Kay Capital Ⓜ️Ⓜ️T
Kay Capital Ⓜ️Ⓜ️T|Nov 04, 2025 17:06
Trading volume on Korean exchanges has plummeted to 10% of the same period last year. 'Even Upbit can't handle the market anymore.' If I were Korean, SK Hynix, the absolute leader in DRAM/HBM, and high-performance HBM is the key component for N cards to break through bandwidth bottlenecks. After a 240% increase, the PE is still only 14, and the forward PE is still just 4-5. This is seriously good stuff, and you know Koreans are super patriotic—fingers can be cut off, but stocks can't be sold.
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