Get started

Samsung

Samsung Galaxy S25 Series to Adopt Snapdragon ExclusivelySamsung is poised to make a strategic shift with its upcoming Galaxy S25 series by exclusively integrating Qualcomm's Snapdragon 8 Gen 4 SoC. This move marks a departure from earlier plans to use Samsung's Exynos chips across all models. Key Points: 1. Snapdragon 8 Gen 4 Dominance: - The Galaxy S25 series will feature Qualcomm’s Snapdragon 8 Gen 4 exclusively. - This chip promises substantial enhancements in performance, efficiency, and AI capabilities. - Expected to launch in October, the Snapdragon 8 Gen 4 will offer faster processing, improved battery life, and advanced AI-driven features. 2. Exynos 2500 Challenges: - Samsung's Exynos 2500 chip faces production delays due to lower-than-expected 3nm yield rates. - Yield rate issues impact the number of usable chips produced, leading to production inefficiencies. - This delay has prompted Samsung to reconsider its strategy and rely on Qualcomm for the S25 series. 3. Geopolitical and Strategic Implications: - The decision to depend on Qualcomm is influenced by TSMC’s ability to manufacture these chips. - Geopolitical tensions, such as a potential Chinese invasion of Taiwan, pose risks to TSMC’s operations. - Samsung has contingency plans to switch back to Exynos chips if geopolitical disruptions occur. 4. Market Impact: - This move underscores Samsung's adaptability in response to technological and geopolitical factors. - Ensuring consistent performance across all regions by using the same SoC. - Reinforces the strategic partnership between Samsung and Qualcomm. Conclusion: Samsung's potential decision to equip the Galaxy S25 series exclusively with Snapdragon 8 Gen 4 chips highlights the company’s commitment to delivering superior performance and user experience. This strategy, driven by production challenges and geopolitical considerations, demonstrates Samsung's proactive approach to maintaining its leadership in the competitive smartphone market. Investors should monitor developments in Samsung’s production strategies and geopolitical events impacting TSMC, as these factors could significantly affect market dynamics and stock valuations.
KRX:005930Short
by signalmastermind
Macro Monday 48 – The Specialists, South Korea Macro Monday 48 – The Specialists, South Korea Apologies for the delay in this weeks release South Korea appears to be an economy that is taking the specialization approach with a strong innovative focus on biotechnology, pharmaceuticals, heavy machinery, vehicles, specialized battery components and major EV battery manufacturing. The country is not just seeking to be the main manufacturers on a global scale of these products, but appears to be striving to be specialists in providing the most technologically advanced methods to drive the most advanced products in the marketplace. South Korea is 6th in the World for Global Innovation South Korea has recently achieved significant economic outperformance through technological innovation. South Korea jumped from rank 10 in 2020 to rank 5 in 2021 in the Global Innovation Index. Currently in 2024 South Korea is ranked 6th. This rise is attributed to its strong performance in industries related to public health and the environment, as well as its advancements in digital innovation, built on artificial intelligence, supercomputing, and automation. South Korea’s focus on deep science innovation, including biotechnologies and nanotechnologies, has also contributed to its economic success. 23.7% of the Global EV Batteries are Manufactured in South Korea South Korea is a significant player in the global battery market. South Korean electric vehicle (EV) battery manufacturers; LG New Energy, SK On, and Samsung SDI collectively accounted for 23.7% of the global EV battery market in 2022, a staggering contribution to this thriving market. South Korea are Electrical and Heavy Machinery Specialists exporting $171.3 billion in 2023 (accounting for 27 % of total exports) South Korea is a significant player in the global heavy machinery market. While specific figures detailing South Korea’s exact percentage share of the global heavy machinery market are not precisely available, the country is known for its substantial contributions to the sector. South Korean companies like Doosan Machine Tools and Hyundai Wia are leading providers in the machine tool industry, with Doosan Machine Tools holding a market share of 49.3 percent within South Korea. The country’s heavy equipment market is also characterized by a diverse range of products, including construction equipment, forklift