INVESTMENT NOTE NO.19SK hynix · Shareholder returns · Share buybacksFollow-up to Notes 04, 09, 17 & 182026.10.30
SK hynix's KRW 100tn return plan:
Only KRW 20tn in new open-market buying
over the next three months
Company buybacks resumed after a five-trading-day gap.
But spread evenly, the daily buying pace is only one-third of the previous round.
20tnOct 29–Jan 28 · Open-market purchases
KRW 10tn to cancel · KRW 10tn for employees
KRW 10tn to cancel · KRW 10tn for employees
317.6bnPer day, assuming equal allocation over 63 sessions
Previous actual average: KRW 975.7bn
Previous actual average: KRW 975.7bn
10tnFor employee share compensation
Excluded from the KRW 100tn return target
Excluded from the KRW 100tn return target
- Completed buybacks · Cancellation Nov 540tn
- Q1–Q3 dividends · Cash14.6tn
- New shares bought on market · To cancel10tn
- Balance · Final dividend + further buybacks (estimate)~35tn
- Employee compensation shares · Open-market purchases · Outside target10tn
The 20 highlighted squares represent new open-market purchases over the next three months.
- 10.29KRW 20tn buyback begins · 250,000 shares requested on day one
- 11.0523.69m shares from KRW 40tn buyback due for cancellation
- 11.30Q3 dividend record date · KRW 20,000 per share
- 01.28Scheduled end of KRW 20tn buyback
- Late JanQ4 results and board meeting expected (Jan 28 this year) · Date unconfirmed
SUMMARY · Five key points
- KRW 100tn is the estimated shareholder return for FY2026—not a new buyback order. It includes KRW 40tn of completed buybacks and KRW 14.6tn of Q1–Q3 dividends.
- Only KRW 20tn of new shares are slated for open-market purchase over the next three months. An even split over 63 trading sessions implies about KRW 317.6bn per day, one-third of the prior round's actual KRW 975.7bn daily average.
- KRW 10tn of that KRW 20tn is earmarked for employees and excluded from the KRW 100tn return figure. Some of those shares could eventually be sold into the market, but neither the delivery date nor the quantity to be delivered is set.
- Corporate buying resumed after a five-trading-day pause. The initial application was for 250,000 shares, fewer than 40% of the previous round's 650,000-share opening application.
- The remaining roughly KRW 35tn is an estimate needed to reach the KRW 100tn target. Final-dividend and additional buyback amounts will be decided at subsequent quarterly board meetings.
After SK hynix announced an expected FY2026 shareholder return of roughly KRW 100tn, Daishin Securities argued that the program should strengthen the stock's “downside support,”1 while Kiwoom Securities anticipated a “stabilizing effect on supply and demand” in South Korean equities.2 KRW 100tn is 2.6 times the South Korean market's average daily trading value through the fourth week of October (KRW 38.7tn).3 But will all that money buy shares in the market from here? And will every share the company buys be retired?
