Update on Korean Cosmetics Industry
Update on Korean cosmetics industry Adding to Ally Park’s fantastic notes regarding the Korean cosmetics industry, I wanted to follow up with some...
CTK Cosmetics (Part 2) Valuation Analysis - Biggest Korean Cosmetics IPO in 2017
CTK Cosmetics is the biggest IPO in the Korean cosmetics sector in 2017. Bookbuilding starts on November 20th and it should be in strong demand...
Organic Tea Cosmetics Holding IPO Preview (A Bargain Sale?): (Part 2)
We expect the company to generate sales of 876.5 million RMB in 2016 (up 16.2% YoY) and 1,003.6 million RMB in 2017 (up 14.5% YoY). The company's...
Englewood Lab IPO Preview (Part 2) - Valuation Analysis
Our comparable companies valuation analysis suggests a 61% upside for Englewood Lab shares over a one-year period. We used five leading...
Innovative Foods = Portfolio Outperformance
We highlight 9 major new innovative products in the Korean F&B sector introduced in the past six months that are having significant impact on...
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