Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Capital Markets

Organic Tea Cosmetics Holding / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/23576" target="_blank" data-smartkarma-citation="entities:23576:1"><strong>Organic Tea Cosmetics Holding</strong> (1436519D KS)</a> is a company based in Hong Kong and is readying to complete an IPO on the Korea Stock Market in October/November, 2016. Organic Tea Cosmetics is the third largest manufacturer of baby/children cosmetics and household products in China and has been aggressively taking away market share from <a href="https://www.smartkarma.com/entities/18417" target="_blank" data-smartkarma-citation="entities:18417:1">China Child Care Corp Ltd (1259 HK)</a> and Johnson &amp; Johnson (China). Organic Tea Cosmetics should be one of the major beneficiaries of China's two children policy. </p>

Organic Tea Cosmetics Holding (1436519D KS) is a company based in Hong Kong and is readying to complete an IPO on the Korea Stock Market in October/November, 2016. Organic Tea Cosmetics is the third largest manufacturer of baby/children cosmetics and household products in China and has been aggressively taking away market share from China Child Care Corp Ltd (1259 HK) and Johnson &amp; Johnson (China). Organic Tea Cosmetics should be one of the major beneficiaries of China's two children policy. 

Organic Tea Cosmetics Holding IPO Preview (A Bargain Sale?): Part I

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

Organic Tea Cosmetics Holdings Co., Ltd. develops and markets cosmetics and personal care items for babies and children.  The Company's products include moisturizing oil, cream, detergent, hair care products, etc.

Organic Tea Cosmetics Holding (900300 KS)

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Organic Tea Cosmetics Holding (900300 KS)

Organic Tea Cosmetics Holding IPO Preview (A Bargain Sale?): Part I

Organic Tea Cosmetics Holding (1436519D KS) is a company based in Hong Kong and is readying to complete an IPO on the Korea Stock Market in...

Douglas Kim

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)