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KittyTigress

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05-28

Explains why the price went up suddenly yesterday after being flat for a while.

Nebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake

06-26

Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.

06-26

All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.

07-06

Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.

06-25

I hope Tiger App will have this ADR available! So exciting!

SK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside

Go to Tiger App to see more news

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regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","listText":"Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","text":"Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582814438327688","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579327531123112,"gmtCreate":1782467588674,"gmtModify":1782467852046,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","listText":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","text":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579327531123112","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579327470396920,"gmtCreate":1782467500662,"gmtModify":1782467847196,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","listText":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","text":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579327470396920","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578974761378880,"gmtCreate":1782381494865,"gmtModify":1782381763312,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"I hope Tiger App will have this ADR available! So exciting!&nbsp;","listText":"I hope Tiger App will have this ADR available! So exciting!&nbsp;","text":"I hope Tiger App will have this ADR available! So exciting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578974761378880","repostId":"1134562691","repostType":2,"repost":{"id":"1134562691","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1782377937,"share":"https://ttm.financial/m/news/1134562691?lang=en_US&edition=fundamental","pubTime":"2026-06-25 16:58","market":"fut","language":"en","title":"SK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1134562691","media":"Deep News","summary":"SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its...","content":"<p>SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.<br><br>Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.<br><br>HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.<br><br>This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.<br><br>\n<b>Institutional Bullishness: Upside Forecasts of 30%-45%</b><br><br>\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.<br><br>Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.<br><br>Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"<br><br>Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"<br><br>\n<b>Testing the ADR Premium and the \"Korea Discount\"</b><br><br>\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.<br><br>Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-06-25 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.<br><br>Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.<br><br>HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.<br><br>This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.<br><br>\n<b>Institutional Bullishness: Upside Forecasts of 30%-45%</b><br><br>\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.<br><br>Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.<br><br>Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"<br><br>Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"<br><br>\n<b>Testing the ADR Premium and the \"Korea Discount\"</b><br><br>\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.<br><br>Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPOS":"Renaissance International IPO ETF","EDZ":"新兴市场ETF-Direxion三倍做空","EEMO":"Invesco S&P Emerging Markets Momentum ETF","RAM":"2倍做多DRAM ETF-T-REX"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134562691","content_text":"SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.\nInstitutional Bullishness: Upside Forecasts of 30%-45%\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"\nTesting the ADR Premium and the \"Korea Discount\"\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.","news_type":1,"symbols_score_info":{"IPOS":1,"RAM":1,"EDZ":1,"EEMO":1}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569061641545000,"gmtCreate":1779937290589,"gmtModify":1779938469330,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"Explains why the price went up suddenly yesterday after being flat for a while.&nbsp;","listText":"Explains why the price went up suddenly yesterday after being flat for a while.&nbsp;","text":"Explains why the price went up suddenly yesterday after being flat for a while.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/569061641545000","repostId":"1100763276","repostType":2,"repost":{"id":"1100763276","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779925279,"share":"https://ttm.financial/m/news/1100763276?lang=en_US&edition=fundamental","pubTime":"2026-05-28 07:41","market":"us","language":"en","title":"Nebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1100763276","media":"Benzinga","summary":"$Nebius(NBIS)$ shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market...","content":"<div>\n<p>Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake\n</h2>\n\n<h4 class=\"meta\">\n\n2026-05-28 07:41 北京时间&nbsp;&nbsp;&nbsp;<strong>Benzinga</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIZ":"Tradr 2X Short NBIS Daily ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NBIS":"NEBIUS","NEBX":"2倍做多NBIS ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100763276","content_text":"Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on Wednesday, Leopold Aschenbrenner’s Situational Awareness disclosed beneficial ownership of approximately 12.41 million shares of Nebius