Samsung: Phone yes, Stock NO (SHORT) ショート

SAMSUNG ELECKRX

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⋅ 2023年2月25日午後1時53分

1) Losing Market Share in Android phones

2) Slump in the semiconductor unit

c) Like China, Korea is going experimenting with Socialism

d) Valuations are not attractive

e) Out of the risning channel last June (2022) & now moving in the the red downward channel.

Doesnt bode well for MSCI EM either as its made up of 3.5% Samsung

⋅ 2023年2月25日午後11時58分

In case any of your managers have Samsung in the portfolio, ask him/her about the 33% drop in their flagship holding.

Chances are they are Closet Index huggers, Fire them !!

⋅ 2023年2月26日午前12時0分

Did I mention that they have lost 50% in 2 years in USD terms !!

Ktw3389

⋅ 2023年5月4日午前9時0分

Log chart?

RatMeat

⋅ 2023年4月11日午前1時4分

1) yeah, kind of
2) They say it is, but who knows
3) True

Samsung seems on track with overall Kospi movement and still looks cheap compare to its poorly performing currency.

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Samsung: Phone yes, Stock NO (SHORT) ショート

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