JONBUR Research · Update note
You're reading an earlier report from Oct 20, 2026. See the latest report
Samsung Biologics · 207940 · Biotech & Pharma
Samsung Biologics Shares Rise 18.8% in Five Days on Heavy Volume
Why this report
Written after:
- Big price moveShares up 18.8% over 5 trading days on 2.6× normal volumeOct 19, 2026
Samsung Biologics shares rose 18.8% over five trading days to ₩1,427,000 on 2.6 times normal volume. The move lowers the valuation multiples cited in our initiation, but it does not change the company's reported financials, and the model's fair value estimate remains well below the share 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.
What happened
From 2026-10-13 to 2026-10-19, the shares gained 18.8% on volume 2.6 times normal. The close on 2026-10-19 was ₩1,427,000, for a market capitalization of about ₩66.1T. A news report on 2026-10-19 described the stock as the top gainer in the KOSPI pharmaceutical sector, up over 9% that day.
No new filing excerpts were provided for this move, so the filings do not explain it. Headlines around the period mention a court ruling in the company's favor restricting strikes across nine production processes, participation in the World ADC conference, and market expectations on tariffs and obesity drugs. We cannot tie the rally to any one of these from the data.
Over the past 20 days, foreign investors were net sellers of about ₩270.7B, institutions net bought about ₩213.7B and retail net bought about ₩48.8B. Foreign ownership is 12.7%, against 12.8% sixty days ago. The short balance is 0.5%. Recent filings continue to show the rights offering, the share acquisition amendment of 2026-10-16 and a supply contract, with no size details in the data provided.
Every earlier JONBUR Research report and update note on Samsung Biologics, with Pro.
Unlock with ProModel estimate of fair value
- Bear
- ₩322,991
- -78%
- Base
- ₩472,202
- -68%
- Bull
- ₩709,877
- -52%
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 7.5%). Bear and Bull move the main assumptions by fixed steps. See and change the assumptions
Filings and data used
- Amended: Acquisition of shares in another companyOct 16, 2026
- [Amended] Material Matters Report (Decision on Acquisition of Equity Securities of Other Corporations)Oct 16, 2026
- Advance Notice of Earnings Results Disclosure (Informational Disclosure)Oct 7, 2026
- Change in largest shareholder's holdingsOct 6, 2026
- Major sales or supply contractOct 2, 2026
- Rights Offering New Share Issue Price (Informational Disclosure)Oct 1, 2026
- Amended: ProspectusOct 1, 2026
- Terms set: Securities registration statementOct 1, 2026
- Amended: Rights offering (paid-in capital increase) decisionOct 1, 2026
- ProspectusSep 14, 2026
- Securities registration statementSep 14, 2026
- Amended: Securities registration statementSep 11, 2026
- Court Restricts Samsung Biologics Strike Across Nine Production ProcessesOct 20, 2026
- [Today's Stock] Samsung Biologics on Expectations for Tariff and Obesity Drug Business; TSMC in Focus for AI CompetitivenessOct 20, 2026
- Samsung Biologics surges over 9%, top gainer on KOSPI in pharmaceutical sector [Stock NOW]Oct 19, 2026
- Samsung Biologics Highlights ADC Manufacturing StrengthOct 19, 2026
- 삼성바이오로직스, 샌디에이고 '2026 ADC' 참가Oct 19, 2026
- Samsung Biologics introduces full-cycle research and manufacturing services at World ADCOct 19, 2026
- Samsung Biologics Highlights End-to-End ADC Service Capabilities at 'World ADC'Oct 19, 2026
- Samsung Biologics participates in 'World ADC', showcases one-stop capabilities across the full cycleOct 18, 2026
- Samsung Biologics wins after six-month legal battle; union strike schedule under reviewOct 17, 2026
- Samsung Biologics wins appeal in injunction case barring industrial action, restricting strikes across 9 production processesOct 16, 2026
- Daily prices up to 2026-10-19
- Financial statements, trailing 12 months as of H1 2026
- Our fair value model, statements as of TTM to H1 2026
Report history
- Oct 27, 2026Update noteModel fair value changeModel Fair Value Estimate for Samsung Biologics Rises 22.9% to ₩580,299 Base Case
- Oct 20, 2026Update noteBig price moveSamsung Biologics Shares Rise 18.8% in Five Days on Heavy Volume
- Oct 13, 2026InitiationSamsung Biologics: Profit Margins Have Expanded, but the Share Price Has Fallen Over the Past Three Months While Capital-Raising and Acquisition News Builds
Source: KRX statistical information