Analyst: BofA Expects Samsung Electronics' Shareholder Return Plan May Include Special Dividends of Over 30 Trillion KRW and a Share Buyback of 40 Trillion KRW

Odaily News, Citrini analyst jukan posted on X platform, stating that Bank of America expects Samsung Electronics and SK Hynix to announce specific shareholder return plans.

For Samsung Electronics, Bank of America expects it to return 50% of its free cash flow to shareholders, mainly including: paying special dividends of over 30 trillion KRW in Q3 or Q4; repurchasing over 40 trillion KRW worth of shares in H1 2027; and distributing year-end dividends of 30 trillion KRW in April 2027. In addition, Samsung Electronics will also repurchase an additional 30 trillion KRW worth of shares for employee compensation.

For SK Hynix, Bank of America also expects it to return 50% of its free cash flow to shareholders, but the proportion of share buybacks will be higher than cash dividends, with an expected share repurchase amount of over 40 trillion KRW and cash dividends exceeding 20 trillion KRW.