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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Samsung Electronics delivered strong first-quarter 2026 results, with revenue of KRW133.9tn, up 69 percent year-over-year and operating profit of KRW57.2tn, up 56 percent year-over-year, driven mainly by strength in its semiconductor business. This performance reflects...
— Andrew Stobart / Mike Gush / Ben Durrant
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Other investors who've written on Samsung Electronics Co., Ltd.
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...
More institutional theses from Baillie Gifford -Emerging Markets
CATL was added to the fund via its Hong Kong IPO due to its dominant global market share in EV battery cells and energy storage. Despite industry oversupply...
Pony.ai was initiated as a position following commercial robotaxi progress and clear regulatory frameworks established in China. The company trades...
Baillie Gifford engaged with Samsung Electronics regarding board independence, corporate governance, and executive leadership changes in its semiconductor division. The fund is...