Entry1344000.0→Now1388000.0
Buy MLCC on price hikes. Open original source
009150.KS Samsung Electro-Mechanics Co., Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry1344000.0→Now1388000.0
AI substrates benefit from SOCAMM demand Open original source
Entry1348000.0→Now1388000.0
Samsung Electro-Mechanics expands networking substrates. Open original source
Entry1351000.0→Now1388000.0
Samsung Electro-Mechanics sees rare double buying. Open original source
Entry1354000.0→Now1388000.0
Samsung Electro-Mechanics has strong earnings momentum. Open original source
Entry1362000.0→Now1388000.0
Electronic component profits can beat rate gravity Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
03:00
Sep 18
Sep 18
CCL shortage lifts Doosan and Samsung Electro-Mechanics.
Doosan and Samsung Electro-Mechanics are rising because of a CCL shortage. Samsung Electro-Mechanics is reportedly asking for more supply, and both were among the top expected gainers. Tighter CCL and substrate supply is the shared catalyst.
MED
02:00
Sep 18
Sep 18
Next-year and 2028 earnings beat consensus.
He thinks the 5 trillion won next-year operating profit estimate for Samsung Electro-Mechanics is too conservative and sees more than 6 trillion won as possible. For 2028, while consensus expects a decline, the company is looking at 8.5-9 trillion won; at a 100 trillion won market cap, that would make the stock no longer expensive looking beyond the next year.
HIGH
02:00
Sep 18
Sep 18
Samsung Electro-Mechanics offers 50% valuation upside.
Samsung Electro-Mechanics is a long-term growth story exposed to robots, autonomous driving, and EVs, and its earnings estimates are still rising. He argues the stock's fair market cap is around 150 trillion won using sum-of-the-parts valuation: MLCC at about 30x, substrate at about 40x, and no-growth camera modules at about 10x. That implies roughly 50% upside from the current 100 trillion won market cap, and he views the analyst target of 3 million won as too aggressive because applying a single 85x P/E to total earnings is not appropriate.
HIGH
01:22
Sep 18
Sep 18
SEMCO follows memory ETF flows.
Samsung Electro-Mechanics trades more with Samsung Electronics and SK Hynix than with pure substrate peers because ETFs bundle them; ETF flows move these names together, making SEMCO a liquid beneficiary of memory strength.
MED
01:22
Sep 18
Sep 18
CCL shortage lifts Doosan and SEMCO.
CCL shortage is lifting Doosan and Samsung Electro-Mechanics; Samsung Electro-Mechanics has been depressed, and CCL and substrate supply tightness supports both names.
MED
01:00
Sep 18
Sep 18
MLCC rotation may follow Samsung Electro-Mechanics.
Samsung Electro-Mechanics is strong, and its MLCC leadership could spark a rotation across capacitor and semiconductor-component names. The speaker prefers looking at MLCC-related rotation starting from Samsung Electro-Mechanics.
MED
00:45
Sep 18
Sep 18
SOTP fair value around 150T, not 300k.
Park Se-ik pushes back on the 300,000 KRW target, arguing the 85x P/E applied to total company earnings overvalues lower-quality businesses. Using sum-of-the-parts, MLCC deserves about 30x, package substrate about 40x, and camera module about 10x, which yields a fair market cap around 150 trillion KRW. That still implies roughly 50% upside from about 100 trillion KRW if next year's operating profit reaches 5 trillion KRW, but the stock is not worth 300,000 KRW.
MED
00:45
Sep 18
Sep 18
AI parts drive record earnings; oversold.
KB Securities keeps a buy on Samsung Electro-Mechanics with a 300,000 KRW target, implying large upside from the 140,000 KRW area. The report expects Q3 record results driven by AI server MLCC, package substrates, full utilization, price increases, and mix improvement. MLCC margin could rise to about 22% and package substrate margin to about 20.8%. The stock has fallen about 40% from its high while fundamentals improved, so the selloff is an oversold buying opportunity.
HIGH
04:00
Sep 17
Sep 17
Samsung Electro-Mechanics sees rare double buying.
