, 2018 15/26/63 California, Conundrum White Blend, N.V. 79 Oregon, Teutonic Wine Company Blend, N.V. 13/22/52 Spain, Azimut Blanc Blend, N.V. 53 PINOT NOIR / GAMAY LIGHT, FRUITY, DRY California, Sea Sun Pinot Noir, N.V. 8/14/36 California, Tree Fort Pinot Noir, N.V. 9/16/37 California, Kosta Browne Pinot Noir, N.V. 160 California, Adelsheim Vineyard Pinot Noir, 2018 70 France, Collette Bourgogne Pinot Noir, N.V. 34 France, Louis Jadot Pinot Noir, N.V. 60 France, Romuald Valot Regnie Gamay, N.V. 106 France, Premices Gamay, N.V. 13/22/56 MELBEC FRUITY, MEDIUM BODIED, SPICY Argentina, Via Blanca Terroir Malbec, N.V. 8/14/32 France, Cahor K-Pot Malbec, 2017 11/20/48 France, Vin de Savoie Rouge, 2017 10/18/44 California, Shafer Vineyard Relentless Syrah/Petite Syrah, N.V. 150 Australia, Pinfold Koonung Shiraz, N.V. 45 California, KC Labs Syrah, 2018 13/24/54 California, KC Labs Zinfandel, 2018 13/24/54 Italy, Avignonesi Vino Nobile di Montepulciano Sangiovese, 2015 78 Italy, Rocca Delle Macie Sasyr Sangiovese, N.V. 70 Italy, Bibbiano Chianti Classico Sangiovese, 2018 70 MERLOT DRY, FRUITY, MEDIUM BODIED California, Proverb Merlot, N.V. 5/9/- California, Grgich Hills Estate Merlot, N.V. 95 France, Halie Bordeaux Rouge, N.V. 10/18/48 France, La Croix Saint Andre Bordeaux, 2016 68 France, Domaine de Majas Cotes Catalanes Rouge Grenache, N.V. 12/20/49 CABERNET FULL BODIED, DRY, FRUITY California, Odette Estate Cabernet Sauvignon, 2013 190 California, Rodney Strong Vineyards Cabernet Savvignon, N.V. 96 California, Cliff Lede Cabernet Sauvignon, 2017 150 California, Caymus Vineyards Cabernet Savvignon, N.V. 200 California, Caymus Vineyards Special Select Cabernet Savvignon, 2016 250 California, Opus One Overture Cabernet Savvignon, N.V. 200 France, Pays D'OC Cabernet Sauvignon, N.V. 8/14/32 France, Chateau Lamothe Bouscaut Cabernet Sauvignon, 2016 32 California, Silver Oak Cabernet Sauvignon, N.V. 225 California, Penfold Cab Sauvignon, N.V. 17 0 California, Ridge Estate Cabernet Sauvignon, N.V. 17 0 Argentina, Catena Appellation Cabernet Sauvignon, N.V. 13/24/54 RED BLEND FULL BODIED, FRUITY, WELL ROUNDED Italy, Piazza del Castello Rosso Toscana Tuscan Blend, 2018 France, Chateau Bel Air Red Blend, N.V. 13/24/51 California, Hands of Time Red Blend, N.V. 98 California, Reserve Tapestry Red Blend, 2015 98 California, Papillon Red Blend, 2017 54 California, The Gallivanter Red Blend, 2018 150 Italy, Banfi Chianti Classico Red Blend, N.V. 50 California, Conundrum Red Blend, N.V. 79 California, Hindsight Vineyards Red Blend, 2017 90 BEER LAGER Budweiser
Recommended publications
  • The Recipe for F&B
