Added to YB: 2025-11-12
Pitch date: 2025-11-11
SMSD.L [bullish]
Samsung Electronics Co., Ltd.
+192.31%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
Market Cap
KRW 1860.5T
Pitch Price
KRW 102.3K
Price Target
N/A
Dividend
0.77%
EV/EBITDA
12.29
P/E
23.47
EV/Sales
4.52
Sector
Technology Hardware, Storage and Peripherals
Category
value
Long Samsung Electronics Preferred (SMSD LI Equity)
SMSD.L: Samsung Preferred trades at 24% discount to Common (31% premium vs historical avg) despite nearly identical economics—no voting rights but same claim, only 1 Won higher dividend. Common inflated by passive Kospi/MSCI flows; Preferred at 9x 2026 EPS vs Common 12x, 1.87% yield vs 1.43%. GDR on LSE enables US investor access. Discount unlikely to close near-term but compelling long-term value for Samsung bulls.
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