2024-06-21 23:00:03
Entered 2024.06.22 08:00
Edit 2024.06.22 09:58
Inventory market: “It’s only a matter of time earlier than HBM is authorised, and Samsung Electronics will rise quickly.”
Particular person buyers have bought KRW 2.09 trillion in internet gross sales this month
Then once more, foreigners purchased a internet 2.2 trillion gained of Samsung Electronics shares.“Reminiscence-friendly setting…excessive potential for inventory worth appreciation”
Samsung Electronics semiconductor executives have been shopping for shares not too long ago
Samsung Electronics Seocho Headquarters is situated in Seocho-gu, Seoul. Picture = Yonhap Information Home particular person buyers are promoting giant quantities of Samsung Electronics shares with a settlement worth of “80,000 gained” (Samsung Electronics inventory worth is within the 80,000 gained vary). Though the inventory market despatched a optimistic sign regarding Samsung Electronics’ inventory worth, particular person buyers had been as soon as once more taking income.
Based on information from the Korea Trade on the twenty second, Samsung Electronics’ closing worth was 80,000 gained, down 1,600 gained (1.96%) from the earlier buying and selling day. On the nineteenth, Samsung Electronics’ inventory worth rose to 80,000 gained for the primary time in a month. This appears to be as a result of it’s anticipated to quickly cross high quality certification from NVIDIA, the biggest high-bandwidth reminiscence (HBM) provider. Nonetheless, particular person buyers have ignored Samsung Electronics inventory. Thus far this month, particular person buyers have bought a internet whole of two.0961 trillion gained value of Samsung Electronics shares. Ranked No. 1 in private internet gross sales. It’s practically 4 occasions greater than SK Hynix (575.8 billion gained), which ranks second in private internet gross sales. Throughout this era, Samsung Electronics shares rose 8.8%.
Then once more, international buyers are shopping for Samsung Electronics shares in giant portions. Throughout the identical interval, foreigners purchased a internet 2.2917 trillion gained of Samsung Electronics shares. It’s the primary internet purchaser by foreigners. Along with Samsung Electronics, foreigners additionally invested in shares of semiconductor firm SK Hynix value 1.3323 trillion gained.
Securities analysts predict that rising strain on Samsung Electronics’ inventory worth is rising. It is because general-purpose reminiscence semiconductor efficiency is predicted to stay steady within the second half of this yr, and it’s believed that HBM high quality approval is simply across the nook. Kim Dong-won, a researcher at KB Securities, stated: “The efficiency enchancment impact caused by the rise basically DRAM costs within the second half of this yr might be enhanced, and it is just a matter of time earlier than North American clients acknowledge it. HBM has good high quality, however by way of path, provide visibility following the third quarter Clear. Researcher Kim then really helpful a goal worth of 120,000 gained for Samsung Electronics.
Hwang Min-seong, a researcher at Samsung Securities, additionally stated, “The hole with rivals by way of HBM is narrowing. So far as HBM3e (fifth era) 12-layer is anxious, we can’t rule out the chance that Samsung Electronics will ship it first,” he added. “A provide glut of synthetic intelligence semiconductors is probably going each this yr and subsequent.” “As this example is small and the favorable setting for reminiscence producers persists, the probability of Samsung Electronics inventory rising is larger than ever.” . Researcher Hwang commented that Samsung Electronics’ fair proportion worth is 120,000 gained, and “SK has “It’s higher to purchase Hynix first”, “I purchased it at regarding 90,000 gained, however it may’t be bought but”, and “Even whether it is. It has handed the HBM high quality certification. Resulting from its manufacturing quantity, it isn’t simple to ship in giant portions, so the inventory worth might also be depressed. Based on the Digital Disclosure System of the Monetary Supervisory Service, senior executives of Samsung Electronics have not too long ago purchased Samsung Electronics shares. 4 senior executives of the Machine Options (DS) division of the Digital Semiconductor Enterprise not too long ago bought a complete of 11,800 shares of their very own inventory for a complete of 893.12 million gained.
Vice Chairman Jeon Younger-hyun, who took over as head of the DS division final month following President Kyung-hyun, bought 5,000 shares on the thirteenth for 376 million gained (75,200 gained per share). On the twelfth, Lee Jung-bae, president of the reminiscence division, bought 3,800 shares at 75,800 gained per share (a complete of 288.04 million gained), and Choi Si-young, president of the foundry division, bought 1,000 shares (a complete of 75.8 million gained). rise.
Nam Seok-woo, president of producing and know-how of Samsung Electronics’ DS division, additionally bought 1,200 shares at 75,200 gained per share on the thirteenth and an extra 800 shares at 78,800 gained per share on the seventeenth. The entire quantity alone reached 153.28 million gained. Together with the two,300 shares (179.17 million gained) bought by Music Jae-hyuk, chief know-how officer (CTO) and director (president) of the Semiconductor Analysis Institute, on the eleventh, the inventory bought by the DS division executives alone exceeded 1 billion gained.
Hankyung.com reporter Lu Zhengdong dong2@hankyung.com
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