Engaged as [South Korea nine hyerin financial newspaper News] Samsung reported that it took to restart the rally, and domestic securities companies have successively raised its target price for Samsung. Operating profit of the Semiconductor Division, which accounts for more than half of the total operating profit because it seemed a solid flow.
21 days during 310 minutes Samsung Electronics is currently trading at 2.13 million won rose 1.67% compared to the previous trading day in the securities markets (₩ 35,000). In addition, and again renewed singoga 52 weeks, recorded the day before depreciation has proven that the moment of breather.
Day brokerage target price spiral adjustment is NH Investment & Securities (260 million), Meritz Securities Investment Bank (272 million), a financial investment (250 million). The securities proposed target price is more than 2.5 million won, or both.
Therefore, analysts have revised up our target price spirals is due to Samsung's semiconductor and display division to clear earnings improvement. Galaxy S8 release date has been evaluated positively even after the first quarter earnings, depending on the IM business approaches. The first quarter of this year estimated operating profit of 9.6 trillion won, operating profit this year is expected to reach 48 trillion.
NH Investment & Securities yisecheol researchers' semiconductor division in China amid expanding memory market entry delay market brisk in accordance with the, D RAM and 3D to increase NAND earnings quarter 6 trillion expected profit to be posted, said, "Since the second half (semiconductors) Branch age 8 trillion won operating profit is expected to be explained that flowering. Also, adding that 'IM business is also expected to be recovered after performing the Galaxy launched S8, said,' flexible OLED display market position of the sector is expected to strengthen this year.
Meritz Investment Bank Securities presented the highest target price (272 million). Kim Institute of brokerage is' but rather postponed the Galaxy S8 release date, notes 7 after the "February pent-up demand" based on year shipment effects are expected occur in solid from end-1Q12, it said, "1Q operating profit existing 9 Article upward adjustment from 200 billion won and 10 trillion won, it said it expected continued improvement ideas to maximum 13 trillion won in the second quarter.
In the question of the D-RAM market did not reach the peak has already answered that "still too early".
Kim researchers determine "the increase in Samsung's supply is a group possible to be the premise is provocative or strong demand competing situation does not correspond to, given the social and political situation is hardly surfaced as an investment executive at Samsung Electronics are still active explained that because " It means investing trend of the D-RAM Samsung can not be converted into aggressive.
One of the researchers gimrokho financial investment was revised up estimated 12% of annual operating profit to 46.1 trillion won from 41.1 trillion won legacy.
Kim researchers' semiconductor and display a 34% year-on-year sales to, and is expected to increase 28 percent, said, "Among the 45 percent occupies IM division in sales due to smartphone growth slowing sales growth is insignificant, semiconductor Jobs parts business with customers and solid demand for additional mobile OLED panels this point to resume top-line growth was assessed as positive.
In particular, the transfer from the operating profit is estimated to reach a 55% share of the semiconductor and reflect the gains of the first quarter was revised up chip prices and a profit of 25.5 trillion won in the semiconductor division. He said, 'Samsung Electronics is differentiated from D-RAM to 1x nanometer NAND performance while visions of stabilization and V-, it is solid demand for non-memory' was expected to contribute to the said benefits.
On the other hand, also suggests upside potential of this prospect Samsung mere 230 million.
Shinhan Investment gwakhyeonsu researchers 'financial crisis, Samsung Electronics' share price trend seen the previous year in terms of return can be seen after reaching 2.3 million won geuprakse "said, said," This means we can soon come uneasy crossroads.
He explained that a number of strategic adjustment effective than buying pursued because the expected stock price volatility since the right to 230 million.
Kwak researcher added that "it is necessary to refer not let that assertion looks similar path to the future that the path to the similar now," said "In the short term, will soon appear rirago have put wisdom in preparation for volatility at the crossroads need seems to expect ' .
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