Korea Stock Market Insights

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(192820) Cosmax Pet Care Patent: Investment Analysis & KRW 250,000 Outlook in the Booming Petconomy
The burgeoning ‘Petconomy’ is transforming how we view our animal companions, elevating them from pets to cherished family members. This ‘Pet Humanization’ trend is fueling explosive growth in related industries, and savvy companies are taking notice. A leading global cosmetics ODM, Cosmax Co., Ltd., has made a significant strategic move by securing a new Cosmax pet care patent, signaling its ambitious entry into the lucrative pet cosmetic market. This analysis will dissect this development, its implications for Cosmax’s fundamentals, and the resulting investment outlook.

This move is more than just a new product line; it’s a calculated entry into a multi-billion dollar industry. For investors, understanding the depth of this strategy is key to capitalizing on Cosmax’s next wave of growth.

The Landmark Patent: What Did Cosmax Secure?

On October 1, 2025, Cosmax officially announced its acquisition of a patent for an ‘Ashwagandha extract-containing composition for pet skin moisturizing or anti-inflammatory’ purposes. This isn’t just a simple formula; it’s a sophisticated technological asset designed to address common and persistent dermatological issues in pets. The announcement was formally registered and can be reviewed via the Official Disclosure (DART).

Core Benefits of the Patented Technology

Ashwagandha, an adaptogenic herb revered in Ayurvedic medicine for its stress-relieving properties, also possesses powerful anti-inflammatory and antioxidant benefits for the skin. The Cosmax pet care patent leverages these properties to create a composition with multifaceted benefits:
- •Intense Moisturization: Combats dryness and flakiness, promoting a healthy and hydrated skin coat.
- •Barrier Reinforcement: Strengthens the natural skin barrier to protect against environmental allergens and irritants.
- •Anti-Inflammatory Action: Soothes itching, redness, and allergies, particularly those caused by common fungi like Malassezia.
- •Versatile Application: The technology is designed for broad use across cosmetics, quasi-pharmaceuticals, and even pet food supplements, offering significant future scalability.
Why This Matters: Tapping the Exploding Pet Cosmetic Market

Cosmax’s strategic timing could not be better. The global pet cosmetic market is a key segment of the wider ‘Petconomy’ and is projected to experience substantial growth. According to market analyses from authorities like Grand View Research, this expansion is driven by owners’ increasing willingness to spend on premium, health-focused products for their pets. Cosmax is leveraging its decades of R&D expertise in human cosmetics to capture a leadership position in this emerging, high-margin category.

By securing a foundational patent, Cosmax isn’t just launching a product; it’s building a competitive moat in the high-growth pet wellness space, positioning itself as an innovator, not a follower.

Impact on Cosmax & Investment Thesis

Strengthening Fundamentals and Diversification

This move significantly bolsters Cosmax’s corporate profile. It serves as powerful evidence of its R&D prowess while diversifying its revenue streams beyond the competitive human cosmetics ODM market. By pioneering patented technology, Cosmax establishes a strong competitive advantage, creating high barriers to entry for competitors. This diversification helps de-risk the company’s reliance on specific markets and economic cycles, a strategy savvy investors look for. For more insights on this, you can read our analysis of top ODM business strategies.

Financial Projections and Profitability

While the patent itself won’t impact the balance sheet overnight, it lays the groundwork for a significant new revenue stream. The successful launch of a premium pet care line can lead to high-value product sales and improved profit margins. With Cosmax already demonstrating robust fundamentals—recording KRW 1,212.1 billion in sales and KRW 112.1 billion in operating profit in H1 2025—this new venture is poised to become a powerful long-term growth driver, justifying a bullish Cosmax investment outlook.

Investment Recommendation: BUY (Target KRW 250,000)

We are initiating a BUY rating with a target price of KRW 250,000. This valuation is based on the company’s solid existing business and the significant growth potential unlocked by the new pet care division.

Key Investment Points
- •New Growth Engine: Entry into the high-potential pet cosmetic market provides a clear path to new revenue and market share.
- •Proven Innovation: The patent acquisition validates Cosmax’s R&D leadership and its ability to expand into adjacent, high-value verticals.
- •Solid Financial Base: The company’s strong existing performance provides a stable foundation to fund and execute this new venture effectively.
Potential Risk Factors

Investors should remain aware of potential risks, including the execution risk associated with commercializing new products, the intensity of competition in the pet care space, and macroeconomic factors like exchange rate volatility and raw material costs that could impact profitability.

