Samsung Electronics opened with a sharp drop. At one point, it fell by more than 7% in the intraday period, but now the decline has narrowed to about 6%. According to the South Korean media “Seoul Economic Daily” on the 24th, Samsung Electronics recently announced a large-scale shareholder return plan. The stock plummeted because analysts believed that the return plan was lower than market expectations. The report said that although the scale of shareholder returns reached a record high, Samsung Electronics' stock price fell, reflecting that market expectations were too high before the announcement was issued. KB Securities previously predicted that Samsung Electronics' capital for shareholder returns could reach 200 trillion won, of which the special dividend alone could exceed 100 trillion won. However, the actual maximum return announced was only 110 trillion won. In contrast, SK Hynix is believed to have strengthened its shareholder return policy more effectively, raising its shareholder return benchmark from a “maximum” of 50% of free cash flow to a “minimum” of 50%. Korean media “North Korea Business” reported that the scale of Samsung Electronics' shareholder returns fell short of market expectations. Morgan Stanley said, “The absolute scale of shareholder returns has increased significantly, but most of it is within expectations.” “Slightly below recent investors' expectations,” the agency added. Some agencies have re-examined Samsung Electronics. Kim Dong-won, head of research at KB Securities, said, “Samsung Electronics is expected to generate shareholder returns of at least 600 trillion won over the next three years. We see this as a turning point where Samsung Electronics' value is being re-evaluated from a simple cyclical stock to an investment asset for long-term compound interest growth.” (Sino-Singapore Economic Link)

Samsung Electronics opened with a sharp drop. At one point, it fell by more than 7% in the intraday period, but now the decline has narrowed to about 6%. According to the South Korean media “Seoul Economic Daily” on the 24th, Samsung Electronics recently announced a large-scale shareholder return plan. The stock plummeted because analysts believed that the return plan was lower than market expectations. The report said that although the scale of shareholder returns reached a record high, Samsung Electronics' stock price fell, reflecting that market expectations were too high before the announcement was issued. KB Securities previously predicted that Samsung Electronics' capital for shareholder returns could reach 200 trillion won, of which the special dividend alone could exceed 100 trillion won. However, the actual maximum return announced was only 110 trillion won. In contrast, SK Hynix is believed to have strengthened its shareholder return policy more effectively, raising its shareholder return benchmark from a “maximum” of 50% of free cash flow to a “minimum” of 50%. Korean media “North Korea Business” reported that the scale of Samsung Electronics' shareholder returns fell short of market expectations. Morgan Stanley said, “The absolute scale of shareholder returns has increased significantly, but most of it is within expectations.” “Slightly below recent investors' expectations,” the agency added. Some agencies have re-examined Samsung Electronics. Kim Dong-won, head of research at KB Securities, said, “Samsung Electronics is expected to generate shareholder returns of at least 600 trillion won over the next three years. We see this as a turning point where Samsung Electronics' value is being re-evaluated from a simple cyclical stock to an investment asset for long-term compound interest growth.” (Sino-Singapore Economic Link)