Samsung Kombi Thread - Älteste Beiträge zuerst (Seite 113)

[R-BgO]

Antwort auf Beitrag Nr.: 56.198.928 von charliebraun am 16.11.17 14:06:02

habe auch

noch mal verteuert

[nickelich]

Hat jemand eine Erklärung für den Kursrückgang von 900 auf unter 800? Ich fand nichts dazu.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.432.467 von nickelich am 12.12.17 16:22:53

KGV

KGV geschätzt für 2018 unter 7.

Ist doch supi. Vor allem für so eine breit qualitativ und bekannte Tech Firma.

[nickelich]

Antwort auf Beitrag Nr.: 56.723.526 von Boersenfreund9 am 15.01.18 21:37:40

Wegen der Drohungen aus Nordkorea haben wohl einige Fonds kalte Füße bekommen. Ich gehe von einer Erholung aus. Auch 2018 wird Samsung wieder klotzig verdienen.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.729.631 von nickelich am 16.01.18 13:46:21

Umsatzsprung

Von 2016 auf 2017 gibt es zudem einen fetten Umsatz und Gewinnsprung. Für so einen großen Wert wie Samsung echt heftig.

Ist schon deutlich besser als Apple und deutlich breiter aufgestellt.

Ich sag mal kaufen kaufen kaufen nicht vergessen.

[Magictrader]

Deutlich günstiger als Apple bewertet und inzwischen auch einige Prozent auf 774 konsolidiert. Sicherlich ist auch die Absicht Apples, weniger Chips von Samsung abzunehmen eine Ursache für die etwas rückläufigen Kurse. Bleibt für mich aber ein Basisinvestment, aktuell zumindest eine Halteposition.

[Boersenfreund9]

Antwort auf Beitrag Nr.: 56.745.024 von Magictrader am 17.01.18 16:56:03

Halteposition

Welche Aktien sind denn für dich ein Kauf?

[R-BgO]

Samsung, Apple remain top semiconductor customers
Jessie Shen, DIGITIMES, Taipei Monday 29 January 2018

Samsung Electronics and Apple remained the top two semiconductor chip buyers in 2017, representing 19.5% of the total worldwide market, according to Gartner. Samsung and Apple together consumed US$81.8 billion of semiconductors in 2017, an increase of more than US$20 billion from 2016.

"Samsung Electronics and Apple not only retained their respective No. 1 and No. 2 positions, they also radically increased their share of semiconductor spending through 2017," said Masatsune Yamaji, principal research analyst at Gartner. "These two companies have held on to the top positions since 2011 and they continue to exert significant influence on technology and price trends for the whole semiconductor industry."

Eight of the top 10 companies in 2016 remained in the top 10 in 2017, with the top five chip buyers remaining in the same positions, Gartner said. LG Electronics returned to the top 10 and was joined by newcomer Western Digital, which grew its semiconductor spending by US$1.7 billion in 2017. BBK Electronics rose one place to sixth, increasing its semiconductor spending by US$5.7 billion.

A significant price increase of DRAM and NAND flash memory had a big impact on semiconductor buyers' ranking through 2017, Gartner noted. Most original equipment manufacturers (OEMs), even the big ones, could not avoid the risk of a memory chip shortage and rise of memory prices through 2017. Supply shortages occurred not just in the memory IC market, but also in other semiconductor chip markets, such as microcontrollers and discrete, as well as in the passive component market, which benefited the suppliers but troubled the OEMs. On the other hand, successful OEMs are often differentiating their products with their own captive silicon solutions. The increase in OEMs' captive chip spending is a great risk for commercial chip vendors' future growth, Gartner said.

Semiconductor spending by the top 10 OEMs increased significantly, and their share reached 40% of the total semiconductor market in 2017, up from 31% 10 years ago. This trend is expected to continue, and Gartner predicts that, by 2021, the top 10 OEMs will account for more than 45% of total global semiconductor spending.

"With the top 10 semiconductor chip buyers commanding an increasing share of the market, technology product marketing leaders at chip vendors must focus on their leading customers," said Yamaji. "They will need to prioritize direct sales and technical support resources to these top customers by exploiting online technical support capabilities and outsourcing the support for long-tail customers to third-party partners and distributors."

