Calls
1
Park Seong-gu
Manager
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 04
$255250.00
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Samsung Electronics' valuation has returned to pre-AI levels with 12-month forward PBR of 1.7x and PER of 4.3x, yet DRAM supply is expected to stay tight through 2028, HBM-driven DRAM ASP is forecast to rise 15%, 5%, and 22% in 3Q, 4Q, and 1Q26, and China AI infrastructure demand is strong. Shareholder returns are supportive: at 25,000 won the common dividend yield is about 8.3% and the preferred yield about 11%. The call is to stay centered rather than panic.
AI Memory
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Park Seong-gu has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.
