Catalyst Event
Samsung Electro-Mechanics Co Ltd (009150) · Earnings Release
From Akros SCHK HK-Korea Momentum Factor Index (ASHKMOM)
4/30/2026, 12:00:00 AM
Announcement of Q1 2026 results with record revenue of KRW 3.21 trillion (+17% YoY) and operating profit of KRW 280.6 billion (+40% YoY), beating market expectations. The strong performance was driven by high demand for AI server and automotive components like FC-BGA and MLCC. The company also announced plans to more than double its 2026 capital expenditure to meet AI-related demand. High importance is estimated as the significant earnings beat and aggressive investment plans are likely to drive a price impact of 10% or more, expected.
Korean Translation
2026년 1분기 실적 발표. 매출 3조 2,091억원(전년 동기 대비 17% 증가), 영업이익 2,806억원(전년 동기 대비 40% 증가)으로 시장 기대치를 상회하며 역대 분기 최대 매출을 기록함. AI 서버 및 전장용 FC-BGA, MLCC 등 고부가 제품 수요 강세가 실적을 견인했으며, AI 수요 대응을 위해 2026년 설비 투자를 전년 대비 2배 이상 늘릴 계획임을 발표함. 어닝 서프라이즈 및 공격적인 투자 계획으로 10% 이상의 주가 영향이 예상되어 'High'로 분류함, 예상됨.
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