Professional
Added to YB: 2025-02-17
Pitch date: 2025-02-12
005930.KS [bullish]
Samsung Electronics Co., Ltd.
+97.35%
current return
Author Info
No bio for this author
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 55.2K
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
Lyrical Asset Management Portfolio Holding: Samsung Electronics Co., Ltd.
005930.KS: Samsung, memory chip leader, trades at 10x depressed earnings, below book value. AI beneficiary delayed due to HBM chip gap vs SK Hynix. Expects tech parity by 2025. 70% higher R&D spend vs peers. 25% market cap in cash/investments. 7% 15yr earnings CAGR. HBM market tripled to $15B in 2024.
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