Korea Stock Market Insights

Tag: 090430

Amorepacific Aims for 44 Trillion Won in Sales: 2026 Forecast and Investment Strategies
Can Amorepacific Achieve its 44 Trillion Won Sales Target?

Amorepacific has set a bold target of 44 trillion won in sales for 2026. Is this a realistic goal? This article delves into the company’s H1 2025 report to thoroughly examine the feasibility of this target, providing investors with crucial information and investment strategies.
1. Amorepacific’s 2026 Forecast: Targeting 44 Trillion Won in Sales

Amorepacific has set its sights on achieving 44 trillion won in sales for the 2026 fiscal year. Considering the positive momentum observed in the first half of 2025, this target appears achievable.

2. Positive Growth Trajectory Confirmed in H1 2025

In the first half of 2025, Amorepacific recorded consolidated revenue of 20.725 trillion won (a 14.1% increase year-on-year) and operating profit of 1.914 trillion won (a 149.1% increase year-on-year). The growth of its overseas business (26.6% increase year-on-year) is particularly noteworthy.

2.1 Analyzing the Growth Drivers
- Cosrx Acquisition: Strengthening the global brand portfolio and creating synergy.
- Overseas Market Expansion: Strong growth in emerging markets such as the Americas and EMEA.
- R&D Investment: Securing future growth engines like functional cosmetics and derma cosmetics.
2.2 Potential Risk Factors
- China Market Uncertainty: Intensifying competition and potential regulatory changes.
- Exchange Rate Volatility: Impact of fluctuations in the KRW/USD and KRW/EUR exchange rates on profitability.
- Raw Material Price Fluctuations: Potential cost burden.
3. Action Plan for Investors

Amorepacific’s growth potential remains high. However, before making investment decisions, consider the following:
- Monitor Overseas Market Growth: Observe the sustainability of performance in the Americas and EMEA markets.
- Analyze China Market Strategy: Review the company’s China market strategy and risk management measures.
- Review Financial Indicators: Check financial soundness, including revenue growth, profitability, and cash flow.
What is Amorepacific’s sales target for 2026?

44 trillion won.

What are the main growth drivers for Amorepacific?

The Cosrx acquisition, overseas market expansion, and continued R&D investment.

What should investors be aware of when considering Amorepacific?

Investors should consider the risk factors, including uncertainty in the Chinese market, exchange rate volatility, and raw material price fluctuations.
09/23/2025
Amorepacific Stock Forecast: Analyzing the Large Holding Report & Investment Strategy
Where is Amorepacific stock headed after the disclosure of Amorepacific Holdings’ large holding report? This article provides a detailed analysis of the disclosure and suggests an objective investment strategy considering corporate fundamentals and the macroeconomic environment. Get all the information you need for your investment decisions through this article based on a report by a top analyst!
1. What’s Happening with Amorepacific?

On September 18, 2025, Amorepacific Holdings disclosed a ‘Report on the Status of Large Shareholdings (General)’ due to insider buying by related parties. Although there was no change in stake, this is interpreted as a positive signal for strengthening management rights and corporate value.

2. Positive Fundamentals Taking Flight

Amorepacific’s performance in the first half of 2025 achieved a turnaround with sales of KRW 2.0725 trillion (+14.1%) and operating profit of KRW 191.4 billion (+149.1%). The acquisition of Cosrx and overseas business expansion had a positive impact, and its stable financial structure is also a strength. Notably, overseas sales account for 45%, highlighting growth in the global market.

3. Macroeconomic Environment: Tailwind or Headwind?

Exchange rate volatility can be positive for overseas sales but burdensome for rising raw material prices. The freezing of interest rates and stable oil prices are positive factors. However, the rising maritime freight index suggests the possibility of increased logistics costs.

4. Action Plan for Investors
- Short-term Perspective: Stabilizing management rights can have a positive impact on stock prices.
- Mid- to Long-term Perspective: An investment strategy should be established while monitoring the sustainability of fundamental improvements, changes in the Chinese market, and the global competitive environment.
- Key Checkpoints: Continuously monitor additional stake changes by Amorepacific Holdings and strategies for securing global market competitiveness.
Frequently Asked Questions

How does the large holding report disclosure affect stock prices?

It can have a positive impact in the short term by strengthening management rights stability, but the long-term impact may vary depending on the company’s fundamentals and the macroeconomic environment.

What is Amorepacific’s future growth outlook?

Positive growth is expected due to the acquisition of Cosrx and expansion into overseas markets, but there are also risk factors such as uncertainty in the Chinese market and intensifying global competition.

What should I be aware of when investing?

