← Jukan
in postLONG
“the memory rerating and the unwinding of the Korean memory discount will move together.”
@jukan05
Samsung Electronics at 6x forward P/E is pricing in zero rerating despite being a core AI memory bottleneck; Korean discount unwind adds a second upside layer
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“SK Securities continues to view the memory rerating as still only at its earliest stage.”
@jukan05
SK Hynix trades at 6x forward earnings while being a structural AI bottleneck, memory rerating is at its earliest stage
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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