Conclusion

The acquisition of the Cosmax pet care patent is a watershed moment for the company. It represents a strategic and intelligent pivot towards a future of diversified growth. While short-term execution remains key, this move solidifies Cosmax’s long-term growth narrative. For investors with a long-term horizon, this development makes Cosmax a compelling investment opportunity poised to capitalize on the enduring ‘Petconomy’ trend.
10/01/2025
NJET (419080) Stock Forecast: CEO Byun Do-young’s Stake Sale – What Should Investors Do?
NJET: What Does the CEO’s Stake Sale Mean? Analysis and Strategies for Investors

On September 25, 2025, the announcement of NJET CEO Byun Do-young’s stake reduction caught the attention of investors. Is this stake change a simple sale, or does it hold a deeper meaning? This article provides a detailed analysis of NJET’s recent management situation, the background and impact of the stake change, and the actions investors should take.
1. What Happened? : NJET CEO Byun Do-young Reduces Stake by 2.4%

NJET CEO Byun Do-young announced on September 25, 2025, a 2.4% decrease in his stake, from 34.48% to 32.08%. The reasons for the decrease were cited as over-the-counter trading and gifts by related parties, resignation of executives, and exercise of stock options. While stating that the purpose of holding the shares remains ‘influencing management,’ the actual decrease raises several questions in the market.

2. Why is it Important? : Potential Management Changes and Deteriorating Market Sentiment

The CEO’s stake reduction suggests the possibility of management changes and could negatively impact investor sentiment. This, combined with NJET’s recent poor performance (decline in sales and net loss in the first half of 2025), could exacerbate downward pressure on the stock price. Furthermore, over-the-counter trading by related parties hints at the possibility of further stake changes, amplifying investor anxiety.

3. So What Will Happen? : Short-term Volatility Increase, Focus on Mid- to Long-term Fundamental Improvement

Increased stock price volatility is expected in the short term. Investors should carefully monitor the announcement details and market reactions. In the mid- to long term, NJET’s fundamental improvement will determine the stock price direction. Clear explanations from management and efforts to improve performance will play a crucial role in restoring market confidence.

4. What Should Investors Do? : Maintain a Wait-and-See Approach, Monitor Information Disclosure and Fundamentals
- Short-term Investors: Maintain a wait-and-see approach, explore technical rebound points in case of further decline.
- Mid- to Long-term Investors: Continuously monitor information disclosure related to stake changes, management communication, fundamental improvement, and re-evaluate valuation.
Frequently Asked Questions (FAQ)

How will CEO Byun Do-young’s stake sale affect NJET’s stock price?

In the short term, it is likely to put downward pressure on the stock price. However, the mid- to long-term impact will depend on NJET’s future performance and management strategy.

Should I invest in NJET?

Caution is advised at this point. It’s recommended to make investment decisions after confirming additional information disclosure and changes in fundamentals.

What is the outlook for NJET?

NJET has growth potential based on its unique EHD technology, but currently faces challenges such as poor performance and management uncertainty. The future outlook can vary significantly depending on management’s efforts and market conditions.
09/25/2025
Western T&D Stock Forecast: Major Shareholder Divestment – Crisis or Opportunity? (September 2025 Analysis)
On September 25, 2025, Western T&D’s major shareholder, MYH, divested part of its stake. This news has caused some concern among investors. What does this divestment mean for the future of Western T&D? This analysis explores the background of this event, its market impact, and suggests action plans for investors.
1. What Happened? – Analysis of the Major Shareholder Divestment

MYH, the major shareholder of Western T&D, reduced its stake from 52.89% to 52.42%, a decrease of 0.47%, on September 25, 2025. This was a result of a combination of factors, including the rollover of secured loans, partial exchange of convertible bonds (EB), and on-market sales by LEE DIANE MIEHYE and Park Mi-yeong.

2. Why the Divestment? – Background and Market Impact

MYH’s divestment is likely due to a combination of financial reasons and potential shifts in individual investment strategies. The rollover of secured loans could indicate efforts to secure financial liquidity, while the EB exchange might be part of capital structure adjustments. The stock sales are likely based on the individual shareholders’ investment decisions. This divestment could negatively impact stock prices in the short term.

