Amorepacific Corporation

• AP Arisaig Partners Arisaig Diary September 2026 ↗ Arisaig Asia Consumer Fund added a 1% position in Eternal, citing Blinkit’s scale in Indian quick commerce and the potential for attractive dark-store economics despite intensifying competition. Jollibee and Amorepacific are shifting toward more capital-light international growth, while Chagee’s China same-store sales and franchise economics improved. September 2026 CHA $2.4BJBFCY $2.8BTORIF $31B
• AP Arisaig Partners Arisaig Diary July 2026 ↗ Arisaig Asia Fund argues that Asian consumer holdings remain insulated from index volatility through everyday consumption, strong balance sheets and cash generation. It discusses accelerating earnings at Amorepacific, Indonesian retailers and Mobile World, while halving MedPlus after concerns over its proposed non-core capital expenditure. July 2026 6535 $160MPSBTY $39TPTMYF $1.6B

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