Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Tech Supply Chain Tracker (31-Oct-2025): Nokia to integrate Nvidia GPUs for AI and 6G.

ZTE (763 HK) - MWC 2024: Industry Moves Towards Developing 6G

6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Samji Electronics has cheap valuations. It is trading at P/E of 4.8x, P/B of 0.5x, and EV/EBITDA of 5.3x based on recent prices and TTM financials.</li>
<li>
<strong>In the next several years, 6G networks are expected to be rolled out aggressively in Korea and Samji Electronics could be one of the beneficiaries of this 6G network expansion.</strong> </li>
<li>Samji Electronics' 51.1% stake in SAMT (031330 KS) is now worth 243 billion won. This is 68% of Samji Electronics' market cap (358 billion won).</li>
</ul>


Samji Electronics has cheap valuations. It is trading at P/E of 4.8x, P/B of 0.5x, and EV/EBITDA of 5.3x based on recent prices and TTM financials.

In the next several years, 6G networks are expected to be rolled out aggressively in Korea and Samji Electronics could be one of the beneficiaries of this 6G network expansion. 
Samji Electronics' 51.1% stake in SAMT (031330 KS) is now worth 243 billion won. This is 68% of Samji Electronics' market cap (358 billion won).


Korea Small Cap Gem #55: Samji Electronics