Samsung Electro-Mechanics Co., Ltd.

KOSE:A009150 Lagerbericht

Marktkapitalisierung: ₩122.5t

Samsung Electro-Mechanics Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Samsung Electro-Mechanics wird ein jährliches Gewinn- und Umsatzwachstum von 30.9% bzw. 14.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 38.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 20.4% betragen.

Wichtige Informationen

30.9%

Wachstumsrate der Gewinne

38.10%

EPS-Wachstumsrate

Electronic Gewinnwachstum37.1%
Wachstumsrate der Einnahmen14.5%
Zukünftige Eigenkapitalrendite20.43%
Analystenabdeckung

Good

Zuletzt aktualisiert05 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • May 29

A009150: Rich Future P/E Assumptions Will Sustain Overvaluation

Analysts have raised their price target for Samsung Electro-Mechanics from about ₩642,889 to about ₩1,420,444, citing updated assumptions related to discount rates, revenue growth expectations, profit margins, and future P/E multiples. Valuation Changes Fair Value: model fair value estimate moved from about ₩642,888.89 to about ₩1,420,444.44, indicating a much higher implied valuation level.
Narrativ-Update • Apr 26

A009150: Higher Assumed Margins And Rich P/E Will Sustain Overvaluation

Analysts have lifted their fair value estimate for Samsung Electro-Mechanics from ₩538,500 to about ₩642,889, citing updated assumptions for revenue growth around 16%, profit margin around 12%, and a forward P/E above 31x. Valuation Changes Fair Value: Revised from ₩538,500 to about ₩642,889, reflecting updated model assumptions.
Narrativ-Update • Apr 11

A009150: Higher Margins And Richer P/E Multiple Will Guide Fairly Valued Outlook

Analysts have revised their fair value estimate for Samsung Electro-Mechanics from ₩471,607 to ₩538,500, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E levels. Valuation Changes Fair Value: Updated from ₩471,607 to ₩538,500, reflecting revised model inputs.
Narrativ-Update • Mar 28

A009150: Higher Margins And Richer P/E Multiple Will Shape Future Returns

Analysts have lifted their fair value estimate for Samsung Electro-Mechanics from about ₩440,900 to roughly ₩471,600, citing updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth expectations, a higher profit margin and a higher future P/E multiple. Valuation Changes Fair Value Estimate, raised from about ₩440,900 to roughly ₩471,600, indicating a modest upward adjustment in the assessed value.
Narrativ-Update • Mar 12

A009150: Higher Margins And Conservative P/E Framework Will Shape Future Returns

Analysts have raised their fair value price target for Samsung Electro-Mechanics from about ₩379,000 to about ₩441,000, citing updated assumptions that include higher revenue growth, stronger profit margins, a slightly lower discount rate, and a more conservative future P/E multiple. Valuation Changes Fair Value: Raised from about ₩379,464 to about ₩440,893, reflecting updated model assumptions.
Narrativ-Update • Feb 26

A009150: Richer P/E Assumptions Will Likely Restrain Future Share Returns

Analysts have lifted their price target for Samsung Electro-Mechanics from about ₩359,000 to about ₩379,000, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the key drivers of this change. Valuation Changes Fair Value: The updated estimate has moved from about ₩359,357 to about ₩379,464, representing a modest uplift in the implied equity value.
Neues Narrativ • Feb 23

AI Server And Automotive Catalysts Will Expose Vulnerable Margins And Limit Long-Term Upside

Catalysts About Samsung Electro-Mechanics Samsung Electro-Mechanics is an electronic components maker focused on MLCCs, package substrates and camera modules for IT, AI server, industrial and automotive customers. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Feb 10

A009150: Slightly Stronger Outlook And Earnings Multiple Will Support Future Upside

Analysts have lifted their price target for Samsung Electro-Mechanics from ₩345,607 to ₩359,357, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that slightly adjust their view of the company’s earnings power and risk profile. Valuation Changes Fair Value Estimate was raised slightly from ₩345,607 to ₩359,357, reflecting a small upward adjustment in the overall valuation model.
Analyseartikel • Feb 04

