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You're reading an earlier report from Oct 20, 2026. See the latest report

Samsung Electro-Mechanics · 009150 · Electronic components

Samsung Electro-Mechanics: Large Substrate Order News Arrives as Shares Fall Below Last Report's Level

Why this report

Written after:

News on 2026-10-20 says large substrate orders confirm a supplier advantage and that price hikes may grow. The share price is now well below the level in our last report, and the model's fair value range is far under the current price.

Written Oct 20, 2026 · Data as of Oct 19, 2026 · 0 views

This is not financial advice. The report does not recommend buying or selling anything.

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What happened

On 2026-10-20 Edaily ran a story titled "Large Substrate Orders Confirm 'Supplier Advantage'... 'Price Hikes to Grow Larger'". Other headlines around 2026-10-19 refer to a ₩360.5B contract and say it signals a shortage of BT substrates. The filing excerpts were not provided, so we cannot confirm the contract's size relative to revenue or its terms. A filing titled "Major sales or supply contract" was made on 2026-10-19. Brokerage views are reported in the news, but they are opinions, not data.

The share price closed at ₩1,170,000 on 2026-10-19. That is down 15.7% over one month and down 8.2% over three months. It was ₩1,487,000 in our last report, dated 2026-10-13. It is still up 465.2% over one year and 51.6% below the 52-week high of ₩2,417,000.

Over the last 20 days, foreign investors sold a net ₩266.9B, institutions bought a net ₩401.7B and retail investors sold a net ₩157.3B. Foreign ownership is 36.8%, versus 39.8% sixty days ago.

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Model estimate of fair value

Bear
₩99,699
-92%
Base
₩140,142
-89%
Bull
₩198,244
-85%

Model estimate based on the assumptions shown. Not a price target and not a buy or sell signal.

Base case of the 5-year discounted cash flow model on the stock's Valuation tab (statements TTM to H1 2026; discount rate 12.3%). Bear and Bull move the main assumptions by fixed steps. See and change the assumptions

Filings and data used

Report history

  1. Oct 28, 2026Update noteEarningsSamsung Electro-Mechanics Q3 Preliminary Operating Profit Rises 165.5% to ₩691.0B
  2. Oct 21, 2026Update noteModel fair value changeSamsung Electro-Mechanics: Model Fair Value Estimate Cut 40% to ₩84,134 Per Share
  3. Oct 20, 2026Update noteNewsSamsung Electro-Mechanics: Large Substrate Order News Arrives as Shares Fall Below Last Report's Level
  4. Oct 13, 2026InitiationSamsung Electro-Mechanics: Share Price Up Sharply as Earnings Recover, Multiples Far Above Recent Levels

Built only from jonbur's own data: prices and investor flows, filed financial statements and filings, and news headlines. Disclosed (filed) data is labelled as such. Written by AI and may contain mistakes.

This is not financial advice. The report does not recommend buying or selling anything.

Source: KRX statistical information