SK Hynix sẽ đề xuất kế hoạch hoàn trả cổ đông 710 tỷ đô la

The Huoxing Finance report states that on August 8, according to the Korea Economic Daily, SK Hynix is preparing a shareholder return program totaling approximately 100 trillion won (about $71 billion), including share buybacks and cash dividends. The share buyback component is expected to reach 40 trillion won (about $28.4 billion), accounting for slightly more than 2% of the total issued shares, similar to the 2.5% ratio of new shares issued for its U.S. ADR listing. This figure represents a nearly sevenfold increase compared to last year’s combined shareholder returns of approximately 14.3 trillion won from cash dividends (about 2.1 trillion won) and share cancellations (about 12.2 trillion won). SK Hynix’s dominant position in the HBM market, the core storage for AI infrastructure, underpins its confidence in launching such a large-scale return program. This year, Hynix is projected to achieve revenue of approximately 345.6 trillion won and an operating profit of about 266.4 trillion won, representing year-over-year growth of roughly 256% and 464%, respectively. During its July earnings call, SK Hynix indicated that HBM4 shipments would significantly ramp up in the second half of the year, alongside increased shipments of advanced-node general-purpose DRAM, resulting in total shipments for the second half exceeding those of the first half. Previously, HSBC noted that SK Hynix’s stock price implied a profit cycle had sharply shortened from about six years to 2.7 years, indicating “overly pessimistic” pricing; the accelerated implementation of this shareholder return program may serve as a direct catalyst for valuation recovery.