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[Featured Stock] Bonne, New Cosmetics Brand Impact... Earnings Expected Every Quarter

Bonne is gaining momentum. Expectations for improved performance of Bonne, which achieved the highest quarterly earnings in history in the first quarter of this year, are growing. Bonne has secured more than 60 new brands this year.


At 10:15 AM on the 19th, Bonne was trading at 4,410 KRW, up 3.64% from the previous day.


Jeyoon Han, a researcher at KB Securities, explained, "In the indie brand cosmetics market, it is important not only for existing companies to grow but also to capture brands entering the market. This is because small brands like PIXI, Rare Beauty, and Kendo, which are Bonne's key clients, tend to hit the so-called 'jackpot.'"


He continued, "Bonne has secured more than 60 new brands this year," adding, "Brands like Very Good Light and Lisa Eldridge are expected to grow into key clients in the future as we move past the second quarter." Furthermore, he emphasized, "With the increase in order volumes from new clients, the rise of new brands in the second half of the year is one of the factors that will drive a performance surprise."


He analyzed, "The possibility of breaking record-high earnings every quarter is increasing," and noted, "Although overhang had been a factor hindering stock price growth, the supply-demand burden has significantly decreased."


On the same day, Silicon2 recorded an all-time high of 54,200 KRW during intraday trading in the KOSDAQ market. Korea Kolmar and Cosmax also showed upward trends, continuing the rise of related stocks driven by the popularity of K-beauty.


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