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009150KOSPI·May 27, 2026
Top-class MLCC + Top-class Substrate = Unicorn
KB Securities published a company analysis report on Samsung Electro-Mechanics (009150) titled "Top-class MLCC + Top-class Substrate = Unicorn".
Summary
Covers Samsung Electro-Mechanics (009150).
Covered stock
More on 009150
Expanding the AI customer rosterMirae Asset Securities · Oct 07, 2026Disclosed substrate investment is only the beginningMirae Asset Securities · Sep 29, 2026Prices to continue risingMirae Asset Securities · Aug 24, 2026The queue is getting longerMirae Asset Securities · Jul 31, 2026Competition for limited supply intensifiesMirae Asset Securities · Jul 06, 2026Extraordinary up-cycle; shifting valuation horizon to 2029Mirae Asset Securities · Jun 01, 2026Addition of Substrate Production Line to Service Major Client: Proof of ProwessKB Securities · May 26, 2026Addition of Growth Engine with Unlimited PotentialKB Securities · May 21, 2026MLCCs and Substrates Selling OutKB Securities · May 14, 2026Rising capex sets the stage for growthMirae Asset Securities · May 06, 2026Robust Earnings Growth ExpectedKB Securities · May 04, 2026Earnings Takeoff PendingKB Securities · Apr 28, 2026Fully booked substrate capacity to translate into pricing upsideMirae Asset Securities · Mar 31, 2026Transitioning From AI to SpaceKB Securities · Mar 19, 2026Strong upside to substratesMirae Asset Securities · Mar 05, 2026MLCCs to Trace SemiconductorsKB Securities · Feb 23, 2026Early Signs of Long-awaited MLCC Price Hike Cycle Finally EmergingKB Securities · Feb 11, 2026Smooth Sailing With China-Japan Spillover GainsKB Securities · Jan 26, 2026Clear shift toward a seller��s market for FC-BGAsMirae Asset Securities · Jan 26, 2026What the shift toward long-term contracts reveals about industry conditionsMirae Asset Securities · Jan 21, 2026Key Player in Physical AI Era; Gains from CN-JP Feud?KB Securities · Jan 13, 2026A Solid Top PickKB Securities · Dec 04, 2025FC-BGA capacity effectively fully bookedMirae Asset Securities · Nov 19, 2025At Start of AI-driven Up-cycleKB Securities · Nov 17, 2025Seasonality fading amid structural growthMirae Asset Securities · Oct 30, 2025Robust market conditions support upward revisionsMirae Asset Securities · Oct 10, 2025More layers mean stronger marginsMirae Asset Securities · Sep 11, 20252Q25 review: Stable margins underpinned by qualitative growthMirae Asset Securities · Aug 01, 2025Automotive-use MLCCs to support growthMirae Asset Securities · Apr 17, 2025Likely to benefit from China��s efforts to boost consumptionMirae Asset Securities · Jan 06, 2025MLCC business to benefit from rising demand for powerful APsMirae Asset Securities · Dec 17, 2024