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Samsung Electronics (005930 KS)

KRW75,600 UPDATED 25/08/2021 09:31

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MM are selling Samsung (005930 KS) in the International Equities Portfolio, taking profit around KRW 74600

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OPINION

25/08/2021 09:32

International Equities Portfolio

The portfolio fell +xx% over the past week while cash remains at 15% affording us some flexibility to accumulate stocks into any weakness. We enjoyed standout performances by China facing Tencent (700 HK) +8.6% and JD.Com (JD US) +16.1% while our BHP position in London was not surprisingly the main casualty over the week.

18/08/2021 09:56

International Equities Portfolio

The portfolio fell -2.69% over the past week while cash now sits at 15% affording us some flexibility to accumulate stocks into any weakness. It was a tough time for a few of our holdings with Trade Desk Inc (TTD US), Alibaba (BABA US) and JD.com (JD US) all dropping by ~10% with 2 out of the 3 showing recent aversion to China since the tightened regulations is far from over.

08/02/2021 08:40

Samsung Electronics (005930 KS) KS83500

We are up almost 90% on our Samsung position but as we have said previously MM doesn’t believe in adding to positions just to average the entry level lower, if we believe a stocks going higher and the risk / reward looks good why not buy more.

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005930 KS

UPDATED 27/08/2021 14:02

MM are selling Samsung (005930 KS) in the International Equities Portfolio, taking profit around KRW 74600

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005930 KS

UPDATED 21/02/2021 16:36

MM remains bullish Samsung (005930 KS)

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005930 KS

UPDATED 08/02/2021 08:26

MM likes the risk / reward with Samsung after its 20% correction

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Electronic equipment manufacturer

Samsung Electronics (005930 KS) manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.