[3/3] Join us as we analyze Samsung Electronics' performance for Q2 2024. We explore revenue growth, stock price trends, and the factors impacting Samsung's valuation. Discover what this means for future investments!

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(p21) On the supply and demand side, Samsung Electronics stock price is significantly influenced by foreign investors. An analysis of the stock price and foreign ownership percentage over the past 30 months reveals a high correlation coefficient of 0.90, indicating a strong relationship between the two. This suggests that movements in foreign ownership tend to closely track changes in the stock price.
(p22) Among large listed companies in South Korea, Samsung Electronics ranks in the top 22 for the size of the correlation coefficient regarding foreign ownership. In the graph, companies at the top exhibit a positive correlation between foreign ownership and stock price, while some companies at the bottom show an inverse relationship, where stock prices move contrary to foreign investor activity. This indicates varying degrees of sensitivity to foreign investment trends among different firms.
(p23) Recently, the correlation coefficient has increased significantly. Calculating the same metric over the past 30 days shows that the correlation coefficient has risen to 0.92. This indicates that foreign investors have clearly driven the stock price movements of Samsung Electronics during this period.
(p24) The overall ranking has significantly risen from 24th over the past 30 months to 12th based on the last 30 days.In conclusion, we will interpret how these changes in correlation and ranking relate to Samsungs overall market dynamics and investor sentiment.
(p25) First, it can be said that earnings have recovered to average levels.Based on PER, the current stock price may still be overvalued.However, according to the supporting indicator PBR, it appears undervalued.Samsung Electronics has traditionally been a stock driven by foreign investors, and this trend seems to have intensified.Therefore, for Samsungs stock price to recover, it is crucial to restore expectations for both Samsung Electronics and the South Korean economy from a foreign perspective.
(p26) This concludes todays video. This is the first video prepared by our quarterly performance team. If you have any questions, please feel free to ask, and well see you in the next video. Thank you!
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