Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul><li>We highlight 9 major new innovative products in the Korean F&amp;B sector introduced in the past six months that are having significant impact on the consumer buying patterns.  </li><li>Bottom line is that the companies that are introducing innovative food products that consumers like often end up with higher share prices. Average share prices of the eight companies with new, recent innovative food products (excluding <a href="https://www.smartkarma.com/entities/22709" target="_blank" data-smartkarma-citation="entities:22709">Haitai Confectionery &amp; Foods</a> , which has had a phenomenal post IPO performance) are up 2% YTD, outperforming KOSPI which is down 0.3% YTD. </li><li>Recent, new innovative products in the Korean F&amp;B sector include <a href="https://www.smartkarma.com/entities/7615" target="_blank" data-smartkarma-citation="entities:7615">Orion Corp</a> 's Choco Banana Pie, <a href="https://www.smartkarma.com/entities/22709" target="_blank" data-smartkarma-citation="entities:22709">Haitai Confectionery &amp; Foods</a> 's Takoyaki Balls, <a href="https://www.smartkarma.com/entities/1970" target="_blank" data-smartkarma-citation="entities:1970">Cj Cheiljedang Corp</a> 's Petitzel Eclair, and <a href="https://www.smartkarma.com/entities/16050" target="_blank" data-smartkarma-citation="entities:16050">Lotte Confectionery Co Ltd</a> 's Mongshell Choco Banana. </li></ul>

We highlight 9 major new innovative products in the Korean F&amp;B sector introduced in the past six months that are having significant impact on the consumer buying patterns.  Bottom line is that the companies that are introducing innovative food products that consumers like often end up with higher share prices. Average share prices of the eight companies with new, recent innovative food products (excluding Haitai Confectionery &amp; Foods , which has had a phenomenal post IPO performance) are up 2% YTD, outperforming KOSPI which is down 0.3% YTD. Recent, new innovative products in the Korean F&amp;B sector include Orion Corp 's Choco Banana Pie, Haitai Confectionery &amp; Foods 's Takoyaki Balls, Cj Cheiljedang Corp 's Petitzel Eclair, and Lotte Confectionery Co Ltd 's Mongshell Choco Banana. 

Innovative Foods = Portfolio Outperformance

South Korea

Monalisa Co., Ltd. manufactures and sells household sanitary paper including rolled toilet paper, cosmetic tissues, kitchen towels, and diapers.  The Company also sells semi finished raw paper used in toilet paper manufacturing.

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Monalisa Co Ltd (012690 KS)

Innovative Foods = Portfolio Outperformance

We highlight 9 major new innovative products in the Korean F&B sector introduced in the past six months that are having significant impact on...

Douglas Kim

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