Kolmar Korea could post record 2Q earnings, driven by stronger-than-expected order flows for skin-care products, Daiwa Capital's Youngho Jang and Mike Oh say. The analysts expect operating profit at the South Korean original design manufacturer for cosmetics to rise 17% on year to 95 billion won, above the Bloomberg consensus estimate of 90 billion won, for the April-June period. Daiwa raises Kolmar's cosmetics business value to 3.2 trillion won from 2.2 trillion won. Daiwa attributes its valuation uplift to strong skin-care order flows in South Korea, an expanding global customer base and the U.S. Food and Drug Administration's approval of sunscreen ingredient bemotrizinol in June. (kwanwoo.jun@wsj.com)