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Samsung Electronics Community
KOSE:A005930 Community
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Samsung Electronics
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Samsung Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Robotics And AI Will Transform Semiconductor And Display Markets
Key Takeaways Samsung Electronics is focusing on AI and robotics to drive future growth and secure industry leadership for long-term revenue increases. Strategic expansion in semiconductors and displays aims to boost market position, while shareholder value is prioritized through buybacks and dividends.
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₩81.83k
FV
n/a
intrinsic discount
4.16%
Revenue growth p.a.
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narrative
Samsung Electronics
AN
AnalystLowTarget
Consensus Narrative from 34 Analysts
US China Tensions And Oversupply Will Crush Margins
Key Takeaways Heightened geopolitical and regulatory pressures threaten to disrupt supply chains, raise costs, and constrain Samsung's global market access and strategic flexibility. Industry commoditization, fierce competition, and demographic shifts are likely to erode margins, limit revenue growth, and challenge the sustainability of Samsung's profitability.
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₩55.56k
FV
25.5% overvalued
intrinsic discount
1.45%
Revenue growth p.a.
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12 days ago
author updated this narrative
Samsung Electronics
AN
AnalystHighTarget
Consensus Narrative from 34 Analysts
2Nm Production And AI Integration Will Expand Opportunities
Key Takeaways Surging AI-driven demand and strong early orders in memory and server products position Samsung for near-term revenue growth, pricing power, and faster margin expansion. Advanced manufacturing, robust supply chain flexibility, and deepening AI integration fuel market share gains, revenue diversification, and superior long-term margin prospects.
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₩90.00k
FV
22.6% undervalued
intrinsic discount
11.50%
Revenue growth p.a.
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12 days ago
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Your Valuation for
A005930
A005930
Samsung Electronics
Your Fair Value
₩
Current Price
₩69.70k
61.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
403t
2015
2018
2021
2024
2025
2027
2030
Revenue ₩402.7t
Earnings ₩39.5t
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