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osc_bitpress_hl-mando-memory-cost-profit-squeeze

Memory Costs Rise, HL Mando Profit Falls 45%

HL Mando's third-quarter operating profit was 51.5 billion won, down about 45% from a year earlier. It could not pass higher memory purchase prices on to carmaker customers in time, so the...
osc_bitpress_sk-hynix-buyback-employee-bonus-not-cancelled

SK Hynix's 20 trillion won buyback: why isn't half of it cancelled?

Of the 20 trillion won buyback SK Hynix decided on October 28, only 10 trillion won goes to shares that will be cancelled. The other 10 trillion won or so buys shares to hand out as employee...
osc_bitpress_korea-low-pbr-151-companies-full-list

151 low-PBR stocks named: is lower always cheaper?

The 151 low-PBR companies that Korea Exchange announced on Nov. 2 all have a PBR of 0.51x or lower, but the list is a record of firms that sat near the bottom of their own industry in at...
osc_bitpress_korea-low-pbr-list-151-companies-value-up

Korea names 151 "low PBR" stocks for the first time: what changes for the companies on the list?

The low-PBR list is not a list of cheap stocks. Of 185 companies that met the criteria, 34 that filed plans to lift their share prices were left off, and the remaining...
osc_bitpress_intel-crash-memory-prices-pc-sk-hynix

Intel drops nearly 30% on pricey memory. Bad news for SK hynix?

Intel blamed its weak outlook on "memory being too expensive," and for SK hynix, which earns around half of its DRAM revenue from servers, the PC slump is not directly bad news. However...
osc_bitpress_samsung-dividend-buyback-stock-drop-expectations

Samsung's 30T won dividend: why did shares fall 4%?

Samsung Electronics fell 4.13% on Oct. 29, the day it announced third-quarter operating profit of 107 trillion won and a 30 trillion won dividend. The 30 trillion won was already expected, and the size and...
osc_bitpress_sk-hynix-memory-sold-out-2029-profit-price-capacity

SK hynix memory sold out through 2029: can profit still grow?

SK hynix says its memory is effectively sold out through 2029, which also means it has nothing more to sell. With volume capped by its factories, future profit depends on...
osc_bitpress_samsung-meta-anthropic-ipo-ai-revenue

Samsung Electronics Fell on Meta's AI Spending News but Rose 4% on Anthropic's IPO Filing. Why?

The day after Meta raised its outlook for AI capital spending (capex) (Oct. 22), Samsung Electronics fell 4.03%. On Oct. 27, after Anthropic filed a registration statement showing first-half...
osc_bitpress_goldman-sachs-kospi-target-cut-9000-upside

Goldman Sachs cut its KOSPI target from 12,000 to 9,000 but still sees 60% upside. What is the logic?

Goldman Sachs cut its KOSPI target by 25%, from 12,000 to 9,000, but that is still about 62% above the Oct. 23 close of 5,550.30. The KOSPI now trades at about 4...
osc_bitpress_meta-ai-capex-free-cash-flow-samsung-electronics

Meta says it will spend even more on AI, so why did Samsung Electronics fall 4%?

Meta spent more in the third quarter than its business brought in, and free cash flow turned to a $2.12 billion deficit. Markets began to doubt whether its AI spending must...
osc_bitpress_sk-hynix-solidigm-ipo-withdrawal-duplicate-listing

SK hynix drops U.S. listing: why shareholders objected

Shareholders opposed Solidigm's U.S. listing because issuing new shares cuts SK hynix's stake in Solidigm, and once Solidigm can be bought separately, less...
osc_bitpress_supermicro-ai-server-sales-samsung-sk-hynix-memory

A US AI server maker's sales sent Samsung and SK hynix up over 5%. Why?

After Supermicro gave a pre-close estimate of $18.5 billion to $19.5 billion for the quarter that ended in September, $4 billion above its August guidance, Samsung Electronics and SK hynix rose...
osc_bitpress_lg-energy-solution-ess-china-exit-kospi-drop

Why LG Energy Solution rose 20% as KOSPI fell 16%

LG Energy Solution rose in a falling market not because of electric vehicles but because of ESS (energy storage systems) for AI data centers. Two Chinese companies hold 56% of North American ESS...
osc_bitpress_musk-china-dram-2028-samsung-sk-hynix-prices

Musk: "China will flood the market with DRAM in 2028" — Will Samsung and SK hynix DRAM prices fall?

