Added to YB: 2026-07-17
Pitch date: 2026-07-15
000660.KS [bullish]
SK hynix Inc.
-3.15%
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 1.9M
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
The Case for Sk Hynix
000660.KS (overview): HBM leader w/ 56.4% mkt share Q1'26 (>all rivals combined), first to mass HBM4. Q1 rev +198%, op profit +405%, 72% margin on memory shortage (DRAM prices +93-98%). #2 in DRAM/NAND. Trades ~5.5-5.8x fwd EPS vs Micron 7x (Korea discount). Risks: peak-cycle cyclicality, oversupply from capacity buildout, Samsung/Micron competition, 23.9% customer concentration, SKHY ADS premium.
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