Citigroup warns that as labor-management tensions escalate, Samsung Electronics faces short-term profit pressure; a strike may occur from May 21 to June 7, and higher bonus costs will put pressure on profits. Analysts have lowered their target stock price from 320,000 won ($220) to 300,000 won ($200), citing concerns that Samsung may need to set aside a substantial performance bonus reserve. This could lead to a 10% to 11% downward revision of Samsung Electronics' operating profit forecasts for 2026 and 2027. Samsung's labor union is seeking to cancel the cap on performance bonuses and to receive payments equivalent to 15% of operating profit, approximately 45 trillion won ($450k).

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