    Analyst 한국희 Analyst 손예희 3774-1474 3774-1681 [email protected] [email protected] Weekly Update The Recipe for F&B: valuation Global / Food, Beverage and Tobacco Aug 28 2007 Vol. 1 한국 F&B 섹터의 밸류에이션 부담 완화 중 F&B Sector Performance <World> (%) 1W 1M 6M ■ 방어적 흐름 지속된 가운데 AP 개별 종목 상승률 돋보임 MSCI AC world 3.7 (4.3) (0.2) MSCI AC world F&B 2.4 (1.2) 1.6 지난 1주간 글로벌 F&B 섹터는 전반적으로 벤치마크 대비 언더퍼폼하였는데, 지난 6개 Relative Performance (1.4) 3.1 1.8 월간의 이른바 ‘defensive’한 주가 트랜드가 지속된 것으로 풀이됨. 즉 bear market에 서의 섹터 퍼포먼스는 상대적으로 양호하나, bull market에서의 주가 상승 탄력은 벤치 <AP ex. Japan> (%) 1W 1M 6M 마크 지수 대비 열등한, 전형적인 흐름을 보이고 있음. 지난 1주간 MSCI AC world, MSCI AP ex. Japan 9.1 (6.9) 8.5 MSCI AP ex. Japan, MSCI Korea 각각의 상대 퍼포먼스는 -1.4%, -2.5%, -1.4% 수 MSCI AC ex. Japan F&B 6.7 (4.6) 4.5 준에 그쳤음. 다만 유럽 및 미국 지역에 비해 아시아퍼시픽 지역의 지수 상승률이 높게 Relative Performance (2.5) 2.3 (4.0) 나타남에 따라, 음식료 섹터에서도 일본을 비롯한 아시아 지역의 개별 종목 수익률이 돋 보였음. Tingyi Holdings의 주간 상승률이 18.0%로 가장 높았고, 롯데칠성, 하이트, CJ <Korea> (%) 1W 1M 6M 등의 한국 음식료 종목들이 그 뒤를 이었음. 이에 비해 Pepsi, Coca-Cola를 비롯한 미 MSCI Korea 9.2 (9.7) 17.2 국 지역 beverage sector 및 Kellogg, Hershey 등의 food sector의 주가는 부진하였음.
    [Show full text]
  • Hitejinro Sustaining Success in the Korean Beer Market
    International Journal of Business Management & Research (IJBMR) ISSN(P): 2249-6920; ISSN(E): 2249-8036 Vol. 6, Issue 3, Jun 2016, 11-22 © TJPRC Pvt. Ltd. HITEJINRO SUSTAINING SUCCESS IN THE KOREAN BEER MARKET HEHJIN LEE 1 & SEUNGHO CHO 2 1English Literature / Ewha Woman’s University, Seoul, South Korea 2Business Administration/ Ewha Woman’s University, Seoul, South Korea ABSTRACT Hite Brewery was founded in 1933 and became the first beer company in Korea. It managed to achieve its success with ‘Hite’ beer, and became the top beer company in 1996(HiteJinro, 2010). Hite beer was so successful that the company, which was formerly named “Chosun Brewery”, changed its name to “Hite Brewery” in 1998(Hite Jinro, 2015). HiteJinro’s main strategic issue is whether it should focus on the imported beer market through licensing and direct import, or focus on recovering the domestic beer market. This issue is crucial to HiteJinro as the decision would have long term impacts; its domestic beer market will shrink if they focus on imported beer, but it will also lose revenue from the rapidly Original Article Original growing imported beer market if it focuses on domestic beer KEYWORDS: Strategic Issue, Long Term Impacts, Imported Beer Received: Mar 19, 2016; Accepted : Mar 28, 2016; Published: Apr 12, 2016; Paper Id.: IJBMRJUN20162 INTRODUCTION History of HiteJinro HiteJinro, now one of top liquor companies in South Korea, was the result of a merger between Hite Brewery and Jinro in 2005(HiteJinro, 2015). HiteJinro was established in 1924 and started its business with soju. Jinro achieved its success as the top soju company in 1970, winning against its rival, SamHak.
