Samsung Electronics (005930 KS/Buy)Stay the Course Despite the Recent Pullback
While the stock has fallen more than 20% from its recent peak, we see no reason to adjust our target price, given the favorable industry backdrop...
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Samsung Electronics (005930 KS/Buy)The Full-Stack Advantage
The stock is trading at a 2026F P/B of 2.8x and P/E of 6.6x, and even the multiples implied by our target price (2026F P/B of 4.9x and P/E of...
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Samsung Electronics (005930 KS/Buy)When in doubt, focus on earnings fundamentals
While we lifted our 2Q26 and 2026 operating profit forecasts by 9.5% and 6.3%, respectively, we left our target price unchanged given the...
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Samsung Electronics (005930 KS/Buy)Structurally Higher Earnings Likely to Be Confirmed
We reiterate our Buy rating and target price of W300,000 on Samsung Electronics (SEC). Despite ongoing share price volatility, we maintain a...
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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...
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