#SamsungToAnnounceNewShareholderReturnPlanFriday
Samsung Made 1,814% More Money Than Last Year and Is About to Give a Huge Chunk of It Back 💰🎯
Friday afternoon, Samsung's board meets to announce a new shareholder return package. Bloomberg's sourcing says up to 110 trillion won, roughly $79 billion. Reuters and Korea Times cite closer to 100 trillion won, around $72 billion. Samsung itself has confirmed exactly nothing except that the meeting is happening. When your own company will not confirm the number, you know it is going to be a big one. 📊
Here is the profit number that explains all of this 🧠
Samsung's Q2 chip profit jumped more than 250 fold year over year to 89 trillion won, an 1,814% increase. Not a typo. Eighteen hundred percent. That is the kind of number that makes shareholders start asking very pointed questions at dinner parties. 😂
Remember SK Hynix, the company we have tracked through an ADR debut, a KOSPI circuit breaker, and a genuinely brutal monthly decline? They moved first, days ago, announcing a 40 trillion won buyback canceling 3.3% of their entire share count. Samsung is now following almost immediately, the two biggest memory chip makers on earth suddenly racing to hand cash back to investors in the same week. 💎
The honest tension worth remembering 🎭
We covered China's CXMT scaling memory production 719% in a single quarter, the exact competitive threat looming over both companies. Samsung shares are up 300% over the year but pulled back from June's record high on concerns the AI spending boom cannot last forever. Handing back billions is either supreme confidence or a very well timed victory lap before the music stops. 🚀
$BTC
Samsung Made 1,814% More Money Than Last Year and Is About to Give a Huge Chunk of It Back 💰🎯
Friday afternoon, Samsung's board meets to announce a new shareholder return package. Bloomberg's sourcing says up to 110 trillion won, roughly $79 billion. Reuters and Korea Times cite closer to 100 trillion won, around $72 billion. Samsung itself has confirmed exactly nothing except that the meeting is happening. When your own company will not confirm the number, you know it is going to be a big one. 📊
Here is the profit number that explains all of this 🧠
Samsung's Q2 chip profit jumped more than 250 fold year over year to 89 trillion won, an 1,814% increase. Not a typo. Eighteen hundred percent. That is the kind of number that makes shareholders start asking very pointed questions at dinner parties. 😂
Remember SK Hynix, the company we have tracked through an ADR debut, a KOSPI circuit breaker, and a genuinely brutal monthly decline? They moved first, days ago, announcing a 40 trillion won buyback canceling 3.3% of their entire share count. Samsung is now following almost immediately, the two biggest memory chip makers on earth suddenly racing to hand cash back to investors in the same week. 💎
The honest tension worth remembering 🎭
We covered China's CXMT scaling memory production 719% in a single quarter, the exact competitive threat looming over both companies. Samsung shares are up 300% over the year but pulled back from June's record high on concerns the AI spending boom cannot last forever. Handing back billions is either supreme confidence or a very well timed victory lap before the music stops. 🚀
$BTC