402340.KS SK Square Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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02:52
May 07
May 07
AI inference benefits Samsung Electro-Mechanics, SK Square.
As AI moves from training to inference, power management components like MLCC and substrates become critical. The TIGER Semiconductor Top 10 ETF has increased its weights in Samsung Electro-Mechanics and SK Square to capture this shift, making them attractive investments.
MED
07:00
May 06
May 06
Buy SK and SK Square undervalued
Holding companies SK and SK Square are trading at very low valuations (P/B of ~4x) despite SK Hynix's surge. The discount is unjustified and should narrow as the market recognizes their underlying asset value.
MED
05:09
May 06
May 06
Buy SK Square for indirect SK Hynix exposure, anticipating further discount compression as pure-play holding company discounts converge.
MED
18:20
May 05
May 05
Buy SK Square on anticipated positive price action after SK Hynix surged 11% in Frankfurt, creating a clear overnight catalyst for the related holding.
MED
06:48
May 04
May 04
Long SK Square as forced buying from institutions hitting 10% limits on SK Hynix will drive inflows into the holding company for synthetic exposure.
MED
03:01
May 04
May 04
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
HIGH
02:58
May 04
May 04
Buy SK Square for levered exposure to SK Hynix’s HBM-driven AI earnings growth, with three simultaneous drivers: Hynix profit scaling, multiple expansion, and holding-company discount compression from buybacks and Korea governance reform.
HIGH
13:50
Apr 30
Apr 30
Buy SK Square for leveraged exposure to SK Hynix's AI-driven HBM earnings growth, a 40% holding company discount, and potential multiple expansion as HBM is re-rated from cyclical to strategic AI infrastructure.
HIGH
09:08
Apr 30
Apr 30
Buy SK Square for undervalued exposure to SK Hynix at <3x forward PE, positioned as a top AI infrastructure play with potential 5-10x return in 1-2 years.
HIGH
05:44
Apr 30
Apr 30
Buy SK Square to gain exposure to SK Hynix at an effective 1.5x forward P/E, a deep-value play versus overvalued tech at 100x sales.
MED
04:58
Apr 30
Apr 30
Daniel Koss initiated a 30% position in SK Square (KRX 402340) and plans to detail why he sees it as an insane opportunity, signaling strong conviction.
About 402340.KS Analyst Coverage
Buzzberg tracks 402340.KS (SK Square Co., Ltd.) across 4 sources. 10 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (91%). 11 total trade ideas tracked.