HY HYUPF SK Hynix Inc. (OTC) Загрузка... : Бычьи и медвежьи мнения аналитиков

SK Hynix generates ~$28.5B net profit on ~$37B revenue, yet trades at ~$1.1T market cap – a much lower profit multiple than Micron (~67x) and TSMC (~103x). If SK Hynix were revalued to Micron’s multiple, its market cap would rise to ~$1.9T (72% upside); to TSMC’s multiple, ~$2.9T. The upcoming US listing could narrow the gap. Bet on mean reversion in valuation multiples driven by increased visibility and liquidity from a US listing, targeting 2-3x return in 6 months. Cyclical downturn in memory chip demand, heavy debt burden, geopolitical risks (Korea exposure), and the US listing may not trigger immediate re-rating.