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$SKHY #SKHynixDropsOver2%



📉 Korean equities slid as macro pressures outweighed sector optimism.

South Korea's KOSPI dropped over 3% to a two-month low. SK Hynix fell more than 2%, with Samsung Electronics also weakening. Foreign investors sold for a fifth straight session, as AI bubble concerns and elevated Treasury yields weighed on the market.

⚖️ The details:
• Samsung reported preliminary Q3 revenue of $145.7B and operating profit of $80.3B, pointing to strong memory and HBM demand.
• AMD's Lisa Su visited Korea, expressing satisfaction with HBM4 support and urging memory suppliers to expand capacity amid tight supply.
• SK Hynix ADS in the US are trading roughly 40% above the Korean common stock after the conversion quota was exhausted.

The divergence is notable. Price action is being driven by broad macro sentiment and foreign outflows, while industry data points to tight supply and strong demand. The ADS premium highlights how market mechanics and regional investor demand can disconnect from the home listing.

When sector fundamentals and macro price action diverge, what do you focus on? 👇

#SKHynix #GateSquare #Crypto #Macro

Not financial advice.
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SKHYSKHY-0.91%

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30 minutes ago
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ybaser
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Picked up a new angle 💡
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2 hours ago
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2 hours ago
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ShainingMoon
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