trucks, and cranes, with major players like Caterpillar Inc, Hitachi Ltd, and Hyundai Construction Equipment Ltd, all contributing to its growth. South Korea’s focus on innovation and quality in manufacturing has positioned it as a key exporter of heavy machinery on the international stage. The South Korean Stock Market - The KOSPI The KOSPI (Korea Composite Stock Price Index) is akin to the S&P 500 in the U.S. however can have up to 800 companies included in the index. As an alternative you can review the KOSPI 200 which only includes the top 200 South Korean companies, but for today we will focus on the general KOSPI. The top 5 largest companies in the KOSPI index: 1. Samsung Electronics (20% of the index): A global leader in technology, Samsung Electronics specializes in a wide range of consumer and industry electronics, including appliances, digital media devices, semiconductors, memory chips, and integrated systems. 2. SK hynix: The world’s second-largest memory chipmaker, SK hynix produces dynamic random access memory (DRAM) chips, flash memory chips (NAND), and CMOS image sensors (CIS) for a diverse global clientele. 3. Samsung Biologics: A biotech division of the Samsung Group, Samsung Biologics provides contract development and manufacturing (CDMO) services to the biopharmaceutical industry. 4.Naver: South Korea’s premier internet company, Naver operates the nation’s top search engine and offers a range of services including online marketing, e-commerce, and content development. 5.LG Chem: Founded in 1947, LG Chem leads the chemical industry in Korea and globally, providing products like ABS, polarizers, and EV battery cells. It has a vast network for production, sales, and R&D across the world. The KOSPI is traded in the South Korean Won (KRW) and I will show it to you for illustration purposes however when measured in USD, there has been a long term oscillation of price with no real sustained gains. As I do not see an opportunity in trading the KOSPI, lets look at Samsung, one of the largest allocations in the KOSPI. SAMSUNG (Ticker: 005930.KS) You can clearly see that Samsung which is headquartered Suwon-si, South Korea has a long term ascending channel in both the KRW and in USD. There is a clear long term trend and opportunities to buy at the bottom of the channels. Samsung primarily trades on the Korean Stock Exchange and has global depositary receipts that are listed in Europe, making it relatively easy for South Korea and Europeans to invest. Unfortunately, Samsung shares don't trade on a U.S. stock exchange and the company doesn't offer American Depositary Receipts (ADRs), making it difficult for Americans to invest in the company. Sometimes Macro Mondays leads to a dead end for some traders and investors out there, you can still access Samsung through a variety of general ETF's for general exposure. What is clear from the above, is that these waters appear much more murkier than the Indian stock indices we covered last week which are performing nicely since sharing. India has a GDP growth of 6%+ whilst South Korea is 2.6% at present (global average is 2.9%). I could not really recommend a trade off the above South Korean charts covered, however we have an better understanding of the South Korean market, economy and offerings. We also have an idea of some of the larger companies and we can investigate this further down the line for opportunities. All these charts are available on my Tradingview Page and you can go to them at any stage over the next few years press play and you'll get the chart updated with the easy visual guide to see how the South Korean market has performed. I hope its helpful. PUKA
KRX:005930
by PukaCharts
Samsung SECU DCA - RectangleCompany: Samsung SECU Ticker: 018260 Exchange: Korea Exchange (KRX) Sector: Technology Introduction: Welcome to today's technical analysis. We're turning our focus to Samsung SECU, analyzing its daily scale chart on the Korea Exchange (KRX). The price action suggests a well-defined rectangle pattern formation, which, coupled with the bullish market sentiment reflected in the KOSPI Composite Index, presents an interesting setup. Rectangle Pattern: A rectangle pattern is a trend continuation pattern formed when the price oscillates between parallel support and resistance levels. The breakout direction indicates the trend direction. Analysis: Samsung SECU's price has been moving within a clearly defined range, forming a Rectangle pattern. The upper boundary of this Rectangle is at 36000 KRW, while the lower boundary is at 30150 KRW. With four touch points at both boundaries, the fourth at the