On Wednesday Samsung Electronics Co., Ltd. (KRX:005930) will host an analyst day in Korea. A new report from BMO Capital Markets analysts Tim Long and Ambrish Srivastava puts together a list of 10 questions they’d like the company’s management to answer tomorrow during the course of the day.
The questions from the BMO analysts range across Samsung Electronics Co., Ltd. (KRX:005930) business. Some of the questions concentrate on the company’s smartphone releases, while others focus on the company’s components businesses. The first question is not about the company’s fundamentals, however, it’s about the way that Samsung deals with shareholders.
According to the analysts, Samsung Electronics Co., Ltd. (KRX:005930) pays out a lower dividend than comparable companies and it buys back less stock. The analysts want to know whether or not the company plans to increase the amount of money it returns to its shareholders in the months to come.
In terms of other technology, the analysts are looking for information about the Samsung Electronics Co., Ltd. (KRX:005930) LTE-A business. They want to know if there are problems putting the technology into devices, and if LTE-A is likely to end up in devices before it ends up in networks.
They also want to know if Samsung Electronics Co., Ltd. (KRX:005930) is planning on being a more competitive player in the infrastructure business going forward. The company has an infrastructure business, but it is unclear whether it is competitive enough to realistically pitch for LTE building projects in the next year.
There were some questions about the company’s range of smartphones. The analysts are looking to hear about the flexible screen technology in the Galaxy Round, and whether it’s headed for wider rollout in the coming quarters. The also want to know how Samsung is planning on keeping interest in its premium phones in the lead up to the release of the Samsung Galaxy S5, and what the company thinks about the delays in the release of Tizen smartphones.
The remaining questions deal with other segment of Samsung business. The anlaysts want to know if the company thinks it can compete with the likes of Intel Corporation (NASDAQ:INTC) in its foundry business, and how it plans to grow the foundry business beyond smartphone and tablet processors.
They also want to know what the rollout plans for V-NAND flash memory is, and how the company is planning to better compete in the processor application space. There are a lot of questions around for Samsung. If the company answers them, the analysts will release the answers.