Samsung Electronics: Trading Strategy Post Another Inheritance Tax Sale

• One of the biggest risk factors on Samsung Electronics and other Samsung Group affiliates in the past several years has been the huge inheritance tax payments by the Lee family.

• Despite the weak share price performances of the four major Samsung Group affiliates, their consolidated equity increased by 31.4% on average from end of 2019 to end of 3Q 2024.

• Once Lee family pays off the fifth installment in 2025, the market could look upon this situation more favorably due to reduced overhang associated with additional future inheritance tax payments.