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orderdriven
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๐จ $SMSN UPGRADE: THE MEMORY CYCLE JUST BECAME ORDER-DRIVEN ๐
Target: 650,000 KRW ๐ฏ
๐ก This is classic institutional repositioning ๐ฆ: Korea Investment Securities lifted $SMSN 's target by 10% to 650,000 KRW while keeping a Buy rating. The core thesis? Memory is no longer a pure cyclical play โ long-term supply agreements are shifting earnings from "cycle-driven" into "order-driven." ๐
๐ Profit stability, earnings predictability, and the valuation center are all upgrading at the same time. The market still prices Samsung on old-cycle muscle memory, leaving the current price in "significant undervaluation" territory. ๐
๐ฌ Are you still framing this as a memory cycle, or is this the start of an order-driven re-rating? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SMSN #Samsung #MemoryMarket #OrderDriven #Stocks
๐ฆ ๐
Target: 650,000 KRW ๐ฏ
๐ก This is classic institutional repositioning ๐ฆ: Korea Investment Securities lifted $SMSN 's target by 10% to 650,000 KRW while keeping a Buy rating. The core thesis? Memory is no longer a pure cyclical play โ long-term supply agreements are shifting earnings from "cycle-driven" into "order-driven." ๐
๐ Profit stability, earnings predictability, and the valuation center are all upgrading at the same time. The market still prices Samsung on old-cycle muscle memory, leaving the current price in "significant undervaluation" territory. ๐
๐ฌ Are you still framing this as a memory cycle, or is this the start of an order-driven re-rating? ๐
โ ๏ธ Not financial advice. Always manage your risk. ๐ก๏ธ
๐ท๏ธ #SMSN #Samsung #MemoryMarket #OrderDriven #Stocks
๐ฆ ๐
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