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What smart money is saying about Samsung Electronics Co LtdSouth Korea flag

005935.KS · Technology · Consumer Electronics · Market cap $209M

2 funds in our archive have pitched Samsung Electronics Co Ltd — most recently Artisan Global Value Strategy 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

  • Artisan Global Value Strategy
    December 2025

    Samsung Electronics is a leading memory chip maker benefiting from AI-driven demand with strong fundamentals and a reasonable valuation.

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  • Baron International Growth Fund
    December 2025

    Samsung Electronics Co., Ltd. is the global memory leader poised to benefit from AI-driven HBM demand, a strong memory upcycle, and improving foundry competitiveness.

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