01Mapping the KRW 100tn
KRW 100tn covers an entire fiscal year—
including KRW 40tn of buybacks already completed
The roughly KRW 100tn disclosed on October 28 is SK hynix's estimated total shareholder return for FY2026. It comprises at least KRW 30tn in cash dividends and at least KRW 60tn in share repurchases and cancellations. The latter includes KRW 40tn authorized in August and already purchased. Shares bought for employee compensation are excluded.4
| Component | Amount | Timing | Does it buy shares on the market? |
|---|---|---|---|
| Share repurchases and cancellationAuthorized in August | KRW 40.0tn | Bought Aug 20–Oct 2123,693,272 shares · Cancellation scheduled for Nov 5 | CompletedPurchased on each of 41 trading days |
| Q1 and Q2 dividendsKRW 375 per share each quarter | KRW 0.54tn | Already paid | NoPaid in cash |
| Q3 dividendKRW 20,000 per share | KRW 14.1tn | Record date: Nov 30KRW 10,000 earnings dividend + KRW 10,000 Kioxia special dividend | NoCash payment · Within one month of record date |
| New repurchasesShareholder-return allocation | Approx. KRW 10tn | Open-market buying, Oct 29–Jan 28Shares to be cancelled | YesOver the next three months |
| Remaining allocationEstimate based on the KRW 100tn target | Approx. KRW 35tn | To be set at quarterly board meetingsThrough payment of the final dividend | PartlyAt least KRW 15.4tn in final dividends · At least KRW 10tn in further repurchases · Allocation of the remaining ~KRW 10tn undecided |
| New repurchasesEmployee-compensation allocation | Approx. KRW 10tn | Open-market buying, Oct 29–Jan 28To be delivered to employees | YesAmount may change once compensation is finalized |
What matters
- Roughly 40% of the KRW 100tn has already been deployed. That includes the KRW 40tn of shares bought daily from August through October 21, as well as first-half dividends.5, 6
- The KRW 14.1tn Q3 dividend goes to shareholders in cash. Whether recipients reinvest it is their choice; a cash dividend is not equivalent to the company purchasing shares.6
- The remaining ~KRW 35tn is not an approved budget; it is an estimate of what would fill the target. To reach at least KRW 30tn in dividends, the final dividend must be at least KRW 15.4tn. To reach at least KRW 60tn in repurchases and cancellations, another KRW 10tn or more must be bought. The last ~KRW 10tn is simply the gap between the approximately KRW 100tn total target and its KRW 90tn in specified minimum components; its allocation is not decided. SK hynix has said it will add the remaining Kioxia investment proceeds to the final dividend as a special payout, with the board deciding repurchase amounts quarterly.4
When the money moves:
The next decisions come as the three-month buyback ends
Diamonds mark single-day events · Dashed diamonds indicate dates not yet set (timed by this year's precedent) · Hatching marks employee shares
AUG 20–OCT 21KRW 40tn buyback completed
Shares purchased over 41 trading days. Cancellation scheduled for November 5.
OCT 29–JAN 28New KRW 20tn open-market buyback
KRW 10tn earmarked for cancellation and approximately KRW 10tn for employee compensation.
NOV 30Q3 dividend record date
KRW 20,000 per share; total approximately KRW 14.1tn. Cash payable within one month.
LATE JAN · ESTIMATEQ4 results and board meeting
Final dividend and additional buybacks to be decided. Meeting date not yet announced (January 28 this year).
DATE UNCONFIRMEDEmployee bonus-share delivery
This year's delivery was February 5 under a different award program. No 2027 date or volume has been disclosed.
AFTER THE AGM · DATE TBDFinal-dividend payment
At least KRW 15.4tn under the target calculation; payable within one month of the annual general meeting.
Sources: SK hynix regulatory filings (repurchase authorizations and results, share cancellation, dividends and treasury-share disposal).7, 8, 9, 10
02Daily impact of KRW 20tn over three months
Spread KRW 20tn evenly across three months,
and daily buying is only one-third of the previous round
SK hynix plans to purchase KRW 20tn of shares on the open market between October 29 and January 28, a span of 63 trading sessions. Its previous KRW 40tn program was originally set to run for three months but finished after just 41 sessions—an actual daily average of about KRW 975.7bn.5, 7
Daily repurchase value:
Buying returns after five sessions, at a thinner projected pace
Previous round: actual purchasesFirst-day application (valued at prior close)Evenly spread over 63 sessions
