Business · Markets · 18 hrs ago
Analyst says Samsung and SK Hynix shares look undervalued
An investment researcher says Samsung Electronics and SK Hynix shares are undervalued compared with their earnings and shareholder returns.
The two companies are South Korea’s leading semiconductor firms, and their shares have recently been falling.
The researcher says their business cycles have become more resilient and that dividends and other returns to shareholders support their value.
He does not expect an immediate rebound and says investors will need to assess earnings through the first half of next year.
He forecasts a possible market recovery and higher valuations in the second half, but this is his view, not a certainty.
Investors who can leave their money invested may consider holding, while those who need the money soon or borrowed to invest may consider selling some shares at a loss.
Those with spare funds could spread purchases over eight to nine months, rather than buying all at once.
An investment analyst said Samsung Electronics and SK Hynix shares look too cheap given their earnings and shareholder returns.
Kim Dong-yeop, head of S1 Investment Research Institute, said the companies’ earnings cycles have become more resilient and are supported by dividends and shareholder-return policies.
He said a full valuation reassessment may require earnings tests through the first half of next year, but predicted a market recovery and revaluation in the second half.
Kim advised investors with money they can leave invested until the second half or year-end to hold their shares.
He said investors who need their money soon or used borrowed funds may consider selling some shares, while new investors could buy in installments over eight to nine months.
- Who
- Kim Dong-yeop, head of S1 Investment Research Institute, discussed Samsung Electronics and SK Hynix.
- What
- He said their shares are undervalued relative to earnings and shareholder returns, and offered advice to investors.
- When
- He spoke on 8 November 2026.
- Where
- On the YouTube channel Buiknam TV.
- Why
- He cited more resilient earnings cycles, shareholder-return policies and dividends.
This story does not have two clearly opposing sides.
Kim Dong-yeop appeared on the YouTube channel Buiknam TV and discussed the two companies’ shares.
Kim said earnings would need to be tested before a full valuation reassessment.
Kim predicted a market recovery and a revaluation of the companies’ shares.
- Companies
- Samsung Electronics and SK Hynix
- Analyst
- Kim Dong-yeop
- Interview date
- 8 November 2026
- Potential earnings-testing period
- First half of 2027
- Forecast revaluation period
- Second half of 2027
1 source
What people are saying
The shares of the two semiconductor leaders, including Samsung Electronics and SK Hynix, are far too cheap when their current level of shareholder returns is taken into account
Investors who can leave their money invested until the second half of next year or year-end should hold
If you are stuck at a high price with money you need to use right away or cannot afford to keep invested, it may be better to sell some now and lock in the loss
A strategy of splitting up your assets and mechanically buying in installments, keeping the next eight to nine months in mind, is effective