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009150.KS Samsung Electro-Mechanics
Components & materials · KOSPI · 한국어 페이지
MLCCs. MLCC exports are filed under Suwon (HQ), not the Busan plant. Japan's MLCC exports track the cycle better.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Jan 21, 2027
Our estimate
₩1.6T
₩1.5T–₩1.8T
vs a year ago
+19%
vs consensus
—
Low confidence · within ±5% in 2 of 4 backtested quarters, average error 3.7%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
MLCC exports from Suwon, Korea · to Sep 2026
+19%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Japan MLCC exports (major airports) Japan MOF trade stats (e-Stat) | Price benchmark | B Linked | 0.53 | Sep 2026 |
US imports of MLCCs US Census Bureau | Price benchmark | C Industry context | 0.84 · leads 2Q | Aug 2026 |
MLCC exports from Suwon, Korea Korea Customs Service | Company shipments | C Industry context | 0.74 · leads 2Q | Sep 2026 |
US imports of Korean MLCCs US Census Bureau | Company shipments | C Industry context | 0.74 · leads 2Q | Aug 2026 |
Korea MLCC exports Korea Customs Service | Price benchmark | C Industry context | 0.72 · leads 1Q | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.