Samsung Electro-Mechanics Co., Ltd.

KOSE:A009150 Stok Raporu

Piyasa değeri: ₩126.2t

Samsung Electro-Mechanics Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Samsung Electro-Mechanics kazanç ve gelirin sırasıyla yıllık 31.2% ve 14.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 38.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 20.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

31.2%

Kazanç büyüme oranı

38.42%

EPS büyüme oranı

Electronic kazanç büyümesi37.3%
Gelir büyüme oranı14.2%
Gelecekteki özkaynak getirisi20.57%
Analist kapsamı

Good

Son güncelleme12 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jun 12

A009150: Updated Growth And Margin Assumptions Will Support Fair Future P/E

Analysts have lifted their fair value estimate for Samsung Electro-Mechanics from ₩1,420,444 to ₩1,630,444, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News No recent company specific news items were identified in the provided sources for Samsung Electro-Mechanics.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
User avatar
Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

KOSE:A009150 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (KRW Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202820,343,3623,178,1262,509,8753,989,06020
12/31/202716,497,6662,216,267939,9903,146,20625
12/31/202613,620,9011,348,578-167,3802,145,18323
3/31/202611,784,924812,795331,9941,654,389N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: A009150 'nin tahmini kazanç büyümesi (yıllık 31.2% ) tasarruf oranının ( 3.1% ) üzerindedir.

Kazançlar ve Piyasa: A009150 şirketinin kazançlarının (yıllık 31.2% ) KR pazarından (yıllık 33.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: A009150 şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: A009150 şirketinin gelirinin (yıllık 14.2% ) KR pazarından (yıllık 16.2% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: A009150 şirketinin gelirinin (yıllık 14.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: A009150 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 20.6 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/13 20:34
Gün Sonu Hisse Fiyatı2026/06/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Samsung Electro-Mechanics Co., Ltd. 38 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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