PREVIOUS · ACTUALKRW 975.7bn/dayAverage over 41 sessions
BETWEEN PROGRAMS5 trading daysNo company purchases
NEW · EVENLY SPREADKRW 317.6bn/dayScenario over 63 sessions
FIRST-DAY APPLICATION250,000 sharesRequested, not confirmed filled
Sources: SK hynix October 26 repurchase results filing, including daily purchase values; first-day application volume reported by Sisa Journal-e on October 29, citing Korea Exchange treasury-share trading applications.5, 11
| Measure | Previous · August approval | New · October approval |
|---|---|---|
| Value · Purpose | KRW 40tnAll to be cancelled | KRW 20tn~KRW 10tn for cancellation · ~KRW 10tn for staff |
| Planned window | 8/20~11/19Last execution Oct 21 (41 trading days) | 10/29~1/2863 trading days |
| Average per day | Approx. KRW 975.7bnActual purchases · 578,000 shares/day | Approx. KRW 317.6bnAssuming even allocation · 237,000 shares/day at authorization reference price |
| First day | 650,000 shares · Approx. KRW 1.09tn | 250,000 shares requestedApprox. KRW 371.8bn at previous close |
| Share of trading volume | Approx. 10%Daily repurchased shares ÷ average daily volume in the month before approval (~5.73m shares) | Approx. 7%Even daily share count (at approval reference price) ÷ average daily volume in prior month (~3.46m shares) · ~6% at Oct 29 closing price |
| Daily order limit | 2,407,000 shares | 1,492,000 sharesApprox. KRW 2.3tn at Oct 29 close |
What matters
- The first-day application slightly exceeded the evenly spread pace. At the previous close, 250,000 shares are worth about KRW 371.8bn, 17% above the KRW 317.6bn even-allocation figure. The prior round opened with 650,000 shares.5, 11
- SK hynix controls the pace. Buying roughly KRW 1tn a day, as in the previous round, would exhaust the program in about 21 trading days—around November 26. The company has not committed to a daily schedule. Each day's requested share count appears the previous evening in Korea Exchange treasury-share trading applications.7, 12
- Lower volume makes each share purchased matter more. Average daily volume in the month before approval fell about 40%, from roughly 5.73m shares in August to 3.46m in October. Although the daily buying value would be only one-third of the previous program, its estimated volume share of 7% would still be roughly two-thirds of the prior 10%.7, 13
For context, the evenly allocated daily amount would equal about 0.8% of South Korean equities' average daily trading value through the fourth week of October (KRW 38.7tn). The previous program's actual daily average was about 2.4% of September's average daily trading value (KRW 40.1tn), based on Kiwoom Securities data.3
03Half is for employees
Half the KRW 20tn is earmarked for employees.
The shares are bought now, but delivery and possible selling remain unknown
SK hynix said approximately KRW 10tn of the KRW 20tn program would fund “share-based compensation, including employee bonuses.”7 As discussed in Note 18, its profit-sharing bonus (PS) pool equals 10% of operating profit, with half normally paid in shares.14, 15 The repurchase plan is firm. What remains unsettled is when employees will receive the shares, how many they will receive and how many, if any, they will sell.
| Measure | ~KRW 10tn for cancellation | ~KRW 10tn for employee awards |
|---|---|---|
| Included in KRW 100tn? | Yes | No |
| Purchase period | Oct 29–Jan 28 · Open market | Same |
| After purchase | CancelledPermanently reduces the number of issued shares | Transferred to employeesDelivery date and quantity TBD · Once delivered, shares could eventually be sold |
| At Oct 29 closing price | Approx. 6.55m sharesAbout 0.9% of issued shares | Approx. 6.55m sharesMay change once awards are finalized |
| Market impact | BuyingWhile repurchases run | BuyingWhile buying · Potential selling if employees dispose of shares after delivery |
How the profit-sharing shares will be paid
- Payment structure · Under the agreed base structure, employees receive 50% of their bonus in cash, 30% in shares in the payment year, and the remaining 20% in deferred shares—10% after one year and 10% after two. Employees can elect to receive up to 100% in shares.15
- Potential size · Under the conditional scenario in Note 18, the share component would total roughly KRW 13.2tn. The actual amount depends on Q4 results and employees' elections to take shares (calculation in the expandable section below).15, 16
