🚨🇰🇷BREAKING: SK Hynix's ADR premium already collapsed from 52% to near flat, before conversion even opens.


Local shares and ADRs become formally convertible on July 29. But the premium peaked at 52.5% on July 14 and had already narrowed to just 2.2% above the $149 offer price within days, purely on shifting demand; no arbitrage mechanism existed yet.
Here's why July 29 won't be a clean unlock. ADR issuance is capped at 25% of total outstanding shares. Converting local shares into new ADRs still requires room under that cap, and retail participation faces real procedural hurdles. Analysts drawing the TSMC comparison say the premium can persist even after conversion opens.
July 29 is also SK Hynix's Q2 earnings date. Any price move that day gets tangled with results, not just the conversion mechanism.
SK Hynix-11.52%
SKHY0.89%
TSM-2.97%
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