Samsung Electronics Gestione
Criteri Gestione verificati 2/4
Samsung Electronics Il CEO è Tae-Moon Roh, nominato in Nov2025, ha un mandato di meno di un anno. possiede direttamente 0.002% delle azioni della società, per un valore di ₩ 27.06B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.7 anni e 2.4 anni.
Informazioni chiave
Tae-Moon Roh
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.002% |
| Durata media del management | 2.7yrs |
| Durata media del Consiglio di amministrazione | 2.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 05
A005930: Tight Memory Supply And HBM4E AI Demand Will Drive Returns
Analysts have raised their price target for Samsung Electronics to ₩471,908 from ₩239,873, citing expectations of tighter memory supply, stronger projected revenue growth and margins, and a lower assumed future P/E multiple, despite concerns about heavy investment and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around capital intensity and external risks.
Nuova narrativa • Jul 22
Samsung electronics, the DRAM bottleneck, leading the memory shortage wave?
Samsung Electronics—more than just a phone company and a leader among semiconductor manufacturers—has been growing rapidly since the AI boom started. However, due to recurring margin calls and KRW instability, the stock price crashed around 32% from its peak.
Aggiornamento narrativa • Jul 21
A005930: Heavy Memory Capex And China Supply Risks Will Shape Future Returns
Samsung Electronics' updated analyst price target has increased to ₩261,318 from ₩232,175 as analysts factor in revised assumptions around memory pricing, large scale investment in new capacity, and slightly adjusted expectations for growth, margins, and future P/E multiples. Analyst Commentary Recent research on Samsung Electronics reflects a mix of optimism about memory pricing and capacity expansion alongside more cautious views on valuation, cash flow, and execution risks.Aggiornamento narrativa • Jul 07
A005930: Heavy Memory Capex And China Risks Will Constrain Future Upside
Analysts have lifted the fair value estimate for Samsung Electronics from ₩205,000 to about ₩232,175, reflecting higher assumptions for revenue growth and profit margins, alongside Street research that highlights tighter memory supply, rising DRAM pricing and ongoing capacity investments, tempered by concerns about heavy capital spending and China related risks. Analyst Commentary Recent research on Samsung Electronics shows a mix of optimism about the memory cycle and caution around how that growth is being funded.
Aggiornamento narrativa • Jun 23
A005930: Tight Memory Supply And AI Demand Will Reprice Earnings Power
Analysts have lifted the fair value estimate for Samsung Electronics to ₩712,450 from ₩671,666, citing updated assumptions for revenue growth, profit margins and future P/E multiples in light of recent sector research pointing to tighter memory supply and higher pricing. Analyst Commentary Recent research on Samsung Electronics highlights a cluster of positive views around memory pricing, supply tightness and long term demand from areas like AI and advanced packaging.Articolo di analisi • Jun 19
Samsung Electronics (KOSE:A005930) Stock Could Be 73% Overvalued After Its Sharp Rally
Samsung Electronics (KOSE:A005930) has drawn fresh investor attention after recent share price moves, with the stock’s one-month and past three-month performance standing out against its longer term return profile and fundamentals. See our latest analysis for Samsung Electronics. The recent share price rally, including a 31.07% 1-month share price return and 81.42% over three months, sits within a much stronger longer-term picture, with total shareholder return over the past year already very...Aggiornamento narrativa • Jun 05
A005930: Tight DRAM And HBM Supply Will Reprice Future Earnings Power
Samsung Electronics' analyst fair value estimate has been lifted from ₩360,000 to about ₩671,666, with analysts pointing to firmer memory pricing, tighter supply expectations and higher sector price targets as key supports for the higher implied future P/E of 11.0x. Analyst Commentary Recent Street research around Samsung highlights a cluster of constructive views on memory pricing, capacity tightness and Samsung's role in high bandwidth memory and advanced packaging.Aggiornamento narrativa • May 21
A005930: DRAM Price Swings And HBM4 Supply Wins Will Eventually Pressure Earnings
Analysts have lifted the fair value estimate for Samsung Electronics from ₩173,528 to ₩205,000. The revision reflects updated assumptions for higher revenue growth and profit margins, a lower projected P/E multiple, and a slightly reduced discount rate informed by recent sector research on memory pricing and capacity investment.Aggiornamento narrativa • May 06
A005930: Elevated AI Memory Hopes Will Eventually Expose HBM4 Execution Risks
Narrative Update: Samsung Electronics Price Target Revision The updated analyst model for Samsung Electronics now points to a fair value of ₩173,528, up from ₩125,890. The revision is linked to higher assumed future P/E multiples and slightly stronger profit margins, while revenue growth expectations are set at a lower rate and sector research highlights Samsung's positioning in high bandwidth memory for Nvidia's Vera Rubin platform.Aggiornamento narrativa • Apr 21
A005930: AI Memory Wins And HBM4 Capacity Build Will Reshape Earnings Power
Analysts have lifted their fair value estimate for Samsung Electronics from ₩90,000 to ₩360,000, reflecting updated assumptions that now point to much higher revenue growth and profit margins, alongside a lower future P/E and a slightly reduced discount rate, supported in part by recent research highlighting Samsung's positioning in high bandwidth memory supply for Nvidia's Vera-Rubin platform and a recent upgrade from Erste Group. Analyst Commentary Recent Street research highlights how Samsung's role in high bandwidth memory supply for Nvidia's Vera-Rubin platform feeds directly into the upgraded fair value framework.Aggiornamento narrativa • Apr 06
A005930: Tight DRAM Supply And HBM4 AI Wins Will Drive Future Returns
Analysts have lifted the fair value estimate for Samsung Electronics to ₩239,873 from ₩193,661, reflecting updated assumptions around slightly higher discount rates, more measured revenue growth and margins, and a higher future P/E multiple tied to its positioning in advanced memory and HBM4 supply for Nvidia's Vera-Rubin platform. Analyst Commentary Recent Street research around Samsung and the broader memory market provides a mixed but informative backdrop for thinking about the higher fair value estimate and the company’s role in high bandwidth memory and advanced fabs.Aggiornamento narrativa • Mar 23
A005930: Prolonged Tight DRAM Supply Will Eventually Undermine AI Memory Optimism
Analysts have increased the Samsung Electronics fair value estimate from ₩113,241 to ₩125,890. Updated assumptions for revenue growth, profit margins and a higher future P/E reflect increased confidence in its position in high bandwidth memory and broader DRAM supply trends.
