Tech South Korean Community
Our community narratives are driven by numbers and valuation.
Tech South Korean Investing Ideas
Dong A Eltek
10.1% undervalued intrinsic discount
Dong-A Eltek (088130 on the KOSDAQ) trades at ₩4,325 and owns about ₩17,780 per share of assets
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Published 30 Jul
Samsung Electronics
4.4% overvalued intrinsic discount
The Largest Shareholder Return Plan in Korean History Landed, and the Stock Fell 29%
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Published 1 Sep
Samsung Electronics
24.1% overvalued intrinsic discount
Riding the AI memory boom
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Published 20 Mar
Samsung Electronics
48.1% undervalued intrinsic discount
Samsung electronics, the DRAM bottleneck, leading the memory shortage wave?
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Published 22 Jul
Samsung Electronics
45.0% undervalued intrinsic discount
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
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Updated 5 Aug
Samsung Electronics
2.7% undervalued intrinsic discount
US China Tensions And Oversupply Will Crush Margins
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Updated 3 Sep
Samsung Electro-Mechanics
5.2% overvalued intrinsic discount
AI Server And Automotive Catalysts Will Expose Vulnerable Margins And Limit Long-Term Upside
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Updated 4 Sep
Samsung Electronics
61.8% undervalued intrinsic discount
2Nm Production And AI Integration Will Expand Opportunities
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Updated 19 Aug
Samsung Electro-Mechanics
40.0% undervalued intrinsic discount
A009150: Improved Operating Margins Will Drive Upside Opportunity Ahead
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Updated 7 Aug