upper boundary has already signaled a breakout. Additionally, the price is above the 200 EMA, indicating a bullish market environment. As a result, a long position becomes a favorable consideration. Our projected price target post-breakout is set at 41850 KRW, translating into a potential price rise of approximately 16.27%. Conclusion: Samsung SECU's daily chart presents a compelling scenario, with a clear Rectangle pattern and a recent breakout. Given the bullish sentiment in the overall market, as indicated by the rising KOSPI Composite Index, long positions currently seem favorable. As always, remember that this analysis does not constitute financial advice. Conduct your own research and consider risk management strategies before making any investment decisions. If you found this analysis helpful, please like, share, and follow for more insights. Happy trading! Best regards, Karim Subhieh
KRX:016360
by KarimSubhieh
1
Alpha opportunity from modem and processor chips monopolySummary 3 years into Covid and the risk of recession starts to outplay the chip shortage story of semiconductor industry. With its unmovable monopoly status in its own specialties, we think there is alpha for Qualcomm against its semiconductor peers . Dominance in modem chips and smartphone processors, the company recently declared another victory as Samsung KRX:005930 gave up the plan of using the self-developed processor Exynos2300 and continue with the latest snapdragon SM8550 for the coming new galaxy S23. Just a few days earlier, another source has also shown that Apple NASDAQ:AAPL might not be able to develop their own 5G modem chip on time, which means until 2023 100% of apple products will continue to rely on Qualcomm for connectivity modem chips (instead of the previous forecast at 20%). Although the smartphone market is expected to go into a bear market for 1-2 years, Qualcomm business should still be able to maintain growth by expanding market share within . Another trend worth note taking is the rapid adoption of electric vehicles that has speeded up the development of smart-automobiles, which as a result dramatically increased the chips consumption for the automobile industry. Qualcomm infrastructure and experience in internet-of-things (IOT) application is going to give them a natural edge to make a monopoly again in car chips , which can be the growth story in the coming 2-3 years. Albeit claiming monopoly in modem and high-end mobile processor chips, there are plenty of challengers from Taiwan and China especially on the lower-end chips. Among the challengers, Mediatek from Taiwan is rapidly gaining market shares by producing chips for mid-to-low tier smartphones such as Oppo, Vivo and most models of Xiaomi. The price barrier from lower-end chip makers make it hard for Qualcomm to entering the broader IOT market especially for devices that do not require high efficiency and computational power. Trading discussion Given the mid to long term positive outlook of Qualcomm, we can trade QCOM from both a short term rebound angle, as well as long term investing perspective . The company is currently trading at PE of 13.5, which is lower than its semiconductor peers. Low PE stocks are more defensive against valuation squeeze under the current increasing interest rate environment. Here are QCOM’s peers current PE for reference: NASDAQ:AVGO : 23.9 NASDAQ:NVDA : 40.7 NASDAQ:AMD : 28.7 NYSE:TSM : 17.4 Technically speaking, QCOM is still under a bearish trend with the 20 days moving average running below the 50 days, and both pointing downward. The 50 days moving average is still the biggest upside resistance for QCOM with two previous breakout attempts on Apr-28 and May-31 both failed. Currently QCOM is flirting around the 50 days moving average again and we shall closely monitor if the breakout will be successful or not. Here are some technical levels one should pay attentions to: Downside support 118.23: Jun-23 dropped to a 52-weeks low 96.17: Jan-17 2020 pre-covid high, which was broken on Jul-30 2020 Upside resistance 136.39: Jul-8 attempt of breaking 50 days moving average 151.2: Apr-28 attempt of breaking 50 days moving average (also the current 250 days level) Note that short term traders and long term investors can see and use the above levels quite differently. For short term traders, the upside resistance can serve as entry when breakout for trend following, and breaking downside support to exit. On the contrary, long term investors might make use of the downside support as entry to accumulate long positions at lower cost to save up more cost buffer to ride a longer cycle.
