Samsung a Reasonably Attractive Investment: Yuanta Securities’s Yoo

The video discusses the current trends in the chip market, highlighting a recent price recovery and its implications for regional chip makers. It examines the financial performance of companies, noting better-than-expected operating profits and the impact of COVID-19 on economic recovery. The semiconductor sector is analyzed, with Samsung Electronics identified as an attractive investment due to its valuation. The video also evaluates regional markets, focusing on Taiwan, Vietnam, China, and Korea, which show strong manufacturing bases and growth potential, while markets dependent on raw materials are less favorable.

What was the year-on-year growth percentage in operating profits for chip makers?

• 15.3%

• 18.5%

• 22.7%

• 20.1%

Which company is considered a reasonably attractive investment due to its valuation?

• Intel

• Samsung Electronics

• TSMC

• NVIDIA

What is the main reason for the high attractiveness of semiconductor companies?

• Low production costs

• Strong marketing strategies

• Government subsidies

• High valuations

Which regions are highlighted for their strong manufacturing bases?

• Europe and North America

• Australia and New Zealand

• Africa and South America

• Taiwan, Vietnam, China, and Korea

What challenge do markets with heavy dependency on raw materials face?

• Poor evaluations

• Political instability

• High labor costs

• Lack of innovation