1PC
08-23 17:10

💾Memory stocks bounced: SK Hynix +4.4%, Micron +4.0%, SanDisk +2.0%, while the inverse SNDQ fell −4.5%. The driver wasn’t demand, but payouts — SK Hynix confirmed a ₩40tn buyback, and Samsung pledged 50% of free cash flow.🐯 The bull case is dividends & torque. The bear case is downstream cost pressure — Xiaomi’s profit dented, Intel GPU prices +48%. My view: I’d wait for downstream acceptance before chasing. Without proof that end‑users can absorb higher costs, the rebound looks fragile.[Duh] @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
# Shareholder Return Pledges Spark Memory-Chain Rebound Thursday — Chase It?

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  • fluffzo
    ·08-24 16:32
    That ₩40tn buyback is big, but I care more about the actual cash yield to minority holders. FCF pledges and cash in hand are not the same thing
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