SK Hynix, compared to the peak share price fell 12% reasons - one geumtu

[Korea hyerin nine financial newspaper reporter] said on April 13 because of a financial investment in investment as worries about SK Hynix's share price factors D-RAM prices, oversupply etc. sentiment pas atrophy. Recommendation made BUY, TP maintains ₩ 68,000.

One researcher said gimrokho financial investments' share price of SK Hynix fell 12% compared to the peak, which was not dampen investor confidence in such concern about the downturn, oversupply of DRAM PC D major factor in determining the price, '' the same period micron's share price has risen 4%, share prices of D-RAM SK secured a competitive advantage over micron, Hynix is ​​considered to be excessive 'he said.

In addition, he expected to, and inventory levels of current D-RAM manufacturers have been identified as outside the week still low, is estimated to be equipped with the most dual cameras there is expected to be the flagship model released their second quarter China increased D-RAM content the judges' he said.

Meanwhile, Kim researchers first quarter of this year and has raised its 2017 earnings, the current consensus is also expected to be sustained upward.

He 'potential to reduce the D-RAM content than the model released but concerned about the second half of the demand slowdown due to the cost burden expansion of the set of companies, half are low, said, "the dual cameras adoption expands the 10th anniversary model of Apple D the viscosity is increased payloads available RAM explained, needs to be said. "

The first quarter sales of SK Hynix is ​​forecast to 5.95 trillion won (YoY + 63%, QoQ + 11%), operating profit of 2.16 trillion won (YoY + 285%, QoQ + 40%). This existing sales and operating profit would have 8% and 21%, respectively, adjusted upward. All D-RAM and NAND are estimated to big price rise than previous estimates despite the off-season and was expected to increase in both sales and operating profit compared to the previous quarter.



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