In today’s briefing:
- SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
SK Hynix: Improving Global Market Positioning Whilst Still Trading at Discount Valuation Multiples
- SK Hynix has lost slight market share in DRAM, but gained significantly in NAND to become a strong #2 contender
- Revenue growth expectations seem conservative given Intel consolidation, market growth expectations, and the current pricing environment
- The company is still trading at discount valuation multiples despite improved market positioning and medium-term dividend clarity
Before it’s here, it’s on Smartkarma
