LMike
07-10

This is a good stock pick 

SK Hynix Buyback Lands — Will Samsung Match With Half Its Free Cash Flow?
Memory's giants are competing on payouts. SK Hynix's 40 trillion won ($28.6bn) buyback took effect Wednesday; the stock ran up 6% pre-market and closed +0.35%. Per MoneyToday, Samsung plans a returns program above 100 trillion won after this month's board meeting, with 50% of free cash flow, mostly dividends; Samsung +9.29% intraday Thursday after falling nearly 8% Wednesday. Bulls: AI cash flow finally converting to payouts, cyclicals earning value multiples. Bears: payouts chosen over capacity, a late-cycle tell. Buy SK Hynix's buyback, follow Samsung's dividend, or step away from memory?
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