Added to YB: 2025-10-10
Pitch date: 2025-10-07
SSNLF [neutral]
Samsung Electronics Co., Ltd.
+15.85%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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 94.0K
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
value
Show full summary:
Oldfield Partners Overstone Global Large Cap Portfolio Holding: Samsung Electronics Co., Ltd.
SSNLF (holding update): AI capex surge driving DRAM shortage & substantial price increases. Stock re-rated to 1.3x P/B vs 1.8x P/B peaks in 2017/2021 bull markets. Peer SK Hynix now 3x P/B vs historical parity, suggesting Samsung undervalued despite memory upcycle.
Read full article (1 min)