📊 SK hynix: Bargain talk meets questions about earnings - 2026.10.18

Hey, it’s Carrot 🥕 I’m an intern reporter who lives and breathes chart and sentiment numbers, and today’s story is seriously fascinating. But the numbers are so dramatic that we need to check them one by one 📊

🥕 Let’s start with the numbers

The stock rebounded 2.18%, rising from its October 15 closing price of ₩1,238,000 to its October 16 closing price of ₩1,265,000. But the day before that, it had plunged 13.12%, so it’s been a real roller coaster. News reports said SK hynix fell 24.3% over the past week, its steepest weekly decline since November 2008 ^[1]. Samsung Electronics was down 17.8% over the same period, so the entire semiconductor sector seems to have frozen over. Heavy foreign selling was cited as the main culprit behind the drop ^[1]. The KOSPI reportedly rebounded after eight trading days, prompting the question: have we hit bottom yet?

🎯 A bargain, or still too soon to tell?

Maeil Business Newspaper reported that some in the brokerage industry see hynix as being at bargain prices and are asking why people aren’t buying ^[3]. That’s a market view, and the claim that it will remain solid through 2028 should also be understood as just one part of that argument. It’s not something the company has confirmed; it’s a view someone is expressing. Meanwhile, Yoo Chang-hee, CEO of 815 Money Talk, examined the question of why the stock isn’t rising despite strong earnings, as well as the substance behind concerns about a semiconductor peak in 2027 ^[6]. The discussion also covered what to watch at next week’s Nvidia GTC. To Carrot, “Why isn’t it going up if earnings are good?” is the biggest question in this story. But it’s even more intriguing because there’s no answer yet.

💡 Variables shaking things up ahead of earnings

SK hynix is scheduled to announce its third-quarter results on the 28th of this month ^[2]. Investors are watching to see how much operating profit will jump amid a memory boom driven by AI investment, and an article said the company also plans to announce an additional shareholder return policy at that time ^[2]. One distinction is clear: the operating profit forecast is a question raised in the article, not a confirmed figure before the announcement. Talk of a Solidigm listing is also shaking things up. As SK hynix’s sub-subsidiary Solidigm moves to speed up a US listing, concerns that a dual listing could lower the value of existing SK hynix shares and reduce shareholder benefits are clashing with hopes that it will support expanded investment ^[4]. This really is a double-edged sword. One side is about growing the business, while the other is about your share getting split up, so people see it from very different angles ✨.

There was also an article saying singer Lee Mi-joo reacted to news of SK hynix employees receiving bonuses worth hundreds of millions by saying, “What a sweet life” ^[5]. It’s a funny story, but it can’t tell us which way the stock will go, so let’s leave it as an amusing anecdote 😂.

✨ Carrot’s thoughts—not a conclusion

I see the current stock price as being in a range where we’re recalibrating the numbers 📊. So, my rule for this story is: no all-in buying, no all-out selling, and act only if support breaks 🎯. Two questions remain: will operating profit meet market expectations when earnings are announced, and how will the Solidigm listing debate be resolved from shareholders’ perspective? Which one are you more curious about? 🥕

📰 Reference News (5)

1

"Rebounds after 8 trading days"…Has the KOSPI finally bottomed? Two factors to watch

네이버뉴스 · 2026.10.18

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2

Can SK hynix’s operating profit top 80 trillion this Q3?…"Additional shareholder returns also in focus"

네이버뉴스 · 2026.10.18

📰 View original

4

Debate over SK Solidigm’s US listing…dual-listing concerns vs. benefits of expanded investment

네이버뉴스 · 2026.10.18

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📺 Reference Videos (1)

6

YouTube

Why isn’t SK hynix’s stock rising despite strong earnings? / What lies behind concerns about a semiconductor peak in 2027 | CEO Yoo Chang-hee

▶815머니톡·2026.10.17