Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

Haitai Confectionery & Foods / Equity Bottom-Up

<div class="content-highlight"><p><strong>Olympics is in full swing and the Korean ice cream makers just won a gold medal from the Korean government. The Korean Food &amp; Beverage regulator recently changed the ice cream pricing system in Korea which should help to improve the profitability of the Korean ice cream makers.</strong><strong>Previously, the ice cream market in Korea was based on "open based" pricing. Starting 9 August, the ice cream pricing is based on "fixed price" system.</strong></p></div><p>Under the previous "open based" pricing, there was no fixed price for…</p>

Olympics is in full swing and the Korean ice cream makers just won a gold medal from the Korean government. The Korean Food &amp; Beverage regulator recently changed the ice cream pricing system in Korea which should help to improve the profitability of the Korean ice cream makers.Previously, the ice cream market in Korea was based on "open based" pricing. Starting 9 August, the ice cream pricing is based on "fixed price" system.Under the previous "open based" pricing, there was no fixed price for…

Major Catalyst for Korean Ice Cream Makers - Change to Fixed Price System

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

Haitai Confectionery & Foods Co., Ltd. manufactures and markets confectionery products.  The Company offers candies, ice creams, snacks, biscuits, chocolates, and chewing gums as well as provides frozen foods such as dumplings, pizza, fried foods, and patties.

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Haitai Confectionery & Foods (101530 KS)

Major Catalyst for Korean Ice Cream Makers - Change to Fixed Price System

Olympics is in full swing and the Korean ice cream makers just won a gold medal from the Korean government. The Korean Food & Beverage...

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

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