Group, representing a 5.6% stake.Aschenbrenner, a former OpenAI researcher, rose to fame after he identified several AI bottlenecks multiple years in advance in a 165-page AI manifesto that went viral.He then launched a hedge fund — Situational Awareness — and the firm’s most recent 13F filing showed that it has grown to $13.7 billion in assets under management from $225 million in under two years. With some of his top holdings returning between 100% and 800%, Aschenbrenner has become one of the most closely watched names in the AI investing world.NBIS Shares Surge After The CloseNBIS Price Action: Nebius shares were up 12.1% in after-hours, trading at $233.58 at the time of publication.","news_type":1,"symbols_score_info":{"NBIS":2,"NBIL":0.6,"NBIZ":0.6,"NEBX":0.6}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577341378469733","authorId":"3577341378469733","name":"wy5566","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3577341378469733","idStr":"3577341378469733"},"content":"ok it is the only 🕜 I can get you a new one for I Ii i","text":"ok it is the only 🕜 I can get you a new one for I Ii i","html":"ok it is the only 🕜 I can get you a new one for I Ii i"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":569061641545000,"gmtCreate":1779937290589,"gmtModify":1779938469330,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"Explains why the price went up suddenly yesterday after being flat for a while.&nbsp;","listText":"Explains why the price went up suddenly yesterday after being flat for a while.&nbsp;","text":"Explains why the price went up suddenly yesterday after being flat for a while.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/569061641545000","repostId":"1100763276","repostType":2,"repost":{"id":"1100763276","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779925279,"share":"https://ttm.financial/m/news/1100763276?lang=en_US&edition=fundamental","pubTime":"2026-05-28 07:41","market":"us","language":"en","title":"Nebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1100763276","media":"Benzinga","summary":"$Nebius(NBIS)$ shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market...","content":"<div>\n<p>Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius Stock Jumps After Situational Awareness Hedge Fund Reveals Stake\n</h2>\n\n<h4 class=\"meta\">\n\n2026-05-28 07:41 北京时间&nbsp;&nbsp;&nbsp;<strong>Benzinga</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on ...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIZ":"Tradr 2X Short NBIS Daily ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NBIS":"NEBIUS","NEBX":"2倍做多NBIS ETF-Tradr"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100763276","content_text":"Nebius shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.Situational Awareness Takes Stake In NBISAfter the market close on Wednesday, Leopold Aschenbrenner’s Situational Awareness disclosed beneficial ownership of approximately 12.41 million shares of Nebius Group, representing a 5.6% stake.Aschenbrenner, a former OpenAI researcher, rose to fame after he identified several AI bottlenecks multiple years in advance in a 165-page AI manifesto that went viral.He then launched a hedge fund — Situational Awareness — and the firm’s most recent 13F filing showed that it has grown to $13.7 billion in assets under management from $225 million in under two years. With some of his top holdings returning between 100% and 800%, Aschenbrenner has become one of the most closely watched names in the AI investing world.NBIS Shares Surge After The CloseNBIS Price Action: Nebius shares were up 12.1% in after-hours, trading at $233.58 at the time of publication.","news_type":1,"symbols_score_info":{"NBIS":2,"NBIL":0.6,"NBIZ":0.6,"NEBX":0.6}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577341378469733","authorId":"3577341378469733","name":"wy5566","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3577341378469733","idStr":"3577341378469733"},"content":"ok it is the only 🕜 I can get you a new one for I Ii i","text":"ok it is the only 🕜 I can get you a new one for I Ii i","html":"ok it is the only 🕜 I can get you a new one for I Ii i"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579327531123112,"gmtCreate":1782467588674,"gmtModify":1782467852046,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","listText":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","text":"Honestly I don’t want to live on Mars so it’s a long shot dream. Not a fan of Musk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579327531123112","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":579327470396920,"gmtCreate":1782467500662,"gmtModify":1782467847196,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","listText":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","text":"All except no options trades and getting stopped out. Still noob so rather hold shares for slow build.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579327470396920","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":582814438327688,"gmtCreate":1783318790361,"gmtModify":1783319842413,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","listText":"Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","text":"Never regret as market momentum means there’s always opportunities elsewhere if you look hard enough. Chasing is too thrilling and heart pounding; I want to be able to sleep well at night.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/582814438327688","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":578974761378880,"gmtCreate":1782381494865,"gmtModify":1782381763312,"author":{"id":"4235712123191242","authorId":"4235712123191242","name":"KittyTigress","avatar":"https://community-static.tradeup.com/news/f5a5460e6da0cc896188b7d92efb5639","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235712123191242","idStr":"4235712123191242"},"themes":[],"title":"","htmlText":"I hope Tiger App will have this ADR available! So exciting!&nbsp;","listText":"I hope Tiger App will have this ADR available! So exciting!