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| 전영묵 삼성생명 대표 (사진=삼성생명) |
◇ Samsung Life Insurance, selling shares after Samsung Electronics' announcement of production cuts
◇ Some of Samsung Electronics' shares are sold despite the disappearance of unfavorable factors such as confirmation of production cuts
Samsung Life Insurance, the largest shareholder, has reduced its stake in Samsung Electronics again.
According to the artificial intelligence disclosure analysis program (tachyon) on the 24th, Samsung Life Insurance announced on the 21st that it sold 319,344 shares of Samsung Electronics and raised 20.1 billion won.
Samsung Life Insurance is the largest shareholder of Samsung Electronics with 8.68%, including a special account. A special account is an investment item for Samsung Life Insurance, which is funded by variable insurance.
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| 삼성전자 서초사옥 모습 (사진=연합뉴스) |
◇ Samsung Life Insurance, Samsung Electronics' stock sales after announcing a cut in production
Samsung Life Insurance has continued to sell Samsung Electronics for the past year.
In particular, Samsung Life Insurance sold 15,533 shares on the 19th. Analysts say that the timing of the sale is significant in that it is after Samsung Electronics declared to cut production.
"There is no way to explain if Samsung Life Insurance had not started to sell Samsung Electronics because it started to restructure its governance structure," said Yoon Joo-ho, CEO of Umbrella Research. "Samsung Electronics has set a firm standard to lead a rise in semiconductor prices through production cuts, so the future stock price trend will be good, so the current sale is close to a loss."
Samsung Electronics plans to set its initial production target at 20 percent and continue to quickly cut production by an additional 5 percent if semiconductor prices fall or remain steady.
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| 천안 반도체 패키지 사업장 방문한 이재용 회장 (사진=삼성전자) |
◇ Some of Samsung Electronics' shares are sold despite the disappearance of unfavorable factors such as confirmation of production cuts
Market watchers noted that the rebound in semiconductor DRAM prices is not so big right after Samsung Electronics announced its cut in production. For this reason, SK Hynix and Micron of the United States, as well as Samsung Electronics, forecast operating losses in the second quarter.
Some analysts say that the announcement of production cuts is a positive factor for Samsung Electronics' future trend.
"The announcement of the reduction of production itself is the biggest negative factor for Samsung Electronics," said Lee Choong-hun, CEO of Valuefinder. "If semiconductor prices rebound quickly through the current production cut chicken game in the future, the upward revision of performance will be in a set order."
Based on the closing price on the 24th, Samsung Electronics' return (YTD) for this year is 17.48% and KOSPI is 13.38%. As Samsung Electronics' target stock price, Yuanta Securities presented 90,000 won and KB Securities presented 80,000 won, respectively.
AlphaBIZ 폴리(hoondork1977@alphabiz.co.kr)
