Cosmax made 86.22 million units in July, its highest month this year and about triple its July 2021 output. First-quarter production came to 116% of the preceding fourth quarter, a ratio that stood at 91% in 2022.
Reality
- Evidence58
- Adoption70
- Hype gap+28
- Incentives52
- Confidence55
Individuals net sold 459.8 billion won across five semiconductor ETFs in the first eleven days of September and put 90.1 billion won into the gold, nuclear, battery and power funds credited with the rotation.
Reality
- Evidence58
- Adoption45
- Hype gap+32
- Incentives62
- Confidence55
APR says the radiofrequency microporation inside its Medicube Age-R Booster Pro X2 raised minoxidil deposition in animal skin, and it wants that delivery route to become a scalp and hair loss platform. The clinical work is still to come.
Reality
- Evidence45
- Adoption22
- Hype gap+38
- Incentives80
- Confidence45
Daiwa's tour covered two contract manufacturers, two brand owners and an aesthetics device maker. The foreign stakes already disclosed in the sector cluster inside a band 0.80 of a percentage point wide.
Reality
- Evidence40
- Adoption50
- Hype gap+20
- Incentives60
- Confidence42
Target's new beauty floor hands Korean indie brands 12 of 90 slots, which is a lease on a planogram rather than a moat, and the only numbers in the file are door counts and SKU counts, with no sell-through yet.
Reality
- Evidence42
- Adoption58
- Hype gap+32
- Incentives66
- Confidence45
Kolmar Korea's operating profit rose 50.2% in the second quarter and all three of Korea's big contract manufacturers set records. The margins say something more complicated.
Reality
- Evidence46
- Adoption74
- Hype gap+22
- Incentives68
- Confidence52