Korea Investment & Securities projected on the 8th that d'Alba Global's performance would exceed market expectations. The investment opinion remains 'buy' and the target stock price has been raised by 27.8% from the previous 180,000 won to 230,000 won. d'Alba's closing price the previous day was 195,100 won.

d'Alba Global launches the first real-time shareholder authentication service in the country, allowing payments at preferential rates for shareholders. /Courtesy of d'Alba Global

Korea Investment & Securities projected that d'Alba's revenue for the second quarter of this year would reach 130.7 billion won, a 76.9% increase compared to the same period last year. Operating profit is expected to rise by 117.6% year-on-year to 38.3 billion won. Kim Myung-joo, a researcher at Korea Investment & Securities, noted, 'Operating profit is expected to exceed market expectations by 5.3%.'

Researcher Kim stated, 'I expect d'Alba's sales in Japan to be better than in the first quarter' and explained, 'Recently, d'Alba products have been ranking favorably in the Amazon cosmetics category across various countries.'

Looking at the recent performances of global consumer goods corporations, demand for luxury and premium products remains solid, contrary to market expectations.

Researcher Kim explained, 'This trend is likely influenced by the income growth of Generation Z, the leading generation in the cosmetics industry, which is positive for d'Alba, aiming for a premium skincare brand.' He added, 'd'Alba is striving to maintain its premium brand image through marketing activities and to ensure that its pricing policy does not collapse globally.'

Currently, d'Alba is negotiating to enter global offline distribution channels, and it is analyzed that significant sales could begin in the third quarter.

Researcher Kim noted, 'Although 19% of the issued shares were unlocked on the 22nd of last month, considering the rapid rise in stock price shortly after, as well as the uncertainties surrounding tariffs, exchange rates, and so forth, the stock volatility for cosmetics corporations could increase around their earnings reports.' However, he also explained, 'Given the recent income increase of Generation Z, which suggests a recovery in demand for premium products, d'Alba's performance and stock price are projected to steadily trend upwards.'

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