Olive Young Partners With Sephora to Target 500+ Stores With 19 Curated Korean Cosmetic Brands
Recent major partnership between Sephora and CJ Olive Young, the strong export growth of Korean cosmetics in 1H26, and the recent outperformance of...
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Primer: Cosmax Inc (192820 KS) - Aug 2026
World's Largest Cosmetics ODM: Cosmax is the global No. 1 Original Design Manufacturer (ODM) for cosmetics, serving as the innovation 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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Cosmax (192820 KS/Buy)Clearer Signs of a Margin Recovery Needed
For 4Q25, we expect Cosmax to post revenue of W566bn (+1% YoY) and operating profit of W38.1bn (-4% YoY), with both figures missing the consensus.
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Cosmax (192820 KS/Buy)Margins Disappoint Again
For 3Q25, Cosmax reported below-consensus results, with revenue of W585.6bn (+11% YoY) and operating profit of W42.7bn (-2% YoY).
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