Update shared on 17 Nov 2025
Fair value Increased 4.17%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).
- The collaboration aims to address technical challenges in package substrate technology and support the growth of artificial intelligence and high-performance computing sectors (Key Developments).
- 'Glass Core' offers improved thermal stability and flatness compared to traditional organic substrates, enabling the production of high-density and large-area advanced packages (Key Developments).
- Samsung Electro-Mechanics will be the primary investor with a majority share. The joint venture’s headquarters and initial production will be based at Dongwoo Fine-Chem’s Pyeongtaek site (Key Developments).
- The parties intend to finalize details such as shareholding structure and the official corporate name, with the goal of executing the main agreement in the coming year (Key Developments).
Valuation Changes
- Fair Value Estimate increased from ₩278,851.85 to ₩290,481.48.
- Discount Rate rose slightly from 8.72% to 8.79%.
- Revenue Growth increased from 8.39% to 8.80%.
- Net Profit Margin improved from 8.37% to 9.06%.
- Future P/E Ratio decreased from 23.72x to 22.62x.
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