Professional
Added to YB: 2024-08-15
Pitch date: 2024-06-30
005930.KS [bullish]
Samsung Electronics Co., Ltd.
+32.36%
current return
Author Info
No bio for this author
Company Info
Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
Market Cap
KRW 579.7T
Pitch Price
KRW 79.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.01
P/E
19.65
EV/Sales
1.63
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Artisan International Value Fund Added On Portfolio Holding: Samsung Electronics Co., Ltd.
Samsung Electronics (005930.KS): -3% Q despite AI boom; likely worst-performing 'AI play'. Market concerns over tech prowess as Hynix outpaces in AI chip sales to Nvidia. Samsung not yet Nvidia-approved for AI chips. Investors overlooking current profit improvements. We increased position, seeing long-term AI beneficiary potential despite short-term market myopia.
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