2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Primer: Amorepacific Holdings (002790 KS) - Aug 2026
Amorepacific is successfully executing a strategic pivot to diversify its geographic exposure, with strong growth in North America, Europe, and...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Giant Biogene Placement - Has Been Doing Well but Doesn’t Need the Cash
Giant Biogene (2367 HK) aims to raise up to US$205m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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[2026 Outlook] CosmeticsExpanding beyond Gen Z and into the mainstream
Until now, K-beauty growth has been led primarily by online channels. Amazon has served as the core overseas sales channel, while TikTok Shop has...
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