“Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate”
Samsung's sell-off is overdone relative to fundamentals, but the weak shareholder return plan and dividend-over-buyback choice suggest management may view the stock as expensive.
So, what happened with Samsung? So Samsung also missed on earnings per share. They missed on revenue by about a quarter of a percent. So very nominal actually there. They missed on earnings per share by 1.77%.
So a little bit more. Does that really justify a 9% sell-off? No. But they also had their shareholder plan that they revealed.