Goldman Sachs expects the chip industry boom to bring substantial cash to South Korean companies, with net cash flow potentially reaching 9.3% of GDP by 2027.
Goldman Sachs analysts stated that the boom in the chip industry is expected to bring substantial corporate cash to South Korean companies, with the extent of overseas earnings repatriation being a key factor in determining the dynamics of South Korea's domestic financial market. South Korean semiconductor companies are projected to generate approximately KRW 150 trillion (equivalent to 4.9% of GDP) in net cash by 2026, a figure that could increase to 9.3% of GDP by 2027. Analysts also anticipate that major chip companies' wage and dividend payments will reach 5.2% of GDP in 2027, an all-time high.
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Source:WSJ市场 · Source Link
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