- Hana Securities said Samsung Electronics could show a stock-price pattern similar to Apple’s if it expands shareholder returns based on free cash flow and is ultimately valued as a high-dividend stock over the medium to long term.
- Analyst Lee Jae-man said Samsung can expect a strong rerating and regain market leadership only if it uses surging free cash flow to significantly strengthen its shareholder return policy and establish itself as a global tech high-dividend stock.
- Still, with its shareholder return ratio relative to free cash flow at about 50% for 2024 through 2026, Samsung may for now track Kospi returns. Even so, Lee said the stock has strong potential to lead a short-term index rebound because of its excessive valuation discount and lower foreign ownership.
Samsung Could Follow Apple’s Stock Path if It Becomes a High-Dividend Play, Hana Says
Samsung Electronics Co.’s shares could trace a path similar to Apple Inc.’s if the company expands shareholder returns enough to win a high-dividend-stock valuation over the medium to long term, Hana Securities said.
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Aug 18, 2026 at 12:21 AM UTC · Updated 7일 전 · 3 분 소요
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Samsung Electronics Co.’s shares could trace a path similar to Apple Inc.’s if the company expands shareholder returns enough to win a high-dividend-stock valuation over the medium to long term, Hana Securities said.
The view rests on Samsung’s ample free cash flow and the potential for more aggressive shareholder returns. In an Aug. 18 report titled “What Will Foreign Investors Buy?”, Hana Securities analyst Lee Jae-man wrote that market expectations are growing that Samsung could shift from a high-growth stock to a high-dividend play.
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