Nuova narrativa • Mar 20
Riding the AI memory boom
Samsung operates as a two-engine business made up of consumer devices such as phones, TVs, and appliances, and semiconductors, especially memory chips. Today, the investment case is mainly driven by the semiconductor segment.Aggiornamento narrativa • Mar 09
A005930: Tight DRAM Supply Through 2027 Will Eventually Pressure AI Upswing
Analysts have lifted their fair value estimate for Samsung Electronics from about ₩82,600 to around ₩113,200, citing higher assumed revenue growth, a stronger profit margin profile, and a richer future P/E multiple supported by recent upgrades and tighter DRAM supply expectations through 2027. Analyst Commentary Recent research on Samsung Electronics has highlighted both constructive and cautious views, with much of the bullish tone anchored to expectations for a tight DRAM supply backdrop through at least 2026.Aggiornamento narrativa • Feb 22
A005930: Tight DRAM Supply And AI Partnerships Will Shape Future Returns
Analysts have kept their fair value estimate for Samsung Electronics steady at ₩193,661 while updating assumptions such as a slightly lower discount rate and a higher future P/E, citing recent upgrades on the stock and expectations that DRAM supply remains tight through at least 2026 despite new fab announcements. Analyst Commentary Recent Street research continues to frame Samsung Electronics within a tight DRAM supply story, with analysts weighing the impact of new capacity announcements against the timing of actual production.Aggiornamento narrativa • Feb 08
A005930: Tight DRAM Supply And AI Demand Will Support Future Returns
Analysts have raised their fair value estimate for Samsung Electronics from ₩166,386.74 to ₩193,661.40, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, along with recent research highlighting tight DRAM supply expectations and fresh upgrades on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades on Samsung reflect growing confidence in the company’s ability to execute on its core semiconductor and memory roadmap, which feeds into higher fair value assumptions.Aggiornamento narrativa • Jan 25
A005930: Tight DRAM Supply And AI Demand Will Support Future Profitability
Analysts have lifted their fair value estimate for Samsung Electronics from ₩129,604 to ₩166,387, citing updated assumptions that include stronger revenue growth, higher profit margins, and a lower future P/E multiple, supported by recent research highlighting constrained DRAM supply over the next several years. Analyst Commentary Recent Street research around Samsung and the wider memory sector has focused heavily on DRAM supply plans, which feeds directly into how analysts think about Samsung's earnings power, capital allocation, and valuation multiples over the next few years.Aggiornamento narrativa • Jan 10
A005930: AI Optimism Will Eventually Expose Margin Pressure In Chip Upswing
Analysts have trimmed their fair value estimate for Samsung Electronics from ₩90,533.46 to ₩82,645.91 as they recalibrate assumptions around profit margins and a higher future P/E multiple, while keeping revenue growth expectations and the discount rate broadly in line. Analyst Commentary Recent changes to the fair value estimate for Samsung Electronics highlight that some inputs in analysts' models, such as profit margins and the assumed future P/E multiple, are under review rather than locked in.Articolo di analisi • Jan 05
After Leaping 27% Samsung Electronics Co., Ltd. (KRX:005930) Shares Are Not Flying Under The Radar
Samsung Electronics Co., Ltd. ( KRX:005930 ) shares have continued their recent momentum with a 27% gain in the last...Aggiornamento narrativa • Dec 27
A005930: Rising Memory Prices Will Eventually Reveal Vulnerability Of AI Upswing
Analysts have modestly lifted their price target on Samsung Electronics to about ₩90,500 from roughly ₩89,900, citing slightly lower discount-rate assumptions, along with stronger expected revenue growth, improved profit margins, and a marginally cheaper projected future P/E multiple. Analyst Commentary Bearish analysts acknowledge the improved outlook for Samsung Electronics but continue to flag several areas of concern that could cap upside to the shares.Aggiornamento narrativa • Dec 13
A005930: Elevated Memory Margins Will Expose Downside If AI Demand Fades
