"역대급 실적 폭발" 반도체 쉴 때 화장품으| 김문정 하나증권 대구중앙WM센터 PB [더블 크루]
Спикеры
Kim Moon-jung
— Частный банкир, Hana Securities Daegu Central WM Center
Kim Moon-jung, a PB from Hana Securities, presents a deep dive into the K-cosmetics sector, highlighting APR as the top momentum stock, ODM companies, Jenix, Classys, and CJ as key plays. She also discusses securities and power sectors as broader market leaders and suggests cosmetics ETFs for diversification. The video includes market overview and a book talk promotion.
- Kim Moon-jung recommends APR as the top cosmetics momentum stock with record earnings and international expansion.
- She expects strong earnings from ODM firms Korean Kolmar, Cosmax, and Cosmecca Korea.
- Jenix's hydrogel mask has a high entry barrier; accumulate on dips.
- Classys medical beauty device may rebound if earnings improve.
- CJ benefits from Olive Young and increased Chinese tourist spending.
- Cosmetics ETFs (SOL and TIGER) offer diversified exposure for stock-picking difficulty.
- She identifies securities and power sectors as leading for the year.
- The video also promotes a book talk event and includes market overview.
Идеи
ODM firms to benefit from cosmetics boom.
ODM companies such as Korean Kolmar, Cosmax, and Cosmecca Korea are expected to report strong earnings following the overall cosmetics boom, as their upcoming earnings announcements should confirm the positive trend.
APR is the cosmetics momentum leader.
APR is the leading momentum stock in the K-cosmetics sector, driven by record earnings, 180% overseas sales growth, top Amazon rankings, and planned Walmart/Costco entry. Its strong marketing capabilities and proven numbers make it a must-own despite high valuation.
Jenix has high barrier, accumulate dips.
Jenix's Biodance hydrogel mask has a high entry barrier due to complex manufacturing, ensuring strong demand and export momentum. Investors should accumulate on dips while waiting for clear earnings confirmation.
Classys can rebound on good earnings.
Classys, a medical beauty device company, has pulled back but remains fundamentally strong. If upcoming earnings are solid, the stock is likely to rebound and fill the chart gap.
Cosmetics ETFs as alternative play.
For investors who find individual stock selection difficult, SOL Cosmetics ETF and TIGER Cosmetics ETF provide diversified exposure to the K-cosmetics sector.
CJ on Olive Young and Chinese tourists.
CJ benefits from Olive Young's strong performance and the surge in Chinese tourist spending after visa waivers, leading to expected good earnings.
Далее
This 3PRO TV (삼프로TV) video, published May 08, 2026, features Kim Moon-jung discussing Cosmecca Korea, Korean Kolmar, Cosmax, APR, JENIX, Classys, SOL Cosmetics ETF, TIGER Cosmetics ETF, CJ. 6 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Kim Moon-jung · Tickers: Cosmecca Korea, Korean Kolmar, Cosmax, APR, JENIX, Classys, SOL Cosmetics ETF, TIGER Cosmetics ETF, CJ