Professional
Added to YB: 2026-05-28
Pitch date: 2026-05-08
005930.KS [neutral]
Samsung Electronics Co., Ltd.
+5.27%
current return
Author Info
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Company Info
Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide.
Market Cap
KRW 1898.2T
Pitch Price
KRW 284.5K
Price Target
N/A
Dividend
0.76%
EV/EBITDA
12.55
P/E
23.99
EV/Sales
4.61
Sector
Technology Hardware, Storage and Peripherals
Category
growth
AMG Yacktman Focused Fund Portfolio Holding: Samsung Electronics Co., Ltd.
005930.KS (holding update): Memory biz (top 3 w/ SK Hynix & Micron) benefiting from AI infrastructure buildout driving secular demand for HBM, DRAM & NAND chips. Capacity constraints among leaders pushing memory prices higher. Foundry wins w/ Tesla, Qualcomm & Nvidia. Strong Q1 share price performance after prior drag.
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