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Samsung Electro-Mechanics Co Ltd 009150

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Stock XKRX Rating as of
KRW 146,500.00 −1,500.00 (1.01%)
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As of Delayed Price Open
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Company Report

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Utilization to Recover Due to Solid Auto Demand and Shipment Pickup in PCs and Servers

Kazunori Ito

Samsung Electro-Mechanics is the global second supplier of multilayer ceramic capacitors, which account for 40%-45% of Semco’s revenue and 50%-60% of operating income. MLCCs are necessary to stabilize and control electric flow, and thus 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 22% discount.
Price
KRW 147,999.93
Fair Value
KRW 958,448.00
Uncertainty
High
1-Star Price
KRW 944,747.00
5-Star Price
KRW 652,633.00
Economic Moat
Hjmmg
Capital Allocation
Yqpgtxw

Bulls Say, Bears Say

Bulls

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

Bears

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

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Trading Information

Previous Close Price
KRW 148,000.00
Day Range
KRW 145,300.00–146,900.00
52-Week Range
KRW 119,100.00–165,000.00
Bid/Ask
KRW 146,400.00 / KRW 146,500.00
Market Cap
KRW 11.07 Tril
Volume/Avg
56,545 / 419,015

Key Statistics

Price/Earnings (Normalized)
23.53
Price/Sales
1.21
Dividend Yield (Trailing)
0.80%
Dividend Yield (Forward)
0.80%
Total Yield
0.79%

Company Profile

Samsung Electro-Mechanics, or Semco, manufactures various electronic components. The company operates three major segments; component solution, module solution, and substrate solution, and its main products are multilayer ceramic capacitors, or MLCCs, camera modules, semiconductor packages, and printed circuit boards. Semco is the global second 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 Value
Total Number of Employees
12,073
Website
http://www.samsungsem.co.kr

Competitors

Valuation

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Metric
009150
2327
6976
Price/Earnings (Normalized)
 23.5321.05191.99
Price/Book Value
 1.431.941.42
Price/Sales
 1.212.491.47
Price/Cash Flow
 7.7310.2316.57
Price/Earnings
009150
2327
6976

Financial Strength

Metric
009150
2327
6976
Quick Ratio
 1.020.862.32
Current Ratio
 1.801.133.69
Interest Coverage
 8.2410.510.49
Quick Ratio
009150
2327
6976

Profitability

Metric
009150
2327
6976
Return on Assets (Normalized)
 5.18%5.80%0.78%
Return on Equity (Normalized)
 7.59%13.64%1.29%
Return on Invested Capital (Normalized)
 6.30%6.71%0.83%
Return on Assets
009150
2327
6976
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