- Timing · SK hynix has not announced dates or volumes for the new share awards. On February 5 this year, it delivered 410,807 treasury shares (worth about KRW 345.9bn) to employees. But that was under the former voluntary Shareholder Participation Program, which allowed employees to elect shares for part of their bonus—not the new collective bargaining arrangement.9, 17
No publicly confirmed selling restriction applies to shares delivered in the payment year. An August report on the initial tentative agreement said those shares could be sold within the same year; a September report on the ratified terms did not address that point. Under the old program, employees who held their shares for at least one year received an extra cash payment worth 15% of the purchase amount.14, 15, 18
Calculation · Estimated KRW 13.2tn profit-sharing share allocation
This is the same conditional scenario as in Note 18. Q1–Q3 operating profit totaled KRW 181.5tn (37.6 + 60.5 + 83.3tn). If Q4 matches Q3's KRW 83.3tn, full-year operating profit would be roughly KRW 264.8tn, producing a bonus pool of around KRW 26.5tn at 10%. Allocating half of that pool to stock under the base terms gives about KRW 13.2tn: roughly KRW 7.9tn for shares payable in the bonus year (30% of the total bonus), and KRW 5.3tn deferred for one or two years (20%).14, 15, 16
Actual payments depend on Q4 earnings, award conditions and employee elections. SK hynix has also said the approximately KRW 10tn of shares earmarked for compensation “may change as the amount of future compensation is finalized.”7
04A five-session gap
Buybacks paused for five trading days.
The stock fell—and then recovered
From Note 04 through Note 17, we tracked the wind-down of the company purchases that had helped absorb selling pressure. The new KRW 20tn plan brings that buyer back. But the stock was not uniformly weak during the five trading days when the company was absent.
| Date | Event | SK hynix close |
|---|---|---|
| 09.19NO.04 | Warned of falling trading value and early exhaustion of buyback capacity | - |
| 10.06NO.09 | Samsung Electronics completes KRW 15tn buyback | - |
| 10.21NO.17 | Last trade under SK hynix's KRW 40tn buyback | KRW 1,294,000 |
| 10.22 | First day without corporate purchases | KRW 1,223,000−5.5% |
| 10.26 | Press reports Kioxia special dividend; company says announcement due Oct 28 | - |
| 10.27 | Day before board approval | KRW 1,341,000+3.6% versus Oct 21 |
| 10.28 | Q3 earnings · KRW 100tn return plan · KRW 20tn buyback approved | KRW 1,487,000+10.9% · KOSPI +6.6%19 |
| 10.29NO.19 | KRW 20tn buyback begins · 250,000 shares requested on first day | KRW 1,526,000+2.6% · KOSPI −1.2%20 |
Reading the sequence
- The stock fell 5.5% on the first day of the gap. But by October 27, the day before the board's decision, it was 3.6% above its October 21 close, the last day of the previous buyback.7, 21, 22
- The biggest gain came on earnings and shareholder-return announcement day. The company responded to October 26 reports of a special dividend by saying it would announce details on October 28. On that day SK hynix rose 10.9%, but the KOSPI also gained 6.6% and Samsung Electronics rose 9.0%: the broader market was strong too.1, 19, 23
- Corporate buybacks are only one force among several. The stock ultimately rose even during the five-session absence of company buying. The KRW 20tn plan alone cannot determine its direction; the daily purchase pace must be weighed against wider market conditions.
05Variables that could change the reading
Pace, price and late January:
Three variables that shape daily demand
VARIABLE 1
If repurchases are front-loaded
Buying around KRW 1tn per session, as before, would finish the plan around late November. Support would be more concentrated, but absent a fresh authorization, another gap would open in December–January.
Daily treasury-share purchase applicationsVARIABLE 2
If the share price rises
With a fixed budget, a higher share price means fewer shares purchased. The 14.92m shares planned using the pre-approval closing price translate to about 13.11m at the October 29 close.
Average purchase price · Final repurchase reportVARIABLE 3
If events converge in late January
The scheduled buyback end (January 28) sits close to the expected Q4 results board meeting that could set the final dividend and further repurchases (held January 28 this year). If bonus shares are delivered around the same time as this year, new purchases and shares becoming available to employees could coincide.
