Added to YB: 2025-04-23
Pitch date: 2025-03-06
000660.KS [bullish]
SK hynix Inc.
+200.14%
current return
Author Info
No bio for this author
Company Info
SK hynix Inc., together with its subsidiaries, engages in the manufacture, distribution, and sale of semiconductor products in Korea, China, rest of Asia, the United States, and Europe.
Market Cap
KRW 206.1T
Pitch Price
KRW 190.2K
Price Target
338.0K (-41%)
Dividend
N/A
EV/EBITDA
5.44
P/E
8.10
EV/Sales
3.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SK hynix Inc. - $000660.KS
000660.KS: SK Hynix leads in high bandwidth memory (HBM), crucial for AI chips, with >50% share & 80% CAGR thru 2028. Samsung struggles w/ tech issues, giving SK 1-2yr advantage. Trading at 1.3x P/B, 5x fwd P/E ahead of potentially massive memory cycle. PT KRW338,000 (75% upside) on 26% BVPS CAGR. Risks: GPU demand drop, Samsung catchup.
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