F&F (383220 KS/Buy)Turning the Corner
For 3Q25, F&F reported above-consensus results, with revenue of W474.3bn (+5% YoY) and operating profit of W128bn (+18% YoY).
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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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Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals
This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2026
In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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M&A Battle for TaylorMade
We labeled this article as Bearish due to concerns about F&F getting into this M&A battle for TaylorMade in the first place which could result in...
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