009150 KR · Samsung Electro-Mechanics Common StockMW GOBLIN RESEARCH
Samsung Electro-Mechanics: Weighing Profit Growth Alongside the Burden of Capacity Expansion
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As of 2026-11-12, the view on profit growth from AI components is positive. However, the attractiveness of the current share price depends on further margin improvement in 2027. Given the large-scale investment and uncertainty in the estimates, it is too early to conclude that the shares are undervalued.
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- High-value-added products lifted margins
- Cash spending precedes revenue from capacity expansion