SK海力士三季报即将出炉,股东回报与投资资金成核心看点

智通财经
7 hours ago
【SK海力士三季报即将出炉,股东回报与投资资金成核心看点】SK海力士定于28日举行的三季度财报电话会,将披露实际盈利规模以及存储芯片价格展望。韩亚证券、Meritz证券本月给出的三季度营业利润预测分别为77.9万亿韩元、80.1万亿韩元。市场重点关注业绩能否达标,以及明年芯片涨价、出货量增长的趋势能否延续。 市场对股东回报预期同样较高。SK海力士已于8月20日至本月21日完成40万亿韩元回购计划。本轮回购落地后,市场关注后续新增回报方案的规模与时间。Solidigm的资金筹措方式也会影响这一点——如果SK海力士需要直接承担更高出资压力,可用于股东回报的现金就会受到挤压。 iM证券分析师梁贤京表示,双重上市带来的估值折价、股权稀释担忧有所缓和,但外部融资渠道收窄,未来投资资金压力或将上升。

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