[charliebraun]

#BUSINESS NEWSJANUARY 31, 2018 / 12:57 AM / UPDATED 10 MINUTES AGO

Led by a stellar fourth quarter, the company brought home an annual profit of 53.7 trillion won in 2017, outstripping a record of 36.8 trillion won reached in 2013.

Operating profit for the three months ended December rose 64 percent on year, in line with the company’s forecast, to 15.15 trillion won ($14.13 billion), Samsung said in a regulatory filing.
https://www.reuters.com/article/us-samsung-elec-results/sams…

[R-BgO]

Antwort auf Beitrag Nr.: 56.880.854 von charliebraun am 31.01.18 01:55:35

Samsung 4Q17 profits surge on robust chip demand
Jessie Shen, DIGITIMES, Taipei Wednesday 31 January 2018

Robust memory chip demand boosted Samsung Electronics' profitability in the fourth quarter of 2017, when the vendor's net profits surged 72.9% on year to KRW12.26 trillion (US$11.5 billion).

Samsung reported operating profits of KRW15.15 trillion on consolidated revenues of KRW65.98 trillion for the fourth quarter of 2017. Operating profits were 64.3% above the levels one year ago, while revenues represented a 23.7% increase.

Samsung indicated fourth-quarter earnings were driven by its components operations particularly the DRAM and NAND memory business. Memory chip orders for servers and mobile storage were strong.

Samsung's semiconductor division posted KRW10.90 trillion in operating profits on consolidated revenues of KRW21.11 trillion for the fourth quarter. The company noted its memory business achieved strong earnings amid favorable market conditions. For its system LSI business, earnings slowed as sales of mobile processors and image sensors decreased under weak seasonality.

Earnings for Samsung's foundry business also declined on seasonal factors in the fourth quarter. However, the ramp-up of its second-generation 10nm process products for flagship smartphones and growing demand for cryptocurrency mining chips will drive the unit's earnings growth in the first quarter of 2018.

Samsung's display panel business, which manufactures OLED and LCD screens, enjoyed rising shipments of OLED panels for premium smartphones in the fourth quarter, the company disclosed. In contrast, profitability for LCD panels decreased due to weak seasonality, which dampened sales and ASP.

Samsung's display panel operations generated KRW11.18 trillion in consolidated revenues and KRW1.41 trillion in operating profits in the fourth quarter. Despite falling sales of its LCD panels, total earnings for the business grew sequentially driven by increased shipments of OLED panels for flagship smartphones.

Meanwhile, Samsung's IT & mobile communications division posted operating profits of KRW2.42 trillion on consolidated revenues of KRW25.47 trillion in the fourth quarter. The company saw its total smartphone shipments fall compared to the prior quarter. A hike in marketing costs also eroded the earnings generated by its mobile segment during the fourth quarter.

Samsung's CE division comprising the TV and home appliances businesses posted profit gains in the fourth quarter. Earnings generated from its TV segment registered sequential growth thanks to increased sales of premium products including ultra large-size and QLED models.

Looking into the first quarter of 2018, Samsung expects strong memory demand for data centers, a pick-up in system LSI product shipments and improvement in AP and image sensor orders for flagship smartphones to make a positive contribution to its performance during the quarter despite the period being a traditionally weak season.

Samsung also expects its mobile business to see earnings improvement in the first quarter of 2018, thanks to the availability of its upcoming Galaxy S9 model.

Samsung's revenues and operating profits for all of 2017 came to KRW239.5 trillion and KRW53.65 trillion, respectively, up 18.6% and 83.4% from a year earlier.

In addition, Samsung disclosed its capex for 2017 reached KRW43.4 trillion. Capex plans for 2018 have not been finalized, but the company expects the total amount to decrease on an annual basis.

In other news, Samsung's board of directors has approved a 50:1 stock split as a step to enhance shareholder value. The board believes the stock split will make investing in Samsung more accessible and provide dividends to a wider range of investors from 2018.