{"id":129511,"date":"2026-08-24T00:04:39","date_gmt":"2026-08-24T00:04:39","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/129511\/"},"modified":"2026-08-24T00:04:39","modified_gmt":"2026-08-24T00:04:39","slug":"kb-securities-announced-on-the-24th-that-samsung-electronics-expansion-of-shareholder-returns-could","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/129511\/","title":{"rendered":"KB Securities announced on the 24th that Samsung Electronics’ expansion of shareholder returns could.."},"content":{"rendered":"

KB Securities “Turning Point for Samsung Electronics’ Reevaluation” <\/p>\n

\"[Yonhap \uc0ac\uc9c4 \ud655\ub300 [Yonhap News] <\/p>\n

KB Securities announced on the 24th that Samsung Electronics’ expansion of shareholder returns could be a turning point in its revaluation of corporate value, suggesting the possibility of switching to long-term welfare investment assets.<\/p>\n

On the 21st, Samsung Electronics announced an expected additional return of 90 trillion won to 110 trillion won in accordance with its shareholder return policy for the last three years (2024-2026). KB Securities estimated that Samsung Electronics’ expected operating profit for this year is 380 trillion won, and the additional return will reach 110 trillion won.<\/p>\n

This is a calculation that an additional 80 trillion won can be returned in the future, excluding the already scheduled 30 trillion won in cash dividends in the third quarter. The cash dividend of 30 trillion won in the third quarter consists of 2.45 trillion won in regular-quarter dividends and 27.55 trillion won in special cash dividends.<\/p>\n

In addition, Samsung Electronics will start buying treasury stocks worth 15 trillion won to compensate executives and employees from this day. The acquisition period of this treasury stock is until November 21, and the maximum daily purchase order limit is 7,321,653 shares.<\/p>\n

There is also a possibility that shareholder returns will be larger in the future. KB Securities predicted that Samsung Electronics will share the method and timing of additional return such as cash dividends, treasury stock purchases and retirement in October this year, and then finalize and disclose the exact size and method in January next year.<\/p>\n

The next shareholder return policy, which will be applied from 2027 to 2029, is also of interest. KB Securities predicted that if Samsung Electronics applies 50% of its existing policy of free cash flow (FCF) to the next three years, the return to shareholders will be more than four times larger than the previous (2024-2026).<\/p>\n

Kim Dong-won, head of KB Securities’ research division, said, “The expansion of profit growth and shareholder returns is a turning point for Samsung Electronics to be reevaluated as a long-term welfare investment asset from simple economic sensitive cycle stocks,” adding, “If the existing shareholder return policy continues, it is estimated that at least 600 trillion won will be generated over the next three years.”<\/p>\n

Additional opportunities were also expected in artificial intelligence (AI)-related businesses. KB Securities predicted that the expansion of AI infrastructure will accelerate as Antropics, which is pursuing a $2 trillion initial public offering (IPO) in October, raised more than $100 billion.<\/p>\n

KB Securities estimated that Samsung Electronics, which currently has the largest memory supply share of Antropic AI infrastructure, is likely to produce its own Antropic AI chip (ASIC) through a 2nm process.<\/p>\n","protected":false},"excerpt":{"rendered":"KB Securities “Turning Point for Samsung Electronics’ Reevaluation” \uc0ac\uc9c4 \ud655\ub300 [Yonhap News] KB Securities announced on the 24th…\n","protected":false},"author":2,"featured_media":129512,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[10384,66117,466,127,276,223,615,51358],"class_list":["post-129511","post","type-post","status-publish","format-standard","has-post-thumbnail","category-samsung","tag-cash-dividend","tag-investment-assets","tag-kb-securities","tag-samsung","tag-samsung-electronics","tag-samsung-group","tag-shareholder-return","tag-surplus-cash-flow"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/129511","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=129511"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/129511\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/129512"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=129511"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=129511"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=129511"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}