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