Latest news with #Cosmax
Korea Herald
4 days ago
- Business
- Korea Herald
Korea's top beauty makers log record Q2 earnings
South Korea's two leading cosmetics contract manufacturers, Kolmar Korea and Cosmax, extended their momentum into the second quarter, posting record earnings on unrelenting global K-beauty demand. Kolmar Korea led the sector in revenue, crossing the 700 billion won ($503 million) mark for the first time. Sales rose 10.7 percent to 730.8 billion won, while operating profit edged up 2.4 percent to a record 73.5 billion won. The domestic cosmetics unit posted all-time highs, with revenue of 328.1 billion won and operating profit of 49 billion won, each up 11 percent from a year earlier. Sunscreen products, which made up 33 percent of cosmetics sales, and color cosmetics, up 45 percent on-year, were the main growth drivers, the company explained. In overseas markets, US sales rose 37 percent, though the unit posted a modest 200 million won loss. Chinese sales saw a slight decline due to weaker seasonal orders, while Canada returned to profit with 300 million won in earnings despite a drop in sales. On a similar trajectory, Cosmax topped the 600 billion won quarterly sales mark for the first time, with revenue up 13.1 percent on-year to 623.6 billion won. Operating profit rose 30.2 percent to a record 60.8 billion won. Domestic operations led the gains, with sales up 20.8 percent to 420.5 billion won and operating profit jumping 44.6 percent to 49.9 billion won. Much of the growth came from smaller-brand clients expanding into global markets, along with strong demand for mask packs and sun care products. Overseas results were mixed. China remained the largest market at 148.6 billion won in sales, though growth was flat amid a weak retail backdrop, while Thailand delivered the sharpest gain with revenue surging 124.1 percent. The US unit posted sales that fell from a year earlier but rebounded from the prior quarter. Both manufacturing powerhouses plan to carry their growth into the second half in the US by boosting responsiveness to local clients through their own production plants. 'In the US, we plan to lift profitability by serving new local brand clients,' a Cosmax official said.
Yahoo
05-08-2025
- Business
- Yahoo
3 Asian Stocks That May Be Priced Below Intrinsic Value In August 2025
As global markets grapple with renewed tariff tensions and economic uncertainties, Asian indices have also felt the impact, with some experiencing declines amid broader market volatility. In this environment, investors may find opportunities in stocks that appear to be priced below their intrinsic value, offering potential for growth despite the challenges. Top 10 Undervalued Stocks Based On Cash Flows In Asia Name Current Price Fair Value (Est) Discount (Est) Wuxi Zhenhua Auto PartsLtd (SHSE:605319) CN¥32.94 CN¥65.50 49.7% Suzhou Zelgen BiopharmaceuticalsLtd (SHSE:688266) CN¥112.65 CN¥223.99 49.7% Nanya Technology (TWSE:2408) NT$44.40 NT$87.23 49.1% Nan Ya Printed Circuit Board (TWSE:8046) NT$177.50 NT$351.52 49.5% Inspur Digital Enterprise Technology (SEHK:596) HK$10.40 HK$20.45 49.1% Insource (TSE:6200) ¥917.00 ¥1814.21 49.5% GEM (SZSE:002340) CN¥6.51 CN¥12.96 49.8% Finger (KOSDAQ:A163730) ₩13480.00 ₩26881.94 49.9% Faraday Technology (TWSE:3035) NT$158.00 NT$313.77 49.6% cottaLTD (TSE:3359) ¥441.00 ¥866.89 49.1% Click here to see the full list of 271 stocks from our Undervalued Asian Stocks Based On Cash Flows screener. Let's take a closer look at a couple of our picks from the screened companies. Cosmax Overview: Cosmax, Inc. is engaged in the research, development, production, and manufacturing of cosmetic and health functional food products both in Korea and internationally, with a market cap of ₩2.88 trillion. Operations: The company generates revenue primarily from its Cosmetics Sector, which amounts to ₩2.23 billion. Estimated Discount To Fair Value: 43.4% Cosmax appears undervalued, trading at ₩253,500, significantly below its estimated fair value of ₩448,068.1. Despite a slower revenue growth forecast of 12.7% annually compared to the market's 7.1%, earnings are expected to grow significantly at 25.5% per year, outpacing the Korean market's 22%. However, debt coverage by operating cash flow remains a concern despite high future return on equity projections of 26.8%. Recent events focused on enhancing business understanding in Southeast Asia may provide further insights into financial positioning. Our earnings growth report unveils the potential for significant increases in Cosmax's future results. Click here and access our complete balance sheet health report to understand the dynamics of Cosmax. WEILONG Delicious Global Holdings Overview: WEILONG Delicious Global Holdings Ltd, with a market cap of HK$30.27 billion, produces and sells spicy snack food in the People's Republic of China and internationally. Operations: The company's revenue is primarily derived from three segments: Vegetable Products (CN¥3.37 billion), Seasoned Flour Products (CN¥2.67 billion), and Bean-Based and Other Products (CN¥228.69 million). Estimated Discount To Fair Value: 43.8% WEILONG Delicious Global Holdings is trading at HK$12.45, significantly below its estimated fair value of HK$22.15, suggesting undervaluation based on cash flows. Despite a revenue growth forecast of 15.2%, slower than 20% but above the Hong Kong market's 8.1%, earnings are set to grow at 17.24% annually, surpassing the market's 10.7%. However, significant insider selling and dividends not well covered by