Professional
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
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).
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