潮向研究
@chaoxiangooo
深潮 @TechFlowPost 旗下资产研究号。
追踪美股、港股、A 股、黄金、AI 资产的潮向。
不追浪，看潮向。
Joined January 2012
134 Following 2.4K Followers
三星100万亿走股息，海力士40万亿走回购🤔
同样是大手笔，路径截然不同。
SK海力士大股东受韩国《公平交易法》约束，回购注销能让持股比例被动提升。三星没有这个约束，股息更符合其治理结构
回购还是股息，本质上是财阀为了保住控制权而做的合规动作。😌
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Samsung Electronics Formalizes an Era of Record Shareholder Returns Exceeding KRW 100 Trillion: “Even More Next Year”
According to Korean media reports, Samsung Electronics plans to convene a board meeting in August to approve major shareholder-return measures, including a special cash dividend. The total amount is expected to exceed KRW 100 trillion.
The plan is expected to focus primarily on cash dividends. In SK hynix’s case, SK Square must maintain a certain ownership stake under Korea’s Fair Trade Act, making share cancellations—which increase its ownership percentage—a relatively attractive option. For Samsung Electronics, by contrast, dividends are more conducive to managing its governance structure.
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