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Mehdi Hosseini, Susquehanna senior analyst, on investing in Samsung and the alternatives investors have to the tech stock.
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You think and -- I think what alternatives are there let's bring in and that he was -- senior analyst at says Lahaina.
Many I want on the shares outright is there any way for me to.
I think that there are.
Some online brokerage.
Firms that may -- -- opportunity to be able to buys stocks.
In their local talk Korean market but other than that there is no other way.
Unless you kinds of -- buying.
ETFs.
Tuesday's run ETF in particular UWY.
We've 25 picks -- 510%.
Exposure to Samsung.
And does that's one of the few kids are out there.
For people in US -- could benefit.
Have some exposure -- Samsung success story.
But to talk about these successive Samsung -- I know itself operates in a lot -- markets than apple does but you could argue that that's good news for apple because it gives a lot of room.
For growth for apple products.
So which way do you look at that -- mean apple certainly.
Has our high end market does it need to reduce the cost of -- -- products in order to get into these sell -- in developing markets.
-- There are two fundamental difference between output and cents a sense on when it comes through manufacturing.
Is very particularly integrated did manufacture of most of the components that go into.
Some songs -- Smartphones.
Number two.
Samsung has a portfolio approach big go to different countries different regions and have a different type of a Smartphone -- those regions.
And this is where quote -- -- -- I expect apple to follow the same strategy having different.
Kind of products for different.
Region's -- comes to manufacturing.
Which does impact the time to market Samsung has an inherent advantage that sent that apple cannot copy.
Right it's surprising straighten out so let's don't that you know taxes point let's said.
Samsung continues to take over the world.
Is buying galaxy bones.
Do you actually think Samsung might come to the US list -- or just the regulations and fees too much for them to deal it.
I'm not sure if Samsung has any incentive to come to the US -- already winning.
In the marketplace.
And sometimes.
Countries come to US -- and list to.
To gain more mind share and they're doing it would their products so.
No I don't I don't see any benefit to Samsung to -- and list and having to do we go to regular Terry.
Requirements.
But the US is such a big not get ready you know and certainly Apple's done very well hair and in Europe.
This is a huge -- very well heeled if you like market for Samsung.
But you don't think that that's.
Share all of reminding you could argue that apple has the share of people's mind the way they think about products apple very powerful brand in the United States.
Can Samsung eat into that as well.
I think I think they are eating through the mine shared by.
Having innovative.
Products and -- ability to come to the market.
Before.
-- opposed to do so would their product cycle is what is giving Samsung.
An advantage.
So no I'm not sure if they're listing in the US market is gonna really make a difference -- and again at the time to market.
And which they benefit from being vertically integrated and innovating.
Is what's enabling them to do that and to that extent what's -- for delegates is -- that is gonna come out and sometime in early April and that's gonna be another.
Key catalyst on the horizon that could further pressure output.
He has seen it was really interesting stuff thank you -- you know.
Very very good yet to -- out on house they control the supply chain yet -- these stands out.
I can't I help -- regulators listening because a lot of people investors are missing out on this well -- 30% share of the Smartphone market to Samsung.
They think apple may peak this year 22% so they really -- to many know if you wanna -- -- setting go by the little pink sheets yeah there's only 195.
According to Thomson Reuters right now they're actually trading talk about illiquid.
195.
