Friday, October 18, 2013
OSIM
OSIM: In channel checks, CS found uInfinity (super premium category) appears to be a clear hit with customers, and OSIM appears to have hit the sweet spot in the budget (uAngel), premium (uDivine) and super premium category, widening the competition gap. uAngel is the most popular with 2-4 week waiting times at many stores, whilst uInfinity appears to be more popular than uDivine.
On uInfinity’s success and uAngel’s momentum, CS maintains O/PF with TP unchanged at $2.20
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