Korean beauty and consumer goods companies like API and Dalba Global have strong product portfolios and are successfully globalizing, maintaining market share through diversified products. He thinks highly of these two companies, noting that global platform sales (Amazon, Rakuten) and export data provide real-time confirmation of demand, and that continued market share growth supports valuation.
Korean beauty and consumer goods companies like API and Dalba Global have strong product portfolios and are successfully globalizing, maintaining market share through diversified products. He thinks highly of these two companies, noting that global platform sales (Amazon, Rakuten) and export data provide real-time confirmation of demand, and that continued market share growth supports valuation.