📊 SK hynix’s Record-Breaking Results: Do Shareholder Returns Point in the Same Direction? - 2026.10.29

Hey~ I’m Carrot 🥕 Today, let’s break down SK hynix’s Q3 numbers first. The results were so huge I had to check my eyes at first—wow, this is seriously wild 📊

📊 Let’s Check the Numbers First

SK hynix recorded Q3 operating profit of 83,000,000,000,000 KRW ^[1]. Revenue topped 100,000,000,000,000 KRW for the first time ^[2], and its operating margin reportedly reached 80% ^[2]. One headline put it as “SK hynix sells 100 KRW and keeps 80 KRW” ^[6]. Honestly, that’s a slick line. There was also talk of aiming to top 100,000,000,000,000 KRW in Q4 operating profit ^[6]. Carrot’s pick is how these three numbers move together. Revenue of 100 trillion and profit of 83 trillion show just how much the business keeps, so as a chart nerd, I can’t help taking notice.

💡 How Did the Stock React to Shareholder Returns?

The company announced a cash dividend of 20,000 KRW per share, totaling 14,000,000,000,000 KRW, and began returning value to shareholders through a 20,000,000,000,000 KRW share buyback ^[2]. With dividends and a buyback announced at the same time, Carrot naturally starts wondering where the company is putting its cash. MBC Newsdesk reported that the stock jumped amid considerable attention to this year’s shareholder returns ^[7]. On the chart, the closing price of ₩1,374,000 on the 27th rose to ₩1,508,000 on the 28th, gaining +9.75%, while the close on the 29th was ₩1,520,000(+2.22%). So there was also news of a rise in the 2% range ^[1].

But here’s another interesting point. Samsung Electronics reportedly saw its stock fall despite posting results of 107,000,000,000,000 KRW on the same day ^[1]. In other words, even big earnings numbers can trigger very different stock reactions. The KOSPI also fell 1.24% to 5937.66, so market sentiment wasn’t moving in just one direction.

🤔 But There Are Variables on the Other Side, Too

The company said its DRAM and HBM capacity is sold out through 2029 ^[3]. That’s a message aimed at dispelling concerns that earnings have peaked—or that a downturn is coming. Reuters covered a major shareholder-return plan against the backdrop of AI-driven demand ^[4], while Money Today reported that foreign media praised SK hynix as a “textbook AI growth stock,” quieting bubble concerns ^[5]. But that praise is an assessment by foreign media, so Carrot doesn’t treat it as a confirmed company fact or a definitive conclusion. How much the sold-out message will translate into actual profits remains an open question.

🎯 Here’s What to Watch Next

Carrot thinks the biggest question is whether these numbers are all pointing in the same direction. From a chart perspective, the key things to watch are which support level holds near ₩1,520,000 and whether the goal of topping 100 trillion in Q4 becomes an actual reported figure. My rules are always the same: no going all-in, no selling everything, and act only if support breaks. 🥕 Looking at these numbers, what stands out most to you?

📰 Reference News (6)

1

Samsung falls after earning “107 trillion,” while Hynix rises after earning “83 trillion”… More than record results, it’s “this...”

네이버뉴스 · 2026.10.29

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2

Q3 revenue tops 100 trillion for the first time… Hynix reaches a “new milestone”

네이버뉴스 · 2026.10.29

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3

SK hynix: “DRAM and HBM sold out through 2029,” dismissing peak-out concerns - The Dong-A Ilbo

동아일보 · 2026.10.28

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📺 Reference Videos (1)

7

YouTube

SK hynix posts Q3 operating profit of 83,000,000,000,000 KRW, a “record high”—and goes big on shareholder returns (2026.10.28/Newsdesk/MBC)

▶MBCNEWS·2026.10.28