    [Show full text]
  • Budweiser Brewing Company APAC Limited 百威亞太控股有限公司
    IMPORTANT If you are in any doubt about any of the contents of this prospectus, you should obtain independent professional advice. Budweiser Brewing Company APAC Limited 百威亞太控股有限公司 (Incorporated in the Cayman Islands with limited liability) GLOBAL OFFERING Number of Offer Shares under : 1,626,526,000 Shares (subject to the the Global Offering Over-allotment Option) Number of Hong Kong Offer Shares : 81,327,000 Shares (subject to reallocation) Number of International Offer Shares : 1,545,199,000 Shares (subject to reallocation and the Over-allotment Option) Maximum Offer Price : HKD47.00 per Offer Share plus brokerage of 1.0%, SFC transaction levy of 0.0027% and Stock Exchange trading fee of 0.005% (payable in full on application in Hong Kong dollars and subject to refund) Nominal value : USD0.00001 per Share Stock Code : 1876 Joint Sponsors Joint Global Coordinators, Joint Bookrunners and Joint Lead Managers Other Joint Bookrunners and Joint Lead Managers Other Joint Lead Managers Hong Kong Exchanges and Clearing Limited, The Stock Exchange of Hong Kong Limited and Hong Kong Securities Clearing Company Limited take no responsibility for the contents of this prospectus, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this prospectus. A copy of this prospectus, having attached thereto the documents specified in “Appendix VI – Documents Delivered to the Registrar of Companies and Available for Inspection,” has been registered by the Registrar of Companies in Hong Kong as required by Section 342C of the Companies (Winding Up and Miscellaneous Provisions) Ordinance (Chapter 32 of the Laws of Hong Kong).
    [Show full text]
  • Export Opportunities for Alaska Distilleries and Breweries
    Export opportunities for Alaska Distilleries and Breweries Study of Foreign Market Opportunities University of Alaska Center for Economic Development Picture 1, 2 and 3 are retrieved from http://f.tqn.com/y/cruises/1/S/q/5/6/Juneau-7113.JPG, http://www.yourlittlebeachtown.com/sites/default/files/styles/640x_fra me/public/bsg_2009_067.jpg?itok=AxHDk62V, and http://4.bp.blogspot.com/- Qgjjf4TIFaU/Tl227m8mLdI/AAAAAAAAAJQ/JZlZT8PJ8uk/s1600/IMG_4815 a.jpg Executive Summary ....................................................................................................................................... 5 1.1 Canada ................................................................................................................................................ 6 1.1.1 Distribution channels ................................................................................................................... 6 1.1.2. Importance of Hiring an Agent .................................................................................................... 8 1.1.3 Market trends: Beer ..................................................................................................................... 9 1.1.4. Market Trends: Distilled Spirits ................................................................................................. 14 1.1.5 Market associations and guilds .................................................................................................. 19 1.1.6 Local industry regulations .........................................................................................................
    [Show full text]
  • Consumer Staples | KOREA
    Consumer Staples | KOREA CONSUMER RELATED NOMURA FINANCIAL INVESTMENT Cara Song +82 2 3783 2328 [email protected] (KOREA) CO LTD Stacey Kim +82 2 3783 2333 [email protected] NEW THEME ANCHOR REPORT Finding younger markets Stocks for action Korea’s population isn’t getting any younger. With the absolute number of Koreans We recommend a switch from KT&G aged 25-49 having peaked in 2008, we believe the onus is on FMCG companies to and Hite to China plays such as Orion nurture new drivers before changing demographics start to impact growth in and Lock&Lock. Although Amorepacific established segments. To offset otherwise slowing volume growth, we look for Korean and LGHH have strong business players to expand addressable markets (tapping new segments and going for M&A), fundamentals, we are NEUTRAL, on shift to the premium end, and broaden footprints in China. Segments where growth unattractive valuations. prospects appear relatively good for Korean players are cosmetics and confectionary, Price Potential where we see resilient market volume expansion, a strong presence in China, and Stock Rating Price target upside success in premium brand strategies. But tobacco and liquor players with relatively Hite (103150 KS) REDUCE* 123,000 100,000 (18.7) weak brands and no growth base in China, such as KT&G and Hite, look exposed to KT&G (033780 KS) NEUTRAL 65,600 66,000 0.6 AP (090430 KS) NEUTRAL 1,130,000 1,120,000 (0.9) the effects of ageing in their home market. We like Lock&Lock and Orion for their LG HH (051900 KS) NEUTRAL 392,000 440,000 12.2 strong earnings prospects (30%-plus y-y in FY11F) underpinned by growth spurts in Orion (001800 KS) BUY 405,000 470,000 16.0 L&L (115390 KS) BUY 35,900 52,000 44.8 their China operations as well as relatively attractive valuations (20x FY11F P/E, 0.6x * Initiating coverage; pricing as of 4 January, 2011 FY11F PEG).
