Samsung Electronics (005930 KS/Buy)The Start of an Exceptional Earnings Cycle
Samsung Electronics (SEC) announced preliminary 1Q26 revenue of W133.1tr (+41.8% QoQ) and operating profit of W57.2tr (+185.2% QoQ), significantly...
133 Views
Samsung Electronics (005930 KS/Buy)Beginning of a Structural Shift
We estimate revenue at W124tr (+32.2% QoQ) and operating profit at W41.3tr (+105.9% QoQ), with the latter exceeding the consensus of W37tr.
222 Views
Samsung Electronics (005930 KS/Buy)Positive Momentum Continues
Positive momentum continuesReflecting continued strength in memory pricing We maintain our target price for Samsung Electronics (SEC) at W300,000
153 Views
Samsung Electronics (005930 KS/Buy)A True Full-Stack Player
We revised up our operating profit estimates by 8.4% for 1Q26 (W40.6tr; +102% QoQ) and 7.6% for 2026 (W244tr; +459% YoY).
149 Views
Samsung Electronics (005930 KS/Buy)Valuation Appeal Has Increased
Following the start of US strikes on Iran on Feb. 28, shares of Samsung Electronics (SEC) have experienced a panic-driven sell-off, falling 19.9%...
183 Views