Added to YB: 2024-07-10
Pitch date: 2024-03-31
005930.KS [bullish]
Samsung Electronics Co., Ltd.
+35.33%
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 80.5K
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
Ariel Emerging Markets Value Ex-China New Position: Samsung Electronics Co., Ltd.
Samsung Electronics (005930.KS): Memory market bottoming; supply cuts meet trough demand. Expect cyclical recovery, rising prices as supply/demand stabilizes. Smartphone replacement demand to improve. Long-term upside in foundry & display biz; better transparency could unlock value. Potential beneficiary of memory & smartphone market recovery.
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