HY HY9H Loading... : Bullish and Bearish Analyst Opinions

Author names HY9H alongside MU as a DRAM-exposure alternative for European investors; minimal conviction, no catalyst stated beyond sector relevance.

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).