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Amorepacific Group: SoTP Valuation and Meaning of Min-Jung Suh Taking One Year Leave of Absence

Amorepacific Group: SoTP Valuation and Meaning of Min-Jung Suh Taking One Year Leave of Absence

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Douglas Kim
Aug 20, 2023
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Douglas Research Insights
Douglas Research Insights
Amorepacific Group: SoTP Valuation and Meaning of Min-Jung Suh Taking One Year Leave of Absence
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  • About a week ago, it was announced that Chairman's elder daughter Min-Jung Suh will take a long one year leave of absence.

  • Chairman Suh is very dissatisfied with the company's results in the past three years and wants to shake up the company to improve its operations, in our view. 

  • Our base case NAV valuation of Amorepacific Group (002790 KS) is 39,611 wo…

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