SK Hynix - TheGatBull

Korea’s Won: Seoul Says Immune, Washington Says Tariffs

2026-09-05 by TGB ADMIN

BOK governor said the won has gained a degree of immunity

Seoul’s central bank called the won immune; Washington put Samsung and SK Hynix on notice. The won ended the week stronger at 1,350.4.

Is SK Square Just Cheaper SK Hynix? Not Quite.

2026-09-04 by TGB ADMIN

SK Square trades at about a 46 percent discount to its net asset value

EWY holds SK Hynix twice — directly, and through SK Square at a 46 percent discount that an activist and buybacks are pushing to close.

SK Rebuilt Its Group — SK Hynix Stayed Put

2026-09-042026-09-02 by TGB ADMIN

In three days SK Group restructured three times, but SK Hynix was not part of any of them

SK Group absorbed a battery unit, spun off a data-center firm, and sold 49% of it for ₩3.08tn — none of it touched SK Hynix, the core of EWY.

Korea’s Indexes Split Again — the Reverse of Last Week

2026-09-042026-09-01 by TGB ADMIN

KOSPI up 0.2% and KOSDAQ down 1.6% on Sep 1 2026, the reverse of last week

KOSPI rose and KOSDAQ fell for a second day — the mirror image of last week. If you own EWY, you own the large-cap half in the tariff line of fire.

Korea’s Memory Lead — Micron Bets Against It

2026-08-28 by Mr. Gat

Number card reading 62% — SK Hynix's estimated share of the HBM Nvidia buys, the memory Micron's stock bets against

Buy “memory” after Nvidia’s blowout and there are three doors. Two hold Samsung and SK Hynix; Micron is the bet against them. Here’s the map.

When Does Korea Trade Nvidia? Before the US.

2026-08-272026-08-25 by Mr. Gat

Timeline in Korea Standard Time for Thursday Aug 27: Nvidia earnings print at 05:20, KRX opens at 09:00 (3 hours 40 minutes later), Bank of Korea rate decision in the morning, New York opens at 22:30 — Seoul trades Nvidia's number about 13.5 hours before New York.

Nvidia reports after the US close on Aug 26. Seoul opens 3h40m later — the first major market to trade the print in cash, on the same Thursday morning the…

DRAM and EWY — the Same Two Korean Stocks

2026-09-012026-08-21 by Mr. Gat

Card reading 46 percent: the share of America's memory ETF held in Samsung Electronics and SK Hynix on August 17, 2026, against 44.3 percent for the same two names in the EWY Korea ETF on August 20, 2026.

There is a memory ETF now. It trades on the Cboe BZX exchange under the ticker DRAM, it launched on April 2, 2026, it charges 0.65%, and the issuer calls it a “pure play” — the first-ever memory stock ETF. Roughly half of that pure play is two companies listed in Seoul. The Korea ETF … Read more