JP Morgan: SK Hynix Lifts Cap on Shareholder Returns; Could Return at Least 180 Tln Won by 2027
MT Newswires Live
6 hours ago
JP Morgan analyst Jay Kwon estimates SK Hynix could deploy at least 180 tln won (~$130bn) in additional shareholder returns by 2027, about 16% of current market value, excluding a previously announced 40 tln won buyback-and-cancellation.
SK Hynix has shifted policy from capping payouts at up to 50% of 2025-27 cumulative free cash flow to “over 50%,” effectively removing the prior constraint, JP Morgan says. The 180 tln won figure is a JP Morgan projection based on adjusted payout assumptions and prospective cash generation, not an official company commitment.
Kwon said the worst appears to be past, expects mid-term investor sentiment to improve and recommended increasing positions.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.