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Events · who it helps and who it hurts

Samsung Electronics preliminary results

Samsung's early read on its quarterly profit, driven by memory-chip prices.

Not on our calendar

The reads below are for when Samsung's profit beats expectations. Expect the opposite when Samsung's profit misses expectations.

Sectors

TechnologyUsually helpsA read on memory-chip prices and how much the industry is spending on new factories.
Basic MaterialsNo documented read
Communication ServicesNo documented read
Consumer CyclicalNo documented read
Consumer DefensiveNo documented read
EnergyNo documented read
Financial ServicesNo documented read
HealthcareNo documented read
IndustrialsNo documented read
Real EstateNo documented read
UtilitiesNo documented read

Where each sector’s relative strength sits this week is on the rotation board.

Industries that behave differently from their sector

Semiconductor Equipment & MaterialsUsually helpsMemory makers buy a third of all chip-making machines.
SemiconductorsUsually helpsMicron sells the same memory chips; Samsung's prices are its prices.
Computer HardwareLittle effectHigher memory prices are a cost for server makers even as AI demand helps; mixed.

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