麦格理银行(Macquarie Group):亚太地区投资策略-三星电子股份有限公司研究报告(英文版)(34页)

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29July2022AsiaAsiaEssentialsSamsungElectronics(005930KS)(Outperform)3StillinthewaitinggameDanielKimSales/EBITDAwerelargelyinline;wefound2Q22earningscalluneventful.•ThesizeabledipinmemorybitgrowthreflectedpoorITdemand.•Wethinkthegoalofpositivefoundry-divisionFCFby2025isambitious.•MQAsiaEarningsPrevie...

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麦格理银行(Macquarie Group):亚太地区投资策略-三星电子股份有限公司研究报告(英文版)(34页).pdf

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