"Samsung Electronics' Shareholder Return Resources to Quadruple to 600 Trillion Won... Anthropic IPO Benefits Expected" [Click e-Stock]

On August 25, KB Securities stated that Samsung Electronics is expected to benefit from its new shareholder return policy and from the upcoming IPO of Anthropic.

Kim Dongwon, Head of Research at KB Securities, said in a report released the same day, "Samsung Electronics recently announced an additional shareholder return of between 90 trillion and 110 trillion won in its three-year (2024–2026) shareholder return policy, reflecting the expected remaining resources." He added, "Given this year's estimated operating profit of 380 trillion won, the additional remaining resources are estimated to be 110 trillion won." If 30 trillion won is deducted for the third quarter cash dividend, it is expected that about 80 trillion won in additional shareholder returns will be implemented in the future.

If the current payout ratio is maintained, the available resources for shareholder returns over the next three years are expected to exceed 600 trillion won, an increase of more than fourfold compared to the previous amount. Kim stressed, "Simultaneous growth in earnings and shareholder returns will mark a turning point for Samsung Electronics, re-evaluating the company from simply being a cyclical stock to a long-term compound investment asset."

The IPO of Anthropic scheduled for October is expected to accelerate the expansion of artificial intelligence (AI) infrastructure. Kim noted, "Currently, Samsung Electronics holds the largest share in supplying memory for Anthropic's AI infrastructure, and with its 2-nanometer (1 nm = 1 billionth of a meter) process, there is a strong possibility that it could produce Anthropic's own AI chips," adding that the company is expected to benefit as a result.

This content was produced with the assistance of AI translation services.