Samsung Electronics is trading about 3.2% down at KRW 276,000, extending a sharp pullback as investors react to a massive domestic semiconductor and AI investment plan.
- Institutional selling has intensified following a Q2 earnings preview and reports of the long-term capex plan, which some investors view as dilutive and politically driven.
- Market participants are showing caution regarding capital efficiency and the scale of the new commitments, even as the company's core fundamentals remain strong.
- The decline marks a significant retreat from recent record highs as the market reassesses the company's long-term capital allocation strategy.