Q4 results board meeting · Treasury-share disposal filingThese three variables affect actual daily buying pressure, how many shares are cancelled, and when the next gap in company demand could appear. The announced purchase budget is approximately KRW 20tn; the daily applications will show when that buying is concentrated.
06What to monitor next
Daily purchase applications—
then the Q4 results board meeting
- Every sessionTreasury-share purchase applicationsReleased the previous evening · Watch for an even pace (~210,000 shares/day at the Oct 29 close) or acceleration as in the prior round
- 11.05Cancellation of 23,693,272 shares bought for KRW 40tnTotal issued shares fall from roughly 730.49m to 706.80m
- 11.26Last day to buy for the Q3 dividendRecord date Nov 30 · KRW 20,000/share · Payable within one month of record date
- 01.28Scheduled end of KRW 20tn buybackCheck the subsequent repurchase results report for actual share count and cost
- Late Jan (est.)Q4 results board meeting (Jan 28 this year · New date TBD)Final dividend of at least KRW 15.4tn · Further repurchases of at least KRW 10tn
- As filedTreasury-share disposal disclosure for employee awardsCheck delivery date, share count and recipient count · This year: approved Jan 28, delivered Feb 5
KNOWNVerified facts
- KRW 20tn of open-market buying Oct 29–Jan 28 · ~KRW 10tn to cancel · ~KRW 10tn for employee awards
- KRW 100tn is the estimated FY2026 shareholder-return target · Includes August's KRW 40tn · Excludes employee awards
- Previous KRW 40tn buyback: 41 sessions, averaging roughly KRW 975.7bn/day
ESTIMATEOutlooks · Estimates
- Even allocation over 63 sessions: ~KRW 317.6bn/day
- Estimated bonus shares worth ~KRW 13.2tn (assuming Q4 operating profit equals Q3)
- Daishin Securities: downside support · Kiwoom Securities: stabilizing market flows
UNKNOWNNot yet known
- Actual daily purchase pace
- Selling restrictions and eventual employee sales of awarded shares
- Amount and timing of final dividend and any further repurchases
CLOSING · The takeawayThe KRW 100tn is an estimated return for the whole of FY2026, spanning this year's Q1 dividend through next spring's final dividend. The amount slated for actual open-market purchases over the next three months is KRW 20tn; spread evenly, that would mean just one-third of the last program's daily buying. Half those shares are not destined for cancellation: they will eventually go to employees. The question, then, is not simply the size of the KRW 100tn headline. It is how quickly the KRW 20tn is deployed—and whether the shares bought are retired or transferred to employees.
Commentary based on public filings and brokerage research · Not a recommendation to trade · Source dates and calculations below
Terms · GLOSSARY
- Share cancellation (retirement)
- The company permanently retires treasury shares, reducing the number of issued shares. Those shares cannot return to the market. Cancellation does not guarantee a higher share price.
- Share-based compensation
- Employee awards delivered in the company's shares rather than cash. In this case, SK hynix transfers repurchased treasury shares into employee accounts.
- Profit-sharing bonus (PS)
- SK hynix's profit-sharing award, funded with 10% of operating profit and normally paid early the following year.
- Fiscal-year shareholder returns
- The sum of cash dividends and repurchases/cancellations attributed to a year's results. Implementation may extend into the following year, including payment of the final dividend.
- Dividend record date
- The date used to determine entitled shareholders. Under the T+2 settlement cycle described here, investors must buy two trading days before the record date.
- Daily buyback order limit
- Maximum shares the company may order on a given day. Under the stated rule, it is the larger of 10% of the planned repurchase quantity and 25% of the preceding month's average daily trading volume, subject to a 1% cap on shares issued.
- Treasury-share purchase application
- The share quantity submitted to the exchange the preceding day for proposed open-market purchases. Korea Exchange publishes applications each evening; executed quantities are confirmed in the company's repurchase results report.
