Professional
Added to YB: 2024-03-27
Pitch date: 2023-12-31
SMSN.L [bullish]
Samsung Electronics Co., Ltd.
+44.63%
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 75.3K
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
turnaround
New Addition to Ariel Investments Global Fund Portfolio Holding: Samsung Electronics Co., Ltd.
SMSN.L: Initiating on cyclical memory & smartphone recovery signs. Supply cuts & trough demand signal memory bottom. 2024 tailwinds: memory price stabilization, replacement demand uptick. LT upside in foundry & display segments, unlocked by improved transparency & reporting.
Read full article (1 min)