Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

Takasago International / Equity Bottom-Up

<ul>
<li>Takasago International (4914 JP) is the number one player in Japan/Asia in the Flavor and Fragrance business.</li>
<li>The company's dividend yield also increased sharply from 2.2% in FY24 to 3.8% in FY25, on the back of strong growth in earnings and solid dividend payout (35% in FY25).</li>
<li>Core customers of the company (Nestlé, Procter &amp; Gamble, Coca-Cola, L’Oréal, Unilever, Kao, and Suntory) are very careful and cautious in terms of what companies they buy these products from.</li>
</ul>


Takasago International (4914 JP) is the number one player in Japan/Asia in the Flavor and Fragrance business.
The company's dividend yield also increased sharply from 2.2% in FY24 to 3.8% in FY25, on the back of strong growth in earnings and solid dividend payout (35% in FY25).
Core customers of the company (Nestlé, Procter &amp; Gamble, Coca-Cola, L’Oréal, Unilever, Kao, and Suntory) are very careful and cautious in terms of what companies they buy these products from.


Asian Dividend Gems: Takasago International Corporation