SK Hynix seems to be enduring well, so there's definitely a temperature difference.
Even if Hynix does more shareholder returns than Samsung Electronics, it seems like many are disappointed with the ambiguous announcement that it will be around 110 trillion won without any specifics.
Among them, self-share cancellation is considered the most surefire material for stock price defense and rise. However, there have been many opinions that it's impossible for Samsung Electronics due to its monstrous governance structure. Foreign investment firms have also said that the strange governance structure will eventually hold back the stock price.
https://www.yna.co.kr/view/AKR20260824023100008
According to the news, the possibility of shareholder returns through self-share cancellation is still open, but it seems likely to be on a small scale compared to the return amount.
Even though Samsung Electronics is buying back its own shares for performance bonuses, the stock price is not being defended at all. Seeing this makes me think a lot.
