Samsung Electronics: Three Major Investment Highlights

• Three major investment highlights of Samsung Electronics include attractive valuations, reduced concerns about inheritance tax overhang, and higher likely total shareholder returns.

• Given that 2025 will be the last year of major inheritance tax payment for the Lee family, this reduced overhang could act as a positive sentiment on Samsung Electronics.

• Pressures on Samsung to announce material improvement to shareholder returns are coming not just from existing shareholders but also from the Korean government due to Korea Corporate Value Up program.