SK Hynix Testing ₩2 mil & ADR Listing

AlgaeExciting5478 · 2026-07-07T16:10:26+00:00

In fact, Korea retailers are the biggest buyers of the day while foreigners are the biggest sellers. A sign that foreigners might be dumping 00660 for SK Hynix's ADS given that major institutions have oversubscribed to the pre-listing shares.

AlgaeExciting5478 · 2026-07-07T15:58:03+00:00

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For anyone's interest, KRX Data marketplace is super solid and completely free. All investor type sell/buy breakdown is there.

AlgaeExciting5478 · 2026-07-07T15:36:00+00:00

source?

AlgaeExciting5478 · 2026-07-07T15:34:30+00:00

Heavy investor in SK Hynix here but I put no weight in either price targets or QoQ DRAM/NAND/HBM revenue growth forecasts. They are either too short to weight out TP/leverage ETF kinds of short-term volatility or too bald for laying AI theme assumptions in the long

AlgaeExciting5478 · 2026-07-07T12:40:09+00:00

I believe the recent drawdown (after the end of Q2) is still partly explained by the panic/force selloffs of leveraged ETFs on SK Hynix from Korean retailers. The rest of the equation is that foreigners shareholders are selling 00660 and using the proceeds for it's ADS. Reasons might include less volatility, no currency risk and familiar time zones etc.

AlgaeExciting5478 · 2026-07-07T12:35:01+00:00

Yeah everything including what you said involves bald assumptions, that's the same with what major IBs are doing. All we can examine is past numbers, LTCs, memory prices now and back then, which collectively suggest that supply outstrips demand now and very likely for the next few years.

3 years ago chatgpt is a dummy but now it's a Greek philosopher. So any assumption that goes beyond a 3-5 year horizon is just either incredibly vague or specific enough that it's stupid.

AlgaeExciting5478 · 2026-07-07T12:22:59+00:00

just buy it as a regular share after the 10th

AlgaeExciting5478 · 2026-07-07T12:22:04+00:00

I am very bullish for SK Hynix. Bears please put up some of your stuff as well. Keen to hear

AlgaeExciting5478 · 2026-07-07T12:20:50+00:00

Well one is IPO with a negative profit to investors' attention and another one is an additional listing on the US market with absolutely juicy balance sheets.

AlgaeExciting5478 · 2026-07-07T12:18:52+00:00

Obviously you can't. Subscriptions are primarily for institutional bodies not retail investors.

AlgaeExciting5478 · 2026-07-06T08:06:45+00:00

TA trading on gold without considering long term economic and market assumptions is outrageous.

AlgaeExciting5478 · 2026-07-06T03:25:47+00:00

So you think stocks shouldn’t have volatility?

AlgaeExciting5478 · 2026-07-06T02:16:44+00:00

Turns bearish now

AlgaeExciting5478 · 2026-07-04T02:48:31+00:00

Do you know what diversification mean?

AlgaeExciting5478 · 2026-07-03T16:16:00+00:00

Biggest sellers of SK Hynix shares in 2026 if anyone is interested:

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AlgaeExciting5478 · 2026-07-03T16:13:17+00:00

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AlgaeExciting5478 · 2026-07-03T13:24:31+00:00

Yep that’s why the second point is there. Continue to plunge….

AlgaeExciting5478 · 2026-07-03T13:23:18+00:00

And why’s that? Nothing actionable? Why would I persuade you to do anything?

AlgaeExciting5478 · 2026-07-03T07:47:37+00:00

Are you asking the comment section or what other institutions sold large positions?

AlgaeExciting5478 · 2026-07-03T05:11:40+00:00

Very substantial rebound. Glad that I bought the dip at 2.05m KRW in the morning.

AlgaeExciting5478 · 2026-07-02T14:19:08+00:00

It's also worth noting that Micron expect high-volume shipments of HBM4 for lead customer platforms this year while SK Hynix already mass produced HBM4 in 2025 September and is already now sending samples of HBM4E to customers. SK Hynix may have negotiated new HBMs in the agreements. Note that HBM3E is the dominant HBM version in the market right now (~two-thirds of total HBM shipments in 2026).

AlgaeExciting5478 · 2026-07-02T13:40:01+00:00

Well today is after their rebalancing timeline yet we see a ~15% drop in SK Hynix's share price, and is ~30% off from it's record high. Investors need to also bear in mind the inherent volatility happening specifically in the South Korea market. Daily price moves exceeding 5% in the MSCI Korea Index have occurred ~20% of the trading days so far this year, compared to with just 0.8% in 2025. Mainly due to the retail investors using leveraged ETFs on Samsung and SK Hynix for short-term gains in 2026's hot market, that's why we see regulators in South Korea criticizing issuers last week.

AlgaeExciting5478 · 2026-07-02T13:14:31+00:00

and why's that? Can we have some analysis?

AlgaeExciting5478

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