Added to YB: 2026-05-08
Pitch date: 2026-05-06
000660.KS [bullish]
SK hynix Inc.
+1.97%
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 1015.3T
Pitch Price
KRW 1.6M
Price Target
N/A
Dividend
0.21%
EV/EBITDA
10.70
P/E
13.57
EV/Sales
7.42
Sector
Semiconductors and Semiconductor Equipment
Category
value
SK Hynix Cubed – Yes, there is another layer
000660.KS: Holding co w/ 32.2% stake in SK Square (53% of NAV), which owns SK Hynix at 98% of its NAV. SK Inc trades at 54.5% discount to NAV vs SK Square's 39%, widens to 64% post treasury share cancellation. Also holds SK Telecom (30.6%, indirect Anthropic exposure from $100M at $5B round) & SK Innovation (benefiting from Iran crisis refining margin uptick). Catch-up trade opportunity on wider discount vs SK Square.
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