KB Securities has set a target price of 82,000 won for Samsung Electronics. This is based on the expectation that performance will improve due to the increased shipments of high-capacity server DRAM memory. The investment opinion remains 'buy.'
On the 2nd, KB Securities projected in a report on Samsung Electronics titled 'Uncertainty expected to ease after the second quarter' that this year's operating profit for Samsung Electronics' DRAM will increase by 28% year-on-year to 20.6 trillion won.
Kim Dong-won, a researcher at KB Securities, said, "From the second quarter, the expansion of high-capacity server DRAM shipments will drive the annual performance of the institutional sector in the device solutions (DS) sector."
KB Securities also noted that a gradual improvement in performance is expected starting from the first quarter. In the first quarter, Samsung Electronics recorded an operating profit of 6.7 trillion won due to improvements in the DS and mobile experience (MX) sectors.
Kim noted, "There are uncertainties, including the possibility of changes to U.S. tariff policies involving the imposition of tariffs on semiconductor items, but considering the current stock price, it seems that many of the concerns are already being reflected."