AI, robotics stocks rise as Samsung plans future business
이 글자크기로 변경됩니다.
(예시) 가장 빠른 뉴스가 있고 다양한 정보, 쌍방향 소통이 숨쉬는 다음뉴스를 만나보세요. 다음뉴스는 국내외 주요이슈와 실시간 속보, 문화생활 및 다양한 분야의 뉴스를 입체적으로 전달하고 있습니다.
Shares of Samsung SDS Co., the information technology (IT) service unit of Samsung Group, reached a 52-week high of 168,400 won ($129.6) on Thursday after gaining 8.5 percent over the past four days.
On November 24, Samsung SDS’s closing price was 155,200 won.
Samsung SDS is in charge of system integration (SI) within Samsung Group. The stock gathered momentum on projections that AI will be one of the priorities of Samsung Group’s new business planning unit.
In particular, if the group converts its production facilities into AI-based factories such as those of Tesla Inc. to secure future competitiveness, Samsung SDS’s sales are likely to increase further as a shift from hardware to data and generative AI would mean big roles to the group’s SI operator with cloud business services.
Last month, Macquarie Securities raised its price target for Samsung SDS to 175,000 won from 100,000 won, projecting that its cloud-related revenue will grow at an annual average of 30 percent until 2025.
“Samsung SDS is seeing results in its data center expansion,” said Kim Ha-jeong, an analyst at DAOL Investment & Securities Co. “It is also boosting business related to the establishment of generative AI.”
Kim noted that growth in IT service profits is expected to lead to higher valuation.
Stocks related to multilayer ceramic capacitors (MLCCs) and chip design also rose on hopes for the expansion of AI businesses, including inferential AI and on-device AI as well as generative AI.
As power control devices are needed to drive high-performance AI chips, MLCC maker Samsung Electro-Mechanics Co. saw its shares rise 6.4 percent this week.
Shares of semiconductor design company Chips&Media Inc. also gained 5.5 percent and chips development company Gaonchips Co. 9.1 percent between Monday and Thursday.
Robotics stocks are also enjoying another upswing with the boost of Samsung Group’s future businesses.
Shares of Doosan Robotics Inc. rose 12.9 percent on Thursday from the previous session, marking the 12th consecutive day of gain.
Shares of Rainbow Robotics Inc. also increased 8 percent this week.
With the appointment of Jun Young-hyun, board chair of Samsung SDI, as head of Samsung Electronics Co.’s future business planning team, the electric and autonomous vehicle themes related to secondary batteries are also highlighted.
Shares of car audio manufacturer Anam Electronics Co. gained 12.3 percent this week, automotive chip maker Telechips Inc. 11.1 percent, and Furonteer Inc. 4.2 percent.
Copyright © 매일경제 & mk.co.kr. 무단 전재, 재배포 및 AI학습 이용 금지
- 귀농한 아버지 두고 산악회서 불륜하는 엄마…“어찌하리오” - 매일경제
- “현대차, 최악의 싸구려” 욕했는데…“차원이 다른 車” 극찬쇄도 [최기성의 허브車] - 매일경
- 탄핵 직전 별안간 사표, 민주당 ‘멘붕’…야당 허찌른 이동관, 왜? - 매일경제
- “매달 1500만원 ‘따박따박’ 들어오는데”…돌연 중단 ‘유튜버’ 부부, 무슨일이 - 매일경제
- 해외서 먼저 나온 ‘삼성의 신무기’…외신 평가 어땠나 살펴보니 - 매일경제
- [속보] 이동관 방통위원장, 탄핵안 처리 전 자진사퇴 - 매일경제
- 70세 여성 쌍둥이 출산…3년전엔 딸 낳았는데 “기적 일어났다” - 매일경제
- 함세웅 신부, 文·이낙연 겨냥 “추미애보다 못해”…왜? - 매일경제
- ‘핵주먹’ 타이슨에 물병 던졌다가 얻어맞은 남성…이런 반전이 - 매일경제
- 고우석에 이어 함덕주까지…29년 만에 통합우승 일궈낸 LG, 전력 누출 최소화 할 수 있을까 [MK이