Samsung Electro-Mechanics’ target price raised after major supply contract; shares surge, and Leeno Industrial also gets target-price hike
5In 20–21 shares in Samsung Electro-Mechanics 10 percent range. Leeno Industrial’s target price was raised on expectations of benefits from expanding AI inference demand, while the sharp rise in oil prices was reported as a burden for Korea Electric Power Corporation. During the same period, controversy over shareholder exclusion flared after Samsung Electronics reached an agreement on an average 6 billion won performance bonus.
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Samsung Electro-Mechanics’ shares 5In 20–21 surged in the 10 percent range after news of a target-price increase emerged alongside the announcement of a major supply contract. Securities firms viewed silicon capacitor revenue as key to future growth. The company made the related disclosure. The specific contract terms and when the revenue will be reflected should be checked in the disclosure.
A securities firm raised its target price for Leeno Industrial, citing expanding demand for AI inference. During the same period, there was a report that another stock bought by individual investors instead of Samsung Electro-Mechanics rose 23 percent in a single day. The exact name of the sharply rising stock and the reason for its gain can be confirmed through the relevant disclosures. Investor reactions were strong in the short term.
The sharp rise in oil prices was reported as a direct blow to Korea Electric Power Corporation. Rising fuel costs are a factor that weighs on power companies’ earnings. There was a report that individual investors complained about related losses. The specific impact on KEPCO’s earnings should be checked in a separate earnings disclosure.
Samsung Electronics reached an agreement on average 6at the level of hundred million won in performance bonuses. During the negotiations, controversy over the marginalization of shareholders emerged among some shareholders. The company announced the terms of the agreement. The specific details of the controversy and shareholders’ views must be confirmed in additional materials.
This series of news reports was based on company disclosures and securities firms’ opinions. The reporting dates for each article were 5in 20~21. The figures in the articles were compiled based on company announcements and the titles of securities firms’ reports. Please check each company’s disclosure channel for additional disclosures.