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Memory prices, semiconductor trends influence stocks, not smartphones



A woman walks past a Samsung Electronics logo at the company’s Seocho building in Seoul on January 30, 2020.

Jung Yeon Je | AFP via Getty Images

Samsung Electronics is preparing to release the latest Galaxy smartphone on Thursday, sooner than expected.

But that’s not why analysts are interested in stocks. Unlike 7 or 8 years ago, analysts said, Samsung̵

7;s current market performance is largely driven by semiconductor units. And they love the 2021 look.

“Samsung shares are now more closely related to the trend of the semiconductor business, which we expect to account for 61% of operating profit, compared to the smartphone-related business which we expect to see.” Just 24% of operating profit this year, ”said Sanjeev Rana, an analyst at CLSA.


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