摩根大通分析师Jay Kwon预计,到2027年,SK海力士(SKHY.US)可能至少会动用180万亿韩元(约合1300

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摩根大通分析师Jay Kwon预计,到2027年,SK海力士(SKHY.US)可能至少会动用180万亿韩元(约合1300亿美元)用于额外的股东回报,相当于当前总市值的16%。这一金额不包括已宣布的40万亿韩元回购及注销计划。Kwon认为,这将有助于在近期抛售后为股价提供支撑。摩根大通不仅强调了回购的规模,还指出了SK海力士取消了对股东回报的实际限制。虽然SK海力士此前曾计划将2025-2027年累计自由现金流的最多50%用于股东回报,但现在已将其扩大至“超过50%”。需要指出的是,180万亿韩元是基于调整后的股东回报标准以及未来现金创造能力作出的预测,并非SK海力士官方公布的金额。Kwon表示:“我们判断最糟糕的阶段已经过去,”并补充道,“我们预计中期股票投资情绪将改善,并建议投资者增持股份。”。

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