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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.
We have frequently visited and even revisited our SK Hynix investment case. As shown in...
— Joost van der Mandele
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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...
SK Hynix Inc. is participating in an 800 trillion won Korean memory fab expansion, signaling a cyclical supply response that may undermine industry pricing power by 2028.
More institutional theses from Van Der Mandele Arar Fund
SK Square holds mostly SK Hynix shares, 20.5% of shares outstanding. That position is...
Jackson continued to perform in line with expectations, but is facing a dangerous headwind that was thoroughly exposed in a 34-page short-report by QVT. The gist is...
But one can take it one step further and receive an even bigger discount through buying SK Inc shares. This is the...