On the 16th of the month, Aletheia Capital analysts raised the target price for SK Hynix to 5.3 million Korean won, equivalent to approximately $3,500, based on a 10x expected FCF for fiscal year 2027 and a 10x P/E valuation, implying about 125% upside from the current stock price.



The report emphasizes that the surge in AI hardware memory content drives strong growth in the company's revenue and FCF, with DRAM ASP expected to continue rising through 2026-2027, and HBM becoming a key component for AI. This target price is significantly higher than the market consensus average of about 2.6-2.7 million Korean won.

According to public information, Aletheia Capital is an independent investment consulting firm headquartered in Hong Kong, established in 2018, focusing on equity research, macro strategies, investment advisory, and fintech services in Asia. #我的Gate交易时刻
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