SK Hynix this stock,

if listed in the US market, would rise at least 3 times more.

Unfortunately, it's in the Korean market,

small market size, poor liquidity,

limited capacity severely restricts valuation imagination.

The reality is:

Many people want to buy the stock but can't,

only passively buying ETFs.

The only real trigger point:

When will SK Hynix launch US ADRs.

Once the market capacity expands,

that's when the real valuation frenzy begins.

Currently available ETFs for "SK Hynix + Samsung":

1️⃣ A-shares: China-Korea Semiconductor ETF

2️⃣ US stocks: FLXK

3️⃣ HK stocks: 2x Long SK Hynix / Samsung

❌ Not recommended the third one,

leverage products suffer too much from sideways grinding.

The first two have underlying stocks as backup,

no fear of grinding.

Of course, you can buy all,

adults don't need to choose.

In the memory sector,

the only obviously undervalued one now,

is SK Hynix.

Monopoly business,

can raise prices freely,

shortage at least until 2028.

The China-Korea Semiconductor ETF holds Samsung + SK Hynix,

I plan to hold until Q3 before reviewing.

Far from the end.