Christine Tan Samsung Electronics 005930-KRX TOP PICK Aug 31, 2017

(A Top Pick May 31/17. Up 3.92%.) She still likes this. It hasn’t done much in the last quarter even though their earnings season was very, very strong.

He bought it earlier this year and now wants to get out of it. Like Apple, this is so huge, it's better to buy one of the parts of this conglomerate. Because conglomerates like Apple and Samsung are so big, it's used as a pawn in these trade wars. So, buy a semis stock, for example.

Intel has been a mixed story. Lost its sheen. They've massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure, a good suite of products, and an accessible valuation.

Semi-conductor market feeling lots of pain - resulting share price a good opportunity for investors.
Large diversified business with excellent product range.
Good long term prospects as demand for product not going away.
Very strong brand name.

Hard to know what 2024 landscape will look like in the western world. Hard times already felt in China and Asia, so this is a bit of a bet on Asia-Pacific. Mammoth company. Largest DRAM (memory) chip maker. Second to TSM as a foundry, 59% share vs. 13%. Samsung wants to double its share in 5 years. Great report. Yield is 2%.

No ADR. Trades on the London Stock Exchange. Buy in thirds at $1360, $1300, and $1200.

They just reported a monster return. It's an AI play in that they produce phones and other electronics that need AI. They lag TSCM, though. Shares are on sale now and worth a look. Will benefit from the general uplift in semis sales.

Sold in July, after doing quite well and reaching his price target. Lots of legacy businesses.