Kiwoom Securities’s Yoo Sees More Upside for Samsung Shares Before 2H

The video discusses the impact of CapEx spending on memory chip prices, highlighting a decline in CapEx and a potential demand increase in the second half of the year. It analyzes Samsung's share performance amidst falling DRAM prices and anticipates a recovery in the third quarter. The video also examines the effects of the US-China trade war on semiconductor demand, suggesting a potential resolution could stabilize demand.

What is the expected percentage decline in CapEx for the current year according to the transcript?

• 20%

• 5%

• 10%

• 15%

What is the relationship between Samsung shares and DRAM prices as discussed in the transcript?

• Samsung shares rise as DRAM prices rise

• Samsung shares fall as DRAM prices rise

• Samsung shares rise despite DRAM prices falling

• Samsung shares fall despite DRAM prices falling

When is the expected recovery in operating profits and stock prices according to the transcript?

• Third quarter

• Second quarter

• First quarter

• Fourth quarter

How much did the shipment of semiconductors to China decline in December and January?

• 10%

• 15%

• 13%

• 20%

What is the anticipated outcome of the trade negotiations between China and the United States?

• Increased tariffs

• Continued trade war

• Settlement leading to demand recovery

• No significant impact on demand