    [Show full text]
  • Hite Jinro (000080 KS) Food & Beverage
    December 9, 2011 Company Report Hite Jinro (000080 KS) Food & Beverage Daewoo Securities Co., Ltd. Implications of Oriental Brewery’s beer price hike Woon-mok Baek +822-768-4158 Hite Jinro likely to raise beer prices in early 2012 [email protected] Oriental Brewery, one of KoreaÊs two largest beer makers (along with Hite Jinro), Amy Lee announced that it would raise its ex-factory prices for beer products by an average of +822-768-3066 7.48%. The ex-factory price for a 500ml bottle of Cass beer (the companyÊs flagship [email protected] product) will increase by W76.42 (or 7.48%) to W1,098.22 (from W1,021.8). This will mark the first price hike since October 2009. Even though the increase will be smaller than the companyÊs initial target (10%), it still appears pretty significant. Hite Jinro is likely to follow suit in early 2012, in our view. The beer price hike has been widely expected since 1H in light of rising malt prices, higher distribution costs, and won depreciation. However, considering the governmentÊs inflation control efforts, this price hike (of a major consumer product) Buy (Maintain) seems especially meaningful. Before beer prices are hiked, the prices for most food and beverage products (excluding soju and tobacco) would have already gone up. Target Price (12M, W) 42,000 Share Price (12/08/11, W) 32,450 Impacts of a potential price hike on Hite Jinro’s earnings Expected Return (%) 29.4 EPS Growth (11F, %) 43.5 Hite JinroÊs beer business generated revenues of approximately W1.02tr in 2010.
    [Show full text]
  • The Recipe for F&B
    Analyst 한국희 3774-1474 [email protected] Monthly Update The Recipe for F&B: valuation Global / Food, Beverage and Tobacco Oct 30 2007 Vol. 6 강세장 Earnings Season: 엇갈린 주가 움직임 F&B Sector Performance <World> (%) 1M 3M 6M MSCI AC world 2.3 4.0 3.9 ■ 강세장을 소폭 아웃퍼폼 MSCI AC world F&B 2.4 6.8 3.7 지난 한달 간 글로벌 주식 시장은 강세를 지속. 글로벌 F&B 섹터는 벤치마크를 Relative Performance 0.1 2.8 (0.2) 소폭 아웃퍼폼함. 지역별로 MSCI AC world F&B, MSCI AP ex. Japan F&B, MSCI Korea F&B 각각의 상대 퍼포먼스는 0.1%, -1.3%, 6.9% 수준. 특별한 <AP ex. Japan> (%) 1M 3M 6M 지역적 특성은 두드러지지 않았음. MSCI AP ex. Japan 8.1 13.5 26.9 MSCI AC ex. Japan F&B 6.7 12.1 11.9 ■ 실적 시즌: 컨센서스 하향조정 기업들의 언더퍼폼 두드러짐 Relative Performance (1.3) (1.4) (15.1) 다소 특이했던 것은 1) Altria, JT 등의 tobacco sector 퍼포먼스가 상대적으로 양호. 이전 기간 주가 조정을 상당폭 회복하였음. 2) 반면 food sector의 수익 <Korea> (%) 1M 3M 6M 률 부진 지속됨. 3) 실적 시즌인만큼 컨센서스 하향조정이 대폭적으로 이루어진 MSCI Korea 5.7 4.0 28.7 기업들 (Hershey, Nissin Food 등)의 수익률 부진. MSCI Korea F&B 12.6 10.4 19.4 Relative Performance 6.9 6.3 (9.3) ■ Korean F&B: PER 밸류에이션 프리미엄 약 10% 미만으로 하락 10월 이후 한국 F&B 섹터의 밸류에이션 프리미엄은 급격히 하락하기 시작. 연 초 market 대비 70% 수준에서 지난 9월말 30% 수준으로 하락한 뒤, 현재 10% 미만으로 추가 하락.
    [Show full text]