Viewing Company Samsung Electronics | StockChase
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Compiling comments that experts make about stocks while on public TV.

Samsung Electronics Stock Symbol: 005930-KS

Notes:

 Korean Exchange

Definition:

 

Last Price Recorded: $0.0000 on 0000-00-00

Date Signal Expert Opinion Price
2017-02-02 COMMENT Christine Tan

They were a very secretive big conglomerate in Korea. Now, the son has taken over the leadership and it has become very different. Much more open and focused on return of capital. This used to be and still is mostly about their phones. Mobile devices are just over 50% of revenue, and they make the chips. The way they dealt with their Note7 problems was very impressive. They announced a global recall, no questions asked and gave you a little bit of a bonus back. They have already taken a $5-$6 billion of a write down, and there is probably a little more to come. They’ve also discontinued the line. This company generates cash flow. About 27% of their market cap is cash. Last year they generated roughly 5 trillion Won of cash flow, roughly $28 billion Canadian. They are spending just under 40% of it on a buyback this year. It is probably not going to grow that fast anymore, but now the D-RAM is growing very quickly because their competitors love their components. Very inexpensive. Pays a relatively attractive dividend for an Asian stock.


Price:
$0.000
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Unknown
2016-12-16 COMMENT Mark Grammer

They’ve had their problems, but ultimately this is a really good company. A dominant player in telecom and semiconductors, and one can’t really ignore them. If it got cheap enough, this is something he would consider. He is starting to see signals coming out of management of improved corporate governance.


Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2016-11-11 DON'T BUY Darren Sissons

The problem he has with a lot of Korean companies is that they tend to be family controlled entities. About 50% of earnings tends to come from phones. Branded electronics can be very dangerous if you buy it at the wrong point in the cycle.


Price:
$0.000
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-30 COMMENT Christine Tan

Several years ago, the chairman fell ill and his son has taken over. This has created a very different shift in the way the company behaves. There is more of a focus on capital allocation. Historically there was a very low dividend being paid, but there are now buybacks and increases in dividends. She likes this.


Price:
$0.000
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2013-04-02 BUY Mark Grammer

(Samsung on the Korean Exchange) Great company. Generates a significant amount of free cash flow that they can reinvest in innovations where they are a leader. The leader in the Android device format. Also, have a semiconductor side of their business, which has been doing okay but it looks like it is ready to ramp up a bit. Not sure how individual investors can buy the stock as there is no ADR for it.


Price:
$0.000
Subject:
GLOBAL
Bias:
BULL on US & International
Owned:
Yes
2013-01-23 DON'T BUY Darren Sissons

(Korean Exchange.) Samsung. What you are doing is buying continuing expectations of further growth. This is a little bit challenging. Also which Samsung are you buying? You have chips, televisions, shipyards. This one is electronics. Chips area is going to have some challenges. Had a big fight with Apple  (AAPL-Q) and their chips will most likely ultimately moved to Taiwan semiconductor. Next, what happens if their phones do not become the next big thing? Wait for it to be on sale.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Unknown
Showing 1 to 6 of 6 entries

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