Your Turn After My Verse: SemiAnalysis Overnight Release of Bullish Micron Report Boosts KOSPI V-shaped Recovery
BlockBeats News, July 14th — Last night, SemiAnalysis released a bullish report on SK Hynix. In the report, SemiAnalysis stated that the positive view on SK Hynix's 2Q26 DRAM performance remains unchanged. They predicted a sequential increase of approximately 45% in blended DRAM ASP. The RAM operating profit is around 55 trillion Korean won. The report specifically noted, "We understand investors' concerns about the recent volatility in memory stocks, but we still believe that SK Hynix and other leading memory companies provide some of the best risk-reward opportunities in the semiconductor industry."
Regarding this report, Citirni analyst Jukan jokingly commented, "When the Korean stock market opens, just go all-in with leverage."
It is worth noting that this report is in stark contrast to the earlier report released by KIS, which lowered SK Hynix's two-year operating profit forecast, directly leading to a sharp drop in SK Hynix's stock price yesterday.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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