Aequitas: Innolight Trading - Good Quality, Ok Demand, Bad Market. HK Investor Feedback Remains +ve
Zhongji InnoLight (3308 HK) (ZI), one of the world’s largest optical transceiver manufacturers, raised around US$7bn in its H-share listing. In...
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SK Hynix: A Little Miss and a Big Correction
2Q missed Consensus by 5% due to lower DRAM ASP increase, attributed to Long Term Agreements. Stock crashing, trading at low multiples, but...
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SK HYNIX (000660KS, SKHY US) 2Q26 Results: The Consensus Miss We Flagged — And Why We Add Into It
SK Hynix missed consensus but on our numbers — record 76% margins, HBM4 shipping, LTAs locked. The 118% net margin is a one-off mirage. The pre...
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Hynix ADR Conversion Pool Opening: The Only Realistic Path Forward
This post examines the key scenario that could lead to Hynix opening the ADR conversion pool and the potential implications for the stock and ADR...
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SK HYNIX (000660KS, SKHY US): 29 July - Mark It, Circle It, Put in on Your Fridge
Machines and retail are selling SK Hynix into its own earnings. We're below consensus but the "miss" hits our model, Nvidia locked the HBM, and...
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