Stocks in Focus

Expectations of Lower Ocean Freight Rates… Kolmar Korea Rises Over 6% [Featured Stock]

[Edaily Reporter Kim Kyung-eun] #Kolmar Korea is trading higher in early trading on the 16th. This is interpreted as reflecting continued strong cosmetics exports, as well as expectations of lower shipping rates following the reopening of the Strait of Hormuz.



According to MP Doctor, as of 9:07 a.m. today, Kolmar Korea is trading at 92,400 won, up 5,400 won (6.21%) from the previous trading day.

This is interpreted as an improvement in investor sentiment, particularly toward earnings-driven stocks that had been sidelined, following the ceasefire agreement between the U.S. and Iran. The cosmetics sector is seeing a trend of increasing export volumes driven by the global K-Beauty boom.

Korea Investment & Securities suggested today that Kolmar Korea’s valuation is at a historic low and recommended taking this as a buying opportunity. It maintained its “Buy” rating and a target price of 130,000 won.

Kim Myung-ju, an analyst at Korea Investment & Securities, stated in a report, “While Kolmar Korea’s current valuation is at a historic low, its earnings this year are expected to reach an all-time high,” adding, “Even considering unfavorable supply-demand conditions in the market, it would be a great pity for Kolmar Korea to be overlooked.” She further analyzed, “While it is difficult to predict sea freight rates, they are likely to decline as uncertainties related to the Strait of Hormuz ease,” adding, “This is positive for the cosmetics sector, a major export industry.”

The firm projected that Kolmar Korea’s consolidated revenue for the second quarter of 2026 would reach 825.9 billion won, with operating profit at 97.3 billion won—representing year-over-year increases of 13.0% and 32.4%, respectively. The operating profit figure is 5.2% higher than market expectations.

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