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re: SK Hynix Listed Tomorrow

Posted on 7/12/26 at 9:33 am to
Posted by LEASTBAY
Member since Aug 2007
16778 posts
Posted on 7/12/26 at 9:33 am to
quote:

Let’s see what this does for DRAM.


I'm guessing the ETF will start buying the US version but who knows. This is above my head. I have about $50k of DRAM.
Posted by FLObserver
Jacksonville
Member since Nov 2005
16401 posts
Posted on 7/13/26 at 5:35 am to
Already headed down big this morning.
Posted by dstone12
Texan
Member since Jan 2007
41921 posts
Posted on 7/13/26 at 7:45 am to
Yes, it could affect U.S. markets today, but probably not in the same magnitude.

South Korea’s KOSPI fell roughly 9%, triggering a temporary market-wide trading halt. The selling was concentrated in semiconductor stocks, with SK Hynix and Samsung Electronics suffering especially steep losses.
Posted by sonoma8
Member since Oct 2006
8267 posts
Posted on 7/28/26 at 6:13 pm to
SKHY profits increase 552% for Q2 but missed forecasts, now down 6% AH. How in TF do you make a quarterly profit that rivals Invidia of 64 MILLION and it drops. WTF is going on?
Posted by UltimaParadox
North Carolina
Member since Nov 2008
53328 posts
Posted on 7/28/26 at 6:42 pm to
quote:

How in TF do you make a quarterly profit that rivals Invidia of 64 MILLION and it drops. WTF is going on?


It missed forecasts that was already priced in. Less growth and did not guide as high.

CXMT has exploded in the memory market, gobbling up market share at a rapid pace. Forward leaning people think CXMT is going to erode margins very quickly at the low end market which is very high volume
This post was edited on 7/28/26 at 6:43 pm
Posted by lsuconnman
Baton rouge
Member since Feb 2007
5708 posts
Posted on 7/28/26 at 7:06 pm to
You’re not pricing in the Korean discount. Unions just received huge concessions, and the owners historically divert profits away from common shareholders. This current run has started blinding people to historic norms.
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 7/28/26 at 8:11 pm to
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