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Korean cosmetics ODM with record Q2 revenue of 794.9 billion won; its Korean unit topped 500 billion won for the first time and its U.S. unit turned a first-ever profit.
No evidence-backed relationships are recorded.
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
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
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.
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Seven-month exports reached $414.36 million, but a hydrogel line costs roughly $360,000 and needs 20 to 30 trained workers. Yield per line, not demand, is the variable worth underwriting.
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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