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What smart money is saying about Samsung ElectronicsSouth Korea flag

005930.KS · Technology · Consumer Electronics · Market cap $209M

2 funds in our archive have pitched Samsung Electronics — most recently Harding Loevner Emerging Markets Equity in December 2025.

Company profile

Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. It provides home appliances comprising of refrigerators, air dresser, washing machines, dryers, cooking appliances, dishwashers, vacuum cleaners, air conditioners, and air purifiers. The company also offers TVs, sound devices, smartphones, tablets, monitors, smart and LED signages, watches, and other accessories, as well as provides memory storage solutions. In addition, it provides medical equipment; software design, development, and supply; toll processing of semiconductors and display panels; general logistics agency, financing, marketing, consulting, and technology and cloud services; venture capital investment; enterprise automation solutions and connected services; installation and optimization services for network devices; and digital advertising platforms. The company serves retail, hospitality, finance, transportation, education, government, manufacturing, public safety, and healthcare industries. Samsung Electronics Co., Ltd. was founded in 1938 and is based in Suwon-si, South Korea.

Fund coverage · 2 theses

  • Harding Loevner Emerging Markets Equity
    December 2025

    Samsung Electronics is a leading memory manufacturer expected to benefit from AI-driven structural improvements, tighter supply, and record profits in 2026.

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  • Sands Capital Emerging Markets Growth
    September 2025

    Samsung Electronics is poised for significant growth as a key supplier of high-bandwidth memory for AI applications and aims to improve its market position in both premium and mass segments amid favorable geopolitical dynamics.

    Read the full thesis

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