Samsung Electro-Mechanics (009150) is on an upward trend, and Yuanta Securities' positive outlook for the third-quarter results this year is drawing keen market attention.

On the 12th, Samsung Electro-Mechanics shares rose 1.29% to close at 1,566,000 won.

■ "Expected to Significantly Exceed Market Expectations"

In a report titled '3Q26 Preview: A Distinct Growth Path Beyond Exchange Rates,' Yuanta Securities projected that Samsung Electro-Mechanics' third-quarter results would significantly exceed market expectations.

Specifically, Yuanta Securities forecast Samsung Electro-Mechanics' third-quarter 2026 revenue at 3.7625 trillion won. This represents an increase of 30.2% year-on-year and 8.8% quarter-on-quarter. The operating profit forecast was set at 683.2 billion won, with an expected operating margin of 18.2%.

■ Exchange Rate Factor 'Limited'... Three Rationale Particularly notable in this outlook is the assessment of the exchange rate factor. Yuanta Securities analyzed that while exchange rate concerns remain across the industry, Samsung Electro-Mechanics would be relatively less affected.

Three factors were cited as the basis: ▲additional upside potential in terms of price (P) and volume (Q), ▲an active currency hedging stance, and ▲conservative exchange rate guidance. This is interpreted to mean that even if burdens from exchange rate fluctuations exist, growth potential in prices and sales volumes can support the company's performance.

■ Over 30% Revenue Growth and 18% Range Margin... But 'Estimates' The revenue growth rate and profitability are the key points of attention in this outlook. Revenue growth exceeding 30% year-on-year and an operating margin in the 18% range were presented simultaneously, drawing attention to the scale of the earnings improvement.

However, these figures are securities firm estimates, not confirmed results. Actual results must be verified through Samsung Electro-Mechanics' official announcements.

Amid the rising share price of Samsung Electro-Mechanics, the third-quarter earnings forecast presented by Yuanta Securities is attracting market attention, and how closely the upcoming results match these expectations is emerging as a key point of interest.

[This article was written based on the provided stock price information and Yuanta Securities' earnings forecast. Securities firms' earnings estimates may differ from actual announced figures and are not intended to solicit investment. The final judgment and responsibility for stock investments rest with the investor. AI assistance was used in writing this article.]