According to the CITIC Securities Research Report, the market's focus on Korean consumer stocks is mainly focused on three aspects: 1) the potential benefits brought by geopolitical events to individual stocks in South Korea involving China; 2) global export trends of Korean cosmetics products; and 3) trends in the local consumer market. Driven by geographical tension between China and Japan and the expectation that group tours in China will be visa-free, individual stocks related to South Korea's China-related travel have shown strong performance. According to CITIC CLSA, the geopolitics of China and Japan may drive a further increase in the number of Chinese visitors to South Korea, but the biggest beneficiaries may be Korean beauty brands and ODM companies, not duty-free shops or casino operators.

According to the CITIC Securities Research Report, the market's focus on Korean consumer stocks is mainly focused on three aspects: 1) the potential benefits brought by geopolitical events to individual stocks in South Korea involving China; 2) global export trends of Korean cosmetics products; and 3) trends in the local consumer market. Driven by geographical tension between China and Japan and the expectation that group tours in China will be visa-free, individual stocks related to South Korea's China-related travel have shown strong performance. According to CITIC CLSA, the geopolitics of China and Japan may drive a further increase in the number of Chinese visitors to South Korea, but the biggest beneficiaries may be Korean beauty brands and ODM companies, not duty-free shops or casino operators.