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Modern Value Investing with Sven Carlin and Sven Carlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Value Investing with Sven Carlin and Sven Carlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Samsung Stock Looks Good

7:10
 
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Manage episode 449400488 series 2476664
Modern Value Investing with Sven Carlin and Sven Carlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Value Investing with Sven Carlin and Sven Carlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Samsung stock looks good as it trading at a PE ratio if you look at Samsung's average earnings over the cycle of 40 trillion KRW. Samsung's profits depend mostly on the semiconductor cycle and are therefore volatile. It is impossible to know when will Samsungs profit return and surpass the previous highs, but the last 12 months are already improving by reaching 30 trillion KRW. If the earnings continue to improve and reach 40 trillion, the stock will likely follow as the market always has a short-term perspective on stocks, even on clearly cyclical stocks like Samsung. Samsung hasn't been this cheap for a while and for those looking to add an interesting business to a long-term global diversified portfolio, now it is the time to consider Samsung. The dividend is 2.5% but what is most important about Samsung is its conservativeness. Wall Street would argue there is too much of it as the company has no debt, but that also means that it can compound at its own pace, without the burden of debt increasing the sensitivity of the business to the clear cycles. Apart form the strong balance sheet, there is also the leading global position in smartphones and consequently the growth coming from increased global economic growth and more people owning smartphones. This is also a risk as with an economic slowdown, demand for both phones and semiconductors would decline. Perhaps the market is expecting a further decline in demand, but when it comes to big businesses like Samsung, if you ever wished to own it, this is a much better time to do so. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD
  continue reading

489 에피소드

Artwork
icon공유
 
Manage episode 449400488 series 2476664
Modern Value Investing with Sven Carlin and Sven Carlin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Modern Value Investing with Sven Carlin and Sven Carlin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Samsung stock looks good as it trading at a PE ratio if you look at Samsung's average earnings over the cycle of 40 trillion KRW. Samsung's profits depend mostly on the semiconductor cycle and are therefore volatile. It is impossible to know when will Samsungs profit return and surpass the previous highs, but the last 12 months are already improving by reaching 30 trillion KRW. If the earnings continue to improve and reach 40 trillion, the stock will likely follow as the market always has a short-term perspective on stocks, even on clearly cyclical stocks like Samsung. Samsung hasn't been this cheap for a while and for those looking to add an interesting business to a long-term global diversified portfolio, now it is the time to consider Samsung. The dividend is 2.5% but what is most important about Samsung is its conservativeness. Wall Street would argue there is too much of it as the company has no debt, but that also means that it can compound at its own pace, without the burden of debt increasing the sensitivity of the business to the clear cycles. Apart form the strong balance sheet, there is also the leading global position in smartphones and consequently the growth coming from increased global economic growth and more people owning smartphones. This is also a risk as with an economic slowdown, demand for both phones and semiconductors would decline. Perhaps the market is expecting a further decline in demand, but when it comes to big businesses like Samsung, if you ever wished to own it, this is a much better time to do so. Want to know more about what I do? https://goo.gl/MQG2k5 Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) Stock Ideas and Analyses for The Small Investor: https://goo.gl/GdKEoe I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com/ Check out Modern Value Investing YouTube: https://www.youtube.com/c/InvestwithSvenCarlinPhD
  continue reading

489 에피소드

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