Investment decisions should be made by closely monitoring major shareholder stake changes, changes in the global competitive environment, and macroeconomic variables. This report is not investment advice, and investment responsibility lies with the investor.
09/18/2025
Amorepacific IR on September 9th: Is it a good investment opportunity? (2025 Half-Year Performance Analysis)
Amorepacific will hold an Investor Relations (IR) session on September 9, 2025. Following positive results in the first half of 2025, what will be announced at this IR, and how will it impact investors? From the Cosrx acquisition effect and overseas market growth to China market risks, learn about the key takeaways from this IR and potential investment strategies!
1. Amorepacific IR: What’s it about?
Amorepacific will hold a business briefing at the 32nd CITIC CLSA Investors’ Forum on September 9, 2025. This IR will disclose information on H1 2025 performance analysis, future management strategies, and future growth engines. Investors are expected to pay particular attention to the details of overseas market growth and the Cosrx acquisition effect.

2. How did Amorepacific perform in the first half of 2025?
Amorepacific recorded a consolidated operating profit of KRW 191.4 billion in the first half of 2025, showing remarkable growth of 149.1% year-on-year. The solid growth of overseas businesses, centered on the Americas and EMEA, and the Cosrx acquisition effect acted as key growth drivers. Domestic business also maintained stable sales through strengthened channel competitiveness.

3. Carefully consider the positive factors and risks
- Positive factors: Overseas business expansion, Cosrx acquisition synergy, improved profitability, solid financial structure
- Risk factors: Slowdown in the Chinese market, volatility of raw material prices, increase in logistics costs, low ROE
4. Post-IR, how should I plan my investment strategy?
This IR is an important opportunity to confirm Amorepacific’s growth potential and review investment strategies. It is crucial to analyze the IR announcements and market reactions carefully before making investment decisions. Pay close attention to any mention of China market risks and ROE improvement plans.
FAQ
When will the Amorepacific IR be held?
It will be held at 9:00 AM on September 9, 2025.
What are the key topics of this IR?
The main topics are the announcement of the first half of 2025 results, future management strategies, and future growth engines.
What should investors be aware of?
Investors should pay close attention to risk factors such as a slowdown in the Chinese market and raw material price volatility, as well as details on plans to improve ROE.
09/02/2025
Amorepacific’s 2025 APAC IR Event: Analysis of Global Growth Momentum and Investment Strategy
Amorepacific will hold an Investor Relations (IR) session at the APAC Equity & Credit Conference on September 8th. We’ve analyzed the current status and future strategies of Amorepacific, which has garnered attention through its acquisition of Cosrx and expansion into overseas markets. This article provides key information necessary for assessing Amorepacific’s investment value and developing a successful investment strategy.
Amorepacific IR Event: Key Analysis

On September 8, 2025, Amorepacific will hold an IR session for investors at the APAC Equity & Credit Conference. The company will share its business strategies along with its first-half earnings results. We will take a close look at Amorepacific’s growth potential and investment strategies in the global beauty market.

Amorepacific’s Growth Drivers and Investment Opportunities
- Overseas Business Expansion: Demonstrating global competitiveness with a high growth rate of 26.6% in the Americas, EMEA, and Asia. The acquisition of Cosrx is expected to significantly contribute to portfolio diversification and synergy creation.
- Solid Domestic Business: Maintains steady growth of 5.1% through strengthening core brand competitiveness and new growth channel strategies.
- R&D Investment: An R&D investment of 3.33% of sales demonstrates efforts for continuous innovation and securing future growth engines.
- Robust Financial Structure: High retained earnings and a stable debt ratio ensure investment stability.
Risk Factors to Consider When Investing
- Delayed Recovery of the Chinese Market: The slow recovery of the Chinese market requires continuous monitoring and response strategies.
- Changes in the External Environment: Volatility in raw material prices and exchange rates can affect profitability.
- Intensifying Competition: Preparedness for intensifying competition in domestic and overseas markets is necessary.
Action Plan for Investors

The IR session will provide detailed information on overseas market growth strategies, plans to maximize Cosrx synergies, risk management strategies for the Chinese market, R&D investment results, and ESG management enhancement plans. Investors can gain insights needed for investment decisions based on this information. We recommend thoroughly reviewing the IR materials and paying close attention to the management’s presentations.
Frequently Asked Questions

What are Amorepacific’s main growth strategies?
Amorepacific is accelerating growth through overseas market expansion, particularly in the Americas and Asian markets. The company is also pursuing a strategy to diversify its brand portfolio and create synergy effects through the acquisition of Cosrx.

What is Amorepacific’s strategy in the Chinese market?
Amorepacific aims to expand its market share in the changing Chinese market by strengthening brand competitiveness and enhancing digital marketing. The company seeks to maintain growth momentum through careful analysis of the evolving market situation and flexible response strategies.

What is the status of Amorepacific’s ESG management?
Amorepacific carries out various activities for sustainable management and is enhancing corporate value through environmental protection, fulfilling social responsibilities, and establishing transparent corporate governance. Strengthening ESG management is a key strategy for long-term growth.
09/02/2025