Samsung: Phone yes, Stock NO (SHORT)

1) Losing Market Share in Android phones


2) Slump in the semiconductor unit


c) Like China, Korea is going experimenting with Socialism


d) Valuations are not attractive

e) Out of the risning channel last June (2022) & now moving in the the red downward channel.

Doesnt bode well for MSCI EM either as its made up of 3.5% Samsung

评论:

In case any of your managers have Samsung in the portfolio, ask him/her about the 33% drop in their flagship holding.

Chances are they are Closet Index huggers, Fire them !!

评论:

Did I mention that they have lost 50% in 2 years in USD terms !!