NASDAQ:QCOMLong
by geoffreyip523
Equities give back gains - ProfZero not falling for bull trap 🐻INVESTMENT CONTEXT Equity markets took a breather on May 23, as operators reacted positively to U.S. President Biden commitment to review Trump-era tariffs imposed on China Accumulated gains are now being quickly given back, as futures on May 24 point to red territory for both S&P 500 and Nasdaq (dropping 1.21% and 1.88%, respectively). Snapchat (SNAP) in particular cratered 30% in the after-market on anticipated top- and bottom-line miss, dragging Pinterest (PINS) and Meta Companies (FB) 12% and 7%, respectively. Zoom (ZM) instead popped 16% over-the-counter on sales forecast beat An initial remark by President Biden that that U.S. military will intervene to defend Taiwan should the island be attacked was later walked away by White House officials International Monetary Fund (IMF) Kristalina Georgieva hinted at further cuts for this year's global economic growth PROFZERO'S TAKE The ongoing market jitters must be nerve-wrecking for the cohort of retail traders that entered the market during pandemic times. A sustained period of tech-fueled growth has quickly reversed, with Nasdaq plunging into bear market (year-to-date performance down 27%) and S&P 500 teetering on the brink of one (negative 17% since the peak in November 2021). Pandemic-era dears Pinterest (PINS), Snapchat (SNAP), Twitter (TWTR) are now down at least 50% from their peaks; blockchain assets trade even deeper in the red. Is this the end of Growth? To ProfZero, that amounts to as much as asking - are we really building the next decade on coal, legacy banking and neo-protectionism? Clocks tick on, not back Speaking of innovation, Samsung (ticker: 005930) is investing USD 356bn over the next 5 years in semiconductors, biopharmaceuticals and next-generation technologies to drive "long-term growth". Curiously enough, neither coal nor plastics appear on the plan IMF Managing Director Kristalina Georgieva's admission that a global recession is not in the cards, but shouldn't be ruled out altogether, resonates with JPMorgan's CEO Jamie Dimon seeing "big storm clouds" on the horizon, just but darkening a currently strong economy. ProfZero already underscored the resilience of Main Street in Q1; however, trading is all about the future, and ProfZero still fails to see a sufficiently credible deterrent to avert a recession. A ceasefire in Ukraine, and normalization in energy markets would be a fair start "Frailty, thy name is... BTC". ProfZero keeps it cool on blockchain - not paying the bears' lunch
CME:BTC1!
by ProfZero
$SMSN Samsung Trade Idea Hi Traders, Samsung after more than a Year in a downtrend, may finally reverse and have some bullish days, after a clear fakeout, Triple Divergences, and good momentum on the 4h Chart. Entry on SMSN will be confirmed once we succesefully break the 1480.5$ level ( I prefer using Buy Stop Order ) Targets are 1580$ then 1698$, If reached, I will give an update about new Targets. STOPLOSS Just below the last bottom at 1370$ NFA, DYOR, and Good Luck. Let me know what do you think in the comments, and smash that like button.
LSIN:SMSNLong
by Mouatazz
29% bounce from yesterday's dump.I think BTC will recover to the 48,765.309 area soon. When it breaks through this level, it can have a shot at the 50day at about 51K. MANA is growing, only being dragged down by BTC. MANA has split from the market a couple of times in the past few months and has done so again today. I'm not an apple guy and was delighted to wake up this morning to hear about Samsung. This is huge, more than Nike, Adidas, etc... It made me feel really good about the new Samsung pro I'm typing on, and the NeoQled TV and sound system I treated myself to at Christmas. I did notice at Thanksgiving, when everything tanked, that MANA rebounded exponentially against all the other coins. Keeping that in mind, I had converted a bunch of ADA and ETH last night into MANA...thanks Samsung. I lucked out because my stop loss from a buy at $3.02 was right at $2.79. Below are some ideas of where I think MANA is going and how it may get there...and not financial advice. This is all short-term stuff. MANA is holding, consolidating well. Ascending channel and C&H on the short-term. MACD is better, above the histo. and you can see it bounced from the line I drew on the Stoch RSI last week. Smaller C&H patterns have been leading into larger ones, putting $3.60's and $3.80's back on the map. We can only hope that BTC doesn't continue to drop. BTC is looking good, so if it returns to the 48-51k range in the coming days, this will even further MANA's "head start," putting $4.50-$5+ readily within reach. On the downside, should MANA be consolidating in the Descending channel, I am keeping an eye on $3.20-3.15. Below that, it may test $3 or lower?
