Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Korea Sector ETFs Weekly #1 [Week Ending 14 August 2026]

Korean Government Confirms Visa-Free Entry of Group Tourists from China to South Korea

Goodai Global (Unlisted) - The Most Aggressive M&A Player in the Korean Cosmetics Industry

Launch of the First CJ Olive Young Cosmetics Store in Pasadena, CA - Why Is This A Key Catalyst?

Ulta Beauty Vs CJ Olive Young (Let the Rumble Begin)!

CJ (001040 KS Aug 18, 2025) - CJ Olive Young Earnings Up; Growth Intact in 2H25

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Sephora recently announced that 19 OLIVE YOUNG curated Korean cosmetic brands will become available at 500+ Sephora stores in the U.S. and at Sephora.com.</li>
<li>Unlike the semiconductor sector where the industry cyclicality is highly volatile, the global consumers' preference for Korean cosmetics could well last much longer for the next 3-5 years. </li>
<li>Korean cosmetics exports reached a record high of $7.0 billion in 1H 2026, up 27.3% YoY. The primary export destinations were the US at $1.45 billion (up 41.5% YoY).</li>
</ul>


Sephora recently announced that 19 OLIVE YOUNG curated Korean cosmetic brands will become available at 500+ Sephora stores in the U.S. and at Sephora.com.
Unlike the semiconductor sector where the industry cyclicality is highly volatile, the global consumers' preference for Korean cosmetics could well last much longer for the next 3-5 years. 
Korean cosmetics exports reached a record high of $7.0 billion in 1H 2026, up 27.3% YoY. The primary export destinations were the US at $1.45 billion (up 41.5% YoY).


Olive Young Partners With Sephora to Target 500+ Stores With 19 Curated Korean Cosmetic Brands

Cosmax Inc

Olive Young Partners With Sephora to Target 500+ Stores With 19 Curated Korean Cosmetic Brands