External broker reports(aggregated public sources), Daishin Securities

Daishin Securities

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>3Q24 company-wide OP estimated at W10.1tn, down 3.1% from previous quarter</li><li>AI/server memory demand remains solid, but demand for IT products (smartphones/PCs) has softened</li><li>A modest outlook likely stems from one-off spending (bonuses paid to the DS segment) and write-back of memory inventory valuation losses</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

3Q24 company-wide OP estimated at W10.1tn, down 3.1% from previous quarterAI/server memory demand remains solid, but demand for IT products (smartphones/PCs) has softenedA modest outlook likely stems from one-off spending (bonuses paid to the DS segment) and write-back of memory inventory valuation lossesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Samsung Electronics (005930 KS Sep 13, 2024)