Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
But as you say, it's going to be one of the largest buybacks in history, the largest ever in South Korea.
It comes
Shortly after, SK Hynek said it would spend about $29 billion through November in order to buy back shares.
Both of these companies are making tremendous amounts of money, and they've said that they want to give about 50%
their free cash flow back to shareholders at this point in one form or another.
And a lot of that is driven by the fact that their shares are down quite a bit.
Samsung shares are not down quite as much, but they're still down a lot.
They're down about 25% from the peak, and they're making a tremendous amount of cash.
They're going to make about $275 billion in operating profit this year based on analyst estimates, huge numbers even for them compared with prior years.
And they're looking at that share price that's come down quite a bit.
They don't see the optimism that they saw in the past.
They'd like to return some of that money to shareholders, probably buy back some stock.
We haven't gotten the specifics on that, but buy back some stock to be able to push the shares back up and give shareholders a reason to buy the shares again.
Well, Samsung is coming from behind.
Very unusual position for them compared to SK Hynix.
SK Hynix had jumped out to a big lead in the HBM memory chips that are used in AI data centers, of course.
So Samsung has gained a lot of momentum in that area.
competing in some cases exceeding SK Honix in that field.
But it's a very intense competition at this point.
They're doing very well in memory chips.
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