汇丰：三星电子或将延续业绩连增势头

Odaily Odaily reports that HSBC indicates strong memory chip prices may continue to drive Samsung Electronics to achieve record performance. Analysts Ricky Seo and Han Kil Chang expect Samsung Electronics' third-quarter operating profit to increase by 25% quarter-on-quarter, driven by a 20% rise in sales. Contributing factors include: a projected 15% increase in DRAM and NAND chip prices, peak seasonal demand for OLED panels amid the launch of new foldable smartphones, and a recovery in smartphone profit margins.

HSBC analysts stated that with cloud service providers unlikely to slow down computing capacity expansion in the short term, Samsung Electronics' operating profit could increase more than eightfold this year to 376 trillion Korean won, and grow by a further 37% next year. HSBC maintains its buy rating and target price of 450,000 Korean won. (Jin10)