3. Western T&D’s Fundamentals – Positive and Negative Factors
- Positive Factors: Seoul Dragon City hotel operations, exclusive logistics facility operations, treasury stock cancellation.
- Negative Factors: Declining sales, increasing debt ratio, risks associated with interest rate and exchange rate fluctuations.
4. What’s Next? – Investor Action Plan

A conservative approach is recommended for investors at this time. Closely monitor MYH’s further stake changes, the company’s financial restructuring plans, and business outlook for the second half of 2025 and 2026. Pay close attention to macroeconomic factors such as interest rate fluctuations, exchange rate changes, and the recovery of the tourism industry. In the medium to long term, the key indicators for investment decisions will be the enhancement of the hotel business’s competitiveness, the growth of the logistics business, and the recovery of financial soundness.
Frequently Asked Questions (FAQ)

Will MYH’s stake sale affect Western T&D’s management control?

Currently, the possibility of a change in management control is low as MYH maintains its purpose of “influencing management.” However, further stake changes need to be closely monitored.

What is the status of Western T&D’s financials?

As of the first half of 2025, the company’s financial soundness has deteriorated, with an increasing debt ratio and declining sales. There are also concerns about the increasing burden of interest expenses in a high interest rate environment.

Should I invest in Western T&D?

A conservative investment approach is recommended at this time. It’s advisable to make investment decisions after carefully monitoring the company’s financial restructuring, core business competitiveness enhancement, and changes in the macroeconomic environment.
09/25/2025
STX Engine Stock Forecast: Opportunity or Crisis after UAMCO’s Stake Sale? (September 2025 Analysis)
UAMCO Corporate Rebound No. 8 Private Equity Fund, the largest shareholder of STX Engine, has sold a 2.49% stake. This news has caused confusion among investors and raised questions about the future stock price of STX Engine. Is this stake sale bad news, or is it a buying opportunity? In this post, we analyze STX Engine’s recent fundamentals, the background and impact of UAMCO’s stake sale, and suggest investment strategies.
1. What Happened? UAMCO Sells 2.49% Stake in STX Engine
On September 25, 2025, a public announcement revealed that UAMCO Corporate Rebound No. 8 Private Equity Fund, the largest shareholder of STX Engine, sold a 2.49% stake through after-hours trading. This reduced UAMCO’s stake in STX Engine from 64.17% to 61.68%.

2. Why the Sale? Background Analysis and Investor Sentiment
According to the announcement, the reason for the stake sale was ‘change in the number of shares held and ownership ratio,’ and the purpose of holding the shares is still stated as ‘influence on management rights.’ While portfolio adjustments are possible, investors are understandably sensitive to stake sales by major shareholders. The uncertainty surrounding potential further stake sales and the background of the sale can dampen investor sentiment.

3. STX Engine’s Current Status: Fundamental Analysis
Interestingly, STX Engine’s first-half 2025 earnings were quite positive. Sales increased by 12.76% year-on-year, and operating profit also improved significantly. The robust growth of the defense sector and investment in eco-friendly technologies stand out. However, the low operating rate in the commercial sector and exchange rate volatility remain risk factors.

4. So, What Should We Do? Investment Strategy Suggestions
In the short term, investors should be wary of increased stock price volatility. The sale of shares by a major shareholder can put downward pressure on the stock price. However, in the medium to long term, it’s necessary to pay attention to STX Engine’s growth potential. The commercialization of eco-friendly engine technology and the performance of the defense sector could be momentum for future stock price increases.
Investor Action Plan
- Short-term investors: Be cautious of increased volatility and prepare for potential short-term price drops.
- Mid- to long-term investors: Focus on growth momentum and fundamental improvements, and look for additional buying opportunities.
- All investors: Continuously monitor UAMCO’s potential further stake sales, exchange rate and interest rate fluctuations, and the recovery of the commercial sector.
FAQ
Why did UAMCO sell its stake in STX Engine?
The official reason is ‘change in the number of shares held and ownership ratio’. It could be a simple portfolio adjustment, but further information is needed to understand the exact background.
What is the future stock price outlook for STX Engine?
In the short term, volatility may increase due to the stake sale issue, but in the medium to long term, it is important to pay attention to positive fundamentals and growth momentum.
What should investors be aware of?
Investors should continuously monitor the possibility of further stake sales by UAMCO, exchange rate and interest rate fluctuations, and the recovery of the commercial sector.
09/25/2025
Studio Mir Stock Forecast: Major Shareholder Stake Changes – What Investors Need to Know
What’s Happening with Studio Mir? A Key Analysis of Major Shareholder Stake Changes for Investors

