Global Consumer Thinker#2: Korea Cosmetics Part II
Global Consumer Thinker #1-#3 features Korea Cosmetics in three parts.Part I: How long-term fundamentals are evolving.Part II: Is China growth a...
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Global Consumer Thinker#1: Korea Cosmetics
Global Consumer Thinker #1 features Korea Cosmetics.The high-growth era of the sector seems to have lost its glamour for the next 1-2 years until...
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MediSetter Interview: Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
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SillaJen's December IPO: Valuation, Growth Expectation and IPO Timing
SillaJen Biotherapeutics (established in 2006) is indeed a rare breed in Korean pharmaceutical world. It is not a generic drug maker. It is not a...
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CV Note: JayJun Cosmetic (025620 KS)
"Enfant Terrible Offers Formidable Top-Line Growth and Market Diversification" Specialized mask pack cosmetic maker JayJun Cosmetic (025620 KS) was...
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