SK하이닉스 주주환원에 코스피 급등…“자신감 발로” 평가 나와

SK하이닉스's large-scale plan to acquire and retire its own shares received praise from the market for demonstrating management's confidence in the company's ability to sustain profitability during the semiconductor supercycle. The following day, SK하이닉스's stock rose sharply, contributing to a surge in the Kospi index. The day after announcing the plan, SK하이닉스's shares closed at 169,110 won, up 12.73% from the previous day.

The company's largest shareholder, SK Square, and group shareholder SK also saw their shares rise by 11.85% and 3.09%, respectively. The market's positive reaction was driven by SK하이닉스's announcement of a major share buyback and retirement plan, with the company aiming to return up to 50% of its excess cash flow over the next three years to shareholders.

Analysts noted that the early implementation of this 40 trillion won plan signaled strong confidence in the company's ability to generate cash flows and maintain financial health. While there remains uncertainty about the ongoing demand for artificial intelligence investments, the company's shareholder repurchase plan could serve as a major catalyst for stock direction in the absence of other positive news.