Yamato: Samsung Electronics may return more cash to shareholders.

S.K. Kim and Daekoon Kim of Yamato Capital stated that Samsung Electronics may return more cash to shareholders this year. These analysts wrote in a report, "Given the strong profits that may appear in 2026, and the company's policy of returning 50% of free cash flow in the 2024-26 period, we expect additional shareholder returns in 2026." They raised their earnings per share expectations for Samsung in 2026-2027 by 24% to reflect the increase in prices of DRAM and NAND, the two main types of storage chips. They are also optimistic about Samsung's plan to deliver samples of its high-bandwidth storage 4E product before the middle of 2026.