Hana Financial Investment | 2018.03.12
Weekly review and investment strategy
- F & B sector index is 0.1% p outperformed by the Jeonju KOSPI
- Orion + 8.3% (expects improvement in Chinese subsidiary earnings), Ottogi + 5.3% (4Q17 fair), Lotte Food + 4.3% (dividend increase) and Nongshim + 3.5% CJ CheilJedang + 1.4% (low price buying) and daily dairy + 1.4% (low price buying)
- Sammyung Foods -5.2% (Samyang USA lawsuit noise), Pulmuone -3.7% (profit selling), Dongwon F & B -3.4% (worries about cost burden in 1Q)
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