company
South Korean maker of MLCC capacitors, camera modules, and semiconductor substrates (FC-BGA, glass); Samsung Group affiliate (KRX: 009150).
No evidence-backed relationships are recorded.
Mirae Asset's top 1% of traders made Samsung Electro-Mechanics their biggest net buy on Oct. 2, a day after it was their heaviest net sale. Analysts expect AI component sales to outrun a falling won-dollar rate, but this cohort reverses positions quickly.
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Brokerages raised Samsung Electro-Mechanics' third-quarter profit forecast about 30% in three months, to 605 billion won, as the won strengthened. With lines 91% utilized in June, much of the gain has to come from shortage pricing on AI parts.
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Institutions net-bought 4.71 trillion won of KOSPI shares in the six sessions before Chuseok, 59% of it in Samsung Electronics. Retail and foreign holders sold into the 6.85% rise, so Samsung's preliminary results now test whether a bet that narrow holds the index above 7,000.
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The preferred rose 15.34% in September against 9.00% for the common, and at 219,500 won one quarter's extra yield is worth about half a percentage point. The rest of the gap prices a cancellation proposal the board decides in January.
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Yuanta Securities Korea raised its Samsung Electronics target 18.9% to 630,000 won, about 124% above the 281,500 won quote, on an argument that HBM is eating into general-purpose DRAM capacity and pushing the end of the supply squeeze further out.
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The Korean manager's second ETF lists next month with SK hynix and Samsung Electronics at 15% apiece, half the 60% it must keep in domestic stocks. The discretion it is selling sits in the eight suppliers around them.
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Individuals net sold 459.8 billion won across five semiconductor ETFs in the first eleven days of September and put 90.1 billion won into the gold, nuclear, battery and power funds credited with the rotation.
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Apple's iPhone Duo has pulled a row of Korean and Japanese component makers into the foldable supply chain, and the Toyohashi adhesive plant is the only piece of it carrying both a committed number and a date.
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One Japanese supplier reportedly holds 95% or more of the build-up film under high-end packaging, and demand per accelerator is climbing with footprint and layer count, which is a tighter story than the published figures can price.
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Samsung SDS is claiming the scheduling layer of factory robotics and leaving the machines to ten partners, which is a defensible bet, though its price is unpublished and its first customers are affiliates that cannot say no.
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The samples are real and so is the physics, but SKC's Absolics panels are still being reliability-tested in Taiwan, and Intel, which promised glass in 2023, now points its own deployment at around 2030.
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Seoul Economic Daily calls glass substrates the next packaging battleground. The committed dollars it names belong to Intel; the only Korean number in the story is a share price.
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Mirae Asset's best-performing clients net sold Samsung common shares and bought the preferreds as the gap stretched to 29.3% against an 18% three-year average. Dividend policy is the stated reason.
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Japan's Shinko says a polymer edge coat stopped glass cracking under thermal load. Samsung Electro-Mechanics is chasing mass production through a $346 million joint venture with Dongwoo Fine-Chem.
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