Market Pulse
Daily · Sep 17, 2026 · data.go.kr + ECOS
KOSPI
6,715.41
-2.56 (-0.04%)
KOSDAQ
822.18
+6.20 (+0.76%)
KOSPI 200
1,058.27
-1.78 (-0.17%)
USD/KRW
1,382.20
005930KOSPI·May 04, 2026
Strong iPhone Sales, Solid Margins: Suppliers to benefit
KB Securities published a company analysis report on Samsung Electronics Co., Ltd. (005930) titled "Strong iPhone Sales, Solid Margins: Suppliers to benefit".
Summary
Covers Samsung Electronics Co., Ltd. (005930).
Covered stock
More on 005930
HBM to offset macro comcermsMirae Asset Securities · Sep 07, 2026Stay focused amid heightened concernsMirae Asset Securities · Aug 27, 2026Positive developments on multiple frontsMirae Asset Securities · Aug 14, 2026An opportune time to increase exposureMirae Asset Securities · Aug 11, 2026Dividend appeal has increased sharplyMirae Asset Securities · Jul 29, 2026Stay the course despite the recent pullbackMirae Asset Securities · Jul 07, 2026AI Investment Run to ContinueKB Securities · Jul 01, 2026Capacity advantage to become more pronounced in 2027Mirae Asset Securities · Jun 25, 2026On Verge of Re-rating CycleKB Securities · Jun 25, 2026The full-stack advantageMirae Asset Securities · Jun 15, 2026Apple's All-Kill Strategy: iPhone Dominance to BeginKB Securities · Jun 12, 2026Still Not Halfway ThroughKB Securities · Jun 11, 2026CXMT IPO: Re-Rating CatalystKB Securities · Jun 10, 2026When in doubt, focus on earnings fundamentalsMirae Asset Securities · Jun 09, 2026Additional upside from large-scale shareholder returnsMirae Asset Securities · Jun 01, 2026AI Infrastructure Demand Surging; Earnings Run Just StartingKB Securities · Jun 01, 2026Nvidia CEO Jensen Huang's Korea Visit: Going All In on Physical AIKB Securities · Jun 01, 2026Moving Closer to Valuation of USD2tnKB Securities · May 28, 2026Valuation gap set to narrowMirae Asset Securities · May 27, 2026Exceptional memory demandMirae Asset Securities · May 21, 2026Uncertainties Priced InKB Securities · May 20, 2026AI Investment UncappedKB Securities · May 15, 2026Strong medium/long-term visibilityMirae Asset Securities · May 11, 2026Cheapest NowKB Securities · May 11, 2026Removing the valuation discountMirae Asset Securities · May 07, 2026Profitability concerns likely to be temporaryMirae Asset Securities · May 04, 2026Supply Shortage to WorsenKB Securities · May 04, 2026Likely to Be Ultimate Winner in AI Inference EraKB Securities · Apr 29, 2026Strike to Amplify Price Upside PressureKB Securities · Apr 23, 2026Attractive Time to BuyKB Securities · Apr 15, 2026Rally into Uncharted TerritoryKB Securities · Apr 08, 2026The start of an exceptional earnings cycleMirae Asset Securities · Apr 07, 2026World’s Highest OP VisibleKB Securities · Apr 07, 2026Structurally higher earnings likely to be confirmedMirae Asset Securities · Apr 06, 2026At Cheapest: Earnings Surprise Cycle to BeginKB Securities · Apr 06, 2026Beginning of a structural shiftMirae Asset Securities · Apr 02, 2026Start of Price and Earnings CycleKB Securities · Apr 02, 2026Correction to be Short and Rally to be LongKB Securities · Apr 01, 2026Memory to Benefit Most from KRW1qa AI InvestmentKB Securities · Mar 30, 2026Physical AI Market Foray Coming into ViewKB Securities · Mar 25, 2026Positive momentum continuesMirae