Added to YB: 2026-05-18
Pitch date: 2026-03-09
SSNLF [bullish]
Samsung Electronics Co., Ltd.
+47.16%
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 1812.1T
Pitch Price
KRW 187.2K
Price Target
N/A
Dividend
0.80%
EV/EBITDA
11.87
P/E
22.59
EV/Sales
4.36
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Samsung Electronics Co., Ltd. - $SSNLF
SSNLF: World's largest memory semi at 7x fwd P/E, 2x P/B (vs SK Hynix 2.5x, Micron 3.5x). Passed NVIDIA HBM4 qual, started industry-first mass production w/ superior 12GBps speeds using 1c DRAM node + in-house 4nm logic die. HBM sales to 3x in 2026. Conventional DRAM spot surging as HBM shifts cannibalize supply (3x wafer needs); Samsung biggest beneficiary w/ largest capacity. Foundry improving: 2nm GAA yields up, $17B Tesla deal. Risks: AI demand slowdown, yield execution, 2028 supply wave, China competition.
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