Capital Allocation Trends At Samsung Electro-Mechanics (KRX:009150) Aren't Ideal

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Narrativ-Update • Jan 26

A009150: Glass Core Joint Venture And Dividend Policy Will Support Future Upside

Analysts have raised their price target for Samsung Electro-Mechanics from ₩307,296 to ₩345,607, citing updated assumptions related to revenue growth, profit margins and future P/E multiples. What's in the News Announced an annual dividend of KRW 2,350.0000 per share, with an ex date of December 29, 2025, a record date of December 31, 2025, and payment scheduled for April 20, 2026 (company announcement).
Neues Narrativ • Jan 24

AI Infrastructure And Automotive Demand Will Drive A Powerful Long Term Repricing

Catalysts About Samsung Electro-Mechanics Samsung Electro-Mechanics is a global electronic components maker focused on MLCCs, advanced substrates and camera modules for IT, industrial, automotive and AI applications. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Jan 11

A009150: Glass Core Venture Will Support Future Packaging Leadership And Profitability

Analysts have increased their fair value estimate for Samsung Electro-Mechanics from ₩300,925.93 to ₩307,296.30, citing slightly higher assumed revenue growth, profit margins, and a modestly higher future P/E multiple in their updated model. What's in the News Samsung Electro-Mechanics signed an MOU with Sumitomo Chemical Group to set up a joint venture focused on manufacturing Glass Core, a material used in next generation semiconductor package substrates (Key Developments).
Analyseartikel • Dec 21

Is Samsung Electro-Mechanics (KRX:009150) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrativ-Update • Dec 15

A009150 Glass Core Joint Venture Will Drive Future Margin Expansion

Analysts have modestly raised their price target on Samsung Electro-Mechanics to approximately ₩300,900 from about ₩291,600, citing slightly stronger expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Signed an MOU with Sumitomo Chemical Group to form a joint venture focused on manufacturing Glass Core, a critical material for next generation semiconductor package substrates targeting AI and high performance computing applications (Key Developments).
Analyseartikel • Dec 07

What Does Samsung Electro-Mechanics Co., Ltd.'s (KRX:009150) Share Price Indicate?

Let's talk about the popular Samsung Electro-Mechanics Co., Ltd. ( KRX:009150 ). The company's shares led the KOSE...
Narrativ-Update • Dec 01

A009150: Joint Venture Will Drive Margin Expansion Through Glass Core Manufacturing

Analysts have raised their price target for Samsung Electro-Mechanics from ₩290,481 to ₩291,556, citing improved profit margins and a slightly lower discount rate. This change comes despite moderating revenue growth expectations.
Narrativ-Update • Nov 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).
Analyseartikel • Nov 09

Samsung Electro-Mechanics' (KRX:009150) Dividend Will Be ₩1800.00

Samsung Electro-Mechanics Co., Ltd. ( KRX:009150 ) has announced that it will pay a dividend of ₩1800.00 per share on...
Narrativ-Update • Nov 03

A009150: Improved Operating Margins Will Drive Upside Opportunity Ahead

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.
Analyseartikel • Nov 03

Samsung Electro-Mechanics Co., Ltd. (KRX:009150) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

Samsung Electro-Mechanics Co., Ltd. ( KRX:009150 ) shares have continued their recent momentum with a 25% gain in the...
Analyseartikel • Oct 20

Calculating The Fair Value Of Samsung Electro-Mechanics Co., Ltd. (KRX:009150)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Samsung Electro-Mechanics fair value estimate is ₩181,014 With...
Narrativ-Update • Oct 20

Expanding AI And Automotive Sectors Will Unlock Long-Term Opportunity

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.
Narrativ-Update • Oct 06

Expanding AI And Automotive Sectors Will Unlock Long-Term Opportunity

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.
Narrativ-Update • Sep 21

Expanding AI And Automotive Sectors Will Unlock Long-Term Opportunity

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.
Analyseartikel • Sep 10

Returns On Capital At Samsung Electro-Mechanics (KRX:009150) Have Hit The Brakes

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Narrativ-Update • Sep 06

Expanding AI And Automotive Sectors Will Unlock Long-Term Opportunity

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.
Analyseartikel • Aug 27

At ₩161,300, Is It Time To Put Samsung Electro-Mechanics Co., Ltd. (KRX:009150) On Your Watch List?

