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Samsung Electro-Mechanics Co Ltd 009150

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Stock XKRX Rating as of
₩1.58M +20,000.00 (1.28%)
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Sluggish IT Application Demand More Than Offset by Auto and AI Growth

Kazunori Ito

Samsung Electro-Mechanics is the global second-largest supplier of multilayer ceramic capacitors, which account for about 45% of Semco’s revenue and 70% of operating income. MLCCs are necessary to stabilize and control electric flow, and thus are necessary for all electronic circuits. We believe the robust demand for MLCCs, mainly from smartphone and automotive manufacturers, will be the driver of Semco’s growth in the midterm.

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Price vs Fair Value

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009150 is trading at a LOCK|r$pM!N< premium.
Price
₩1.58M
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Semco will be one of the beneficiaries of the increasing high-end MLCC demand from the smartphone, automotive, and information infrastructure industries.

Bears

Competition with Taiwanese and Chinese suppliers may intensify as the technological gap narrows, and Semco may struggle with the price decline of MLCCs.

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Trading Information

Previous Close Price
₩1.56M
Day Range
₩1.53M–1.58M
52-Week Range
₩195,400.00–2.42M
Bid/Ask
₩1.58M / ₩1.58M
Shares Outstanding
75.55M
Market Cap
₩119.44T
Volume/Avg
497,800 / 782,658

Key Statistics

Price/Earnings (Normalized)
119.91
Price/Sales
9.11
Dividend Yield (Trailing)
0.15%
Dividend Yield (Forward)
0.15%
Dividend Payment Schedule
Apr
Total Yield
0.15%

Company Profile

Samsung Electro-Mechanics, or Semco, manufactures various electronic components. The company operates in three major segments—component solutions, optics & communication solutions, and package solutions—with key products including multilayer ceramic capacitors, camera modules, and semiconductor packages. Semco is the global second-largest MLCC supplier. Samsung Electronics, one of the largest consumer electronics and semiconductor companies, is Semco's largest shareholder.
Sector
Technology
Industry
Electronic Components
Stock Style Box
Large Growth
Total Number of Employees
12,217
Website
https://www.samsungsem.com

Competitors

Valuation

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Metric
009150
6976
6762
Price/Earnings (Normalized)
 119.9190.9131.24
Price/Book Value
 11.543.572.64
Price/Sales
 9.113.912.43
Price/Cash Flow
 45.5120.7613.04
Price/Earnings
009150
6976
6762

Financial Strength

Metric
009150
6976
6762
Quick Ratio
 1.141.991.14
Current Ratio
 1.693.401.56
Interest Coverage
 14.4811.198.35
Quick Ratio
009150
6976
6762

Profitability

Metric
009150
6976
6762
Return on Assets (Normalized)
 8.15%——
Return on Equity (Normalized)
 12.67%——
Return on Invested Capital (Normalized)
 9.90%——
Return on Assets
009150
6976
6762

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