Issues & Trends

Samsung Life Insurance, SAMSUNG SDI CO.,LTD., NAVER [Hana Securities’ Weekly Stock Picks]

Shin Ha-yeon
2026-06-20 07:00:05
[Edaily Reporter Shin Ha-yeon ] △Samsung Life Insurance(032830)
- Profitability of core insurance business improves due to expanded health insurance sales and increased CSM from new contracts
-Significant improvement in investment income driven by dividend income from SamsungElectronics and increased consolidated profit from subsidiaries

△SAMSUNG SDI CO.,LTD.(006400)
-Expectations for improved performance driven by growth in BBU/ESS for data centers and increased EV battery sales in Europe
-Strengthening supply chain competitiveness in the U.S. through local production via StarPlus Energy and the transition to LFP production lines
△NAVER(035420)
- Plans to enter the NeoCloud business by jointly establishing a global AI factory with NVIDIA
- Expectations for an enterprise value re-rating driven by momentum from new businesses, including the AI Factory and the merger of Naver Financial and Dunamu

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