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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.
The supply response has started. Samsung and SK...
— Jean Philippe Tissot
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Other investors who've written on SK Hynix Inc.
South Korean semiconductor company SK hynix Inc. is a leading manufacturer of advanced memory chips. Shares declined sharply...
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...
More institutional theses from Arauca Capital
Samsung Electronics Co., Ltd. is committing vast capital expenditures to build new memory fabrication plants, illustrating a supply wave that could pressure long-term memory pricing.
VersaBank is a branchless, digital business-to-business bank that finances point-of-sale originators for home improvement and commercial equipment rather than lending to consumers directly. The manager holds...
Sofwave Medical is an aesthetic medical device company that develops non-invasive ultrasound systems for skin lifting and wrinkle reduction. The manager remains...