Goldman Sachs maintains upgrade on Samsung Electronics' ordinary and preferred shares, with 12-month PTs of KRW 490,000 for ordinary stock and KRW 360,000 for preferred. Key risks: a marked deterioration in memory supply-demand, a sharp decline in smartphone margins, and loss of OLED market share.

2026-09-02

Goldman Sachs maintains upgrade on Samsung Electronics' ordinary and preferred shares, with 12-month PTs of KRW 490,000 for ordinary stock and KRW 360,000 for preferred. Key risks: a marked deterioration in memory supply-demand, a sharp decline in smartphone margins, and loss of OLED market share.