MLong
by keykomg
1
Intel FOMO - Overseas Supply - Made in America STORYTELLINGTurnaround stories can be polarizing investments -- some see the long-term potential while others see a business full of problems to overcome. HOWEVER, an OVERSEAS SUPPLY CHAIN makes it take longer and cost more money than originally thought. As with ANY company. The supply disruption is PERMANENT. If there is no actionable PLAN B...... The highest Intel ever spent in a single year has been $16 billion. They are expecting it to go up beyond 2022. They're expecting this turnaround to be very expensive. .... because SPEND SPEND SPEND..... They don't make what they need to in America. Like most US companies that have taken advantage of OVERSEAS PROFITS (ie. Apple, Amazon), they have no other opportunities to build what they need, where they need to. Supply Supply Supply. Stuck in the ocean & ports like EVERYTHING else from the OLD ECONOMY. I'm a fan of SOFTWARE. #cannabisreform software. $KERN Looking forward to the Republican led "States Reform Act" on Monday. GL all Go Biden's "BUY AMERICAN ACT". Time to generate US MANUFACTURING & SALES in country. What a thought.... lol PS. JUST BE SURE THE COMPANIES YOU INVEST IN CAN ACTUALLY MAKE THEIR PRODUCTS IN AMERICA SHOULD THEY SHIFT THEIR MANUFACTURING...... yikes
NASDAQ:INTCShort
by EpicEconomics
4
Multiverse (AI) Road to MainnetOn FA side, Multiverse has a lot of solid backers (Samsung, XRP Capital, Huobi, Fenbushi Capital, Matric China, etc) that are known to help their investments succeed (pump), has staking launching this quarter, and mainnet launch in November. Expect it to revisit ATH area by mainnet launch, and look to exit around that time. It is currently a very low marketcap with only one exchange, and expect more exchanges to come soon, including obviously Huobi who is an investor. On TA side, breakout of the long-term triangle should provide a nice rally either way. Currently at long-term bottom support range, which has never broken since listing.
ALong
by csoreff
1
Best price you will ever get $THETA - Samsung Partnership - BUY$THETA has been climbing recently and for very good reason (Samsung Deal). This is probably the best project we have ever seen come from the crypto space. It has a little bit of a pullback they we likely never to see again at this price. The TA clearly shows us it's trying to breakout again here with the MACD and RSI looking very good. It will most likely bounce off the trend line here pictured and we'll never see the $6 range ever again. WATCH VIDEO: Here is the Samsung - THETA video: www.youtube.com THETA: www.thetatoken.org
Long
by jeffreytesterman
1
NIFTY (Strategy)Hi Everyone, We are in a great period of time with great momentum and bullishness in the market, one of the fastest recoveries in history from the dip. The momentum seems to be really good but there comes the catch. The stretch we are currently seeing is filled by strategies laid out by the Government/RBI, not because of real GDP growth. One of the Important points we have to note is the current NIFTY PE Ratio is standing at 36.73 (To be frank, we have never seen such a high PE ratio in the last 10-20 years). We are at a critical stage, that NIFTY 50 companies need to generate at least double their profits to reduce the PE ratio between 20-25. Will this happen quickly? Anyone can answer this question. My point here is: The current chart shows we are at a critical point. We may go higher/lower depending on the below points, we still have some bullish catalyst for the markets to go higher: New stimulus package approval before Christmas by Biden. We also have a bearish catalyst for the markets to go lower, Biden to introduce Higher corporate tax rates and Higher Long term capital gains tax. But please be aware anyone having long positions, have the below strategies until the market gives a clear view: 1. Trim the positions 2. Keep tight stop loss 3. Buy Nifty Puts with risk management (for Ex: if your portfolio is 1 lac - keep 10% for buying put options this can help you protect your portfolio in downfall) Having good trading strategy is very important, so please keep a close eye on NIFTY Thanks! Disclaimer: This is just my view and not trading advice
NSE:NIFTY
by skiranp
1