"Earnings overcame won strength": Samsung Electro-Mechanics target price raised [Today's Reports]
Predicted impact: Low
Target price raises from brokers; the earnings outlook was already reported.
009150 · KOSPI · ₩SEMCO · 삼성전기
Trailing 12 months from filed financial statements, as of H1 2026. Dividend yield: the 2025 dividend per share from the annual report ÷ today's price.
52-week range−46.0% from the high
₩201,000Today: ₩1,208,000 – ₩1,338,000₩2,417,000
Returns
Send a friend ₩100,000 of paper money in this stock. They get it when they join.
+8.7% on Oct 28, 2026.
Samsung Electro-Mechanics reported record earnings for the latest quarter, and several brokers raised their target prices. Analysts say shortages of AI-related components such as MLCC and substrates are likely to keep growth strong into 2028 or later. One broker cut its target price from ₩3 million to ₩2 million, which makes the outlook mixed.
AI summary of the news and filings linked. It can be wrong; check them.
Possible reasons, not certainties. Not financial advice.
Signals describe activity, not recommendations. Not financial advice.
Samsung Electro-Mechanics Q3 operating profit ₩691B, a record high... "will grow significantly every quarter"
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
Samsung Electro-Mechanics Q3 Operating Profit at ₩691B, a Record High… Sustained MLCC and FC-BGA Demand Driven by AI Data Centers
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
[Update] Samsung Electro-Mechanics Posts Record Results on AI Demand; Operating Profit Up 165%
Hanmi SemiconductorContract with SEMCO, ~4% of revenue (FY26 report); moved with SEMCO on 11 of its 16 biggest days
LG InnotekMoves with SEMCO (corr 0.71); moved with SEMCO on 16 of its 16 biggest days
News about other companies that has, in the past, moved this stock too. Evidence-based, not a prediction.
Estimated leveraged-ETF rebalance on Oct 28: buy ₩28B at the close (3.0% of 20-day average trading value)
On its 32 biggest days of the last 60 (moves of 3%+), the estimated pressure averaged 1.4% of trading value and pointed the same way 27 of 32 times.
Mostly via futures: index funds hedge with KOSPI 200 / KOSDAQ 150 futures, spread here over the index's largest members by market value.
Final after the close. An intraday "if the close were now" estimate needs real-time prices, which we don't have yet.
Estimate based on ETF size and daily moves; actual trades may differ.
Held by 32 funds.
Estimated from the funds' index or underlying stock.
Futures (2026-11): 1,308,000
Basis +0.15% · implied rate +3.7%
Open interest 38,422 contracts
Options open interest: 4,363 calls, 6,153 puts (put/call 1.41)
Futures and options can lose more than you put in. Figures describe the market; they are not predictions or recommendations. Paper trading only.
Samsung Electro-Mechanics (삼성전기, KRX: 009150) is listed on KOSPI, in the Electronic components sector. The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions. Its shares closed at ₩1,306,000 on Oct 28, 2026, up 8.74% on the day, giving it a market value of ₩98T.
The company manufactures passive components such as MLCCs, inductors and chip resistors, semiconductor package substrates, and camera modules, organized into three business divisions: Components, Package Solutions, and Optical Solutions. Its main customer is Samsung Electronics and its subsidiaries, which accounted for roughly 27% of revenue, and its products serve smartphones, automotive, PCs, displays, and TVs. It operates production, sales subsidiaries, and sales offices across Korea, the Americas, Europe, Japan, China, and Southeast Asia.
Written by AI from the company's latest annual report.
Predicted impact: Low
Target price raises from brokers; the earnings outlook was already reported.
Predicted impact: Low
Broker target price raise; earnings growth outlook already widely covered in past 14 days.
Predicted impact: Low
Brokerage target raise; the earnings surprise trend was already covered.
Titles in Korean until English translations are added.
Also known as: Samsung Electro-Mechanics / 삼성전기 / 009150 / KRX:009150
Source: KRX statistical information