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.
Samsung’s shareholder return plan landed within my KRW 90-110tn FCF range, with KRW 110tn likely the ceiling and 4Q CAPEX upside still likely. The...