External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Equity Bottom-Up

<ul><li>We maintain our target price of W550,000 for Samsung Electronics (SEC).</li><li>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 substantial upside from current levels.</li><li>Valuation does not look demanding, with the stock currently trading at a 2026F P/B of 2.6x and P/E of 6.1x, below the sector averages (7.6x and 12.4x, respectively). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We maintain our target price of W550,000 for Samsung Electronics (SEC).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 substantial upside from current levels.Valuation does not look demanding, with the stock currently trading at a 2026F P/B of 2.6x and P/E of 6.1x, below the sector averages (7.6x and 12.4x, respectively). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Samsung Electronics (005930 KS/Buy)When in doubt, focus on earnings fundamentals

Pan-Asia Tactical Market Calls (Quant-Driven), MRM Research

Nico Rosti

Pan-Asia Tactical Market Calls (Quant-Driven)

MRM Research

Quantitative Research

Equity Derivatives

<ul>
<li>
<a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> has closed up for 10 weeks in a row, doubling in price, nothing unusual in the context of the stock's extremely bullish behavior since early 2025.</li>
<li>The rally was <a href="https://www.smartkarma.com/insights/samsung-electronics-005930-ks-tactical-outlook-ahead-of-cerebras-ipo" target="_blank" rel="noopener">already analyzed in early May 2026</a>. In this insight we will focus exclusively on the support price zones that <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics</a> may reach starting this coming week.</li>
<li>We expect a global sell-off following the US markets pullback on Friday. It may be short-lived according to our model, or at least it will be so for Samsung Electronics....</li>
</ul>



Samsung Electronics (005930 KS) has closed up for 10 weeks in a row, doubling in price, nothing unusual in the context of the stock's extremely bullish behavior since early 2025.
The rally was already analyzed in early May 2026. In this insight we will focus exclusively on the support price zones that Samsung Electronics may reach starting this coming week.
We expect a global sell-off following the US markets pullback on Friday. It may be short-lived according to our model, or at least it will be so for Samsung Electronics....


Samsung Electronics (005930 KS) Tactical Outlook Ahead of Potential Pullback

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>AUM of the 2x single stock leveraged ETF products for Samsung Electronics and SK Hynix has increased by 38% in just one week to 7.2 trillion won on 2 June.  </li>
<li>The trading volumes of these 2x single stock leveraged ETFs for Samsung Electronics and SK Hynix have exceeded 10 trillion won.</li>
<li>By enabling amplified bets on these semiconductor giants, these products are intensifying intraday market volatility and concentrating retail trading flows around South Korea's mega-caps.  </li>
</ul>


AUM of the 2x single stock leveraged ETF products for Samsung Electronics and SK Hynix has increased by 38% in just one week to 7.2 trillion won on 2 June.  
The trading volumes of these 2x single stock leveraged ETFs for Samsung Electronics and SK Hynix have exceeded 10 trillion won.
By enabling amplified bets on these semiconductor giants, these products are intensifying intraday market volatility and concentrating retail trading flows around South Korea's mega-caps.  


A 38% Increase in AUM of 2x Single Stock Leveraged ETF Products in One Week to 7.2 Trillion Won

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

Samsung Electronics Pref Shares / Event-Driven

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>Samsung sticks to legacy record dates and is unlikely to adjust dividends intra year, with special returns typically confirmed only after earnings and FCF are effectively locked.</li>
<li>Year end FCF driven special return setup is creating pre positioning flow and dividend arb via uncertainty and spot futures dislocation as market front runs mix.</li>
<li>Mirae shows wide special dividend range with no Samsung guidance, while market consensus anchors FCF at 250 to 270 trillion implying 115 to 125 trillion for special plus buyback split.</li>
</ul>


Samsung sticks to legacy record dates and is unlikely to adjust dividends intra year, with special returns typically confirmed only after earnings and FCF are effectively locked.
Year end FCF driven special return setup is creating pre positioning flow and dividend arb via uncertainty and spot futures dislocation as market front runs mix.
Mirae shows wide special dividend range with no Samsung guidance, while market consensus anchors FCF at 250 to 270 trillion implying 115 to 125 trillion for special plus buyback split.


Local Read Through on Samsung Special Dividend Sizing for This Year

<ul>
<li>Korea Exchange will introduce single stock weekly options for Samsung Electronics, SK Hynix, Hyundai Motor, and LG Energy Solutions on 29 June. </li>
<li>The main purpose of this launch of single stock weekly options is to satisfy investors' demand for short-term investment and risk management through option products with one-week maturities.</li>
<li>Nonetheless, it could also encourage some investors to shorten their trading periods through these new derivative instruments which could increase the overall leverage and volatility on these stocks as well. </li>
</ul>


Korea Exchange will introduce single stock weekly options for Samsung Electronics, SK Hynix, Hyundai Motor, and LG Energy Solutions on 29 June. 
The main purpose of this launch of single stock weekly options is to satisfy investors' demand for short-term investment and risk management through option products with one-week maturities.
Nonetheless, it could also encourage some investors to shorten their trading periods through these new derivative instruments which could increase the overall leverage and volatility on these stocks as well. 


Weekly Options for Samsung Electronics, SK Hynix, Hyundai Motor, and LGES to Be Launched on 29 June

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

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Samsung Electronics Pref Shares (005935 KS)

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...

Mirae Asset Securities

Samsung Electronics (005930 KS) Tactical Outlook Ahead of Potential Pullback

Samsung Electronics crashed -10% from its peak, this week. The US sell-off from Friday could spill over globally this week and push Samsung lower....

Nico Rosti

A 38% Increase in AUM of 2x Single Stock Leveraged ETF Products in One Week to 7.2 Trillion Won

AUM of the 2x single stock leveraged ETF products for Samsung Electronics and SK Hynix has increased by 38% in just one week to 7.2 trillion won on...

Douglas Kim

Local Read Through on Samsung Special Dividend Sizing for This Year

This is a local read through on current market positioning and street consensus views around Samsung special dividend sizing for this year.

Sanghyun Park

Weekly Options for Samsung Electronics, SK Hynix, Hyundai Motor, and LGES to Be Launched on 29 June

Korea Exchange will introduce single stock weekly options for Samsung Electronics, SK Hynix, Hyundai Motor, and LG Energy Solutions on 29 June.

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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...

Mirae Asset Securities

Samsung Electronics (005930 KS) Tactical Outlook Ahead of Potential Pullback

​Samsung Electronics crashed -10% from its peak, this week. The US sell-off from Friday could spill over globally this week and push Samsung lower....

Nico Rosti

A 38% Increase in AUM of 2x Single Stock Leveraged ETF Products in One Week to 7.2 Trillion Won

AUM of the 2x single stock leveraged ETF products for Samsung Electronics and SK Hynix has increased by 38% in just one week to 7.2 trillion won on...

Douglas Kim

Local Read Through on Samsung Special Dividend Sizing for This Year

This is a local read through on current market positioning and street consensus views around Samsung special dividend sizing for this year.

Sanghyun Park

Weekly Options for Samsung Electronics, SK Hynix, Hyundai Motor, and LGES to Be Launched on 29 June

Korea Exchange will introduce single stock weekly options for Samsung Electronics, SK Hynix, Hyundai Motor, and LG Energy Solutions on 29 June.

Douglas Kim

Samsung Electronics crashed -10% from its peak, this week. The US sell-off from Friday could spill over globally this week and push Samsung lower....