028260.KS Loading... : Bullish and Bearish Analyst Opinions
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11:01
May 07
May 07
Samsung C&T NAV discount to narrow.
Samsung C&T is undervalued due to a holding company discount (NAV discount ~60% based on stakes in Samsung Electronics and Samsung Biologics). As governance simplification progresses, the discount should narrow, pushing the stock higher.
HIGH
08:36
May 07
May 07
Samsung E&A leads reconstruction rally.
Samsung E&A is the real beneficiary of the reconstruction theme in Korea, with strong momentum and a clear edge over other construction stocks.
MED
00:25
May 07
May 07
Middle East reconstruction beneficiaries
Reconstruction plays: Hyundai E&C and Samsung E&A are direct beneficiaries of expected Middle East infrastructure contracts once the war ends. They have been consolidating and offer a good risk/reward.
HIGH
00:27
May 04
May 04
DL E&C 40% upside with SMR.
DL E&C (DL ENC) has over 40% upside according to a recent analyst report, driven by SMR partnership expansion with X-Energy and valuation re-rating, making it one of the few attractive construction stocks.
MED
About 028260.KS Analyst Coverage
Buzzberg tracks 028260.KS across 2 sources. 4 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (100%). 4 total trade ideas tracked.