Professional
Added to YB: 2025-05-23
Pitch date: 2025-05-09
005930.KS [bullish]
Samsung Electronics Co., Ltd.
-0.91%
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, device solutions businesses, and R&D Centers worldwide.
Market Cap
KRW 365.3T
Pitch Price
KRW 55.2K
Price Target
N/A
Dividend
N/A
Sector
Technology Hardware, Storage and Peripherals
Category
value
Pzena Investment Management Portfolio Holding: Samsung Electronics Co., Ltd.
005930.KS: Memory chip giant undervalued at 8.2x normal earnings despite 15% projected annual growth. Navigating cyclical downturn but positioned for recovery with 39% DRAM market share, 29% NAND share, and strong consumer electronics. HBM lag vs competitors overblown. $63B net cash supports buybacks+dividends (34% of net income since 2018).
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