&nbsp;","text":"I hope Tiger App will have this ADR available! So exciting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578974761378880","repostId":"1134562691","repostType":2,"repost":{"id":"1134562691","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1782377937,"share":"https://ttm.financial/m/news/1134562691?lang=en_US&edition=fundamental","pubTime":"2026-06-25 16:58","market":"fut","language":"en","title":"SK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1134562691","media":"Deep News","summary":"SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its...","content":"<p>SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.<br><br>Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.<br><br>HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.<br><br>This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.<br><br>\n<b>Institutional Bullishness: Upside Forecasts of 30%-45%</b><br><br>\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.<br><br>Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.<br><br>Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"<br><br>Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"<br><br>\n<b>Testing the ADR Premium and the \"Korea Discount\"</b><br><br>\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.<br><br>Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK Hynix ADR US Listing Next Month Prompts Two Major Institutions to Forecast 30%-45% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-06-25 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.<br><br>Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.<br><br>HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.<br><br>This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.<br><br>\n<b>Institutional Bullishness: Upside Forecasts of 30%-45%</b><br><br>\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.<br><br>Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.<br><br>Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"<br><br>Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"<br><br>\n<b>Testing the ADR Premium and the \"Korea Discount\"</b><br><br>\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.<br><br>Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPOS":"Renaissance International IPO ETF","EDZ":"新兴市场ETF-Direxion三倍做空","EEMO":"Invesco S&P Emerging Markets Momentum ETF","RAM":"2倍做多DRAM ETF-T-REX"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134562691","content_text":"SK Hynix is set to issue American Depositary Receipts (ADR) in the United States next month, a move expected to open up new investor channels and potentially serve as a key catalyst for aligning its valuation with its US peer, Micron Technology.Both Eugene Asset Management and Jupiter Asset Management anticipate that if SK Hynix's 2027 forward price-to-earnings ratio catches up to Micron's, its South Korea-listed shares could have approximately 30% upside over the next year. Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, further stated that the potential upside for the ADR could be as high as 45%.HSBC noted that given the ADR's greater accessibility to a wider pool of global investors, its pricing could command a premium of about 20% over SK Hynix's South Korea-listed shares. Fund managers and analysts broadly agree that as SK Hynix continues to solidify its leading position in the high-bandwidth memory (HBM) sector, the long-standing valuation discount it holds relative to Micron is increasingly unjustified.This US listing is viewed by the market as a high-stakes test of the so-called \"Korea discount\" phenomenon. A successful ADR listing that drives SK Hynix's valuation closer to Micron's would provide compelling evidence for investors long puzzled by this discount.\nInstitutional Bullishness: Upside Forecasts of 30%-45%\nSK Hynix currently trades at a forward P/E ratio of about 7.8 times in the Seoul market, which is not only lower than Micron's 9.2 times but also below SanDisk's 10.1 times. This discount has persisted long-term, despite both companies operating in the same memory chip cycle and SK Hynix having established a leading position in HBM, which supports Nvidia's AI processors.Fund managers and analysts state that the growing prominence of its HBM competitive advantage makes this discount increasingly difficult to justify. The ADR issuance will open access to a new set of global institutional and retail investors, with the market expecting this move could act as a trigger for a valuation re-rating.Eugene Asset Management's Chief Investment Officer, Ha SeokKeun, said: \"Assuming Micron's valuation stays around current levels, I see significant room for SK Hynix to be re-rated. My base case is for about a 30% gain for the South Korea-listed shares and about 45% for the ADR.\"Jupiter Asset Management also forecasts a 30% upside for the South Korea-listed shares if SK Hynix's 2027 forward P/E ratio aligns with Micron's. The firm's investment manager, Sam Konrad, stated: \"The SK Hynix ADR will make it easier for US institutions and retail investors to gain exposure to the Korean memory chip sector—which we find very attractive as demand is likely to outstrip supply for several years. We believe SK Hynix should at least trade in line with Micron.\"\nTesting the ADR Premium and the \"Korea Discount\"\nHSBC pointed out that due to the ADR's higher accessibility for global investors, its pricing could command a premium of roughly 20% over SK Hynix's Seoul-listed shares. This potential premium reflects a clear demand gap from capital previously restricted from direct investment in the Korean stock market due to geographical or regulatory hurdles.Analysts believe the success or failure of SK Hynix's US debut will directly test the long-standing issue of international valuation discounts for Korean equities. A successful listing that accelerates the convergence of its valuation with Micron's would have profound implications for improving the international pricing standing of the Korean market.","news_type":1,"symbols_score_info":{"IPOS":1,"RAM":1,"EDZ":1,"EEMO":1}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}