Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
005930.KS [bullish]
Samsung Electronics Co., Ltd.
Author Info
The Antipodes Emerging Markets Fund is an actively managed long only equities fund focused on attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges. Our selective approach, typically holding a minimum of 30 long positions, combines rigorous research and disciplined stock selection to target long-term capital growth for investors willing to accept higher volatility. 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 1582.8T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.27
P/E
12.20
EV/Sales
2.95
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Antipodes Emerging Markets Fund Portfolio Holding: Samsung Electronics Co., Ltd.
005930.KS (hold): Samsung delivered its strongest-ever quarterly results, with record revenue, surging operating profit and record memory-division margins amid the AI memory supercycle. Shortages of conventional DRAM and high-bandwidth memory sharply improved pricing; DRAM contract prices rose 90-95% in Q1 2026 and a further 58-63% in Q2, creating the most powerful memory-pricing environment in a decade. Management described 2026 as Samsung’s best year yet and expects server-memory demand to remain strong.
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