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.
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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
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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).
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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%...
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Samsung Electronics (005930 KS/Buy)Sharp Pullback Presents an Opportunity
This exceeds the 18.4% drop in the KOSPI during the same period and is roughly five times larger than the fall in the PHLX Semiconductor Sector...
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