Samsung Electro-Mechanics（A009150）株式概要
サムスン電機株式会社は、韓国、中国、東南アジア、日本、米州、欧州で様々な電子部品を製造・販売している。 詳細
報酬
リスク分析
リスクチェックの結果、A009150 、リスクは検出されなかった。
A009150 Community Fair Values
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Analyst Price Targets
Samsung Electro-Mechanics Co., Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₩1,340,000.00 |
| 52週高値 | ₩1,363,000.00 |
| 52週安値 | ₩116,200.00 |
| ベータ | 1.99 |
| 1ヶ月の変化 | 65.02% |
| 3ヶ月変化 | 255.44% |
| 1年変化 | 1,042.37% |
| 3年間の変化 | 830.56% |
| 5年間の変化 | 697.62% |
| IPOからの変化 | 5,558.63% |
最新ニュース
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).
新しいナラティブ • 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?ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.株主還元
| A009150 | KR Electronic | KR 市場 | |
|---|---|---|---|
| 7D | 32.7% | 14.8% | 4.6% |
| 1Y | 1,042.4% | 313.4% | 186.7% |
業界別リターン: A009150過去 1 年間で313.4 % の収益を上げたKR Electronic業界を上回りました。
リターン対市場: A009150過去 1 年間で186.7 % の収益を上げたKR市場を上回りました。
価格変動
| A009150 volatility | |
|---|---|
| A009150 Average Weekly Movement | 12.7% |
| Electronic Industry Average Movement | 11.4% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in KR Market | 16.6% |
| 10% least volatile stocks in KR Market | 4.9% |
安定した株価: A009150 、 KR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: A009150の 週次ボラティリティ ( 13% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1973 | n/a | Chang Duckhyun | www.samsungsem.com/global |
サムスン電機株式会社は、韓国、中国、東南アジア、日本、米州、欧州で様々な電子部品を製造・販売している。同社は3つのセグメントで事業を展開している：コンポーネント、パッケージ・ソリューション、オプティクス・ソリューション。積層セラミックコンデンサ、インダクタ、タンタル、チップ抵抗器、カメラモジュール、パッケージ基板、半導体PKG基板などを提供している。また、不動産事業、不動産ソフトウェア事業、投資事業も行っている。同社の製品は、自動車、コンピューター、ディスプレイ、携帯電話、ネットワーク、サーバー、ソリッドステートドライブ、タブレット、ウェアラブル製品などのアプリケーションで使用されている。以前はサムスン電子部品株式会社として知られ、1987年2月にサムスン電子機械株式会社に社名を変更した。1973年に法人化され、本社は韓国の水原市にある。
Samsung Electro-Mechanics Co., Ltd. 基礎のまとめ
| A009150 基礎統計学 | |
|---|---|
| 時価総額 | ₩98.71t |
| 収益（TTM） | ₩707.36b |
| 売上高(TTM) | ₩11.31t |
143.1x
PER（株価収益率8.9x
P/SレシオA009150 は割高か？
公正価値と評価分析を参照収益と収入
| A009150 損益計算書（TTM） | |
|---|---|
| 収益 | ₩11.31t |
| 売上原価 | ₩9.04t |
| 売上総利益 | ₩2.28t |
| その他の費用 | ₩1.57t |
| 収益 | ₩707.36b |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.36k |
| グロス・マージン | 20.13% |
| 純利益率 | 6.25% |
| 有利子負債／自己資本比率 | 22.4% |
A009150 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.2%
現在の配当利回り25%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 16:19 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Samsung Electro-Mechanics Co., Ltd. 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Seung-Chul Bae | Barclays |
| Dong-je Woo | BofA Global Research |
| Kyunga Lee | CGS International |