HY9H Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
18:42
10 июл
10 июл
The author analyzes the premium between SK Hynix's US and German listings as a structural.
The author analyzes the premium between SK Hynix's US and German listings as a structural supply-chain dynamic rather than a tradeable discount, advising against reading into noisy post-IPO premiums.
Низ.
16:13
28 мая
28 мая
Author names HY9H alongside MU as a DRAM-exposure alternative for European investors.
Author names HY9H alongside MU as a DRAM-exposure alternative for European investors; minimal conviction, no catalyst stated beyond sector relevance.
Низ.
10:44
06 мая
06 мая
Author states SK Hynix has DCF showing 68% undervaluation vs. Micron’s 138% overvaluation, with P/E 13.5x (vs. 29.9x), forward P/E 4.6x (vs. 8.2x), and PEG 0.4x (vs. 1.1x). The wide valuation discount relative to Micron creates a mean-reversion opportunity; limited US access may keep the mispricing persistent but provides a favorable entry for eligible investors. SK Hynix appears deeply undervalued on traditional value metrics while its competitor trades at a significant premium, making the GDR a potential long-term value play. KOR/ Germany exchange liquidity, currency risk, semiconductor cyclicality, DRAM price downturn, limited US investor access reducing price discovery. No additional actionable trade ideas explicitly stated (short Micron is implied but not recommended).
Выс.
Об аналитическом покрытии HY9H
Buzzberg отслеживает HY9H в 3 источниках. Бычьих сигналов: 2, медвежьих: 0, от 3 аналитиков. Сентимент преимущественно бычий (67%). Всего отслеживаются 3 торговые идеи. Последние спикеры: ParadisLabs, babyfolio, u/springmeds.