Samsung's 3-year shareholder returns seen topping KRW600T
AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy, the remaining funds available for shareholder returns in 2026 are estimated at about KRW90 trillion-KRW110 trillion (about US$65 billion-US$79 billion), a record high, while the market has already started looking to the next three-year period.
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