Running in anticipation of high dividend payouts… 80,000 electrons Gazua~-Maeil Economy

Samsung Electronics is running without brakes ahead of the year-end settlement dividend. On the 24th, it is approaching the achievement of ‘80,000 electrons’ by touching the intraday report price of 76,000 won.

As of 11 am on the day, Samsung Electronics is trading at 70,700 won, an increase of 1800 won (2.44%) compared to the previous day. During the intraday, he touched 76,000 won and set a record high.

Samsung Electronics’ stock price also showed a weak trend as foreigners have sold for 11 consecutive trading days since the 8th. However, the previous day, as foreigners turned to their buying advantage again, the stock price is rising.

The stock market’s view is also positive. Some analysis suggests that 80,000 electrons as well as 90,000 electrons are possible sooner or later. Shinhan Investment Corp. raised the target price of Samsung Electronics from 85,000 won to 90,000 won the previous day.

Shinhan Financial Investment Researcher Choi Do-yeon said, “We expect DRAM prices to rise from the first quarter of next year,” he said. “Huawei Rushder has accelerated inventory exhaustion, and mobile semiconductor orders for Oppo, Vivo, and Xiaomi are expanding.” .

Researcher Choi also predicted, “With server companies’ inventory reduction, orders for server semiconductors for data centers have also begun to resume.” “From now on, the stock price is expected to rise while looking at the semiconductor industry.”

Dividend expectations at the end of the year are also contributing to the stock price. In particular, as the late Samsung Group’s former chairman Lee Kun-hee’s stock inheritance tax is set at 11,366 trillion won, additional funds are expected to secure the inheritance tax resources, and the dividend is likely to increase from last year.

Kang Hyun-jung, a researcher at Kyobo Securities, said, “This year, Samsung Electronics will return 50% of the free cash flows incurred from 2018 to 2020 to shareholders, and the return will be significant.” I expect to give back as much as possible.”

Kang Song-cheol, a researcher at Shinhan Financial Investment, said, “The easiest way for a Samsung owner family to raise money for inheritance tax is to increase dividends. In particular, since Samsung Electronics accounts for the largest share of dividends received by the owner family, 20-30% dividends compared to this year Assuming an increase, it reflects the sentiment that Samsung Electronics’ dividend will increase to 1700~1800 won per share per year after next year, and that it will become a dividend stock of up to 3%.”

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