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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
South Korean semiconductor company SK hynix Inc. is a leading manufacturer of advanced memory chips. Shares declined sharply...
— Michael Kass
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Other investors who've written on SK hynix Inc.
SK Hynix quick thoughts Let’s try to take a look at this name’s valuation. I assume that...
SK hynix ($000660.KS) is a leading South Korea-based semiconductor memory manufacturer with market-leading positions in advanced High Bandwidth Memory (HBM) supplied to AI accelerators. While the manager...
We have frequently visited and even revisited our SK Hynix investment case. As shown in...
More institutional theses from Baron Emerging Markets Fund
Samsung Electronics Co., Ltd. is the world’s largest memory-chip maker, with major smartphone, display, and contract-manufacturing businesses. After a historic...
We increased exposure to our semiconductors/AI theme by initiating a position in MediaTek Inc., the world's largest supplier of consumer and mobile system-on-chips. The company is...
During the quarter, adding to our global security/supply chain diversification theme, we accumulated positions in Zijin Gold International Company Limited and Data Patterns (India) Limited. Zijin Gold, the...