The animation studio, Studio Mir, has experienced a decrease in its major shareholder’s stake. Coupled with recent underperformance, this news has raised concerns among investors. This article analyzes the background of these stake changes, assesses their potential impact, and highlights the key points investors should focus on. Review your Studio Mir investment strategy now.
1. Major Shareholder Stake Changes: What Happened?

On September 25, 2025, CEO Jae-myung Yoo’s stake in Studio Mir decreased from 66.72% to 65.42%, a 1.30%p drop. This change resulted from a combination of factors, including a new share-pledged loan agreement, a gratuitous transfer of shares, and over-the-counter sales by related parties.

2. Why the Stake Reduction? Investor Uncertainty

The lack of clarity regarding the reasons behind the stake changes has fueled investor anxiety. Several possibilities, such as loan repayment, inheritance planning, or personal financial needs, have been suggested, but the exact reason requires further disclosure. The size and terms of the pledged shares and the CEO’s repayment capacity are crucial variables that could significantly impact the stock price.

3. Underperformance and Added Uncertainty: What’s Next?
- Potential Short-term Stock Decline: Selling shares by a major shareholder typically negatively impacts stock prices. Combined with Studio Mir’s weak first-half 2025 performance, the downward pressure could intensify.
- Long-term Impact Remains to be Seen: As the major shareholder still retains a majority stake, the likelihood of a management change is low. However, continuous monitoring of stake changes and the company’s fundamentals is crucial.
4. What Should Investors Do? Key Checkpoints

A ‘wait-and-see’ approach is recommended for Studio Mir investments currently. Consider the following key points when formulating your investment strategy:
- Monitor trends and reasons for further stake changes by the major shareholder
- Assess the company’s performance in the second half of 2025
- Track the recovery of accounts receivable and improvements in financial health
- Evaluate the success of new business ventures (IP co-development)
Significant uncertainty surrounds Studio Mir at present. Thorough analysis and careful judgment are essential before making any investment decisions.
Frequently Asked Questions (FAQ)

How will the Studio Mir major shareholder stake change affect the stock price?

In the short term, it’s likely to put downward pressure on the stock price. However, since the major shareholder still holds a majority stake and the reasons for the change are unclear, further analysis is needed to determine the long-term impact.

Is it a good time to invest in Studio Mir?

Currently, a ‘wait-and-see’ approach is recommended. Given the uncertain fundamentals and the reasons for the stake changes, it’s advisable to wait for more information and observe future trends before investing.

What should investors watch out for when considering Studio Mir?

Investors should closely monitor trends in major shareholder stake changes, the company’s performance in the second half of 2025, financial health indicators, and the success of new business ventures.
09/24/2025
KAI Stock Analysis: Decoding the ₩42.6B After-Hours Block Trade
KAI’s ₩42.6B After-Hours Trade: What’s Happening?

Korea Aerospace Industries (KAI) saw a significant after-hours block trade of ₩42.6 billion on September 24, 2025. This large transaction, primarily driven by foreign investors, has sparked interest in the direction of KAI’s stock price. This article delves into the details of the trade, analyzes KAI’s fundamentals, assesses the market environment, and explores the potential investment implications.
1. Analyzing the KAI After-Hours Block Trade

On September 24, 2025, a substantial block trade of 392,310 KAI shares, amounting to approximately ₩42.6 billion, occurred after regular trading hours. Notably, foreign investors were heavily involved, with both significant buying (₩87.6B) and selling (₩82.5B) activity, resulting in a net buy of ₩5.1B.

2. Fundamental Analysis: Opportunities and Risks

KAI boasts a robust order backlog exceeding ₩26 trillion and has secured future growth drivers, including the KF-21 development, Surion helicopter exports, and diversification into civil aircraft components. Profitability is also on an upward trend. However, the high debt-to-equity ratio of over 430% poses a concern for financial soundness.
- Strengths: Strong order backlog, future growth drivers, improving profitability
- Weakness: High debt-to-equity ratio
3. Market Environment Analysis: Potential for Volatility

The global aviation market is recovering post-pandemic, but uncertainties remain, including high interest rates, exchange rate fluctuations, and volatile commodity prices. The military aircraft market is expected to grow steadily, but competition is also intensifying.

