Ulta Beauty Vs CJ Olive Young (Let the Rumble Begin)!
On 19 November, CJ Olive Young announced that it plans to open its first store in California in May 2026. Olive Young is likely to be a serious...
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Primer: CJ Corp (001040 KS) - Sep 2025
CJ Corp's valuation and growth are increasingly driven by its unlisted subsidiary, CJ Olive Young, which is capitalizing on the global K-beauty...
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CJ (001040 KS Aug 18, 2025) - CJ Olive Young Earnings Up; Growth Intact in 2H25
Reiterate Buy rating; raise TP 5.8% to W182,000 (reflecting NAV uplift). Earnings surprise driven by 20%-plus topline growth at CJ Olive Young
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Korea Surpasses France as Top Exporter of Cosmetics to the USA [CJ Olive Young - Key Beneficiary]
Korea surpassed France as the top exporter of cosmetics to the USA in 2024. We have raised our NAV valuation of CJ Corp to 207,713 won per share...
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Corporate Act Amendment Takes Unexpected Turn: Watch for Holdco Momentum Plays Post-June Election
Korea's Corporate Act amendment just took an unexpected turn. We should definitely keep an eye on momentum plays in local holding companies,...
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