Professional
Added to YB: 2025-07-18
Pitch date: 2025-07-17
000660.KS [neutral]
SK hynix Inc.
+528.91%
current return
Author Info
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Company Info
SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.
Market Cap
KRW 1199.0T
Pitch Price
KRW 268.9K
Price Target
310.0K (-79%)
Dividend
0.18%
EV/EBITDA
7.87
P/E
7.21
EV/Sales
5.97
Sector
Semiconductors and Semiconductor Equipment
Category
value
Goldman Downgrades SK hynix: Valuation Stretched as HBM Tailwinds Fade Post-2025
000660.KS (GS d/g): GS cuts to Neutral with ₩310k PT (5% upside). Despite HBM's long-term growth, 2026 oversupply expected to cause double-digit ASP decline. 2025 earnings positive on strong demand, but 2026 OP forecast 19% below consensus. At 1.8x P/B vs 1.3x avg, stock +73% YTD signals valuation concerns. Risk/reward balanced.
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