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Added to YB: 2026-09-08

Pitch date: 2026-09-04

000660.KS [bullish]

SK hynix Inc.

+2.65%

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 1200.4T

Pitch Price

KRW 1.7M

Price Target

3.0M (+82%)

Dividend

N/A

EV/EBITDA

N/A

P/E

7.24

EV/Sales

N/A

Sector

Semiconductors and Semiconductor Equipment

Category

value

Show full summary:
SK Hynix: The Cheapest AI Stock in the World Is Also one of the riskiest ones!

000660.KS: SK hynix warrants a small position because the market is pricing an imminent memory downturn despite contracted supply into 2027 and meaningful new capacity not arriving before 2029. At ₩1.596m, the shares trade at 5.3x estimated clean 2026 EPS of roughly ₩300,000; flat earnings at a 10x multiple imply ₩3.0m, or 88% upside over about 18 months. The key risk is an earnings collapse as Samsung and CXMT scale and industry capex rises.

Read full article (11 min)