Semiconductor stocks have mixed feelings… When will Samsung Electronics escape from ‘50,000 Electronics’?

Semiconductor stocks have mixed feelings… When will Samsung Electronics escape from ‘50,000 Electronics’?

[앵커]

The joys and sorrows of major semiconductor stocks in the domestic stock market remain mixed.

Due to conflicting stock price movements, the gap between Samsung Electronics and SK Hynix in terms of KOSPI share decreased to the lowest level in 13 years.

As performance polarization is evident, similar trends are expected to continue at present.

This is reporter Kim Soobin.

[기자]

While the stock price movements of major semiconductor stocks have increased significantly, the difference in market capitalization ratios has decreased significantly.

The market capitalization of Samsung Electronics, which ranks first in market capitalization, was 333.71 trillion won from the 25th, accounting for 15.85% of the total.

This month alone, the stock price fell 9.1%, resulting in a market cap loss of over 33 trillion won.

There is a difference of 8.90% with SK Hynix, the two leading semiconductor companies and the second largest market cap, and it is the smallest gap in 13 years and 3 months.

Samsung Electronics suffered weakness as foreigners were net sellers for 33 consecutive trading days, the longest period in history.

The stock price went down to the 55,000 won level and again broke a new 52-week low.

As the company is liquidated, the ‘net asset value per share’ that shareholders receive per share compensation is also lower than the rate.

On the other hand, SK Hynix rose for three consecutive trading days and settled at the 200,000 won level for the first time in three months.

Morgan Stanley, which predicted a ‘semiconductor winter loan’, also raised SK Hynix’s target stock price by 8% within a month.

This is because a strong performance is expected due to the expansion of the artificial intelligence market after the confirmation of leadership in the high-bandwidth memory and HBM markets in the third quarter of this year.

However, Samsung Electronics, which later became HBM, suffered a noticeable decline in performance as demand for its core business, DRAM, declined.

If this trend continues, SK Hynix is ​​expected to surpass Samsung Semiconductor in annual operating profit for the first time.

“Samsung Electronics seems to be missing out on both growth and profitability.

Expecting full-scale performance improvement next year, domestic security companies all maintain a ‘buy’ opinion on Samsung Electronics.

This is Kim Soobin from Yonhap News TV. ([email protected])

#Samsung Electronics #SK Hynix #MarketCap

Yonhap News TV article questions and reports: KakaoTalk / Line jebo23

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