$SK Hynix(SKHY.US) buy it at 30
M
SK Hynix - WI
SKHYV----
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- J
$SK Hynix(SKHY.US) Will Americans think this is a trap specifically set by hynix for Americans? It's up over ten percent here, down over ten percent there. Really interesting.
- 新
$SK Hynix(SKHY.US) really should clean up this batch of Korean gamblers.
- 美
$SK Hynix(SKHY.US) will marry you home when it drops to 130
- W
$SK Hynix(SKHY.US) buy again at 140
- 雨
$SK Hynix(SKHY.US)$Direxion Daily Korea Bull 3x Shares ETF(KORU.US)
$XL2CSOPHYNIX(07709.HK)
😂I really can't do anything with you, sit tight. It was a summer. A Korean girl texted me today saying this was the best summer since she became an adult. This year, she found a job, threw all her salary into the stock market, and earned five years' worth of salary. Airline tickets were discounted everywhere, and just saving up a week's salary was enough to fly to a random island for a swim. The day before yesterday, while walking in Seoul, suddenly everyone on the street stopped what they were doing, hugged each other, and cheered. She said she was very happy, feeling a kind of illusion of a golden age for humanity.
- J
Marking....
退Found many newbies asking questions in the comments 😂, let's briefly talk about SK Hynix's ADR here.
The US-listed SK Hynix is like a clone of the Korean-listed SK Hynix. The ADR raised $26.5 billion, accounting for only 2.5% of the Korean stock's trillion-dollar total market cap. Do you expect the 2.5% size of the US stock to move the 97.5% behemoth of the Korean market?
So even if US Hynix goes crazy today, it won't have much impact on the Korean main stock. Assuming market sentiment is bad next Monday, it's possible the Korean stock could fall instead of rise, and foreign capital selling Korea to buy the US is also negative.
Secondly, it has little impact on $Roundhill Memory ETF(DRAM.US) and $XL2CSOPHYNIX(07709.HK). Let alone that Hynix is only one of the top ten holdings of DRAM, it went up but other holdings are falling, and both DRAM and the Hong Kong 2x ETF track the Korean Hynix, not the US ADR.
Furthermore, today is the first day of SK Hynix's US listing, and it surged over ten points due to excited market sentiment. This is actually "sentiment premium," not the real stock price. Starting next week, the US ADR will track the price fluctuations of the Korean Hynix and gradually synchronize (I guess listing on Friday night is also to avoid excessive impact on the Korean stock, leaving the weekend to digest sentiment).
However, since the US ADR only accounts for 2.5% ($25.6 billion) of the Korean Hynix's total market cap, and the conversion from Korean stock to ADR is one-way locked, the ADR share won't increase significantly until at least after 2028. Due to scarcity, high liquidity, and currency loss factors, the US Hynix will maintain a premium long-term.
Referencing TSMC's ADR, the US-listed TSMC has a long-term premium of 10-15% over the Taiwan stock. TSMC is a unique, weak-cycle monopoly enterprise, so its premium being higher than that of the strong-cycle, replaceable Hynix is normal. I think a long-term premium of around 5-10% for US Hynix is reasonable.
Today's Korean Hynix closing price, after a 1-for-10 split converted to USD, is about $146.5. The US stock is currently $173. The extra is all premium, about 18%, making it hard to buy now.
The Korean Hynix's all-time high is $198. I plan to wait for a 35% pullback - minus 10% premium = a 25% pullback, around $150, before buying. Mainly because I've almost missed all the memory market trends in the past half year, missing another one isn't a pity. Even if I chase highs, I want a safety cushion. This is for reference only.
Report complete. If you found it helpful, give it a like, thanks 🤪
$SK Hynix - WI(SKHYV.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)$Seagate Tech(STX.US)
- 1
$Sandisk(SNDK.US) is following SK Hynix. I'll buy in if it drops 15 points 🥹. SK Hynix's double drop has left me numb.
- A
Major market divergence: TSLA betting on 2027 LEAPS, NVDA and MU are all filled with Puts.
Last Friday, AI computing power stocks surged across the board, with $NVIDIA(NVDA.US) up 4% to a record high and $Meta Platforms(META.US) up 10% over two days; but today, pre-market sentiment shifted abruptly, with $SK Hynix - WI(SKHYV.US) down eight points pre-market and $Micron Tech(MU.US) down nearly 4% pre-market. Even among these leading large-cap stocks, institutional positioning in the options market shows a clear divergence—some are betting long-term, while others are selling Puts...
- 不
$XL2CSOPSMSN(07747.HK) Are you all bullish on Samsung rising tomorrow? Why is the buying volume so much higher than SK Hynix?
- 山
$SK Hynix(SKHY.US) You're not even from the same series as SanDisk Micron, just a piece of junk.
- H
$Sandisk(SNDK.US) gets screwed by SK Hynix every night session, tries to recover the gains in the pre-market open. There's really no way to deal with a useless teammate like SK Hynix.
- 木
Cathie Wood bought 249,223 shares of RXRX and sold 19,540 shares of AMD today.
