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Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Experts believe that Samsung Electronics is a mammoth company with a strong brand name and a large diversified business. Despite the challenges faced in the semiconductor market, they see good long term prospects for the company, especially in the Asia-Pacific region. The company is focused on doubling its market share and has a strong product range, making it a good opportunity for investors. With a price target set at $1642.20, experts recommend buying in thirds at different price points.

Consensus
Positive
Valuation
Undervalued
PAST TOP PICK
(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.

electrical / electronic
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)
electrical / electronic
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.

electrical / electronic
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.
electrical / electronic
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.

electrical / electronic
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)
electrical / electronic
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)
electrical / electronic
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.

electrical / electronic
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.

electrical / electronic
TOP PICK

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.)

electrical / electronic
DON'T BUY

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.

electrical / electronic
TOP PICK

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.)

electrical / electronic
BUY ON WEAKNESS

It is a great company with good exposure to the semi conductor business. If you are optimistic in both telecom and semiconductor industries, this one could do well for you. If it sold off he would get more interested.

electrical / electronic
COMMENT

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.

electrical / electronic
BUY ON WEAKNESS

This has had a fabulous run, even adjusting for the Cdn$. The phone is the major driver of the asset, and the semiconductor business, which has a pretty positive outlook, in many cases as a loss leader cutting R&D for the phone segment. There are many cases where the phone companies are no longer around and this business could definitely come down. CEO is being investigated for bribery and corruption charges. He would wait for a pullback.

electrical / electronic
Showing 1 to 15 of 29 entries

Samsung Electronics(005930-KRX) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Samsung Electronics is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Samsung Electronics(005930-KRX) Frequently Asked Questions

What is Samsung Electronics stock symbol?

Samsung Electronics is a OTC stock, trading under the symbol 005930-KRX on the Korea Exchange (005930-KP). It is usually referred to as KRX:005930 or 005930-KRX

Is Samsung Electronics a buy or a sell?

In the last year, 1 stock analyst published opinions about 005930-KRX. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Samsung Electronics.

Is Samsung Electronics a good investment or a top pick?

Samsung Electronics was recommended as a Top Pick by on . Read the latest stock experts ratings for Samsung Electronics.

Why is Samsung Electronics stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Samsung Electronics worth watching?

1 stock analyst on Stockchase covered Samsung Electronics In the last year. It is a trending stock that is worth watching.

What is Samsung Electronics stock price?

On 2024-06-18, Samsung Electronics (005930-KRX) stock closed at a price of $79800.