In today’s briefing:
- Top 10 Korean Stock Picks Bi-Weekly (3 February 2025)
- Samsung 4Q24: Weak Again, Weak Outlook, Lack of Catalysts on the Horizon
Top 10 Korean Stock Picks Bi-Weekly (3 February 2025)
- In this insight, we provide the top 10 stocks picks in the Korean stock market for the two weeks starting 3 February.
- The top 10 stock picks include Orion Holdings, OCI Holdings, Hana Tour Service, Hyundai Motor, KT Corp, Samsung F&M Insurance, Korean Air, Hankook T&T, Young Poong, and NICE Info Service.
- Our top 10 Korean stock picks from 17 to 31 January are up on average 2.6%, outperforming KOSPI which is down 0.1% in the same period.
Samsung 4Q24: Weak Again, Weak Outlook, Lack of Catalysts on the Horizon
- Weak results again in 4Q24. Weak outlook for 1H25 as Mobile, PC demand remains weak (ie DRAM, NAND, Display).
- Samsung expects its “optimized” HBM3E to ramp from 2Q25. HBM4 in 2H25. Logic 2nm production in 2026.
- The stock is cheapish at ~8x 2025-26EPS but with a lack of catalyst, visibility, effectiveness of managements changes. Revisit mid-2025.
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