Samsung Electronics has faced a massive foreign investor selloff totaling approximately 42 trillion won ($28 billion) year-to-date in 2026. Foreign ownership dropped to 49.95% — the lowest in 12.5 years.
Yet on April 3, Samsung bounced 4.2% from 178,400 won to 185,900 won, right at the PBR 1.0x level. Historical data shows every time Samsung touched PBR 1x in the past five years (2020, 2022, 2023), the stock recovered within 10-21 trading days.
Samsung achieved a world-first in HBM4 mass production starting February 2026, securing exclusive supply deals with OpenAI (Titan chip) and AMD. The company targets 3x YoY HBM revenue growth.
Three conditions for a confirmed bottom: (1) weekly foreign selling declining two consecutive weeks, (2) KRW/USD below 1,500, (3) Q1 earnings confirming HBM4 contribution.
For the full analysis in Korean, visit Snakestock.
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