free cash flows pose potential concerns for investors. Our expertly prepared growth report on WEILONG Delicious Global Holdings implies its future financial outlook may be stronger than recent results. Take a closer look at WEILONG Delicious Global Holdings' balance sheet health here in our report. Xiangyu MedicalLtd Overview: Xiangyu Medical Co., Ltd focuses on the research, development, manufacturing, and marketing of rehabilitation and physiotherapy equipment, with a market cap of CN¥8.24 billion. Operations: The company's revenue segment is primarily derived from its Medical Devices division, generating CN¥760.48 million. Estimated Discount To Fair Value: 10.3% Xiangyu Medical Ltd., trading at CN¥53.43, is below its fair value estimate of CN¥59.57, presenting an undervaluation opportunity based on cash flows. With earnings poised to grow significantly at 32.39% annually, outpacing the Chinese market's 23.7%, it offers robust growth prospects despite a low forecasted return on equity of 9.4%. However, profit margins have declined from last year and recent share price volatility may concern investors. The growth report we've compiled suggests that Xiangyu MedicalLtd's future prospects could be on the up. Click here to discover the nuances of Xiangyu MedicalLtd with our detailed financial health report. Next Steps Investigate our full lineup of 271 Undervalued Asian Stocks Based On Cash Flows right here. Already own these companies? Bring clarity to your investment decisions by linking up your portfolio with Simply Wall St, where you can monitor all the vital signs of your stocks effortlessly. Enhance your investing ability with the Simply Wall St app and enjoy free access to essential market intelligence spanning every continent. Looking For Alternative Opportunities? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KOSE:A192820 SEHK:9985 and SHSE:688626. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
20-07-2025
- Business
- Yahoo
3 Asian Stocks Estimated To Be Trading Up To 39.1% Below Intrinsic Value
As Asian markets navigate a landscape marked by political uncertainties and trade tensions, investors are increasingly looking for opportunities that promise value amidst volatility. Identifying stocks trading below their intrinsic value can be a prudent strategy in such an environment, offering potential upside as market conditions stabilize. Top 10 Undervalued Stocks Based On Cash Flows In Asia Name Current Price Fair Value (Est) Discount (Est) PropNex (SGX:OYY) SGD1.34 SGD2.67 49.7% Medy-Tox (KOSDAQ:A086900) ₩163000.00 ₩322233.66 49.4% Mandom (TSE:4917) ¥1427.00 ¥2828.12 49.5% Lucky Harvest (SZSE:002965) CN¥35.75 CN¥70.35 49.2% Japan Eyewear Holdings (TSE:5889) ¥2151.00 ¥4222.53 49.1% HL Holdings (KOSE:A060980) ₩41300.00 ₩81736.71 49.5% Cosmax (KOSE:A192820) ₩243000.00 ₩483155.97 49.7% Astroscale Holdings (TSE:186A) ¥673.00 ¥1324.01 49.2% ALUX (KOSDAQ:A475580) ₩11490.00 ₩22617.71 49.2% Accton Technology (TWSE:2345) NT$798.00 NT$1590.11 49.8% Click here to see the full list of 255 stocks from our Undervalued Asian Stocks Based On Cash Flows screener. Let's take a closer look at a couple of our picks from the screened companies. GC Biopharma Overview: GC Biopharma Corp. is a biopharmaceutical company that develops and sells pharmaceutical drugs both in South Korea and internationally, with a market cap of approximately ₩1.75 trillion. Operations: The company's revenue primarily comes from the manufacturing and sales of pharmaceuticals, totaling ₩1.65 trillion, complemented by ₩200.20 million from diagnosis and analysis of samples, etc. Estimated Discount To Fair Value: 38.4% GC Biopharma is trading at 38.4% below its estimated fair value, highlighting its potential as an undervalued stock based on cash flows. Despite a low forecasted return on equity of 4.3%, the company has become profitable this year with significant earnings growth expected to outpace the KR market. Recent product approvals and trials, such as BARYCELA's entry into Vietnam and Hunterase's promising Phase 3 results, bolster revenue prospects amidst robust sector demand. Upon reviewing our latest growth report, GC Biopharma's projected financial performance appears quite optimistic. Navigate through the intricacies of GC Biopharma with our comprehensive financial health report here. Beijing Kawin Technology Share-Holding Overview: Beijing Kawin Technology Share-Holding Co., Ltd. is a biopharmaceutical company that offers treatment solutions for viral and immune diseases in China, with a market cap of CN¥5.38 billion. Operations: The company's revenue primarily comes from its Medicine Manufacturing segment, which generated CN¥1.25 billion. Estimated Discount To Fair Value: 39.1% Beijing Kawin Technology Share-Holding is trading 39.1% below its estimated fair value of CN¥52.74, presenting it as an undervalued stock based on cash flows. Despite a forecasted earnings growth of 20.67% per year, which is slower than the market average, revenue growth at 20% annually outpaces the market's 12.5%. Recent Q1 results show increased sales and net income compared to last year, although dividends remain minimally covered by free cash flows. The analysis detailed in our Beijing Kawin Technology Share-Holding growth report hints at robust future financial performance. Click to explore a detailed breakdown of our findings in Beijing Kawin Technology Share-Holding's balance sheet health report. Rayhoo Motor DiesLtd Overview: Rayhoo Motor Dies Co., Ltd. designs, develops, manufactures, and sells stamping dies