Monday, January 3, 2011

OSIM - Osim +1.8%; China buy in line with strategy - OCBC

Stock Name: OSIM
Company Name: OSIM INTERNATIONAL LTD
Research House: OCBC


Osim International (O23.SG) is up 1.8% at $1.67, outperforming the broader market amid a positive reaction to the massage chair maker’s strategic acquisition in China.



Osim announces it has purchased a 19.03% stake in Hong Ming (China) for US$313,585, raising its total effective stake in Hong Ming to 30.0%. Osim says Hong Ming is one of the R&D arms of associated company Daito-OSIM Healthcare and that the buy is accretive but not expected to have any material impact on EPS and NTA for FY10. 


As such, OCBC keeps its Hold rating and $1.68 fair value estimate in tact, but says the acquisition will further strengthen the partnership between the companies. 

“OSIM had previously stated that it is looking to develop its specialty retail outlets for personal care and sports-related products in China. Hence we view this move positively as it is in sync with Osim’s strategy to innovate new products.” Resistance is likely at the multi-year high of $1.73, hit December 9.

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