三星的抛售相对于基本面而言过度，但疲弱的股东回报计划和选择分红而非回购表明管理层可能认为股价昂贵。
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那么，三星发生了什么？三星的每股收益也未达预期。他们的营收差了大约四分之一个百分点。所以实际上非常微小。他们的每股收益差了1.77%。所以稍微多一点。这真的能证明9%的抛售是合理的吗？不能。但他们还公布了股东计划。
So, what happened with Samsung? So Samsung also missed on earnings per share. They missed on revenue by about a quarter of a percent. So very nominal actually there. They missed on earnings per share by 1.77%. So a little bit more. Does that really justify a 9% sell-off? No. But they also had their shareholder plan that they revealed.
所以，有预期认为三星将返还多达200万亿韩元。所以他们达到了100万亿韩元。他们恰好达到了最低可能水平，一分不差。
So there were expectations that Samsung would return as much as 200 trillion one. So they came in at a 100red trillion. They came in at literally to the dime the lowest possible end.
至少140是常规预期。是的。而且他们公布的回报实际上更接近90到110，如果包括一些股息的话。也许更接近104到110。
At least 140 was a regular expectation. Yeah. And and the returns they announced were really closer to 90 to 110 if you include some dividends. Maybe maybe closer to 104 to 110.
巴克莱提高了其回购预期。摩根大通：股息，嗯，重股息结构是失望的关键，投资者想要更大、更直接的回购。哦，那真的很有趣。
Barclays had increased its buyback expectations JP Morgan div okay dividend heavy structure was key to the disappointment investors wanted a larger more immediate buyback oh that's really interesting
目前尚不清楚三星管理层为何选择股息而非回购，因为我们认为许多投资者更倾向于回购，认为这是更有效的选择。对，因为他们想看到股价被推高。但老实说，这可能有点信号，表明三星认为股价太贵了。那有可能，因为如果你在回购自己的股票。哦，我打赌那正是原因。让我们逻辑地想一想。好的，假设你经营一家冰淇淋公司，你的股票交易价格是1000美元，你看着财务数据，心想，1000美元，对这个股票来说不错。我知道账本。这玩意儿在行情好的时候也就值500美元。你知道，然后它交易在1000美元。人们说：“嘿，你应该回购。”你说：“是的，我们会返还一些股东资本，但让我们先派些股息。”为什么？因为如果它跌回500美元，如果你回购了股票，那你就亏了，对吧？
it remains unclear why Samsung management team chose a dividend over a buyback as we believe many investors prefer the buyback as a more effective option right well because they want to see the stock get pumped up but honestly it might be a little bit of a signal that Samsung thinks the stock is too expensive right that's possible because if you're if you're buying back your own stock. Oh, I bet you that's exactly what it is. Just think about this logically for a moment. Okay, let's say you run, you know, an ice cream stock and your stock's trading for a,000 bucks and you're looking at the financials going, thousand bucks, that's nice for this stock. I know the books. This puppy's worth like 500 bucks on a good day. uh you know and then and then it's trading for a thousand bucks. People are like, "Hey, you should do buybacks." It's like, "Yeah, we'll return some shareholder capital, but uh let's just do some dividends." Why? Because if it goes back to $500, if you bought the share back, now you've got an L, right?
现金股息优先于股票注销。这是来自……这是谁？NH投资。
Cash dividends were p prioritized over share cancellation. This is a quote coming from uh who is this? NH Investment
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $SSNLF 的历次判断
Meet Kevin 在这只股票上只有这一条判断。