Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hard to say 100% as unable to translate but mentions EFSA 13.5 next to the pics with tomatoes.
https://cqzicai.com/goods.php?id=581
and here is a questionnaire that goes with the product.
Water-soluble tomato extract mentioned at point 7
https://www.wjx.cn/jq/26425919.aspx
A little more info on the product.
http://www.cofcotomato.com/health/170.html
COFCO Tunhe Tomato Co., Ltd. (referred to as COFCO Tomato) is the relative holding company of COFCO Tunhe Sugar Co., Ltd. Its main business are the processing of tomato and other fruit and vegetable products.
http://www.cofcotomato.com/en/index
http://www.cofco.com/en/Investors/COFCOTunhe/
Cofco tomato products
https://tunhe.world.tmall.com/shop/view_shop.htm
Note some have Blue Cap. Will they Blue Cap this product????
Need to do a bit more digging but this could be the patent for the product
https://patentscope.wipo.int/search/en/detail.jsf?docId=CN228767168&tab=NATIONALBIBLIO&_cid=P22-KBVSTO-26058-1
https://www.cofcointernational.com/
You would think it worthy of mention from pxs , especially if they are already selling even without blue cap !
There have been other products with ff in china without blue cap.
Not sure it needs an RNS
Gixer maybe not an Rns but something on the news page like Bom Korea, or livextra yang
Sorry, picked your post up wrong .
Can't disagree with you.
thanks Gixer, this is a great find, COFCO is a absolute giant in China, also the new product definitely contains FF because i can read Chinese:)
you are keeping the bb alive, and thanks again for your excellent research.
also, this new product seems to be made in Holland
Looks like this has nothing to do with Byhealth so I assume it s One of the other ongoing projects, “ The Company will provide scientific and technical support for Fruitflow® to DSM and BY-HEALTH throughout the collaboration.
We have a number of other ongoing projects in progress in China.”.
I don't think this has anything to do with By Health, and COFCO is much larger than By Health, although it is not listed in any market due to the government background, it was worth 60 billion USD back in 2015
If it wasn't for Gixer we would know absolutely nothing at all. Company communication is exceptionally poor.
Almost as if pxs doesn't want us know, or buy their shares...
Thanks fixer!
Thanks for the confirming that davidxie.
"At present, COFCO has total assets of 560.6 billion RMB, an annual revenue of 471.1 billion RMB" so its no small fry :)
http://www.cofco.com/en/AboutCOFCO/
https://en.wikipedia.org/wiki/COFCO_Group
and don't mention the CC word
http://www.cofco.com/en/BrandProduct/COFCOCocaCola/
Ooops! to late lol
Meant gixer obvs...
Thanks Gixer ,that’s about £53b revenue . Massive company on a global platform , is this one of the global companies our bod has refered to for the last few years !
Think it must be sphinx.
On revenue cofco are actually bigger than Unilever .
Hi gixer. Wow! Thanks. I can see a few of the products are Bluehat. Is Fruitflow just in the soy & goat milk powder product? A bit of a shame Fruitflow isn't mentioned on the box? Is it still called Fruitflow in this product? I would have thought it more appropriate it was in some of the more tomato supplement products? I stand to be corrected as it's hard to understand due to language barrier. You are a top man. Thanks for your work. Sock.
Sock, It seems to be referred to as water soluble tomato extract in the product. Maybe davidxie could help with the translation.
As for your other question i dont know.
Blue cap.... yes, it would be good if we had another Co applying
tried to zoom in the pictures on the website but still can't see the ingredients clearly, anyway, I believe they will put down ??? as this is what they brand Fruitflow in China.
Again, very excited about Fruitflow is adopted by COFCO, massive household name in China
oops, it seems that LSE does not support Chinese characters, the Chinese i typed is shown as ???
Hi davidxie. Thank u! So, it's not branded 'Fruitflow' in China? Also, I don't want to be seen as being negative since I'm positive about the sheer potential of Fruitflow, but how well do you think the soy & goat milk powder will sell in China? Given your knowledge of China, will it sell big? What kind of numbers can we expect? Is this the sort of product that will be in supermarkets & health shops throughout China? What sales channels do you envisage? Thank u in advance. The more we get our heads together on this new product, then we have a better idea as to whether this is a game changer or not! Sock.
numbers? I'm going to go with 5 brazillion...
As Gixer has mentioned old acquaintances may be renewed with this deal , potential is massive. Https://www.cofco.com/en/BrandProduct/COFCOCocaCola/
hi Sock, as majority of Chinese does not speak or read English, it will make sense to give it a Chinese name in order to market the product
https://translate.google.com/translate?hl=en&sl=auto&tl=en&u=http%3A%2F%2Fwww.foodaily.com%2Fcorpnews%2Fshow.php%3Fitemid%3D3605
soy & goat milk powder is relatively new concept in china, the market size of goat milk powder for adult is only 7 billion RMB (800 million GBP equivalent) in china in 2019 with annual growth of about 20%, so it is still a niche market in chinese terms. COFCO is one of the most trusted companies in china, their business pretty much cover every aspect of day to day life, real estate, meat, wine and spirit, agricultural products, biotech and also the biggest milk company in china, they own 13 public listed companies, the product gixer found is marketed by one of these 13 companies. Their products are literally everywhere in china, majority of supermarkets, mega stores or pharmacy stores do give sizable space for nutritional products like these, it can be available at a lot of places within a short period of time. Their online channel is also strong as they have stores set up in both TMALL and JD.com (these two are the chinese version of Amazon, every chinese use one or the other in their daily life). I guess what i am trying to say here is that the sales channels are there and it is down to whether the company want to give it a big push. however, i personally don't think this product will be a massive seller and hard to put down a number but the connection with COFCO makes me very excited.
in addtion, below is anther product that is currently available in the chinese market,i am sure gixer has already covered this before but just want to point out that the company behind this product is also a big company
http://www.100xlg.com/goods.php?id=160
http://www.sinofn.com/col.jsp?id=110
have a good weekend all