대한제당, 저평가 해소 카드 꺼냈다…해외·M&A로 밸류업 시동

Daehan Confectionery's value enhancement plan—targeting 7% ROE and 0.8x PBR by 2028 through geographic diversification, M&A expansion in food logistics, and real estate development—exemplifies how Korean conglomerates are systematically addressing valuation discounts. By combining operational efficiency improvements with strengthened corporate governance and predictable shareholder returns, the company demonstrates a strategic shift beyond relying solely on core business performance. This multi-pronged approach of portfolio diversification, non-traditional asset monetization, and governance transparency increasingly serves as a benchmark for unlocking hidden shareholder value in undervalued firms.