[유안타 백길현 애널리스트] '삼전 목표가 53만원→63만원 상향' 전문가의 삼성전자 잠정실적 분석 #백길현 _261008
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'Experts Suggest 630,000 Won Target for Samsung Electronics' Analysis of Samsung Electronics' Preliminary Earnings
The forecast of Samsung Electronics' '100 Trillion Won's' operating profit is just the beginning; focus on earnings announcement at the end of this month
4 Key Points to Watch for Samsung Electronics' Earnings
1. Memory upcycle in 2028
2. Size of free cash flow and expansion of shareholder returns
3. Will CAPEX gradually increase through 2027-2028?
4. What about HBM?
What is the basis for raising Samsung Electronics' target price from 530,000 won to 630,000 won?
When looking at Samsung Electronics divided into 'General Purpose Memory', 'HBM', and 'Foundry Division', the price increase for Memory and HBM next year is expected to be higher than anticipated
Foundry deficit expected to turn profitable next year
Samsung Electronics 107 Trillion Won Operating Profit; Non-Memory estimated -2 Trillion Won deficit... Memory estimated 109 Trillion Won surplus
109 Trillion Won Earnings Despite Exchange Rate Impact? Memory price increase far exceeding market expectations
Estimated based on Micron's earnings, price growth rates expected to be higher in Q3-Q4
"Samsung Electronics stock is currently very cheap in terms of earnings valuation"
Supply and demand instability due to the end of share buybacks? Ultimately, shareholder returns are only possible when earnings are good
200 trillion won in cash accumulated by year-end alone, 400 trillion won next year... "Momentum for additional shareholder returns is emerging again"
□ Host: Reporter Cho Tae-hyun
□ Guest: Researcher Baek Gil-hyun (Semiconductor Analyst, Yuanta Securities)
□ Broadcast Date: Thursday, October 8, 2026
#SamsungElectronics #Earnings #SamsungStockPrice #OperatingProfit #StockPriceOutlook #Memory #Semiconductor #HBM #TargetPrice
#VividEconomy #YTN #YTNEconomicRadio
---------------------------------------------------------------------------------
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모두 기회만 오면 던질 생각을 하는 주식이 무슨수로? 현재의 삼성전자 주식은.... 개 잡주 포지션 입니다.
[유안타 백길현 애널리스트] '삼전 목표가 53만원→63만원 상향' 전문가의 삼성전자 잠정실적 분석 #백길현 _261008
경제통마늘
45,279 views
'Experts Suggest 630,000 Won Target for Samsung Electronics' Analysis of Samsung Electronics' Preliminary Earnings
The forecast of Samsung Electronics' '100 Trillion Won's' operating profit is just the beginning; focus on earnings announcement at the end of this month
4 Key Points to Watch for Samsung Electronics' Earnings
1. Memory upcycle in 2028
2. Size of free cash flow and expansion of shareholder returns
3. Will CAPEX gradually increase through 2027-2028?
4. What about HBM?
What is the basis for raising Samsung Electronics' target price from 530,000 won to 630,000 won?
When looking at Samsung Electronics divided into 'General Purpose Memory', 'HBM', and 'Foundry Division', the price increase for Memory and HBM next year is expected to be higher than anticipated
Foundry deficit expected to turn profitable next year
Samsung Electronics 107 Trillion Won Operating Profit; Non-Memory estimated -2 Trillion Won deficit... Memory estimated 109 Trillion Won surplus
109 Trillion Won Earnings Despite Exchange Rate Impact? Memory price increase far exceeding market expectations
Estimated based on Micron's earnings, price growth rates expected to be higher in Q3-Q4
"Samsung Electronics stock is currently very cheap in terms of earnings valuation"
Supply and demand instability due to the end of share buybacks? Ultimately, shareholder returns are only possible when earnings are good
200 trillion won in cash accumulated by year-end alone, 400 trillion won next year... "Momentum for additional shareholder returns is emerging again"
□ Host: Reporter Cho Tae-hyun
□ Guest: Researcher Baek Gil-hyun (Semiconductor Analyst, Yuanta Securities)
□ Broadcast Date: Thursday, October 8, 2026
#SamsungElectronics #Earnings #SamsungStockPrice #OperatingProfit #StockPriceOutlook #Memory #Semiconductor #HBM #TargetPrice
#VividEconomy #YTN #YTNEconomicRadio
---------------------------------------------------------------------------------
YTN FM 94.5MHz
Vivid and entertaining broadcasting, a warm broadcasting that fosters mutual growth
YTN Economic Radio Vivid Economy, featuring news explained easily by top-notch eloquence and friendly explanations
[Copyright (c) YTN radio. Unauthorized reproduction, redistribution, and use of AI data are prohibited]