Asset Securities · Mar 23, 2026Inventories at Lows While Orders at HighsKB Securities · Mar 20, 2026Still Ample Upside PotentialKB Securities · Mar 19, 2026A true full-stack playerMirae Asset Securities · Mar 18, 2026Chips Expected to Sell Out Through 2027KB Securities · Mar 12, 2026Valuation appeal has increasedMirae Asset Securities · Mar 10, 2026Sharp pullback presents an opportunityMirae Asset Securities · Mar 05, 2026Regaining its technological edgeMirae Asset Securities · Feb 23, 2026AI Servers Driving Memory Demand GrowthKB Securities · Feb 23, 2026Earnings Run Only StartingKB Securities · Feb 12, 2026World’s 6th Largest 2026E OPKB Securities · Feb 05, 2026Increasingly favorable environmentMirae Asset Securities · Jan 30, 2026Entire Output Through 2027 Expected to Sell OutKB Securities · Jan 30, 2026Largest Capacity is Strongest AdvantageKB Securities · Jan 27, 2026Benefits Expected from Tesla’s AI EcosystemKB Securities · Jan 23, 2026Major beneficiary of Nvidia��s advancesMirae Asset Securities · Jan 21, 2026Remarkable earnings and potential for additional shareholder returnsMirae Asset Securities · Jan 16, 2026Foundry: Source of Memory CompetitivenessKB Securities · Jan 16, 2026Demand Accelerates, While Supply StallsKB Securities · Jan 15, 2026DRAM OP to Top KRW100tnKB Securities · Jan 09, 2026DRAM Price-driven Surprise in 1Q26KB Securities · Jan 07, 2026OP Could Triple This YearKB Securities · Jan 06, 20262026E OP Within A Stone’s Throw of KRW100tnKB Securities · Dec 18, 2025Entering Mega CycleKB Securities · Dec 15, 2025Expect HBM Market Share to Double in 2026KB Securities · Dec 12, 2025DS OP to Jump 5x in 4Q25KB Securities · Dec 11, 2025Expect Rerating to AccelerateKB Securities · Dec 09, 2025Sellers’ Market to Continue; Record Earnings ExpectedKB Securities · Dec 05, 2025HBM4 Likely to Gain Approval This YearKB Securities · Dec 03, 2025Renewal of Upcycle Set to BeginKB Securities · Dec 01, 2025Stronger Tailwind From Google TPUKB Securities · Nov 27, 2025Key Beneficiary of AI Ecosystem ExpansionKB Securities · Nov 26, 2025Expecting an Earnings SurpriseKB Securities · Nov 25, 2025Expect DRAM Earnings Surprise in 2026KB Securities · Nov 21, 2025DRAM: Strongest Up-cycle in 30 YearsKB Securities · Nov 19, 2025HBM4 to Bring PremiumKB Securities · Nov 13, 2025Nvidia Alliance Becoming VisibleKB Securities · Nov 03, 2025Competitive edge restoredMirae Asset Securities · Oct 31, 2025Back on the growth trackMirae Asset Securities · Oct 15, 2025Broad-based industry recovery underwayMirae Asset Securities · Sep 22, 2025Commodity memory up-cycle approachingMirae Asset Securities · Sep 15, 2025Expectations of market situation improvement from the acquisition(Full ver.)Korea IR Service · Sep 02, 2025Optimism restored by Tesla dealMirae Asset Securities · Aug 01, 2025Disappointment already priced inMirae Asset Securities · Jul 14, 2025Solid fundamentals deserve attentionMirae Asset Securities · May 07, 2025Attractive valuation vs. limited short-term earnings visibility; lower TPMirae Asset Securities · Feb 03, 2025Focus on the positivesMirae Asset Securities · Jan 09, 2025Attractive valuation; time to buyMirae Asset Securities · Jan 02, 2025Earnings, stock price to rise in 2H23KB Securities · Apr 24, 2023