Global Consumer Thinker#1: Korea Cosmetics
Global Consumer Thinker #1 features Korea Cosmetics.The high-growth era of the sector seems to have lost its glamour for the next 1-2 years until...
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Reduce Amorepacific After 29% Gain with Bullish Bigger Picture
In our March 20 weekly we featured a buy call in Amorepacific at 278k, at that time we had a target of 342-358k. Mature bull divergence was...
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Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
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Strong Chinese Purchases of Korean Cosmetics Online in 1Q17
The e-commerce data in Korea in 1Q17 suggested a strong purchase of Korean made products through online means from overseas, especially for Korean...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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