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Hyundai $HYUD
$005380 expects this year's largest shareholder return ever 🤝

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Hyundai Motor Company is on track to deliver its highest ever shareholder return this year, thanks to proceeds from its recent IPO in India. The carmaker's moves are part of an ambitious strategy by CEO Chung Euisun to share the profits from Hyundai's rapid global growth more directly with investors.


Promises backed up with action


Just three months after announcing a plan to buy back and partially retire 4 trillion won (USD 2.816 billion) worth of its own shares over a three-year period, Hyundai Motor Company surprised the market by spending 1 trillion won (USD 704 million) - a quarter of the total planned buyback - in one go last week. These funds largely came from the company's Indian IPO, showing investors that the company is quickly delivering on its promises 💪


This year alone, Hyundai Motor Company has already paid out 1.58 trillion won (USD 1,112 billion) in dividends. Although the dividend at the end of the year was modest, the total return to shareholders will exceed 3 trillion won (USD 2,112 billion), breaking the company's previous record.


Some analysts, such as analyst Song Sun-jae of Hana Securities, believe that the total shareholder return this year will be about 40% of the company's net profit of the company's net profit.

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27 Comentarios

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since you post something almost every day i assume that you are convinced of the value
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@Memo0606 Since I usually only post about the values of my portfolio, I would answer your question spontaneously with yes 😉
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@SAUgut77 I haven't bought byd yet
if you go on like this, i'll go into hyundai after all😅
do you currently find it attractive for a first purchase
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@Memo0606 I have been dealing with the company for a good 1 1/2 years now (first purchase 12/2023) and in my opinion they are very well positioned, innovative, flexible and still have a lot in the pipeline...including Boston Dynamics.

In addition, most people primarily see this as just a car manufacturer, but the company is much more than just a car manufacturer....

https://de.m.wikipedia.org/wiki/Hyundai_Motor_Group

..click here on companies and take a look behind the scenes and then you can judge for yourself 🫡
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@SAUgut77 according to aktienguide 60% upside potential 😅
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@Memo0606 take a close look at the corporate structure and what is behind Hyundai on Wiki...

If South Korea wasn't still an "EM market", we would have seen completely different prices here a long time ago, but it is what it is and there is still plenty of upside potential here + spin-off from Boston Dynamics 🫠

And to your question, I am now at around 46 EK myself and have taken out more than 10% of my EK within 12 months with divi, and there are also turbulent times in South Korea at the moment, so there were or will certainly be good opportunities.
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@SAUgut77 as i understand it, would you wait with a purchase?
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@Memo0606 can't give you a binding investment recommendation, you have to decide for yourself after doing your own research. The question is also what you want and why you decide when...

In the last 3 weeks, the share price has also been at ~€48.50, but with tranche purchases and a long investment target, the current price of ~€50 would also be acceptable for an initial purchase...

As I said, that's my opinion, but maybe ask your advisor again @Tenbagger2024 what he says 🤷‍♂️

Ultimately, the question is and remains whether you are convinced by the company 🫡
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@SAUgut77
Advisor would be an exaggeration. Actually, @Memo0606 involves a relatively large number of people in its decisions. And I don't want to condemn that because that's what this platform is for. And it can't hurt to have several people's view of a company.
But in the end Memo buys what he wants anyway and so far it seems to be going well.
He just shouldn't buy and sell too much.
I only sell if the company disappoints.
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@Tenbagger2024 what do you think about Hundai Motor Group, that might be helpful...
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@SAUgut77
And I've already written something about Kia. I take a rather positive view due to Boston Dynamik. And the dividend is also good. But you should bear in mind that the entire automotive industry is in a state of upheaval. Suddenly, electric car manufacturers are springing up like mushrooms. And the Indians from Mahindra have just made a declaration of war with their SUV. It's all putting pressure on the margin. The pie is getting smaller and smaller. In the end, nobody can really say which technology will prevail.
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