1. What’s Happening with CNC International?
CNC International will hold an IR session on September 25th. This will be an opportunity to share their recent business performance and future vision, and address investor questions. They are expected to announce remarkable results, including a 12% increase in sales and a 55% surge in operating profit year-over-year.
2. Why Should Investors Pay Attention?
CNC International is a domestic leader in ‘lip makeup products’ and continues its robust growth, riding the growing ‘indie beauty’ market trend. However, there are factors that investors should be cautious of, such as financial burdens from convertible bond issuance and management changes.
3. Key Points to Check at the IR
- Synergy strategy with the new management team
- Convertible bond management and debt ratio mitigation strategy
- New product development and global market expansion strategy
- Strategies for managing exchange rate and raw material price volatility
- Shareholder return policy (dividends, etc.)
4. Investor Action Plan
Participate in the IR session to get answers to these key points and use the information to make informed investment decisions. The currently undervalued stock price (PER 6.74, PBR 0.34) may experience significant volatility depending on the IR outcome. It’s crucial to thoroughly assess the company’s growth potential and risk management capabilities.