Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul><li>In this report, we highlight nine new, innovative products in the Korean F&amp;B sector introduced in 2017 that are having significant impact on the consumer buying patterns. This report is Part II of the Innovative Foods series in Korea (<a href="https://www.smartkarma.com/insights/innovative-foods-portfolio-outperformance" target="_blank" data-smartkarma-citation="insights:3891">Innovative Foods = Portfolio Outperformance</a>).</li><li>Recent, new innovative products in the Korean F&amp;B sector include Hitejinro's Filite, Orion Corp's Kobbuk Chips, Nongshim's instant noodles without soup, and Binggrae's Yellow Cafe Salted Lattes.  </li><li>Product innovation is one of several critical factors that impact share price performance of a stock. In the Korean F&amp;B sector, companies such as <a href="https://www.smartkarma.com/entities/7615" target="_blank" data-smartkarma-citation="entities:7615:1">Orion Corp (001800 KS)</a> and Maeil Dairy Industry (267980) that have introduced innovative foods &amp; beverages combined with a change into a Holdco organizational structure have been superior outperformers. For example, Orion Corp and Maeil Dairy Industry are up 33% on average YTD. The eight companies with innovative products in 2017 that we include in this report are up 17.4% on average YTD.</li></ul>

In this report, we highlight nine new, innovative products in the Korean F&amp;B sector introduced in 2017 that are having significant impact on the consumer buying patterns. This report is Part II of the Innovative Foods series in Korea (Innovative Foods = Portfolio Outperformance).Recent, new innovative products in the Korean F&amp;B sector include Hitejinro's Filite, Orion Corp's Kobbuk Chips, Nongshim's instant noodles without soup, and Binggrae's Yellow Cafe Salted Lattes.  Product innovation is one of several critical factors that impact share price performance of a stock. In the Korean F&amp;B sector, companies such as Orion Corp (001800 KS) and Maeil Dairy Industry (267980) that have introduced innovative foods &amp; beverages combined with a change into a Holdco organizational structure have been superior outperformers. For example, Orion Corp and Maeil Dairy Industry are up 33% on average YTD. The eight companies with innovative products in 2017 that we include in this report are up 17.4% on average YTD.

Innovative Foods = Portfolio Outperformance (II)

<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

Samyang Foods Co., Ltd. manufactures instant and processed food products, such as noodles, snacks, cooking oil, and feed.  The Company also produces dairy goods including milk, cheese, and ice cream.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Samyang Foods (003230 KS)

Innovative Foods = Portfolio Outperformance (II)

In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...

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)