2022 Olympics in Beijing, 2018 Olympics in Pyeongchang, & THAAD - Quid Pro Quo

Global Consumer Thinker#2: Korea Cosmetics Part II

Global Consumer Thinker#3: Korea Cosmetics-Part III

China's THAAD Retaliation Is Getting Worse, Not Better

Global Consumer & Healthcare. Korea/Asia focused.

Ally Park

Quiddity Advisors

Pan-Asia Catalysts/Events

Thematic (Sector/Industry)

South korea Consumer staples / Thematic (Sector/Industry)

This is one of series of WWH (combining the initials of What's Going On, Why It Matters and How We Position), a shorter note format to Marsilea Research Group's sector research, discussing more time-sensitive current events, interesting findings, and implications on relevant stocks.  <h2>What’s Going On</h2>According to the KDFA (Korea Duty Free Association), total duty free sales in September increased 31% yoy to USD1.2 billion. While sales to domestic tourists and foreign tourists increased, 9% and 40%…

This is one of series of WWH (combining the initials of What's Going On, Why It Matters and How We Position), a shorter note format to Marsilea Research Group's sector research, discussing more time-sensitive current events, interesting findings, and implications on relevant stocks.  What’s Going OnAccording to the KDFA (Korea Duty Free Association), total duty free sales in September increased 31% yoy to USD1.2 billion. While sales to domestic tourists and foreign tourists increased, 9% and 40%…

WWH Series- Caution on Trick Eye Effect