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← @_wmoon

$SKHY

BULLISH2026-08-07
Price around the call
↑ 2026-08-07
By horizon✓ hit+48.2%
1d
✓ +5.0%
5d
✓ +26.7%
21d
✓ +48.2%
Original post
问月wmoon | StableStock🐳 · 2026-08-07

海力士今天先公布了常规季度分红(375 韩元/股),股息率 0.02%,和去年完全一样,这是 2025-27 政策里固定的季度分红,例行公事 > 市场真正期待的额外股东回报方案还没出 在韩国交易所发布的现金分红决定公告中说 Q3 内确定并发布 我认为可能超预期的回购方案应该包括 > 回购注销(基础套餐)+ 特别股息 + 提高股东回报比例 参照去年先例,FY2025 海力士注销了 1530 万股库存股(约 12.2 万亿韩元,占总股本 2.1%),注销式回购,永久减少股本,EPS 增厚,铠侠刚示范过 以及在固定分红之外可以额外派特别股息,作为组合的一部分 海力士现有政策是50% 自由现金流用于股东回报,是有空间可以上调的 当海力士把这些都端上桌:大额回购 + 注销(主菜)+ 可能的特别股息(配菜)+ 政策升级(甜点) 是最能抬EPS的方式、最能传递'管理层认为被低估'的信号 $SKHY

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