Seoul shares snap 6-day winning streak on profit-taking; won sharply down - UPI.comTrending[Wu-Tang Clan][Hillary Clinton][License plate][Medicaid payments][Larry Summers][Oldest horse][Uranus detail][ISIS camp][Pool player]Feb. 27, 2026 / 4:07 AMThis photo taken on Friday shows the trading room of Hana Bank in central Seoul, with the benchmark Korea Composite Stock Price Index down 1 percent to close at 6,244.13. Photo by YonhapSeoul shares closed lower Friday, snapping a six-session winning streak as inve ...

on 26-Feb-2026 25 February 2026 Global Memory Korea Memory Export Tracker (Jan): Samsung tracking better in both revenue & price Mark Li +852 2123 2645 mark.li@bernsteinsg.com Between Samsung & SK hynix, Samsung Jan HBM export grew QoQ and suggested decent QoQ growth for 1Q26 HBM revenue. Export from S. Chungcheong Province (where Samsung packages HBM) fell seasonally MoM but was up 55% QoQ (vs. Oct). Regression suggested 1Q26 HBM revenue to rise by 6% QoQ, but should the recent backend-loaded monthly seaso ...

Summary of Samsung Electronics Conference Call Company Overview - **Company**: Samsung Electronics (005930.KS) - **Market Cap**: Approximately W1,445.6 billion - **Current Share Price**: W200,000 - **Price Target**: Increased from W210,000 to W248,000, indicating a 24% upside potential [6][52] Key Industry Insights - **Trillion-Dollar Market Cap**: Samsung is on a path to potentially reach a trillion-dollar market cap, driven by strong fundamentals rather than market speculation [1][9] - **AI Influence**: The company is positioned to benefit from AI-driven growth, with expectations of sustainable revenue growth of 11% per annum and operating margins of 35% [2][17] - **Memory Market Dynamics**: The memory segment, particularly DRAM, is crucial for AI infrastructure, with pricing expected to rise significantly due to demand exceeding supply [4][21] Financial Performance and Projections - **Earnings Growth**: Projected EPS growth from W6,562 in FY26 to W40,810 in FY27, with a peak EPS of W8,817 expected in 3Q27 [6][22] - **Revenue Forecasts**: Anticipated revenues of W398 billion for 2026 and W484 billion for 2027, surpassing the necessary threshold for a trillion-dollar valuation [11][17] - **Profitability Metrics**: Expected ROE to improve to 13% with operating margins around 35% [2][17] Market Position and Competitive Advantages - **Dominance in Memory**: Samsung is expected to lead in high-bandwidth memory (HBM) and foundry profit margins, which are critical for AI applications [4][5] - **Cash Generation**: The company is projected to generate approximately US$30 billion in cash per quarter, enhancing its ability to invest in growth and return capital to shareholders [23][25] - **R&D Investment**: Samsung's R&D spending of over US$28 billion positions it favorably against competitors, enabling innovation and market leadership [30] Risks and Considerations - **Cyclical Nature of Memory Pricing**: The memory market is subject to cycles, and any downturn in pricing could impact profitability [39] - **Execution Risks**: Potential missteps in product development or capital allocation could hinder growth [39] - **Macroeconomic Factors**: Changes in interest rates or liquidity could affect market valuations [39] Conclusion - **Investment Thesis**: Samsung is positioned as a top pick in the technology sector, with a strong outlook driven by AI and memory market dynamics. The company is expected to outperform broader market indices, with significant upside potential in its stock price [5][10][52]

Quick Read Vanguard FTSE Developed Markets ETF (VEA) surged 37% over the past year versus 16% for the S&P 500. The Vanguard ETF benefited from capital rotating out of U.S. stocks following Trump’s April 2 tariffs. Over 10 years the S&P 500 returned 252% compared to 106% for the Vanguard ETF. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Since President Donald Trump rolled out his landmark “Liberation Day” tariffs on April 2 last year, U.S. equities hav ...

Key Takeaways Qualcomm launched Snapdragon 8 Elite Gen 5 to power the Galaxy S26 Ultra globally.The chip adds Oryon CPU, Adreno GPU, and Hexagon NPU to enhance AI, graphics, and camera features.Qualcomm expands with new mid-range Snapdragon chips, targeting broader AI smartphone growth.Qualcomm Incorporated (QCOM) has launched its most advanced mobile chip, the Snapdragon 8 Elite Gen 5 for Galaxy, strengthening its long-running partnership with Samsung Electronics. The new processor, which is an updated ver ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: Soaring demand for AI drove another growth spurt for Nvidia during the fourth quarter, executives said Wednesday during an earnings call. The company saw revenues rise 73% year over year, reaching $68 billion. The company’s data center segment added a record $11 billion quarter over quarter, driven by demand from “a diverse and expanding set of customers includ ...

About Keysight Technologies Jungwon Lee, Executive Vice President of System LSI Modem Development Team at Samsung Electronics, said: "NR-NTN introduces new technical challenges for modem design, particularly around mobility, handover, and link adaptation in LEO environments. This demonstration with Keysight allows us to validate NR-NTN modem performance under representative satellite conditions, helping ensure readiness for future satellite-based 5G services.†Peng Cao, Vice President and General Manager, ...

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

The S&P 500 has traded sideways in 2026, but several international stock markets have already notched double-digit gains.Many experts believe President Trump's tariffs will hurt the U.S. economy. Several recent studies say U.S. businesses and consumers have borne most of the costs, and there is no reason to think that will change. While the Supreme Court recently struck down some of the duties, Trump has replaced them with a 10% global tariff.Uncertainty about the economic impact has motivated some investor ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...