and auto welding lines both in China and internationally, with a market cap of CN¥8.59 billion. Operations: Rayhoo Motor Dies Ltd generates its revenue from the design, development, manufacturing, and sale of stamping dies and auto welding lines across domestic and international markets. Estimated Discount To Fair Value: 32.3% Rayhoo Motor Dies Ltd. trades at 32.3% below its estimated fair value of CNY 60.66, highlighting its undervaluation based on cash flows. Despite earnings growth forecasts of 21.8% annually, slightly below the market average, revenue is expected to grow robustly at 25.8%, surpassing the market's rate. Recent Q1 results show significant sales and net income increases year-on-year, though dividends are not well covered by free cash flows. Our comprehensive growth report raises the possibility that Rayhoo Motor DiesLtd is poised for substantial financial growth. Unlock comprehensive insights into our analysis of Rayhoo Motor DiesLtd stock in this financial health report. Where To Now? Embark on your investment journey to our 255 Undervalued Asian Stocks Based On Cash Flows selection here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Invest smarter with the free Simply Wall St app providing detailed insights into every stock market around the globe. Ready To Venture Into Other Investment Styles? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KOSE:A006280 SHSE:688687 and SZSE:002997. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Korea Herald
26-04-2025
- Business
- Korea Herald
Korean sunscreen flying off US shelves amid tariff fears
Korean giants Kolmar, Cosmax expand sunscreen production in US, aiming to navigate FDA rules, minimize tariff risks Amid the US government's tariff-fueled standoff with the rest of the world, some Americans appear to be stockpiling imported goods in anticipation of looming price hikes. Among the more unlikely items flying off the shelves are Korean-made sunscreen brands, which have quietly built a cult following in the United States. According to a report last week by The Washington Post, Korean sunscreen ranks among the most hoarded consumer goods amid tariff fears, based on data gleaned from social media posts and online message boards. Lauding Korean sunscreen for superior performance, the paper highlighted three standout qualities: reliable UV protection, lightweight textures and compatibility with layered cosmetics. The article even suggests Korean sunscreen formulations make their American counterparts seem about as good as scrambled eggs for preventing sun damage. 'Looming tariff measures on Korean imports appear to have nudged American consumers to stockpile Korean sunscreens, which are regarded as superior in both quality and affordability compared to their US counterparts,' said an industry official. Another concern driving American consumers' panic buying stems from Korean brands like Skin1004 and Beauty of Joseon pulling products from the US market earlier this year. The move was part of an effort to reformulate and therefore reduce long-term risks of noncompliance with US regulations. In the US, sunscreen is classified by the Food and Drug Administration as an over-the-counter drug, making it subject to stricter regulations than cosmetics. Yet, according to industry insiders, under the current tariff framework, which exempts imported pharmaceuticals from "reciprocal" tariff measures, not all Korean over-the-counter sun care products qualify for the exemption. Depending on the product type, some sunscreen products are still classified as cosmetics and remain subject to standard import tariffs. 'Even if additional tariffs are imposed, sales are unlikely to decline,' the official noted, pointing out that Korean products have established a reputation for quality and reliability among consumers. In a report released by Samsung Securities, US-bound Korean cosmetics exports have showed continued growth, rising 46 percent on-year in 2023 and 52 percent the following year. Korean sun care products alone are projected to post a 43 percent on-year surge in US e-commerce sales this year, the report stated. According to the US International Trade Commission last year, Korean cosmetics exports to the US reached $1.71 billion, a figure surpassing long-standing beauty powerhouse France, which recorded $1.26 billion in exports. As demand for Korean sunscreens heats up, manufacturers are shifting into overdrive. Kolmar Korea, an original design manufacturer responsible for producing the majority of Korean sunscreen products, plans to double its sunscreen and skin care production to 300 million units by ramping up operations at its US plants. It saw an 88 percent on-year surge in US-bound over-the-counter sunscreen products last year. Another major Korean original design manufacturer, Cosmax projected that its sunscreen production at facilities in both Korea and the US will more than triple this year compared to last, as four times as many clients plan to enter the over-the-counter sunscreen market. 'With an integrated collaboration system between our US subsidiary and Korean headquarters, we are meeting growing client demand through a dedicated OTC division,' a Cosmax official said. Meanwhile, Korea's No. 1 cosmetics company Amorepacific is weighing the possibility of building its own manufacturing facilities in the US. Recently, CEO Kim Seung-hwan told Bloomberg TV that the company plans to invest in logistics and modular manufacturing infrastructure in the United States within the next three to five years.
