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  "documentTitle": "Samsung C&T Corporation (028260 KS)",
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  "presentationDate": "2023-12-06 00:00:00",
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  "notes": "Includes a mix of historical share price performance, market share data, and peer valuation benchmarking.",
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      "text": "Share Price Entry Point @ 63% Discount through SCT",
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      "text": "Share Price Performance Since Cheil Merger (KRW)",
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      "text": "Dominant Market Shares in Memory Chips",
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      "text": "World-leading global semiconductor... Market cap KRW477tn... #1 global market share... As memory chip cycle bottoms out... Good potential for earnings growth...",
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      "text": "Source: Company, Bloomberg, Analyst research, Counterpoint; Market data as of 1 Dec 2023",
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      "text": "Note: (1) Peers include SK Hynix (000660 KS), Micron (MU US), Western Digital (WDC US), TSMC (2330 TT), UMC (2303 TT)",
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      "text": "In addition to the cheap entry point via SCT shares, Samsung Electronics has significant re-rating potential through earnings growth and a reduction in discount to peers following a group restructuring",
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      "text": "SCT's Shares Offer an Opportunity to Indirectly Invest In Two World-Leading Companies at Levels not Seen for Years – (1) Samsung Electronics",
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