Sources · Data cut-off · SOURCES
Published October 30, 2026 · Data through October 29, 2026 market close (Korea Standard Time)
| Source cut-offs | October 28: treasury-share repurchase authorization, KRW 100tn shareholder-return fair-disclosure filing and dividend approval · October 26: KRW 40tn repurchase results (executions Aug 20–Oct 21) and amended cancellation notice · January 28: treasury-share disposal approval for 2025 bonuses; February 6: related results report · Closing prices: Oct 21 and 22 (Yahoo Finance), Oct 27 (regulatory filing), Oct 28 and 29 (news reports) · First-day application count: Oct 29 (Sisa Journal-e) |
|---|---|
| Methodology | 63 trading sessions = weekdays from Oct 29 to Jan 28, excluding market closures on Dec 25, Dec 31 and Jan 1 · Even daily allocation = KRW 20.0077tn ÷ 63 · Previous actual daily average = KRW 40.0043tn ÷ 41 · Average daily volume during the month before authorization = disclosed “daily order limit, item ②” (25% of one-month average daily volume) ÷ 0.25 (August: 1,431,989 ÷ 0.25 ≈ 5.73m shares; October: 864,904 ÷ 0.25 ≈ 3.46m shares) · First-day application value = 250,000 shares × Oct 28 close of KRW 1,487,000 · Q1–Q3 dividends = KRW 265.76bn + 273.32bn + 14.10347tn · Balance = KRW 100tn − 40.0tn − 14.6tn − 10tn · Bonus pool = (Q1–Q3 operating profit of KRW 181.5tn + assumed Q4 profit of KRW 83.3tn) × 10% · ~21 trading sessions = KRW 20tn ÷ prior daily average |
| Differences and uncertainties across sources | Oct 28 price uses the regular-session close of KRW 1,487,000 (consistent with the Oct 29 close of KRW 1,526,000 and a +2.62% change) · The 250,000 shares on day one are an application, not confirmed executions; exchange execution records must be checked, with final figures established by the company's results filing · The company says the KRW 10tn employee-compensation allocation “may change” · The late-January board date and employee-share delivery schedule are not confirmed · In 2026, the board approved awards on Jan 28 and shares were delivered Feb 5, but that prior award program differed from the newly agreed labor terms · Kiwoom Securities reported SK hynix's Oct 28 gain as +10.4% · The total Q3 dividend depends on the shares eligible on its Nov 30 record date and may decline slightly as treasury shares are acquired before then; that would raise the final dividend needed to reach KRW 30tn · The KRW 15.4tn required final dividend includes Q1 and Q2 payments in the KRW 30tn calculation |
| Limits of interpretation | No quantified estimate of the buyback's effect on the stock price · No estimate of employee share sales · Brokerage views attributed to their authors · Not a trading recommendation |
- Daishin Securities, Lee Kyung-min · “Quentinjeonsi Plan: SK hynix's Strong Report Card; Watch the FOMC and Major Corporate Earnings” · Oct 28, 2026 · Approx. KRW 100tn of FY2026 shareholder returns (at least KRW 30tn of cash dividends plus at least KRW 60tn of repurchases/cancellations, including the previously authorized KRW 40tn); Q3 cash dividend of ~KRW 14tn; KRW 10tn for employee performance awards within the new KRW 20tn buyback is excluded from shareholder returns · Large-scale returns expected to strengthen the demand buffer, support the downside and improve rebound potential · Oct 28 KOSPI: 6,012.44 (+6.63%); trading value KRW 19.8tn
