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A009150: Improved Operating Margins Will Drive Upside Opportunity Ahead

Published
05 Dec 24
Updated
17 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
94.2%
7D
2.1%

Author's Valuation

₩290.48k25.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 17 Nov 25

Fair value Increased 4.17%

A009150: Joint Venture Will Drive Advanced Semiconductor Package Materials Leadership

Analysts have raised their price target for Samsung Electro-Mechanics from ₩278,851.85 to ₩290,481.48, citing improved outlooks for revenue growth and profit margins, even though the discount rate is slightly higher. What's in the News Samsung Electro-Mechanics has signed a memorandum of understanding with Sumitomo Chemical Group to create a joint venture specializing in manufacturing 'Glass Core,' a crucial material for advanced semiconductor package substrates (Key Developments).

Shared on 03 Nov 25

Fair value Increased 26%

Analysts have raised their price target for Samsung Electro-Mechanics from ₩221,741 to ₩278,852, citing improved growth projections and operating margins as key drivers. Valuation Changes Fair Value: Raised from ₩221,741 to ₩278,852, reflecting a substantial increase in the estimated intrinsic value.

Shared on 20 Oct 25

Fair value Increased 3.08%

Analysts have raised their price target for Samsung Electro-Mechanics from ₩215,111 to ₩221,741. They cited improvements in projected revenue growth and profit margins as key drivers of the higher valuation.

Shared on 06 Oct 25

Fair value Increased 2.92%

Analysts have raised their price target for Samsung Electro-Mechanics from ₩209,000 to ₩215,111, citing improved profitability metrics as well as upward revisions in expected revenue growth and profit margin forecasts. Valuation Changes The Fair Value Estimate has increased from ₩209,000 to ₩215,111, reflecting a moderate upward revision in expected company value.

Shared on 21 Sep 25

Fair value Increased 7.85%

The upward revision in Samsung Electro-Mechanics' price target reflects analyst expectations for stronger revenue growth and a higher future P/E multiple, resulting in an increased fair value estimate from ₩193,786 to ₩209,000. Valuation Changes Summary of Valuation Changes for Samsung Electro-Mechanics The Consensus Analyst Price Target has risen from ₩193786 to ₩209000.

Shared on 06 Sep 25

Fair value Increased 2.94%

The consensus analyst price target for Samsung Electro-Mechanics has increased modestly, primarily reflecting a slightly higher forward P/E multiple, bringing the fair value target up to ₩193,786. Valuation Changes Summary of Valuation Changes for Samsung Electro-Mechanics The Consensus Analyst Price Target has risen slightly from ₩188250 to ₩193786.

Shared on 01 May 25

Fair value Increased 4.00%

Shared on 23 Apr 25

Fair value Decreased 2.65%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.71%

AnalystConsensusTarget has decreased revenue growth from 8.5% to 7.6%.

Shared on 02 Apr 25

Fair value Increased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 6.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.74%