While Samsung Electro-Mechanics Co., Ltd. ( KRX:009150 ) might not have the largest market cap around , it saw a...
Analyseartikel • Aug 12

Market Participants Recognise Samsung Electro-Mechanics Co., Ltd.'s (KRX:009150) Earnings

When close to half the companies in Korea have price-to-earnings ratios (or "P/E's") below 13x, you may consider...
Analyseartikel • Jul 16

Here's Why Samsung Electro-Mechanics (KRX:009150) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel • Jul 03

An Intrinsic Calculation For Samsung Electro-Mechanics Co., Ltd. (KRX:009150) Suggests It's 25% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Samsung Electro-Mechanics fair value estimate is ₩180,284...
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Neues Narrativ • Dec 05

AI Server Demand And Advanced Automotive Electronics Ignite Revenue Growth

Expansion in automotive and AI sectors, alongside innovations in silicon capacitors and solid-state batteries, positions growth through diverse revenue streams.

Gewinn- und Umsatzwachstumsprognosen

KOSE:A009150 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (KRW Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202820,387,3913,152,7942,392,5003,831,06021
12/31/202716,553,5632,166,267900,6903,037,61626
12/31/202613,633,9771,350,111-210,1802,142,33224
3/31/202611,784,924822,241331,9941,654,389N/A
12/31/202511,314,459707,356243,7921,490,091N/A
9/30/202510,904,595631,836615,9891,459,954N/A
6/30/202510,630,876537,684416,4771,208,178N/A
3/31/202510,418,826589,154640,0071,366,365N/A
12/31/202410,294,103640,865603,1781,429,819N/A
9/30/202410,101,726529,199411,3351,341,675N/A
6/30/20249,843,085567,868358,3361,469,687N/A
3/31/20249,484,576522,399178,3201,370,388N/A
12/31/20238,892,412449,857-76,4701,180,360N/A
9/30/20238,560,937527,267-152,9531,318,740N/A
6/30/20238,588,011644,7501,9591,455,221N/A
3/31/20238,829,549806,721138,1451,609,844N/A
12/31/20229,424,5521,009,739230,3121,575,356N/A
9/30/20229,886,0661,083,927617,3641,752,910N/A
6/30/202210,050,1031,162,970693,5241,701,311N/A
3/31/202210,000,4401,117,711649,6161,527,343N/A
12/31/20219,675,0361,054,674856,1281,731,244N/A
9/30/20218,876,0521,118,148739,5891,454,798N/A
6/30/20218,557,196992,321773,5081,526,188N/A
3/31/20217,911,312794,162906,4451,693,119N/A
12/31/20207,753,259664,457807,7241,588,077N/A
9/30/20207,645,445636,861555,4811,778,902N/A
6/30/20207,632,394527,153246,6781,628,990N/A
3/31/20207,789,315558,704-323,3771,078,262N/A
12/31/20197,718,298611,217N/A1,021,270N/A
9/30/20198,007,440650,282N/A1,010,303N/A
6/30/20198,152,735799,943N/A1,171,886N/A
3/31/20198,045,526841,015N/A1,541,104N/A
12/31/20188,002,008776,082N/A1,558,669N/A
9/30/20187,906,709554,269N/A1,458,843N/A
6/30/20187,386,673359,379N/A1,140,570N/A
3/31/20187,286,783270,752N/A932,789N/A
12/31/20176,838,474161,739N/A717,684N/A
9/30/20176,466,53872,116N/A539,454N/A
6/30/20176,092,6662,455N/A589,572N/A
3/31/20175,999,171-14,386N/A593,117N/A
12/31/20166,033,04014,707N/A679,644N/A
9/30/20166,050,01968,075N/A590,249N/A
6/30/20166,192,292150,030N/A381,562N/A
3/31/20166,177,999287,938N/A467,858N/A
12/31/20156,176,258312,773N/A537,117N/A
9/30/20156,389,595960,916N/A633,691N/A
6/30/20156,266,233840,878N/A567,991N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: A009150Das prognostizierte Gewinnwachstum (30.9% pro Jahr) liegt über der Sparquote (3.1%).

Ertrag vs. Markt: A009150Die Erträge des Unternehmens (30.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt KR (31.5% pro Jahr).

Hohe Wachstumserträge: A009150Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: A009150Die Einnahmen des Unternehmens (14.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt KR (15.6% pro Jahr).

Hohe Wachstumseinnahmen: A009150Die Einnahmen des Unternehmens (14.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: A009150Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (20.4%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/08 21:55
Aktienkurs zum Tagesende2026/06/08 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Samsung Electro-Mechanics Co., Ltd. wird von 38 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Seung-Chul BaeBarclays
Dong-je WooBofA Global Research
Kyunga LeeCGS International