- Kiwoom Securities, Han Ji-young · “Earnings vs. Cash Flow: A Market Tug-of-War” · Oct 29, 2026 · New repurchases totaling roughly KRW 20tn (KRW 10tn for cancellation, KRW 10tn for employee compensation) and KRW 14tn of cash dividends · Direct purchases over the coming three months, as in late August through mid-October, could stabilize equity flows for SK hynix and the broader Korean market
- Kiwoom Securities, Ahn Young-joon · “Equity Trading Value Approaches a Floor” · Oct 27, 2026 · Average daily trading value on the South Korean stock market through the fourth week of October: KRW 38.7tn (September: KRW 40.1tn; May: KRW 106.2tn)
- SK hynix · Fair Disclosure, “Estimated Size and Implementation of FY2026 Shareholder Returns” · Oct 28, 2026 · Approximately KRW 100tn: at least KRW 30tn of cash dividends and at least KRW 60tn of treasury-share repurchases and cancellation · Includes KRW 40tn authorized in August 2026; excludes shares repurchased for employee compensation · To be implemented sequentially through payment of the FY2026 final dividend · Q3 dividend KRW 20,000/share (KRW 10,000 tied to earnings plus KRW 10,000 Kioxia special dividend) · Of KRW 20tn of new repurchases, roughly KRW 10tn for shareholder returns and KRW 10tn for employee awards · Board to determine repurchases each quarter; shareholder-return shares slated for cancellation · dart.fss.or.kr
- SK hynix · Treasury Share Repurchase Results Report · Oct 26, 2026 · Acquisition period Aug 20–Oct 21, 2026 (trade execution dates) · Daily acquired quantities and average prices · Total 23,693,272 shares, average KRW 1,688,426/share; total KRW 40,004,339,063,500 · First day, Aug 20: 650,000 shares, KRW 1.0908tn · dart.fss.or.kr
- SK hynix · Resolution on Cash/Stock Dividend · Oct 28, 2026 · Quarterly dividend KRW 20,000/share; aggregate dividend KRW 14,103,466,480,000; record date Nov 30, 2026; paid within one month of record date · dart.fss.or.kr · Q1: KRW 375/share, aggregate KRW 265,764,625,500 (Apr 22, 2026) dart.fss.or.kr · Q2: KRW 375/share, aggregate KRW 273,324,801,750 (Aug 7, 2026) dart.fss.or.kr
- SK hynix · Material Report: Decision on Acquisition of Treasury Shares · Oct 28, 2026 · Planned 14,920,000 shares for KRW 20,007,720,000,000 (based on Oct 27 close of KRW 1,341,000) · Planned purchase period Oct 29, 2026–Jan 28, 2027 · Purpose: shareholder-value enhancement and employee stock compensation (~KRW 10tn each, with employee allocation subject to change) · On-exchange purchases via SK Securities and NH Investment & Securities · Daily order limit 1,492,000 shares (① 10% of planned shares: 1,492,000; ② 25% of last month's average daily volume: 864,904) · Treasury shares before acquisition: 25,318,968 · dart.fss.or.kr
- SK hynix · Amendment to Resolution on Cancellation of Shares · Oct 26, 2026 · 23,693,272 shares to be cancelled (previously 24,070,000); total issued shares before cancellation: 730,492,365 · Scheduled cancellation Nov 5, 2026 · dart.fss.or.kr
- SK hynix · Material Report: Decision on Disposal of Treasury Shares · Jan 28, 2026 · 451,015 shares (valued at KRW 360.8bn using Jan 27 close of KRW 800,000) · Share remuneration tied to long-term incentive exercises (9 individuals) and the Shareholder Participation Program, under which 12,142 participating employees elected to receive part of their 2025 bonuses in treasury shares · Shares transferred to employees · dart.fss.or.kr
- SK hynix · Resolution on Cash/Stock Dividend (FY2025 Final Dividend) · Jan 28, 2026 · KRW 1,875/share, record date Feb 28, 2026; payable within one month of the annual general meeting · dart.fss.or.kr
