Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
005930.KS [bullish]
Samsung Electronics Co., Ltd.
-14.65%
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 1662.1T
Pitch Price
KRW 334.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.62
P/E
12.81
EV/Sales
3.11
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Baron Global Durable Advantage ETF New Portfolio Holding: Samsung Electronics Co., Ltd.
005930.KS: Samsung offers a secular memory-growth story at 4x P/E, with AI and agentic AI driving historically strong demand while wafer intensity, capacity constraints and long lead times limit supply. Long-term agreements, co-design and more discretionary bit growth may reduce cyclicality. HBM4 shipments for NVIDIA provide a near-term catalyst, while loss-making foundry and other non-memory businesses offer optionality and a partial Taiwan-tail-risk hedge.
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