4. Investment Implications: A Cautious Approach

KAI possesses long-term growth potential, but investors should be mindful of its high debt-to-equity ratio and susceptibility to external factors. The potential for short-term stock price volatility exists, and investors should closely monitor macroeconomic indicators, exchange rates, oil prices, and company announcements before making investment decisions. The current investment recommendation is neutral (Monitor & Wait).
How will the after-hours trade impact KAI’s stock price?

It could increase short-term price volatility. While the net foreign buy is a potentially positive signal, the sustainability of this trend depends on future earnings, order momentum, and macroeconomic conditions.

What are KAI’s main business segments?

KAI operates across various segments, including fixed-wing aircraft (KF-21, T-50), rotary-wing aircraft (LAH/KUH, Surion), aerostructures, and space programs.

What are the key investment considerations for KAI?

Investors should carefully consider the high debt-to-equity ratio, exchange rate and oil price fluctuations, intensifying competition, and potential changes in government policies. Thorough due diligence is crucial before investing.
09/24/2025
Namkwang Engineering & Construction Wins $195M Railway Project: Investment Opportunity?

Namkwang Engineering & Construction (E&C) recently announced a $195 million contract win for a railway project, sparking market interest. This article delves deeper than the headline, examining the implications for Namkwang’s future and highlighting key investment considerations. We analyze both the potential upside and downside risks, such as the current construction market slowdown, to provide investors with valuable insights.

What Happened?
Namkwang E&C secured a $195 million contract with the Korea Rail Network Authority on September 24, 2025, for the ‘Honam Line Hwangryonggang Bridge Seismic Reinforcement Project.’ This contract represents 5.12% of Namkwang’s projected 2025 revenue and will run for approximately 2 years and 7 months, from October 13, 2025, to May 12, 2028.
Why is this contract significant?
This contract is significant not only for its revenue contribution but also for its potential to diversify Namkwang’s portfolio and strengthen its competitiveness in the public sector. Aligned with the government’s increased investment in social overhead capital (SOC), this project could lead to a more stable order backlog. The contract’s duration of 2 years and 7 months also promises stable revenue recognition and cash flow.
What’s the Outlook?
In the short term, the contract announcement is likely to positively impact Namkwang’s stock price. The contract’s substantial size relative to the company’s market capitalization could stimulate investor buying. In the long term, successful project execution and revenue recognition, leading to improved financial performance, could further support stock price appreciation. However, potential risks such as a construction market downturn, rising interest rates, and increasing volatility in raw material prices should be considered. The company’s rising debt-to-equity ratio requires ongoing monitoring.
What should investors do?
Investors should consider the project’s progress, macroeconomic indicators, currency and oil price volatility, and the company’s financial health when making investment decisions. A long-term investment strategy based on a thorough analysis of the company’s fundamentals and the external environment is crucial, rather than reacting to short-term stock price fluctuations.

Frequently Asked Questions
How will this contract impact Namkwang’s financials?
The $195 million contract is expected to contribute directly to revenue growth. However, the actual profitability may vary depending on external factors like raw material prices and interest rate fluctuations.
What is the outlook for Namkwang’s stock price?
A positive short-term impact is anticipated, but the medium to long-term stock price trend depends on various factors, including the construction market, interest rates, and exchange rates.
What are the key investment risks to consider?
Investors should consider potential risks such as a construction market slowdown, rising interest rates, and increased raw material price volatility, and continuously monitor the company’s financial health.

