Samsung stock looks good as it trading at a PE ratio if you take a look at Samsung's average earnings over the cycle of 40 trillion KRW. Samsung's profits depend mainly on the semiconductor cycle and are for that reason volatile. It is difficult to know when will Samsungs earnings return and go beyond the previous highs, however the last 12 months are currently improving by reaching 30 trillion KRW. If the earnings continue to improve and reach 40 trillion, the stock will likely follow as the market constantly has a short-term viewpoint on stocks, even on clearly cyclical stocks like Samsung.
Samsung hasn't been this inexpensive for a while and for those looking to add an interesting service to a long-lasting global varied portfolio, now it is the time to think about Samsung. The dividend is 2.5% but what is most important about Samsung is its conservativeness. Wall Street would argue there is too much of it as the business has no debt, but that likewise implies that it can intensify at its own rate, without the problem of debt increasing the sensitivity of business to the clear cycles.
Apart form the strong balance sheet, there is also the leading global position in smart devices and subsequently the development originating from increased global economic development and more people owning smartphones. This is likewise a danger as with a financial downturn, need for both phones and semiconductors would decrease.
Possibly the marketplace is anticipating a further decline in demand, however when it comes to industries like Samsung, if you ever wanted to own it, this is a far better time to do so.
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Have you looked into Samsung’s recent foundry problems? I think they may be a major factor in the price decline.
what about Samsung SDI?
I really like this investing quadrant, where you position companies according to risk and reward!
But it’s nearly all nonsense!?
@@swphilosophy3040 he explains his reasoning for positioning stocks in the quadrant. You may or may not agree with his reasoning but that doesn’t automatically make his approach nonsense.
Seems like a strong idea
As always a nice Video! Now that you took a look at Korean Samsung, mind taking a look at Kia Motors? Seems decent and I did a little digging and seems overall solid …
!!I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $2m+ before retirement
As a newbie investor, it’s essential for you to have a mentor to keep you accountable.
Kristine Lynn Weber is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
I managed to grow a nest egg of around 120k to over a Million. I’m especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market.
I don’t really blame people who panic. Lack of
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how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What’s your take on this approach? and How can i reach her, if you don’t mind me asking?
Hi Sven, could you do a stock analysis for TOST?
Hey Sven, alway appreciate your video.
I am on the fence on investing in Samsung. They have an immense presence in Korea, and the recent sharp decline has been discussed on national TV.
Two key issues were raised, 1) cost cutting management led to fall in r&d and potential profits (loss in competitive advantage) and 2) management focused on the owner (chaebol) rather than focusing on shareholder profits.
Nonetheless, I wanted to ask. How could one go about valuing companies with revenue that are heavily dependent on the competitiveness of its future products?I.E For Samsung, it would be valuing the next gen semiconductor.
Thanks as always!
Why it is down so much? Bad earnings? Semiconductor Index is up 26% YTD
are there any companies that recession risk is not applicable to them?
update on StoneCo maybe ?
IMHO, the fintech space in Brazil is so competitive that it will be always difficult for StoneCo to maintain a dominant position with decent margins. I made one of my best trades ever with STNE from $10 to $17 in a matter of months, but I am happy to be out, as the reward is not worth the risk.
It’s a buy but not good enough?
Which ones are good enough?
Any opinion on preferred vs common for samsung?
Korean stocks are cheap for a reason. Most Korean companies including Samsung has a history of splitting stocks without giving existing shareholders fair share. Samsung Electronic is just one. There are many other Samsung Stocks. Korean companies push share dilution to the next level. Samsung ADR is not listed in NYSE due to compliance issue. It’s accounting practice is questionable. For this reason, as a Korean I recommend anyone to stay away from Korean stock.
Thanks for the warning. You’re my hero
Good point. It’s a good rule of the thumb to avoid investing in companies that are heavily protected by the government especially in a foreign market where you don’t know all the rules and regulations.
Yes. In a simple term, a lot of American companies including Apple, Google, and Microsoft share its profits through increasing share buyback and dividend. A lot of companies in the 3rd world at least investment stand point, try to rip its shareholders off and steal money from shareholders. Politicians media, banks, hedge funds are all in the same team against retail investors. Sure. Valuation seems cheap, but you will more like to lose money if you invest in most Korean companies like this. My life would have been much different, had my father not invested Korean stocks.
Sven, I noticed on the smart phone sales chart at 1:59, Xiaomi has 27% YoY growth…seems impressive.
Mind doing an analysis on that company, would love to get your thoughts. Appreciate the vids thank you!
Totally unrelated… will you do an update on Bristol Myers? It’s dirty cheap… but risks are hard to value. 😕
Aixtron a German equipment maker for chip industrie has crashed in last year. Could you analise that company?
Hello Sven, thanks for your research. We were investors in Brazil, but now we’re living in Europe. I cannot describe how happy we are with your plataform research and Youtube Updates.
Please make a video about risky huge companies which can broke like Credit Suiss.
$10k is no longer enough to retire even in a LCOL area. Should definitely start expanding our horizons…
!!how can i get a good trade to increase my money to 1MM$
The market will always undergo changes and various challenges, so if you want fo reach your goals of $1Million, you have to be really focused and do your due diligence. Also having a financial consultant can be
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It’s important to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you
Good to hear such, But getting one is easier said than cone. If its not too much to ask, do you know any legit ones?
I’m thrilled at the prospect of learning from a coach like christen willburn
Can you compare with similar Chinese companies?
If I had $360k, I would allocate $100k to tech stocks and $260k to dividend stocks with a proven track record—focusing on capital appreciation and year-over-year dividend growth.
In my opinion, adding JEPI and JEPQ is a smart move. When it comes to higher-risk investments, the key is balancing risk tolerance with long-term goals.
The market isn’t necessarily a rollercoaster if you understand how to navigate it. There are numerous opportunities right now to generate good profits. If you’re not deeply familiar with the market, consider buying and holding strong companies with solid earnings, or consulting advisors for insights on ETFs and actively managed funds. That’s the strategy my spouse and I follow, and we’ve seen over 30% capital growth, not counting dividends.
I’ve been considering getting a financial advisor, but I’ve been a bit relaxed about it. Could you recommend yours? I could use some guidance.
@@DanöVee Finding financial advisors like Rebecca Lynne Buie, who can help shape your portfolio, would be a wise choice. Challenging times are ahead, and solid personal financial management will be crucial.
Finding financial advisors like Rebecca Lynne Buie, who can help shape your portfolio, would be a wise choice. Challenging times are ahead, and solid personal financial management will be crucial.