【摩根大通称SK海力士明年或向股东返还至少1300亿美元】据摩根大通称,SK海力士在完成新的巨额股票回购计划后,明年可能会向股东返还至少1300亿美元。周三宣布的40万亿韩元股票回购计划的关键信息是,这家韩国存储芯片制造商决定提高股东回报率上限,目前承诺将 2025年至2027年累计自由现金流的一半以上用于股东回报,而此前的承诺是“至多50%”。摩根大通分析师 Jay Kwon 估计,这意味着到2027 年,除了已公布的计划外,股东还将获得“至少180万亿韩元的额外回报”。这相当于该股当前总市值的16%。分析师认为,这应该会在近期的抛售潮后对股价起到支撑作用。
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