Samsung: Now In Deep Value Territory
Portfolio Pulse from
Samsung Electronics is facing challenges in 2024, including poor execution in the HBM market, increased DRAM competition, and political turmoil in Korea. Despite these issues, Samsung's valuation is now in deep value territory, presenting a buying opportunity. The company's $66 billion in net cash and support from Nvidia's Jensen Huang indicate potential for recovery.
January 13, 2025 | 1:45 pm
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POSITIVE IMPACT
Nvidia's potential partnership with Samsung for HBM supply could positively impact Nvidia's operations, especially if Samsung recovers from its current challenges.
Nvidia's support for Samsung and potential HBM supply partnership could enhance Nvidia's product offerings and market position, especially if Samsung overcomes its current challenges.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50