Samsung Electronics (KOSE:A005930) Issued Fresh Q3 Guidance, Is It Still Undervalued?

SK Hynix (KOSE:A000660) approved a ₩54 trillion investment to build new DRAM and NAND fabrication facilities in Yongin and Cheongju, South Korea. The expansion aims to meet long-term AI-driven demand and increase production capacity, positioning the company competitively in the semiconductor market.

Samsung Electronics, according to the article, has settled longstanding patent litigation with Netlist. The agreement includes a five-year cross-licensing and commercial deal covering patent fees, product supply arrangements, and Samsung’s equity investment in Netlist. The settlement ends disputes across jurisdictions and is linked to memory IP and AI/data-center technology relationships.

SK hynix (KOSE:A000660) approved a ₩7.1 billion expansion of its Cheongju advanced packaging plant P&T7, including accelerating the cleanroom opening and adding capacity for AI memory semiconductors. The article notes the stock trades around ₩1,830,000 and highlights implications for future production volumes and capital intensity.

LG Energy Solution reported record Q3 earnings, with revenue up 59% YoY to $7.21B and operating profit up 25% to $565M. Growth was driven by U.S. energy storage demand and European EV sales, offsetting North American EV production slowdowns. The company benefited from U.S. manufacturing credits and automaker compensation.

AngioDynamics reported Q1 2027 earnings, with MedTech segment revenue growing 13.2% YoY, now 49% of total revenue. Auryon saw 21st straight quarter of double-digit growth. NanoKnife adoption increased, with record procedure volumes. Full-year revenue guidance is $336M-$341M, with MedTech expected to dominate. Gross margin expanded 410 bps due to pricing and mix shift. Eric Honer appointed as new CEO. The company remains debt-free and expects positive cash flow for the year.

VILLAGE SUPER MARKET INC (VLGEA) reported FY 2026 revenue of $2.406B, up 3.7% YoY, while net income fell 7% to $52.5M and EPS declined 7.1% to $3.54. Growth was driven by same-store sales and new stores, but offset by margin pressure and higher expenses. The company expanded digital offerings and opened new locations.