Added to YB: 2026-07-13
Pitch date: 2026-07-09
000660.KS [bullish]
SK hynix Inc.
-5.05%
current return
Author Info
No bio for this author
Company Info
SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.
Market Cap
KRW 1374.1T
Pitch Price
KRW 2.3M
Price Target
N/A
Dividend
0.15%
EV/EBITDA
14.58
P/E
18.29
EV/Sales
10.16
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Crash Landing on Hynix
000660.KS (holding update): SK hynix dominates HBM for AI, ~$1trn cap, ~5x '27 EPS. Mgmt sees demand>supply 3yrs; 3-5yr offtakes w/ price floors, no caps. $28bn Nasdaq listing Jul 10 (Baillie Gifford, Coatue, Aschenbrenner). Author owns SK Square (~20% hynix stake) at ~0.5x NAV, sees rerate to 0.8x via Value-Up + pension rebal.
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