삼성전자, 59만 원 목표가 제시 — "지금이 저점"
5월 22일 삼성전자는 전일 종가 대비 하락한 292,500원에 거래되었습니다. 이달 외국인이 삼성전자와 SK하이닉스에서 32조 원을 순매도하며 수급 압박이 거세지만, 증권가는 실적 개선을 근거로 반등을 점치며 목표주가 59만 원을 제시하고 있습니다. 투자자라면 외국인의 순매수 전환 시점과 HBM4 공급 상황을 유심히 지켜봐야 합니다.
Samsung Electronics Stock Price and Market Trends — 2026-05-22
Key Market Indicators
| Indicator | Value | Note |
|---|---|---|
| Closing Price (KRW) | 292,500 | -7,000 (-2.34%) |
| Intraday Low (KRW) | 296,500 | -1.00% as of 9:39 AM |
| 52-Week High/Low | Check Portal | Recommended to check online |
| PER / PBR | Check Portal | Recommended to check online |
| Foreign Ownership | Check Portal | Continued net selling this month |
⚠️ Data extracted from screenshots may be incomplete; please verify on official portals.
Supply & Demand Trends
- Foreign Investors: In May, foreign investors offloaded a net 32 trillion KRW in Samsung Electronics and SK hynix alone. As of May 21, they recorded 11 consecutive days of net selling, totaling 44 trillion KRW for the month. However, the KOSPI jumped 8% in a single day, fueled by the labor agreement at Samsung Electronics and gains in U.S. markets.
- Institutions: While exact figures are not currently verified, analysts believe institutional buying may pick up following the labor agreement.
- Retail Investors (Ants): Retail investors have consistently absorbed a large portion of the shares sold by foreigners. A "Chairman Lee Jae-yong 500,000 KRW bill" meme has been circulating in online communities, reflecting hopes for a rebound.
Major News and Catalysts
Foreigners net sell 32 trillion KRW, but earnings estimates continue to rise
While foreign investors net sold 32 trillion KRW in Samsung Electronics and SK hynix this month, securities firms view this as profit-taking rather than an exit from the Korean market, noting that earnings outlooks for both companies remain on an upward trend.
Securities firms set 590,000 KRW price target — "Double the current price"
Having averted a major general strike, some firms have issued a 590,000 KRW price target for Samsung Electronics, suggesting more than double the current price (around 290,000–300,000 KRW). Chae Min-sook, an analyst at Korea Investment & Securities, noted that "earnings estimates for general-purpose memory and HBM have not yet been fully priced in."
KOSPI surges 8% after labor agreement — Reaching all-time highs
On May 21, the KOSPI surged 8% in one day thanks to the labor agreement and positive U.S. market sentiment. Samsung Electronics' stock also hit an all-time high that day. However, on May 22, the stock faced downward pressure as short-term profit-taking and foreign selling resumed.
Semiconductor Industry and Competitor Comparison
Samsung Electronics regained the #1 spot in the global DRAM market at the end of 2025. Its HBM4 chips, which began mass production in February 2026, have exceeded initial expectations, with the entire 2026 HBM4 production capacity reportedly sold out. SK hynix reported an operating profit of 37.6 trillion KRW (+405% YoY) in Q1 2026, maintaining its status as an HBM leader. Analysts warned that memory shortages are expected to last beyond 2027 due to the explosion in AI memory demand. While former DS Division head Kyung Kye-hyun mentioned the possibility of price drops after 2028, short-term supply shortages are expected to persist.
Global Perspectives
CNBC reported that Samsung Electronics saw its Q1 operating profit jump over 8 times year-on-year, with its market cap surpassing 1 trillion USD, a historic rally driven by the AI craze. Reuters noted that SK hynix is also nearing a 1 trillion USD market cap, positioning Korea as the heart of the Asian AI boom. Both outlets warned of concentration risks due to the heavy focus on large-cap semiconductor stocks in Taiwan and Korea, but agreed that Samsung and SK hynix are the primary beneficiaries of global AI memory demand.
Points for Investors
- Short-term (1 week): Monitor the shift from net selling to net buying by foreigners. The 11-day selling streak makes the potential for a reversal the most critical short-term variable. Check KRX daily foreign net buying data.
- Mid-term (1 quarter): Watch for additional HBM4 supply contract disclosures and inflection points in general DRAM/NAND prices. Keep track of whether securities firms continue to raise their consensus price targets.
- Risk Factors: ① Re-igniting labor risks — Possibility of strikes remains despite the recent agreement. ② Prolonged foreign outflow — Potential for global funds to shift toward the U.S. market due to events like the SpaceX IPO (scheduled for 6/12). ③ 2028 Memory price decline scenario — Warnings of oversupply from former Samsung DS head Kyung Kye-hyun.
Reader Action Items
- Check Daily Trading Trends on KRX: Track the KRX (Korea Exchange) official site daily to catch the moment foreign investors turn to net buying.
- Monitor SK hynix Earnings and HBM Announcements: Announcements regarding SK hynix's HBM sell-outs or new contracts can serve as a leading indicator for Samsung's HBM4 valuation.
- Check foreign capital flow around the SpaceX NASDAQ IPO (June 12): Anticipated rebalancing of 6.5–10.5 billion USD for S&P 500 inclusion may directly impact foreign inflows in the KOSPI.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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