Automated LC review — now right here in the GuildUpload documents → AI discrepancy analysis → correction guide.
NEW Start LC Review →
← Lounge

How cheap is Samsung Electronics after the "K-patch"?

No translation in your language yet — showing the English version

While Big Tech companies are spending 40–50 trillion won in quarterly profits—and even taking on debt—to build data centers, Samsung Electronics has become the first Big Tech company to enter the 100 trillion won operating profit era, all without having to invest massive amounts into data centers themselves.
Legacy memory prices will rise by 15% in Q4, and HBM selling prices will increase by 100% next year. Even with the "K-patch," its market cap is nonsensical.
A company earning 400–500 trillion won annually having a market cap of 1,500 trillion won? While it might be true that stock prices are suppressed because it's on the Korean market, saying it's currently fairly valued is an exaggeration.

Samsung Electronics Q3 Operating Profit hits 107 trillion won... 'First Big Tech to enter the 100 trillion won era'
n.news.naver.com
Samsung Electronics has become the first among global Big Tech companies to enter the era of 100 trillion won in quarterly operating profit. Furthermore, driven by the semiconductor supercycle, it has broken its record for maximum performance for four consecutive quarters. Samsung Electronics announced on the 8th that its consolidated operating profit for the third quarter of this year reached 107.4 trillion

Comments 0

No comments yet
0