Samsung Electronics (KS:005930), 7747.HK (2x)

[winston]

Samsung shares slip amid labor strike talks

by Ayushman Ojha

Investing.com-- Samsung Electronics (KS:005930) shares fell on Tuesday as investors closely watched last-ditch negotiations between the company and its labor union aimed at averting a planned strike that could disrupt global semiconductor supply chains.

Shares in Samsung Electronics slipped more than 2% in Seoul trading to 279,500 won 03:12 GMT, underperforming the broader market.

Samsung management and labor representatives entered a second day of government-led mediation talks on Tuesday after more than 11 hours of negotiations failed to produce a breakthrough the previous day.

The union, which represents tens of thousands of workers, is demanding performance bonuses equal to 15% of operating profit, removal of bonus payout caps and formal guarantees on compensation structures, according to reports.

The group has threatened to launch an 18-day strike beginning May 21 if negotiations collapse.

The labor dispute comes as Samsung benefits from booming The company last month reported a sharp jump in first-quarter operating profit, from demand for high-end memory chips used in artificial intelligence applications.

Source: investing.com

https://www.investing.com/news/stock-ma ... ks-4678943

[winston]

not vested

<Research> Citi Lifts Samsung Electronics (005930.KS) TP to KRW460,000, Reiterates Buy; Launches 90-day Positive Catalyst Watch

Citi issued a report expecting global memory pricing to continue rising in 2H2026, driven by: (1) Anthropic raising the maximum input/output token limits and doubling Claude Code rate caps, accelerating token demand growth;
(2) adoption of SoCAMM2 supporting resilient mobile DRAM pricing; and
(3) average selling prices of HBM projected to increase 30% QoQ in 4Q2026.

The bank forecasts that the 2026 average selling price growth for DRAM and NAND will exceed expectations, rising 200% YoY and 186% YoY, respectively (previously projected at 190% YoY and 172% YoY).

As a result, Citi has placed Samsung Electronics (005930.KS) on a 90-day positive catalyst watch and sharply raised its TP from KRW300,000 to KRW460,000. The Buy rating is reiterated.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

*Samsung is paying 78,000 chip workers a $340,000 bonus each* .Not their salary. The bonus. The total bill is $26.6 billion, which equals 1.4% of South Korea's entire economy, going to less than 0.3% of the country's workforce.
https://x.com/OmerCheeema/status/2058445758286954567

[winston]

not vested

Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

by Jessica Mitacek. Posted: 5/17/2026.

Samsung became the second Asian company to exceed a $1 trillion market cap, driven by an astounding 395% stock surge over the past year.

While Galaxy phones are top sellers, the primary growth engine is the global memory chip shortage, with Samsung’s production capacity already sold out for 2026.

With a Buy rating and the rollout of HBM4 chips coming in the second quarter, Samsung is positioned to capitalize on a supply-demand gap expected to last until at least 2027.

Source: Market Beat