Samsung Electronics | StockChase
10
Samsung Electronics (005930-KRX)

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

ON STOCKCHASE SINCE Jan 2013

 Korean Exchange

0

Samsung Electronics


Signal Opinion Expert

2017-08-31

PAST TOP PICK
Samsung Electronics (005930-KRX)

(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.

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2017-08-31

TOP PICK
Samsung Electronics (005930-KRX)

The largest smart phone manufacturer in Asia in terms of volume. More importantly, they now have the other side of the business, OLED screens, D RAM etc. Very inexpensive. Dividend yield of 1.7%. (Analysts’ price target is KRW3,000,000.)

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2017-08-11

DON'T BUY
Samsung Electronics (005930-KRX)

They’ve had a number of negative things, such as exploding phones and a corruption probe. When looking at the financials, you see a big line item that comes from semiconductors, which is one of their big drivers. Ultimately though, that is a supplier to the phones, smart devices and a lot of other related paraphernalia. If there is a slowdown in the phone segment, then you definitely get a slowdown in semiconductors and their ability to use the semiconductor division to derive additional revenues through third-party relationships. It has been a fabulous stock, but at this point it is too rich.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Unknown

2017-05-31

TOP PICK
Samsung Electronics (005930-KRX)

They dealt with their exploding battery situation very well. Did a very big recall and a big write down, because they recognized that the risk to their reputation was too high. She likes this as it is no longer a cyclical business. A few years ago, this was basically smart phones or D-RAM memory. Today they are much more diversified. Also, corporate governance has improved. Dividend yield of 1.6%. (Analysts’ price target is 2,800,000 KRW.)

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2017-02-02

COMMENT
Samsung Electronics (005930-KRX)

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.

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Unknown

2016-12-16

COMMENT
Samsung Electronics (005930-KRX)

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.

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: No

2016-11-11

DON'T BUY
Samsung Electronics (005930-KRX)

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.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Unknown

2016-09-30

COMMENT
Samsung Electronics (005930-KRX)

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.

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2013-04-02

BUY
Samsung Electronics (005930-KRX)

(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.

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2013-01-23

DON'T BUY
Samsung Electronics (005930-KRX)

(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.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Unknown

Showing 1 to 10 of 10 entries

No Comments.


You must be logged in to comment.