Samsung Electro-Mechanics saw rare simultaneous net buying from foreign investors and institutions, a strong flow signal for the electronic components/power equipment area that has been neglected. The speaker highlights the unusual double buying as a positive.
MED
01:30
Sep 17
Sep 17
Electronic component profits can beat rate gravity
Korean electronic component makers such as Samsung Electro-Mechanics and LG Innotek are expected to show over 65% YoY operating-profit growth, the highest among major sectors, and that earnings growth can overcome the gravity of high interest rates; MLCC and substrate exposure is the key driver.
HIGH
00:31
Sep 17
Sep 17
Samsung Electro-Mechanics has strong earnings momentum.
Among large caps excluding Samsung Electronics and SK hynix, Samsung Electro-Mechanics has one of the strongest earnings momentum; operating margin is forecast to rise from 13.6% to 20% next year, and it trades below PBR 1, though it may stay range-bound until Q3 earnings.
MED
03:21
Sep 16
Sep 16
Buy MLCC on price hikes.
Global MLCC peers have started raising prices by over 10%, forcing Korean MLCC makers to follow, which should flow directly into earnings; Samsung Electro-Mechanics is attractive at current levels.
MED
02:19
Sep 16
Sep 16
AI substrates benefit from SOCAMM demand
AI substrate demand tied to SOCAMM and Vera Rubin is improving, while substrate stocks have consolidated for one to two months. Samsung Electro-Mechanics is viewed as attractive at current levels, and Simmtech and TLB are named as beneficiaries, requiring selective buying.
MED
10:00
Sep 15
Sep 15
Glass substrate needs Intel catalyst
The glass substrate theme has weakened because Samsung Electro-Mechanics delayed fully fronting the business; SKC's Absolics is still pushing, but the theme needs Intel to make a strong glass-substrate push, which would likely force Samsung Electro-Mechanics to strengthen its own business. Until then, Kim says the theme is delayed and mainly worth watching.
HIGH
00:53
Sep 15
Sep 15
Samsung Electro-Mechanics expensive; wait for earnings.
Samsung Electro-Mechanics trades at around 100-145x valuation, which is burdensome. It will likely stay range-bound until quarterly earnings prove the valuation, so there is no need to rush.
MED
07:30
Sep 14
Sep 14
Samsung Electro-Mechanics gains substrate traction
Samsung Electro-Mechanics is following Ibiden in networking-chip substrates, making various efforts with customers and actually gaining traction, so it can benefit from the same AI networking substrate demand that is lifting Ibiden.
MED
04:53
Sep 14
Sep 14
Samsung Electro-Mechanics glass substrate delays mount
Watch Samsung Electro-Mechanics as glass substrate reliability verification is delayed and investment pace moderates due to low metallization yields, while it prioritizes FC-BGA and MLCC.
MED
00:59
Sep 14
Sep 14
Samsung Electro-Mechanics expands networking substrates.
Samsung Electro-Mechanics is diversifying into networking chip substrates, following Ibiden, and is gaining customers as AI networking substrate demand grows.
MED
06:00
Sep 13
Sep 13
Samsung Electro-Mechanics follows AI MLCC upcycle.
Murata's discontinuation of low-end MLCC products and shift to AI/high-margin capacity is creating an MLCC shortage and price-hike expectation, and Samsung Electro-Mechanics is likely to follow the same strategy toward AI-linked high-value products. Its valuation has become less stretched after the share-price decline and earnings upgrades, with PER around 40x versus over 90x at the prior peak, so it should participate in the AI trend, though he does not expect it to outperform the broader electronics leaders alone.
MED
22:43
Sep 12
Sep 12
Samsung Electro-Mechanics is MLCC proxy
Samsung Electro-Mechanics is the representative MLCC stock and closed flat despite the sector's strength. If the market and MLCC cycle turn, it is unlikely to stay at this level, so it should be tracked as the large-cap proxy for MLCC recovery.
MED
21:00
Sep 11
Sep 11
Samsung Electro-Mechanics earnings drive further gains
Samsung Electro-Mechanics began an earnings momentum phase this quarter, so quarterly results should continue to push the stock higher. A firmer won could pressure margins, but exports are much larger than the FX headwind, so the earnings uptrend remains intact.
