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DB Securities Hikes Samsung Electro-Mechanics Target Price to 2 Million Won on Price Hikes
Electronic Technology · Electronic Components · yonhap_finance · 2026-08-31
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DB Securities raises its target price for Samsung Electro-Mechanics to 2 million won, citing aggressive product price increases and strong earnings growth.
What Happened
Significant Target Price Hike: DB Securities has raised its target price for Samsung Electro-Mechanics from 1.05 million won to 2 million won, citing the onset of product price increases. The firm maintains a 'Buy' rating, anticipating a sharp rise in earnings for the coming year.
Price Increase Drivers: Strong pricing power is emerging in core segments like MLCCs and FCBGA due to supply constraints and high technical barriers. Price hikes of 20-30% are currently being negotiated across IT distribution channels, direct sales, and data center segments.
Inventory and Demand: Active inventory replenishment by ODM firms is supporting demand, while Samsung Electro-Mechanics is maintaining lean inventory levels. This supply-demand dynamic is expected to be a primary catalyst for earnings growth next year.
Shift to High-Value Products: The proportion of high-value products is projected to reach nearly 70% by next year, accelerating profitability. With sequential price hikes starting from lower-value segments, the company is effectively boosting its overall earnings contribution.
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