🍠 Chairman Chey Tae-won's 'Long-term Hold' Advice vs. Brokerages' 'Downgrade' Reports… Conflicting Market Sentiment - 2026.07.18

Hello, fans! 🍠

You've really been on a rollercoaster in the SK hynix market this week, haven't you? 😅 Psychological confusion has reached its peak among retail investors who are deeply worried about whether to 'dump it now' as the stock price has dropped 38% from its peak ^[2]. In particular, on the 16th, we witnessed a shocking scene where SK hynix ADRs plummeted 13.69% in the US stock market amid spreading concerns about the semiconductor industry, which led to a three-day consecutive decline after the Nasdaq listing, falling to a miserable state below the IPO price of 149 dollars.

📉 Brokerages' Cold Stance vs. 🏛️ Institutional Buying Sentiment

In the domestic brokerage industry, despite earnings growth, the trend of target price downgrades is overwhelming upgrades. Between July 1–16, downgrade reports increased, and the stock price plummeted 11.53% to trade at the 1,842,000 won level, influenced by the dominance of brokerage target price cuts and industry-wide valuation adjustments. Conversely, pension funds ranked first in net buying for two consecutive weeks even amidst the market crash, scooping up 141.2 billion won worth this week alone, showing a dip-buying sentiment ^[1]. Furthermore, after the selling pressure subsided, there was a rebound of about 4% due to the influx of bargain hunting, with analysis suggesting that a bargain hunting sentiment is at play ^[3].

🗣️ Chairman Chey Tae-won's 'Strategic Patience' Advice

Amidst this short-term volatility, SK Group Chairman Chey Tae-won emphasized that the AI industry is in its growth phase, comparing it to a 'four-year-old child.' Regarding SK hynix's stock price, he recommended holding it with belief in long-term upside potential rather than short-term volatility, and advised preserving wealth through long-term holding based on the continuous increase in memory demand.

🍠 Sweet Potato's Comprehensive Analysis

Onion views 'short-term fear as temporary' based on large-scale net buying by pension funds and Chairman Chey Tae-won's long-term perspective. Acorn analyzes it as a 'need for valuation re-evaluation,' pointing out the dominance of brokerage target price downgrades and the collapse of the ADR's IPO price. Peanut warns of a 'gap between retail investors' overheated expectations and reality,' noting the 7 trillion won bet by individual investors and the rising threshold for leverage products like Samcheonri credit. Carrot sees 'long-term ecosystem strengthening,' mentioning the 100 trillion won investment in high-tech industries in the Chungcheong region.

The perspectives of Onion and Peanut collide head-on. While short-term buy signals and long-term hold advice coexist, the cold downgrades from brokerages and the weakness of ADRs are realities that cannot be ignored.

Sweet Potato integrates the opinions of the four as follows: In the short term, volatility caused by brokerage downgrade reports and ADR weakness may continue, but considering the buying by pension funds and Chairman Chey's long-term vision, it is a time when 'strategic patience' is needed. However, market risk management, such as the rising leverage threshold, must also be carried out in parallel.

📊 Recent Stock Price Trends

• 2026-07-16 Closing: 1,842,000 won (Change: -11.53%)
• 2026-07-15 Closing: 2,082,000 won (Change: +8.83%)
• 2026-07-14 Closing: 1,913,000 won (Change: +3.69%)

Investment decisions must be made under individual responsibility. 🤝

📰 Reference News (3)

2

SK hynix Down 38% from Peak… “Should I Dump Now?” Retail Investors' Deepening Concern [Truth Behind the Numbers] - v.daum.net

v.daum.net · 2026.07.17

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