Daiwa's Kim on Samsung Earnings, Chips Sector

The video discusses Samsung's Q4 results, highlighting a miss in operating profit due to special bonuses. It explores the memory market, noting short-term adjustments and strong data center demand, leading to a higher price target. Samsung's M&A strategy is examined, with potential in AI, 5G, and automotive semiconductors. The impact of China lockdowns on Samsung and other chipmakers is analyzed, considering supply chain disruptions and opportunities.

What was the main reason for Samsung's operating profit miss in the fourth quarter?

• Unexpected tax liabilities

• Increased marketing expenses

• One-time costs for special bonuses

• Higher raw material costs

What is one of the key drivers for the expected increase in Samsung's stock price?

• Introduction of new smartphone models

• Reduction in manufacturing costs

• Expansion into new geographical markets

• Strong demand from data centers

Which new technology is Samsung planning to introduce in its foundry side?

• 5G technology

• Blockchain solutions

• Three nanometer gaan technology

• Quantum computing

What sectors is Samsung considering for M&A opportunities?

• Semiconductors and set devices

• Retail and e-commerce

• Healthcare and pharmaceuticals

• Energy and utilities

What is a potential area of growth for Samsung's M&A strategy?

• Food and beverage

• AI and automotive sectors

• Renewable energy

• Fashion and apparel

How might the lockdowns in China affect Samsung and other chipmakers?

• Increase in local demand

• Disruption in supply chains

• Boost in production capacity

• Reduction in labor costs

What global issue poses both a risk and an opportunity for Samsung?

• Currency fluctuations

• Political instability

• Global supply chain disruptions

• Climate change