Samsung Electronics (005930.KS) Q3 (KRW) net 75.2tln (exp. 89.1 tln, prev. 12.0tln Y/Y), operating profit 107.4tln (prelim. 107.4tln), revenue 195.3tln KRW (prelim. 195tln)
Newsquawk ·
Samsung Electronics (005930.KS) Q3 (KRW) net 75.2tln (exp. 89.1 tln, prev. 12.0tln Y/Y), operating profit 107.4tln (prelim. 107.4tln), revenue 195.3tln KRW (prelim. 195tln) Final prints of this kind rarely reprice the shares in their own right, since Samsung has long published preliminary figures early in the quarter and the market has historically traded the guidance, the memory pricing commentary and the capex outlook on the call rather than the audit-adjusted details. Operating profit and revenue landing essentially on the preliminaries fits that pattern; the line that moves is the shortfall against the consensus that had built up between the preliminary release and today, which in this case sits in the net income line rather than the operating line, a distinction that matters because non-operating items, one-offs and tax effects are the usual drivers of that gap rather than the core semiconductor and handset run-rate. The year-on-year step change implied by the comparison against the prior period is large enough to confirm the cycle inflection the preliminary figures already telegraphed, so the incremental information is qualitative: segment splits between memory and foundry, inventory and ASP commentary, and any signal on HBM qualification progress, which has been the swing factor in how the stock has traded versus its memory peer through recent upcycles. What tends to follow is read-through into the broader Korean index, given the stock's index weight, and into the global semis complex via memory pricing expectations. The calendar items of consequence are the detailed segment disclosures and management's forward commentary rather than anything on this page. 29 Oct, 00:46 PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Keppel (KEP SP) 9M net rose 20% Y/Y, recurring income rose over 10% Y/Y, 29 Oct, 00:11 Star Entertainment (SGR AT) accepts USD 183.6 mln anti‑money laundering penalty 29 Oct, 00:04 Renesas (6723 JT) 9-month (JPY) net 589.5bln (prev. loss 69.1bln Y/Y), rev. 1.23tln (prev. 969.7bln Y/Y) 29 Oct, 00:00 Samsung SDI (006400 KS) Q3 (KRW) net 294.6bln (exp. 202.7bln), rev. 4.69tln (exp, 4.09tln) 28 Oct, 23:39 Toyota (7203 JT) is speculated to plan to raise November-January global production by 2.7% Y/Y to 2.39mln units and domestic production is expected to remain at a high level PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Samsung Electronics earnings are scheduled today 1 hour ago Mesoblast (MSB AT) reports Q1 net revenue rose by 44% Y/Y 2 hours ago Syrah Resources (SYR AT) Q3 Balama graphite production 19.3k tons (prev. 2.3k ton Q/Q) 2 hours ago US warns allies to brace for possible Iran strikes, according to AP citing two diplomats 2 hours ago PRE-MARKET AUSTRALIAN STOCKS NEWS: Retailer updates including from JB Hi-Fi, Super Retail Group and Wesfarmers 2 hours ago Microsoft (MSFT) provides guidance: 3 hours ago US Department of Agriculture confirms New World Screwworm in Arizona 3 hours ago BoC Governor Macklem says US deficit spending is a question of political will, adds inflation forecast is based on pass-through of fuel costs, and estimate of neutral rate of interest may rise, while he will have more to say on his future in due course 3 hours ago Alphabet (GOOGL) Q3 2026 (USD): EPS 2.12 (exp. 3.03), Revenue 127.6bln (exp. 127.91bln) 5 hours ago Microsoft Corporation (MSFT) Q1 FY27 (USD): EPS 4.92 (exp. 4.72), Revenue 92.3bln (exp. 90.6bln) 5 hours ago US VP Vance reaches out to an Iranian hard-liner in a bid to restart peace talks, WSJ reports 5 hours ago There has been a lot of back and forth between the Iranians and Americans via the mediators over the last few days, NewsNation reports, citing a source 5 hours ago Timeline for the new proposal includes opening the Strait of Hormuz and lifting the blockade, according to Al Arabiya, citing Arabic sources; The Iranian nuclear file is on the new timetable, and inviting inspectors is one of the items 6 hours ago Fed Chair Warsh (Q&A): Stable correlation between oil prices rising and market-set interest rates, until recently; interest rates have rolled over to the downside and take note that oil futures prices have moved up 6 hours ago Fed Chair Warsh (Q&A): There is no soft inflation, no implicit inflation target; there's a target of price stability, and it's 2% as measured by PCE 6 hours ago
DYAX Investor Sentiment
Bullish (Long) 40% · Bearish (Short) 60%
468 participants
Related News
- Monster Beverage vs. On Holding: Which Is the Better Growth Stock?
- ServiceNow, Fortinet Results Dent SaaS Sentiment: CRM, PANW, INTU, ADBE Slide In Sympathy
- The Fed Holds Interest Rates in a 10–2 Vote. Here's What This Means for Artificial Intelligence (AI) Stocks.
- SK Hynix (000660 KS) says it's considering various ways to increase competitiveness of its Solidigm unit and says nothing decided on the Solidigm US plant
- OpenAI’s Astra model becomes top distillation target for China’s AI labs, while Moonshot AI and DeepSeek utilise OpenAI’s Astra outputs for new models released this month, according to The Information
- Elon Musk vs. Tesla? His Midterm Money Could Work Against His Own Cars
