What Happened? Stake Change Announcement by Chairman Suh and Related Parties
Stake changes by Chairman Suh Kyung-bae and related parties have been announced. While there was no change in the percentage of ownership, over-the-counter purchases by related parties such as Soo-yeon Lee, Jin-ho Lee, and Min-jeong Choi were reported. This can be interpreted as a demonstration of their commitment to management stability.
Amorepacific Holdings Fundamental Analysis: Background of Strong Performance in the First Half of 2025
Amorepacific Holdings recorded strong growth in the first half of 2025, with consolidated sales of KRW 2.2597 trillion and operating profit of KRW 208.9 billion. This was driven by the strong performance of its major subsidiary, Amorepacific, both domestically and internationally, and the effects of the Cosrx acquisition. In particular, overseas business recorded a high growth rate of 26.6% due to robust growth in the Americas, EMEA, and other Asian regions, as well as the Cosrx acquisition effect.
Key Considerations for Investment: China Market Risks and Growth Potential
Business in China showed only slight growth due to the base effect of the previous year’s business structure improvement efforts. Recovering competitiveness in the Chinese market remains a key challenge. In addition, uncertainties in the external environment, such as the global economic slowdown, geopolitical risks, raw material price volatility, and intensified competition, are potential risk factors. However, the Cosrx acquisition effect and the robust growth in overseas markets such as the Americas and EMEA demonstrate the company’s mid- to long-term growth potential.
Action Plan for Investors: Information Gathering and Risk Management
Investors should closely monitor the specific implementation and performance of strategies to strengthen competitiveness in the Chinese market. It is also important to continuously understand response strategies to changes in macroeconomic indicators such as exchange rates, interest rates, and raw material price fluctuations. Investors should continuously track Amorepacific Holdings’ efforts to secure mid- to long-term growth drivers, such as new business ventures, R&D investment performance, and ESG management enhancement efforts, and reflect them in their investment decisions.