Korea Herald
17-04-2025
- Business
- Korea Herald
Korean sunscreen flying off US shelves amid tariff fears
Korean giants Kolmar, Cosmax expand sunscreen production in US, aiming to navigate FDA rules, minimize tariff risks Amid the US government's tariff-fueled standoff with the rest of the world, some Americans appear to be stockpiling imported goods in anticipation of looming price hikes. Among the more unlikely items flying off the shelves are Korean-made sunscreen brands, which have quietly built a cult following in the United States. According to a report last week by The Washington Post, Korean sunscreen ranks among the most hoarded consumer goods amid tariff fears, based on data gleaned from social media posts and online message boards. Lauding Korean sunscreen for superior performance, the paper highlighted three standout qualities: reliable UV protection, lightweight textures and compatibility with layered cosmetics. The article even suggests Korean sunscreen formulations make their American counterparts seem about as good as scrambled eggs for preventing sun damage. 'Looming tariff measures on Korean imports appear to have nudged American consumers to stockpile Korean sunscreens, which are regarded as superior in both quality and affordability compared to their US counterparts,' said an industry official. Another concern driving American consumers' panic buying stems from Korean brands like Skin1004 and Beauty of Joseon pulling products from the US market earlier this year. The move was part of an effort to reformulate and therefore reduce long-term risks of noncompliance with US regulations. In the US, sunscreen is classified by the Food and Drug Administration as an over-the-counter drug, making it subject to stricter regulations than cosmetics. Yet, according to industry insiders, under the current tariff framework, which exempts imported pharmaceuticals from "reciprocal" tariff measures, not all Korean over-the-counter sun care products qualify for the exemption. Depending on the product type, some sunscreen products are still classified as cosmetics and remain subject to standard import tariffs. 'Even if additional tariffs are imposed, sales are unlikely to decline,' the official noted, pointing out that Korean products have established a reputation for quality and reliability among consumers. In a report released by Samsung Securities, US-bound Korean cosmetics exports have showed continued growth, rising 46 percent on-year in 2023 and 52 percent the following year. Korean sun care products alone are projected to post a 43 percent on-year surge in US e-commerce sales this year, the report stated. According to the US International Trade Commission last year, Korean cosmetics exports to the US reached $1.71 billion, a figure surpassing long-standing beauty powerhouse France, which recorded $1.26 billion in exports. As demand for Korean sunscreens heats up, manufacturers are shifting into overdrive. Kolmar Korea, an original design manufacturer responsible for producing the majority of Korean sunscreen products, plans to double its sunscreen and skin care production to 300 million units by ramping up operations at its US plants. It saw an 88 percent on-year surge in US-bound over-the-counter sunscreen products last year. Another major Korean original design manufacturer, Cosmax projected that its sunscreen production at facilities in both Korea and the US will more than triple this year compared to last, as four times as many clients plan to enter the over-the-counter sunscreen market. 'With an integrated collaboration system between our US subsidiary and Korean headquarters, we are meeting growing client demand through a dedicated OTC division,' a Cosmax official said. Meanwhile, Korea's No. 1 cosmetics company Amorepacific is weighing the possibility of building its own manufacturing facilities in the US. Recently, CEO Kim Seung-hwan told Bloomberg TV that the company plans to invest in logistics and modular manufacturing infrastructure in the United States within the next three to five years.