- Sisa Journal-e, Lee Seung-yong · “SK hynix Requests 250,000 Shares on Day One of KRW 20tn Buyback: Another Early Finish?” · Oct 29, 2026, 15:47 · Korea Exchange records show application to buy 250,000 shares on KOSPI on Oct 29; at the preceding close of KRW 1,487,000, worth KRW 371.75bn · Evenly allocated daily purchase value over 63 sessions: about KRW 317.6bn · sisajournal-e.com
- Sisa Journal-e, Lee Seung-yong · “SK hynix Treasury-Share Buying Plans Disclosed Each Evening: Will the Program Run Through Year-End?” · Aug 21, 2026, 15:57 · Proposed intraday purchase quantities are announced in the previous day's “Treasury-Share Trading Applications (KOSPI)” · Applications submitted to Korea Exchange by 18:00 after the prior session's close; exchange publishes them each evening · v.daum.net
- SK hynix · Material Report: Decision on Acquisition of Treasury Shares · Aug 19, 2026 · KRW 40,004,340,000,000; 24,070,000 shares; original window Aug 20–Nov 19, 2026; cancellation purpose · Daily limit 2,407,000 shares (item ②: 25% of last month's average daily volume, 1,431,989 shares) · dart.fss.or.kr
- Insight · “SK hynix Adds Share Option to Bonuses Equal to 10% of Operating Profit, Redesigning Compensation” · Jul 18, 2026 · Agreement to fund annual profit-sharing bonuses with 10% of operating profit · Under former arrangements, employees could take 10–50% of bonuses in company stock and receive an additional cash payment equal to 15% of purchase value if held at least one year · Sale restrictions remained a bargaining issue · insight.co.kr
- Financial News, Lim Soo-bin and Park Ji-yeon · “SK hynix Ratifies Revised Labor Deal: Cash Bonus Share Up 10pp, Stock Share Down 10pp” · Sep 16, 2026, 18:26 · 80% of bonuses distributed as 50% cash and 30% stock, with the remaining 20% deferred in stock: 10% after one year and 10% after two · Employees may elect to receive their full bonus in shares · fnnews.com
- SK hynix operating profit · Q1: KRW 37tn 610.3bn; Q2: KRW 60tn 542.6bn (The Fact, Jul 29, 2026) news.tf.co.kr · Q3: KRW 83tn 333.8bn (company release, Oct 28, 2026) news.skhynix.com
- SK hynix · Treasury Share Disposal Results Report · Feb 6, 2026 · Disposal period Jan 29–Feb 5, 2026 · On Feb 5, 410,807 shares transferred to employees (KRW 842,000/share; total KRW 345,899,494,000) · Aggregate disposals: 426,307 shares · dart.fss.or.kr
- Gyeonggi Ilbo · “SK hynix to Pay 60% of Bonuses in Treasury Shares; 40% Can Be Sold in the Same Year” (initial tentative agreement) · Aug 20, 2026 · kyeonggi.com
- Seoul Shinmun · “[Breaking] SK hynix Surges 10% as KOSPI Closes Above 6,000” · Oct 28, 2026 · SK hynix close KRW 1,487,000 (+10.89%); KOSPI 6,012.44 (+6.63%) · seoul.co.kr
- Polinews · “[Market Close] Samsung Electronics Plunges 4.13%; KOSPI Falls Back Below 6,000 After One Day” · Oct 29, 2026 · SK hynix KRW 1,526,000 (+2.62%); KOSPI 5,937.66 (−1.24%) · polinews.co.kr
- Yahoo Finance · SK hynix (000660.KS) daily closing prices · Oct 21: KRW 1,294,000; Oct 22: KRW 1,223,000 · finance.yahoo.com
- Financial News · Oct 23, 2026 · SK hynix Oct 22 close KRW 1,223,000 (−5.49%) · fnnews.com
- SK hynix · Clarification of Rumors/News Reports (Unconfirmed) · Oct 26, 2026 · Responding to Dong-A Ilbo's report, “SK hynix Considering KRW 16tn Special Dividend on Kioxia Stake Gains,” the company said nothing had been finalized and additional shareholder-return measures would be announced with Q3 earnings on Oct 28 · dart.fss.or.kr