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What smart money is saying about Samsung C&TSouth Korea flag

028260.KS · Industrials · Engineering & Construction · Market cap $44.44B

2 funds in our archive have pitched Samsung C&T — most recently AVI Global Trust (Asset Value Investors) in May 2026.

Company profile

Samsung C&T Corporation is a diversified enterprise with extensive operations in engineering and construction, global trading and investment, fashion, and resort management. Its business activities extend across South Korea, the broader Asian region, Europe, and the Americas. The engineering and construction division handles a variety of projects, including commercial and residential buildings, civil infrastructure, and industrial plant construction. Through its trading and investment arm, the company is involved in a broad spectrum of commodities and industrial materials. This includes chemicals like polymers, fertilizers, and methanol; electronic components and precision materials; various steel products (hot-rolled, cold-rolled, stainless); natural resources such as coal, copper, and raw metal; and agricultural goods like palm oil. It also deals in living industrial materials including textiles, food, and wood pellets. This segment further specializes in organizing and developing significant projects, such as power plants, renewable energy initiatives, and infrastructure, alongside managing palm plantations. In the fashion sector, Samsung C&T offers a wide array of apparel. Men's and casual clothing are available under the GALAXY and BEANPOLE brands, while KUHO and LEBEIGE provide women's wear, children's clothing, accessories, and outdoor lines. The company also features the fast-fashion brand, 8seconds. Finally, the resort business encompasses the operation of golf courses, landscaping services, and food and beverage facilities. Founded in Seoul, South Korea, in 1938, the company was previously known as Cheil Industries Inc. until its renaming to Samsung C&T Corporation in September 2015.

Fund coverage · 2 theses

  • AVI Global Trust (Asset Value Investors)
    May 2026

    Samsung C&T is viewed as a discounted holding company leveraged to Samsung Electronics’ AI-driven memory upcycle, with room for re-rating and potential value-unlocking on capital allocation.

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  • AVI Global Special Situations
    December 2025

    Samsung C&T is the Samsung Group holding company with an undervalued listed NAV and a wide discount expected to narrow due to Korean governance reforms and a forthcoming capital allocation policy.

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