Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

SK Hynix & Seagate JV - What More Need To Be Done?

Event-Driven

<p>SK Hynix made an official announcement for US$2.7bil investment on the construction of its new memory chip production line (US$1.9bil for NAND and US$0.8bil for DRAM). Earlier this year, Hynix said that it was considering making US$6bil investment on building NAND production lines. This US$2.7bil investment is a part of this plan disclosed earlier this year. Nonetheless, not many people in the industry expected Hynix to make this huge investment on the expansion of production lines, particularly…</p>

SK Hynix made an official announcement for US$2.7bil investment on the construction of its new memory chip production line (US$1.9bil for NAND and US$0.8bil for DRAM). Earlier this year, Hynix said that it was considering making US$6bil investment on building NAND production lines. This US$2.7bil investment is a part of this plan disclosed earlier this year. Nonetheless, not many people in the industry expected Hynix to make this huge investment on the expansion of production lines, particularly…

SK Hynix

SK Group's Risky Game for Hynix