据业内消息人士透露，SK海力士（000660.KS）准备公布一份新增股东回报方案，规模达50万亿至60万亿韩元（折合350亿至420亿美元）。叠加其近期已完成的40万亿韩元股票回购注销，这家存储芯片厂商今年合计股东回报规模将达到创纪录的100万亿韩元。受益于AI存储芯片行情，公司业绩有望实现历史性高增，计划通过大手笔股东回报举措，推动估值跻身全球第一梯队。
业内人士26日称，SK海力士将于28日经董事会决议敲定今年股东回报方案，并在当日随同三季报一同对外披露。公司政策为将50%以上自由现金流用于股票回购、注销及分红，目前正在审议90万亿至100万亿韩元的总回报规模。券商预估SK海力士今年自由现金流约200万亿韩元。
SK海力士此前已经完成40万亿韩元股票回购及注销，为韩国上市企业史上最大规模。在此基础上，公司计划再追加50万亿至60万亿韩元的回购与特别分红。一名业内人士表示：“大规模回购注销已经落地，本次方案将以特别分红为主。不过，考虑到机构投资者与外资诉求，公司也在同步考量追加部分回购注销。”
SK海力士今年规划的股东回报总额，是去年的7倍，创下历史新高。它将和行业龙头三星电子角逐韩国企业最大股东回报的席位；三星在利润、现金储备上更占优势。今年8月，三星电子释放信号，计划今年拿出90万亿至110万亿韩元用于股东回报，意在拿下韩国企业该项目榜首。
SK海力士当日收盘价为127.5万韩元，远低于6月22日创下的291.9万韩元历史收盘高点。
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According to industry sources, SK Hercules (000660.KS) is about to publish a return programme for new shareholders, ranging from 50 trillion to 60 trillion won (or $35 billion to $42 billion). Adding to its recently completed buy-back of 40 trillion won, this chip-storage manufacturer will collectively return a record 10 trillion won this year. With the benefit of the AI storage chip business, the company ' s performance is expected to achieve a historic increase, and it is planned to promote valuation to the first global ladder through a large-hand shareholder return initiative.
On 26 June, industry sources stated that SK Hercules would finalize the shareholders' return programme for the year by decision of the Board of Directors on 28 November and would be disclosed with the three-quarters on the same day. The corporate policy to use more than 50 per cent of the free cash flow for stock buy-backs, write-offs and dividends is currently considering the scale of the total return of $9 trillion to $1 trillion. The issuer estimates that the free cash flow of SK Hercules this year is about 20 trillion won.
KK Hercules had previously completed the buy-back and write-off of 40 trillion won in shares, the largest number in Korean business history. On this basis, the company plans to repurchase between 50 trillion and 60 trillion won in special dividends. “The large-scale buy-back write-off has landed and the programme will be dominated by special dividends. However, taking into account institutional investors' and foreign investment claims, companies are also considering the additional part of the buy-back write-off at the same time.”
The total shareholder returns planned by SK Hercules this year are seven times as high as last year, a record high. It will compete with the top three-star electronics of the industry for the seats returned by the largest shareholders in Korean enterprises; Samsung will be more advantageous in terms of profits and cash reserves. In August this year, Samsung electronics released a signal that plans to spend between 90 trillion and 1.1 trillion won this year on shareholder returns, with the intention of taking the top of the Korean business project.
The closing price of SK Hercules was 1,275,000 won that day, well below the historical high of 2,919,000 won that was created on 22 June.
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