Added to YB: 2026-08-03
Pitch date: 2026-07-31
005930.KS [neutral]
Samsung Electronics Co., Ltd.
Author Info
Asset Alliance Investment Group pitches purely opportunities that we actively search for and research in depth. 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 1669.2T
Pitch Price
N/A
Price Target
N/A
Dividend
0.86%
EV/EBITDA
6.56
P/E
11.56
EV/Sales
3.09
Sector
Technology Hardware, Storage and Peripherals
Category
turnaround
Samsung earnings call
005930.KS (earnings): Q rev ₩171.5T, op profit ₩89.5T, 52% op margin, nearly all from chips. Mgmt: 60-70% DRAM/NAND under 5yr contracts w/ price floors, top-5 datacenter buyers signed, deposits collected—reduces crash risk. DRAM +mid-40% vs Hynix +30%. 2027 shortage worse than 2026. AI labs now buying direct. Foundry at full utilization, 2nm wins to double, Broadcom talks; base dies feed own HBM. Watch: contract conversion, 2027 pricing, HBM4 3x ramp.
Read full article (4 min)