Of the DRAM wafers being added worldwide through 2028, Korea's expansion is bigger than China's, and analysts say any Chinese chips used would reach general-purpose DRAM for phones and PCs...
osc_bitpress_samsung-sk-hynix-rebound-gap-foreign-investors

Samsung and SK hynix fell together. Why did one bounce back 3x as much?

On Oct. 16, Samsung Electronics rose 2.62% and SK hynix rose 0.79%. The same day, foreign investors were net buyers of Samsung Electronics for the first time in 13 trading days (KRW 181.9 billion) but net sellers of SK...
osc_bitpress_kospi-margin-forced-selling-two-day-lag

KOSPI fell 5%. Why do forced sales of margin stocks hit two days later?

The KRW 59.35 billion in forced sales on Oct. 13 came not from that day's crash but from margin purchases whose money never arrived by the Oct. 12 settlement date. Margin purchases are sold the morning after...
osc_bitpress_anthropic-revenue-miss-sk-hynix-premarket-drop

Anthropic sales up 45%. Why did SK hynix drop 7%?

Anthropic's third-quarter revenue rose 45% to $16.8 billion, but four times that, $67.2 billion a year, fell short of the $100 billion annual pace the market had expected. Because the...
osc_bitpress_cxmt-4f2-dram-sk-hynix-selloff-real-threat

China's CXMT teases next-gen DRAM, SK hynix falls 10%. How real is the threat?

Chinese chipmaker CXMT's preview of a next-generation server DRAM came with a date, the end of the year, but no speeds, capacities or customers. The threat you can measure is not the announcement but its DRAM market share, which already...
osc_bitpress_foreign-investors-selling-kospi-why

Even experts can't say exactly why foreigners are dumping Korean stocks

Even after Samsung Electronics reported third-quarter operating profit of KRW 107.4 trillion (about $80.4 billion), foreign investors net sold KRW 2.0186 trillion (about $1.51 billion) of KOSPI stocks on Oct. 12, a day when...
osc_bitpress_shinsegae-stock-strong-won-foreign-tourist-spending

Tourists are up. Why did Shinsegae stock fall 23% in a month?

Foreign visitors to Korea rose 21.6% to 15.05 million from January through August, but the won-dollar rate fell from the 1,550 range in early July to 1,338.5 won on Oct. 8, so the same $1,000 now buys about 211,500 fewer won...
osc_bitpress_krx-after-market-retail-foreign-samsung-sk-hynix

Small investors sold SK hynix after work. Who bought it that evening?

Individuals make up 89.4% of trading on the Korea Exchange's evening market (4-8 p.m.), but when individuals net sold 92.1 billion won ($69 million) of SK hynix, foreigners net bought 101.5 billion won ($76 million); while individuals bought...
osc_bitpress_samsung-buyback-ends-kospi-foreign-selling

Samsung's $11 billion buyback is ending. What happens to its stock?

From Aug. 20 to Sept. 10, while Samsung Electronics and SK hynix bought back their own shares, the biggest net buyer on the KOSPI was "other corporations" (KRW 23.384 trillion, about $17.5 billion, mostly the two companies'...
osc_bitpress_samsung-record-profit-stock-fall-etf-rebalancing

Samsung said it earned KRW 107 trillion in a single quarter. Why did its stock fall that day?

Samsung Electronics' third-quarter operating profit of KRW 107.4 trillion was only about 0.7% above the analyst estimate compiled by FnGuide, and on the same day selling tied to a chip ETF...
osc_bitpress_lg-energy-solution-q3-profit-tax-credit-compensation

LG Energy Solution earned KRW 430 billion (about $321 million) more than forecast. Where did it come from?

Of the roughly KRW 430 billion LG Energy Solution earned above forecasts, only about KRW 38 billion (about $28 million) came from the U.S. tax credit; about KRW 390 billion came...
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