09/24/2025
WoosuAMS Stock: Futuronic Increases Stake – Is it a Buy Signal?
Futuronic Tightens Grip on WoosuAMS: What Should Investors Do?
Futuronic has increased its stake in WoosuAMS, solidifying its management control. This raises both hopes for short-term stock gains and questions about the company’s long-term growth prospects. This analysis delves into the background and implications of Futuronic’s stake increase, WoosuAMS’s fundamentals and business environment, and potential positive/negative impacts to provide investors with essential insights.
1. What Happened? Futuronic Acquires Additional WoosuAMS Shares
Futuronic acquired an additional 424,500 shares of WoosuAMS through an off-market purchase on September 23, 2025, increasing its stake from 25.10% to 26.18%. Futuronic stated the purpose of the acquisition was to influence management.
2. Why Does it Matter? Strengthened Management and Synergy Potential
This stake increase signifies Futuronic’s strengthened control over WoosuAMS. Futuronic’s global network and electronic component technology are expected to create synergy effects for WoosuAMS, such as diversifying sales channels, strengthening the electrification business, and improving quality competitiveness. Secure management control can also positively influence long-term business vision execution and investment decisions.
3. What’s Next? Analyzing the Positive and Negative Impacts
- Positive Impacts:
- Negative Impacts and Risks:
4. What Should Investors Do? Investment Opinion and Considerations
Investment Opinion:
- Mid- to Long-Term Perspective: Consider Buy (Synergy effects, growth potential. However, continuous monitoring of performance improvement and financial soundness is necessary)
- Short-Term Perspective: Neutral (Coexistence of potential stock price increase, poor performance, and foreign exchange risks. Recommend observing the situation before making investment decisions)
Additional Considerations:
- Futuronic’s future business investment plans and synergy creation strategy
- WoosuAMS’s 2025 annual earnings announcement (whether the causes of poor performance in Q2 are resolved and profitability improves)
- Hedging strategy and effectiveness against exchange rate volatility
Disclaimer: This report is for informational purposes only, and investors are solely responsible for their investment decisions.
FAQ
How will Futuronic’s increased stake in WoosuAMS affect the stock price?
In the short term, it is likely to have a positive impact. Expectations for management stability and synergy effects can drive stock prices higher. However, the long-term stock trend depends on WoosuAMS’s performance improvement and the realization of synergy effects with Futuronic.
Should I invest in WoosuAMS?
From a mid- to long-term perspective, investment can be considered. However, as there are currently concerns about poor performance and financial soundness, careful analysis is required before investing, and future performance improvements should be closely monitored.
What is WoosuAMS’s main business?
WoosuAMS is an auto parts manufacturer, with 67% of its total sales coming from exports. It has recently established a mass production system for electric drive modules through its subsidiary and is expanding into new businesses such as UAM, robot parts, military supplies, and autonomous vehicles.
09/23/2025
Interojo’s Rights Offering: Opportunity or Risk? Key Analysis and Investment Strategies
Interojo has announced a rights offering, leaving investors with many questions. Why did they decide on a rights offering? How will it impact the stock price? What investment strategies should be considered? This article provides key analysis and investment strategies for Interojo’s rights offering. Read on for your essential guide to successful investing.
1. What’s Happening with Interojo’s Rights Offering?

Interojo announced a rights offering on September 23, 2025. They will issue 1,493,428 new shares at ₩20,088 per share, representing a 12% increase. The main investor is Stick Prism Co., Ltd., and the payment date is October 1, 2025.

2. Why the Rights Offering?

Interojo plans to use the funds from this rights offering to expand production capacity, increase R&D investment, explore overseas markets, and secure future growth engines. They also anticipate improvements in their financial structure.

3. Rights Offering: Opportunity or Risk?

3.1 Positive Impacts
- Improved Financial Structure and Investment Resources
- Enhanced Growth Potential
- Increased Market Confidence
3.2 Negative Impacts (Short-term)
- Concerns about Share Dilution
- Burden of Participation for Existing Shareholders
- Uncertainty Regarding Fund Utilization Plans
4. What Investment Strategies Should Be Considered?

4.1 Short-term Investment Strategies
- Observation and Information Gathering
- Stock Price Impact Analysis
4.2 Mid- to Long-term Investment Strategies
- Monitoring the Execution of Growth Strategies
- Checking for Improvements in Financial Health
- Monitoring Fundamental Improvements and Market Environment Changes
FAQ

What is the purpose of Interojo’s rights offering?

To secure investment resources for expanding production capacity, increasing R&D investment, exploring overseas markets, and securing future growth engines, as well as improving the financial structure.

How will the rights offering affect the stock price?

In the short term, there is a possibility of share dilution due to the increase in the number of shares. However, in the long term, stock price increases can be expected depending on the company’s growth.

What should investors be aware of?

It is important to make investment decisions by comprehensively considering the company’s plans for utilizing the rights offering funds, market conditions, and the company’s fundamentals.
09/23/2025
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