r/stocks
Samsung - Any Interest in Samsung or do you already invest in it? If so how
User highlights Samsung's diverse portfolio and key role in AI hardware (HBM, foundry), asking if others invest despite its absence from US exchanges.
- Samsung is a critical supplier in the AI infrastructure build-out through its production of HBM and DRAM.
- The company possesses vertical integration with its own foundry capabilities, offering strategic manufacturing independence.
- Its massive diversification across consumer electronics, batteries, and heavy industry provides stability and economies of scale.
- Investing directly requires navigating foreign markets (KRX) as it is not listed on US exchanges, adding complexity for US investors.
- The conglomerate structure may lead to a 'conglomerate discount' where the sum of parts is valued higher than the whole.
Samsung is an impressive company. They make a lot of high quality products and are right in the thick of the AI build out
- Televisions/Computer Monitors
- Smart Phones/Tablets/Wearables
- DRAM and HBM
- CPUs
- They have their own foundry to make Chips and memory
- Kitchen Appliances /Laundry Appliances
- Robotic Vacuums
- Sound bars and Home Theaters
- Lithium Ion Batteries for electrical storage and devices
They are also active in nano-tech, biotech, recycling rare earth metals, ship building
The breadth of areas they cover is odd for an American company but reminds me of Japanese companies like Mitsubishi . Think of the economies of scale and synergy that can come out of a company that has access to all of this manufacturing knowledge and technical expertise. I feel that Samsung would be broken up into its parts if it was an American company, but since its not it can take advantage of what they have and what they are.
Do you invest in Samsung now and if so, how? They have no plans to be listed on any American markets due to the reporting requirements that would come along with that
DRAM
There are 18 different Samsungs listed in Korea. Samsung electronics is the one that has the fabs for memory and logic. It can be traded in Europe FRA: SSU and LON: BC94
Dip coming in Monday so it could be a decent entry, if you believe that memory trade has more rocket fuel left.
Just waiting for SK Hynix to list on Nasdaq.
im excited for this but worried ill pull down MU, I have a lot of shares in MU.
I use the EWY ETF, for Samsung, Hynix, but also to diversify into the rest of SK.
EWY has done nicely
Yes I own Samsung through LSE
Dram
10% profit is to give to employees. I wish Elon would give 1% of his companies to retain employees.
Samsung is a chaebol, or conglomerate of 63 companies.
You can trade on KRX using Interactive Beokers (IBKR). They are inexpensive, but their interface is a little more complicated to use. Not hard though. Commissions are cheap and free for US trades.
From there you can purchase Samsung Electronics, samsung display, or my new favorite Samsunf SDI (solid state batteries 2027) that Im building up a chunk of. It’s on sale right now.
the annoying thing is theres no clean way for us retail to just buy samsung electronics. the us listing is a sad pink sheet adr with basically no volume, so most people end up in ewy, which is fine but its like 20 percent samsung blended with the rest of the kospi, so youre really buying korea not samsung. and after fridays bloodbath ewy ate it anyway. if you specifically want the memory cycle exposure, honestly micron or hynix when it finally lists is way more direct than chasing samsung through an etf. samsung electronics is also half appliances and phones, the fab is the part you actually want.
Interactive broker lets you trade for real. Just started this month so I could get Samsung SDI.
Already own it through IBKR
By the iShares EWY ETF.
It tracks the South Korean market generally, but its actually 20% Hynix and 25% Samsung.
Nothing else is above 4%.