Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Samsung C&T: Updated NAV Valuation + Positive Impact from Samsung Electronics' Special Dividend

Samsung Electronics (005930 KS) Tactical Outlook: Position for Next Leg Up

SK Hynix to Announce a Major Shareholder Return Plan - But How Much Is This Already Factored In?

Top Five Reasons Why Samsung Electronics Should List Its Shares as ADRs in the U.S.

Samsung Electronics 2Q26 Earnings & Watch Out for SK Hynix Underperforming Samsung by 20%+

A Pair Trade Between Samsung Electronics and Samsung Electro-Mechanics

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>On 30 July, Samsung Electronics (005930 KS) announced that it plans to soon unveil its shareholder return strategy for the year, which will include a special dividend. </li>
<li>My analysis suggests that the special DPS could be about 8,648 won per share. This represents dividend yields of 4.2% for common shares and 5.7% for preferred shares. </li>
<li>I provide a detailed calculation of the special dividends for Samsung Electronics.</li>
</ul>


On 30 July, Samsung Electronics (005930 KS) announced that it plans to soon unveil its shareholder return strategy for the year, which will include a special dividend. 
My analysis suggests that the special DPS could be about 8,648 won per share. This represents dividend yields of 4.2% for common shares and 5.7% for preferred shares. 
I provide a detailed calculation of the special dividends for Samsung Electronics.


Samsung Electronics - Time for A Special Dividend