MED
11:00
Sep 11
Sep 11
Samsung Electro-Mechanics leads MLCC revenue growth.
Samsung Electro-Mechanics is the main MLCC player and had a strong company-specific news flow, including an expectation of 8 trillion won in MLCC-only revenue next year. It lagged today because large-cap sentiment was weak, making it a specific large-cap MLCC exposure.
MED
08:06
Sep 11
Sep 11
Samsung Electro-Mechanics muted by macro
Samsung Electro-Mechanics should have benefited from Murata's low-spec MLCC exit, but the broad macro selloff prevented a positive reaction; its flat close was not due to company-specific negativity. If Murata rebounds, Samsung Electro-Mechanics can respond.
MED
07:00
Sep 11
Sep 11
Murata discontinuation benefits Korean MLCC makers.
Murata has decided to discontinue some general-purpose MLCC products and move toward higher-end products. In 2016, similar TDK and Murata discontinuations led to an MLCC supercycle and Samsung Electro-Mechanics shares surged from around KRW 30,000-40,000 to KRW 160,000-170,000 by 2018. MLCCs are essential components across electronics, and shortage conditions are strengthening, so Korean MLCC makers such as Samsung Electro-Mechanics, Samwha Capacitor, and Amotech should benefit.
HIGH
06:00
Sep 11
Sep 11
Small MLCC names favored; Samsung Electro-Mechanics heavy.
Murata's MLCC production-line reorganization and discontinuations are creating expectations of an MLCC supply-chain reshuffle. Smaller Korean MLCC names such as Amotech and Samwha Capacitor are attracting flow and rising, while Samsung Electro-Mechanics is too heavy to move.
MED
03:12
Sep 11
Sep 11
MLCC shortage benefits Samsung Electro-Mechanics.
AI data center demand is absorbing MLCC supply, creating shortages for battery ESS and BMS applications. Samsung Electro-Mechanics' order-to-supply ratio is 1.6, while Murata and Taiyo Yuden are also tight, suggesting the MLCC supply shortage can persist.
MED
00:57
Sep 11
Sep 11
MLCC shortage favors Samwha and peers.
MLCC fundamentals look strong because of high-capacity MLCC demand, price increases, and supply shortages. Samwha Capacitor is the representative leader; if it holds 123,000 won on the daily chart, holders can stay in. If the leader remains strong, follow-on MLCC names such as Kochip and Avatec could see rotation. The theme still depends on the semiconductor cycle continuing to improve.
MED
23:20
Sep 10
Sep 10
MLCC shortage benefits capacitor makers
MLCCs are in short supply as AI data centers and ESS batteries absorb capacity; Samsung Electro-Mechanics' order-to-supply ratio is 1.6, while Murata is 1.47 and Taiyo Yuden is 1.7, showing industry-wide tightness and pricing power; MLCCs are a small share of battery system cost but essential, so supply constraints can persist.
HIGH
22:15
Sep 09
Sep 09
Samsung Electro-Mechanics awaits energy burst
Samsung Electro-Mechanics has not risen despite the semiconductor rally. Historically it gained momentum later in AI/MLCC/substrate expansion cycles. The host notes it is not in a downtrend but is consolidating sideways, and that it may eventually gather energy for a sharp upward move, making it a watch candidate.
MED
08:09
Sep 09
Sep 09
Substrate vendors central to EMIB-T shift
Mentions Ibiden, Samsung Electro-Mechanics and LG Innotek as substrate vendors positioned for EMIB-T-driven power-delivery and signal-integrity integration; no explicit long/short view.
MED
About 009150.KS Investor Commentary
Across the available history and selected sources, Buzzberg tracks 009150.KS (Samsung Electro-Mechanics Co., Ltd.) across 15 sources: 410 bullish vs 0 bearish calls from 91 authors. Historical directional balance: 83% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 496 total trade ideas tracked. Past 7 days, before deduplication: 15 bullish, 5 other directions. Latest voices: Lee Kwon-hee, Seon-gu, Park Se-ik.