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I believe Samsung and Hynix can only overcome the market's unfair criticism of memory semiconductor stocks through earnings

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‌Samsung DS is expected to have an operating profit of over 370 trillion KRW this year, over 600 trillion KRW next year, and over 700 trillion KRW in 2028, but looking at the current market cap, it is in an unprecedented state of undervaluation.
The market's skepticism stems from how long the investment driven by the AI boom will last and concerns regarding previous memory semiconductor cycles, which I think are somewhat reasonable.
The reason semiconductor equipment, materials, and components (소부장) stocks are rising lately is that they are in the early stages of earnings growth, with many stocks breaking through their previous highs from June and July.
While the market continues to doubt memory semiconductor stocks, the only way to break through that doubt is through earnings.
If Samsung DS shows it can earn 600 trillion KRW next year and over 700 trillion KRW in 2028, no matter how much people try to unfairly criticize them, I believe they will transform from the "problem child" of the market into its "golden child."

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