Samsung Electronics

005930-KRX

KRX:005930

60,800.00
0.00 (0.00%)
Samsung Electronics Co., Ltd. is a South Korean multinational electronics company headquartered in Suwon, South Korea.
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Analysis and Opinions about 005930-KRX

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Opinion
Expert
COMMENT
COMMENT
July 22, 2019

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.

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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.

PAST TOP PICK
PAST TOP PICK
August 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.

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(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.

TOP PICK
TOP PICK
August 31, 2017

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.)

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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.)

DON'T BUY
DON'T BUY
August 11, 2017

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.

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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.

TOP PICK
TOP PICK
May 31, 2017

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.)

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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.)

BUY WEAKNESS
BUY WEAKNESS
April 20, 2017

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.

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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.

COMMENT
COMMENT
February 2, 2017

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.

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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.

BUY WEAKNESS
BUY WEAKNESS
January 27, 2017

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.

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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.

COMMENT
COMMENT
December 16, 2016

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.

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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.

DON'T BUY
DON'T BUY
November 11, 2016

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.

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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.

COMMENT
COMMENT
September 30, 2016

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.

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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.

DON'T BUY
DON'T BUY
September 26, 2016

If you are trading in the US it is a difficult stock to buy. You have to decide about the currency. You can buy it through a South Korea ETF.

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If you are trading in the US it is a difficult stock to buy. You have to decide about the currency. You can buy it through a South Korea ETF.

PAST TOP PICK
PAST TOP PICK
February 13, 2014

(A Top Pick Jan 17/13. Down 14.06%.) Still has 30% of the market share of the smart phone space. The Galaxy S5 is coming out, which could be a catalyst for the stock. You have to remember this company is in many different areas such as appliances, semiconductors, televisions, etc. Trading at a very cheap valuation of 8 or 9 times PE so he thinks there is tons of value in this name.

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(A Top Pick Jan 17/13. Down 14.06%.) Still has 30% of the market share of the smart phone space. The Galaxy S5 is coming out, which could be a catalyst for the stock. You have to remember this company is in many different areas such as appliances, semiconductors, televisions, etc. Trading at a very cheap valuation of 8 or 9 times PE so he thinks there is tons of value in this name.

BUY
BUY
October 28, 2013

(Market Call Minute.) Coming out with really good numbers and is the believable alternative to Apple (AAPL-Q) in the smart phone space.

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(Market Call Minute.) Coming out with really good numbers and is the believable alternative to Apple (AAPL-Q) in the smart phone space.

BUY
BUY
April 2, 2013

(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.

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(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.

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