Professional
Added to YB: 2024-07-02
Pitch date: 2024-07-02
005930.KS [bullish]
Samsung Electronics Co., Ltd.
+36.2%
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 579.7T
Pitch Price
KRW 80.0K
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
growth
Samsung Thesis (per Causeway Capital)
Samsung (005930.KS): AI angle undervalued. 40% rev from memory semis. High HBM demand benefits memory biz. AI-related memory demand +70%/yr for 5+ yrs. AI in consumer products drives sales. Causeway expects 2026 BVPS ₩79,000, 1.5x P/B target. Supports AI-server infrastructure buildout.
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