Samsung Electronics is considering restarting its first aggressive shareholder return plan in a decade, possibly mirroring the 2017 scheme with a focus on buybacks and cancellations.

July 30th, Analyst Jukan quoted a report from Meritz Securities in Korea, stating that Samsung Electronics is expected to announce a shareholder return plan in the coming weeks, comparable in scale to the aggressive plan in 2017—marking the first restart of an "early execution plan" in nearly a decade. Specific measures include increasing dividends, no longer deducting M&A expenses when calculating free cash flow, and returning 50% of free cash flow to shareholders in full.

The Meritz report pointed out that the Samsung management has acknowledged that the recent stock price decline has undervalued its shares, so measures such as buybacks and cancellations to directly enhance shareholder value are expected to be implemented first. Samsung Electronics was previously under pressure in July due to the overall retreat of the memory chip sector and structural factors such as leverage ETF forced liquidation, with the current stock price still significantly discounted from its peak in June. If this return plan is realized, it will signal a structural shift in Samsung's capital allocation strategy from conservative expansion to shareholder returns.