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Consumer/Internet- Takeaways from Asia marketing: None-20260819
野村证券· 2026-08-19 16:23
Accessible version Consumer - Korea Consumer/Internet- Takeaways from Asia marketing Industry Overview Beauty - Consistently strong export Investors were incrementally more positive on the consistent strength in Korean beauty brands' export globally, largely driven by N America and Europe which triggered 2Q earnings surprise. On the potential catalysts, we highlighted that most brands 1) continue to grow in N America, 2) are at an early stage in EU, 3) could find additional opportunities in the underpenetra ...