KB Securities recently estimated in a report that the annual scale of the new shareholder return policy to be announced by Samsung Electronics will increase by more than 10 times compared to the current 9.8 trillion won. The agency estimates that in the next 3 years, Samsung Electronics' total shareholder returns will reach at least 600 trillion to 700 trillion won, and the dividend rate based on cash dividends will reach 7% to 15%. According to DS Investment Securities, after deducting the total regular dividend of 50% of the cumulative free cash flow for the three years from 2024 to 2026, or 161.3 trillion won, Samsung Electronics can also return an additional 131.8 trillion won. Furthermore, the agency anticipates that up to 40% of this could be used for a special dividend, while the remaining funds could be used to repurchase and cancel shares. Future Asset Securities Researcher Kim Young-gun said, “The scale of SK Hynix's special shareholder returns may reach about 40 trillion won.” He analyzed, “The larger the scale of return, the more it can be interpreted as the company has strong confidence in its ability to generate cash in the future. Based on current stock prices, the dividend rate is expected to reach up to 3.9%.”

Zhitongcaijing · 3d ago
KB Securities recently estimated in a report that the annual scale of the new shareholder return policy to be announced by Samsung Electronics will increase by more than 10 times compared to the current 9.8 trillion won. The agency estimates that in the next 3 years, Samsung Electronics' total shareholder returns will reach at least 600 trillion to 700 trillion won, and the dividend rate based on cash dividends will reach 7% to 15%. According to DS Investment Securities, after deducting the total regular dividend of 50% of the cumulative free cash flow for the three years from 2024 to 2026, or 161.3 trillion won, Samsung Electronics can also return an additional 131.8 trillion won. Furthermore, the agency anticipates that up to 40% of this could be used for a special dividend, while the remaining funds could be used to repurchase and cancel shares. Future Asset Securities Researcher Kim Young-gun said, “The scale of SK Hynix's special shareholder returns may reach about 40 trillion won.” He analyzed, “The larger the scale of return, the more it can be interpreted as the company has strong confidence in its ability to generate cash in the future. Based on current stock prices, the dividend rate is expected to reach up to 3.9%.”