Analysts have lifted their price target for Samsung Electronics significantly, reflecting a reassessment of fair value toward roughly ₩90,000 per share. This has been driven by expectations for structurally higher profit margins despite moderating revenue growth and a lower assumed future P/E multiple.Aggiornamento narrativa • Nov 29
A005930: Chip Price Increases Will Drive Profit Margins And Share Price Higher
Samsung Electronics' analyst price target has been raised from ₩127,290 to ₩129,604. This reflects analysts' optimistic outlook based on improved growth projections and stronger profit margins.Aggiornamento narrativa • Nov 15
A005930: Memory Chip Price Hikes Will Drive Share Price Upside
Analysts have raised their fair value target for Samsung Electronics from ₩116,541.94 to ₩127,289.97, citing improved expectations for revenue growth and profit margins. Analyst Commentary Recent analyst commentary on Samsung Electronics reflects a mix of optimism about the company's future prospects and caution regarding operational risks and market dynamics.Aggiornamento narrativa • Oct 31
A005930: Future AI Demand And Margin Upside Will Drive Earnings Recovery
Analysts have raised their fair value estimate for Samsung Electronics from ₩105,207 to ₩116,542. They cite improving profit margins, even though revenue growth projections have been tempered.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | ₩150t |
| Mar 31 2026 | n/a | n/a | ₩83t |
| Dec 31 2025 | n/a | n/a | ₩44t |
| Sep 30 2025 | n/a | n/a | ₩30t |
| Jun 30 2025 | n/a | n/a | ₩30t |
| Mar 31 2025 | n/a | n/a | ₩35t |
| Dec 31 2024 | ₩5b | ₩1b | ₩34t |
| Sep 30 2024 | n/a | n/a | ₩32t |
| Jun 30 2024 | n/a | n/a | ₩28t |
| Mar 31 2024 | n/a | n/a | ₩20t |
| Dec 31 2023 | ₩6b | ₩1b | ₩14t |
| Sep 30 2023 | n/a | n/a | ₩32t |
| Jun 30 2023 | n/a | n/a | ₩36t |
| Mar 31 2023 | n/a | n/a | ₩45t |
| Dec 31 2022 | ₩4b | ₩1b | ₩55t |
Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Tae-Moon sia ragionevole rispetto ad aziende di dimensioni simili nel mercato KR.
Compensazione vs guadagni: La retribuzione di Tae-Moon è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Tae-Moon Roh (58 yo)
less than a year
Mandato
₩5,099,000,000
Compensazione
Mr. Tae-Moon Roh, Ph D., serves as President and Executive Director of Samsung Electronics Co., Ltd. from March 16, 2022 and serves as its Head of Device eXperience (DX) Division since April 2025 and Head...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | ₩5.10b | 0.0018% ₩ 27.1b | |
| President & Head of Corporate Management Office at DX Division | 4.7yrs | ₩3.35b | Nessun dato | |
| President & Head of Foundry Business | 5.8yrs | ₩6.90b | Nessun dato | |
| Vice Chairman | 1.4yrs | Nessun dato | 0.00066% ₩ 9.7b | |
| President and Chief Legal Officer | 17.4yrs | Nessun dato | Nessun dato | |
| President | 6.6yrs | Nessun dato | Nessun dato | |
| President & Chief Design Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Executive VP & CFO | 1.7yrs | Nessun dato | Nessun dato | |
| President | less than a year | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Head of Compliance Team & Executive VP | 3.7yrs | Nessun dato | Nessun dato | |
| Managing Director and Director of Corporate Communications | no data | Nessun dato | Nessun dato |
2.7yrs
Durata media
60yo
Età media
Gestione esperta: Il team dirigenziale di A005930 è considerato esperto (durata media dell'incarico 2.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 4.4yrs | ₩5.10b | 0.0018% ₩ 27.1b | |
| Vice Chairman | 1.4yrs | Nessun dato | 0.00066% ₩ 9.7b | |
| Executive Director and Corporate President of Corporate Mgmt. | less than a year | Nessun dato | 0.00064% ₩ 9.4b | |
| Independent Director | 1.4yrs | Nessun dato | 0% ₩ 0 | |
| Independent Director | 4.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 3.8yrs | Nessun dato | Nessun dato | |
| Independent Chairman of the Board | 2.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 2.4yrs | Nessun dato | 0.000010% ₩ 147.1m |
2.4yrs
Durata media
61.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di A005930 non è considerato esperto (durata media del mandato 2.4 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/08 09:31 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Samsung Electronics Co., Ltd. è coperta da 65 analisti. 37 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nam Hyung Kim | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |