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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.
SK Hynix quick thoughts Let’s try to take a look at this name’s valuation. I assume that...
— Rodrigo
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Other investors who've written on SK Hynix Inc.
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...
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.
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