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![TheValueist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1838186195508969472.png) TheValueist [@TheValueist](/creator/twitter/TheValueist) on x 1568 followers
Created: 2025-04-08 10:15:09 UTC

Via Jefferies.  Read through on $MU and SKH. 
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Samsung Electronics (005930 KS, BUY) – Prelim OP HUGE Beat
SEC (005930 KS) 1Q Prelim out. W6.6tn. HUGE BEAT by +15%-30%
BBG OP cons was at W5.74tn / Local FnGuide cons was at W5.1tn.
Unexpected HUGE BEAT on OP side. Sales also at W79tn, tops cons of W76.7tn.
Given it's only prelim, no further details going to be disclosed by the co until the call on XX April.
Brokers will come out with their own estimate in breakdown. Seems Buy-side PMs also scratching their heads.
Some local news speculates the beat's likely driven by BTE smartphone sales with new GalS25 (AI featured) model launched earlier this year.
Jeff Kim also raised his 1Q OP est to W5.8tn just last week.
His est by segment was DS/MX/DP/CE/Harman at W0.7tn/ W3.9tn/W0.5tn/W0.4tn/W0.3tn.
He also est 2025 OP to improve sequentially, W5.8tn/W6.5tn/ W11.1tn/W12.2tn.
Now we know 1Q better, at a level of his 2Q est.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1909550574988591421/c:line.svg)

**Related Topics**
[tops](/topic/tops)
[op](/topic/op)
[$ssnlf](/topic/$ssnlf)
[$005930ks](/topic/$005930ks)
[samsung](/topic/samsung)
[$mu](/topic/$mu)
[stocks technology](/topic/stocks-technology)

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