In today’s briefing:
- [2026 High Conviction] Korean Mega Cap Investment: Samsung’s $310B Tech Spend, the AI-Momentum Trade
- Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (October and November 2025)
[2026 High Conviction] Korean Mega Cap Investment: Samsung’s $310B Tech Spend, the AI-Momentum Trade
- Samsung is positioned as a global hub for the AI Supercycle, driven by a pivot to memory technology, and evidenced by a KRW 450T ($310 billion) local investment plan.
- The Device Solutions division’s Q3 2025 rebound (sales +19% sequentially) and an estimated 43.4% Fwd 2-Yr EPS CAGR support potential upside for the stock
- The company has demonstrated a commitment to enhancing shareholder value by completing its 10T share repurchase program ahead of schedule and maintaining a consistent annual dividend payout through 2026.
Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (October and November 2025)
- In this insight, we discuss the alpha generation through companies that announced share buybacks in the Korean stock market in October and November 2025.
- We provide a list of 26 companies in the Korean stock market that have announced share buyback programs in October and November 2025.
- There were three companies with more than 300 billion won in market cap that announced share buybacks in the past two months with at least 1% of outstanding shares.
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