Samsung Pledged 110T Won. Hynix Won the Week.
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SK Hynix pledged a 40 trillion won buyback-and-cancel. Two days later Samsung pledged 110 trillion. The smaller number won, and here is why.
#Samsung Electronics
5 posts
KRW Stabilized at 1,481, So Why Did SK Hynix Crash 38%?
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The won firmed to 1,481 and SK Hynix still crashed 38% from its peak. The five new engines behind it, and a fact-check of the scenarios from two weeks ago.
Foreigners Sold 150T Won: Why SK Hynix Falls First
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Foreigners dumped 150 trillion won on the KOSPI as the won hit 1,540. Why the most-held names crack first, the ADR myth, and the downside scenarios.
Memory 4-Way: SK +42% vs Micron +6%, Who Wins?
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Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.
SanDisk Looks 'Expensive' at $1,588 (But Isn't?)
The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.