Nasdaq up +0.29%, S&P up +0.42%. US stocks performed quite well last Friday, but before we could even enjoy it for two days, today is a sea of misery. SK Hynix's Q2 earnings saw a significant recovery, with profits soaring 556% year-on-year, but it fell 8% short of market expectations, leading to a stock price plunge of over 15%. The market's appetite has grown, and this kind of direct negative news triggered the sell-off. Coupled with the escalation of US-Iran conflict and rising risk aversion sentiment, South Korea's KOSPI index plummeted 8%, triggering a trading halt, dragging down the Asian memory sector. The capital market only cares about the expectation gap; even with a huge increase in profits, failing to meet expectations still leads to a sell-off.
+1 - 退
This comment should have helped a lot of people, at least making everyone understand the logic between US ADRs and Korean underlying stocks, avoiding mindless FOMO sentiment. No matter what price you bought at last Friday, you're all trapped now.
Today, the Korean after-hours market closed down 16.15%, which is about $122.5 USD, a roughly 38% retracement from the high of $198. The US pre-market dropped to $150 and has now rebounded to $153.5, a 25% premium.
I only said on Friday to wait for $150 to build a position, and many people thought this price was impossible in the short term. To be honest, I didn't expect to buy in today either 😅 So it's still that saying: investment can't rely on prediction, only on response.
Although the price reached $150, the premium for the US stock is actually higher, mainly because the Korean stock fell sharply and the market hasn't caught up yet. So I bought 10 shares at $150.8 first to test the waters, planning to wait and see what happens during the trading session.
$SK Hynix - WI(SKHYV.US)$SK Hynix(SKHY.US)
退Found many newbies asking questions in the comments 😂, let's briefly talk about SK Hynix's ADR here.
The US-listed SK Hynix is like a clone of the Korean-listed SK Hynix. The ADR raised $26.5 billion, accounting for only 2.5% of the Korean stock's trillion-dollar total market cap. Do you expect the 2.5% size of the US stock to move the 97.5% behemoth of the Korean market?
So even if US Hynix goes crazy today, it won't have much impact on the Korean main stock. Assuming market sentiment is bad next Monday, it's possible the Korean stock could fall instead of rise, and foreign capital selling Korea to buy the US is also negative.
Secondly, it has little impact on $Roundhill Memory ETF(DRAM.US) and $XL2CSOPHYNIX(07709.HK). Let alone that Hynix is only one of the top ten holdings of DRAM, it went up but other holdings are falling, and both DRAM and the Hong Kong 2x ETF track the Korean Hynix, not the US ADR.
Furthermore, today is the first day of SK Hynix's US listing, and it surged over ten points due to excited market sentiment. This is actually "sentiment premium," not the real stock price. Starting next week, the US ADR will track the price fluctuations of the Korean Hynix and gradually synchronize (I guess listing on Friday night is also to avoid excessive impact on the Korean stock, leaving the weekend to digest sentiment).
However, since the US ADR only accounts for 2.5% ($25.6 billion) of the Korean Hynix's total market cap, and the conversion from Korean stock to ADR is one-way locked, the ADR share won't increase significantly until at least after 2028. Due to scarcity, high liquidity, and currency loss factors, the US Hynix will maintain a premium long-term.
Referencing TSMC's ADR, the US-listed TSMC has a long-term premium of 10-15% over the Taiwan stock. TSMC is a unique, weak-cycle monopoly enterprise, so its premium being higher than that of the strong-cycle, replaceable Hynix is normal. I think a long-term premium of around 5-10% for US Hynix is reasonable.
Today's Korean Hynix closing price, after a 1-for-10 split converted to USD, is about $146.5. The US stock is currently $173. The extra is all premium, about 18%, making it hard to buy now.
The Korean Hynix's all-time high is $198. I plan to wait for a 35% pullback - minus 10% premium = a 25% pullback, around $150, before buying. Mainly because I've almost missed all the memory market trends in the past half year, missing another one isn't a pity. Even if I chase highs, I want a safety cushion. This is for reference only.
Report complete. If you found it helpful, give it a like, thanks 🤪
$SK Hynix - WI(SKHYV.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)$Seagate Tech(STX.US)
- 灰
$SK Hynix(SKHY.US) sold at 155 first, let's observe and bottom-fish RAM in the next couple of days! This ADR not having night trading is really tough.
- 蓮
$XL2CSOPHYNIX(07709.HK) Lee Jae-myung, local institutions are writing negative reports to short Samsung SDI. What's the intention of joining the foreign capital in dumping the stock? Can't you do something about it?
- Y
$SK Hynix(SKHY.US) 172 cost basis, want to go day
- 4
$SK Hynix(SKHY.US) When can options be traded?
- 被
The goal for the days to come is... to get out ASAP once I break even 🥹🥹🥹🥹🥹🤣🤣🤣🤪🤪🤪$XL2CSOPHYNIX(07709.HK)$SpaceX(SPCX.US)$SK Hynix(SKHY.US)
- L
$SK Hynix(SKHY.US) really got me killed by it, kept buying as it kept falling. Floating profit turned into floating loss, you really need iron discipline.