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Added to YB: 2025-05-23

Pitch date: 2025-05-09

005930.KS [bullish]

Samsung Electronics Co., Ltd.

+79.22%

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 54.6K

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

Show full summary:
Pzena Investment Management Portfolio Holding: Samsung Electronics Co., Ltd.

005930.KS: Memory chip giant undervalued at 8.2x normal earnings despite 15% projected annual growth. Navigating cyclical downturn but positioned for recovery with 39% DRAM market share, 29% NAND share, and strong consumer electronics. HBM lag vs competitors overblown. $63B net cash supports buybacks+dividends (34% of net income since 2018).

Read full article (7 min)