
After dismal 2014, Samsung Elec charts recovery with new Galaxy phones(Apr 3, 2015)
created At: 2/20/2025

Sell
This analysis includes a sell recommendation. Please carefully review all mentioned risk before proceeding.
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Fact
Samsung expected to report 6th straight quarterly earnings decline
Q1 2025 forecast: 5.3 trillion won operating profit (-38% YoY)
Full year 2025 profit forecast: 26.5 trillion won (up from 25 trillion in 2024)
Stock performance:
Q1: +8.6%
Previous quarter: +12.1%
Reached 21-month high in March
Galaxy S6 expected to ship 44 million units vs S5's 38 million
Semiconductor business showing strong performance
Opinion
Despite continued quarterly earnings decline, market sentiment appears increasingly optimistic about Samsung's recovery prospects. The combination of strong semiconductor performance and potential mobile division turnaround with Galaxy S6 presents a compelling case. However, the significant gap between current earnings and 2013's peak suggests a modest rather than dramatic recovery. The market's enthusiasm might be getting ahead of actual business performance.
Core Sell Point
Samsung's expected transition from six quarters of decline to modest growth reflects a convergence of positive factors in both semiconductor and mobile divisions, though recovery to peak earnings remains distant.
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