Samsung Electronics sẽ tái khởi động kế hoạch hoàn trả cổ đông tích cực, có thể tương đương với chương trình năm 2017

The Huoxing Finance report states that on July 30, Citrini analyst Jukan, citing a report from Meritz Securities in South Korea, expects Samsung Electronics to announce a shareholder return plan in the coming weeks comparable in scale to its aggressive 2017 initiative—the first such restart of an “early execution plan” in nearly a decade. Specific measures include increasing dividends, excluding merger and acquisition expenses from free cash flow calculations, and returning 50% of free cash flow directly to shareholders. The Meritz report notes that Samsung’s management has acknowledged that recent stock price declines have led to the stock being undervalued, and direct shareholder value-enhancing actions such as buybacks and cancellations are expected to be implemented first. Samsung Electronics has faced pressure in July due to structural factors including a broad pullback in the memory chip sector and forced liquidations by leveraged ETFs; its current stock price remains significantly discounted compared to its June high. If this return plan is executed, it will mark a structural shift in Samsung’s capital allocation strategy from conservative expansion toward prioritizing shareholder returns.