Stockchase Opinions

Darren Sissons Samsung Electronics 005930-KRX PAST TOP PICK Apr 30, 2024

(A Top Pick Apr 28/23, Up 16%)

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.

$77500.000

Stock price when the opinion was issued

electrical electronic
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PAST TOP PICK

(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.

COMMENT

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.

TOP PICK
Attractive entry point. Likes exposure to semis and consumer electronics. A world class business at a discounted price. Dividend has grown at 27% for the last 10 years. Asia is oversold, and so is best positioned for a post-Covid recovery. Yield is 2.41%. (Analysts’ price target is $1571.10)
TOP PICK
In the semiconductor space, especially in the foundries. Buy off the LSE. One of the global leaders in the tech space. 42% market share in DRAM. At last reporting, consumer electronics revenue grew 20%, and cell phone revenue grew 38%. Buy in thirds here at $1855, $1755 and $1655. Remember to hedge your foreign exchange exposure. Yield is 1.73%. (Analysts’ price target is $2122.31)
BUY

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.

PAST TOP PICK
(A Top Pick Sep 24/20, Up 36%) Great company. Secure holding. Expects to own for a number of years. Shouldn't go down too much here. Reasonable value longer term. Buying for new clients.
TOP PICK

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.

TOP PICK

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.

(Analysts’ price target is $1642.20)
PAST TOP PICK
(A Top Pick Nov 29/23, Down 28%)

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