Added to YB: 2024-10-28
Pitch date: 2024-10-25
000660.KS [neutral]
SK hynix Inc.
+340.75%
current return
Author Info
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Company Info
SK hynix Inc. research, develops manufactures, and sells semiconductor devices in Korea, China, rest of Asia, the United States, and Europe.
Market Cap
KRW 628.3T
Pitch Price
KRW 201.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.20
P/E
15.07
EV/Sales
6.36
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Kwak Noh-Jung and the Rise of SK Hynix
SK.KS (quick dive): Leader in HBM for AI, outpacing Samsung. Q3 record earnings, HBM sales +70% QoQ. Supply constraints till 2027. CEO Kwak driving innovation, partnerships. Risks: high CAPEX, debt, declining ROIC. Strong 5yr performance (18.4% CAGR), but economics unclear. Full capacity through 2025.
Read full article (13 min)