u/Enhansa

▲ 28 r/SKHynix

Micron after results

Soo Micron beat every predicion, like a lot, and still goes down. Hynix holding near 0 at least. Whats your opinion about this? Are such high numbers still not enough?

What will happen if hynix again misses results i dont want to even think about

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u/Enhansa — 14 days ago
▲ 10 r/SKHynix

Worth investing?

Is it still worth to invest in this company? Micron 20% from ath, while hynix about 50%, what do you think about this?

I am talking about 1-2 years of investment not daily trading

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u/Enhansa — 24 days ago
▲ 15 r/SKHynix

ADR premium to korean

I am looking at this ADR premium which hadnt drop a single % since start, now its about 40% (insane). Do you also feel like a listing in US hit hard korean stock?

Now to hit ATH again will be ultra hard (for korean) but very likely for ADR. Did SK Hynix fuck over their shareholders with this listing or am i tripping?

I have GDR, and i am wondering if ADR will hit ATH price of korean stock (1600+ eur or smth like that), will there be another drop, or will korean ever catch up

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u/Enhansa — 1 month ago
▲ 14 r/SKHynix

Whats in the future

I feel like a bit this sub has died lately, whats your opinion on the future? We had like 2 days +1%, and today when we drop we drop hard 4,5% even with buybacks. Is 2027 be the change in the winds?

Also, what are institutional movements anyone knows? Did foreign dropped to 49% ownership?

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u/Enhansa — 1 month ago
▲ 13 r/SKHynix

Guy who posted buy/sell from korea

Where are you bro, was really nice to see this info wherever that came from

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u/Enhansa — 2 months ago

GDR of hynix thoughts

Hello,

I have hynix GDR, about 1400eur avg share. Actually the price of a ADR. Do you think holding it still has a value right now? Not sure if it makes sense, or just sell and pump money to ADR instead as it rallies more cause of american capital?

Whats your thoughts about this? Does anyone owns GDR here?

Its not that i am in hurry, i was thinking of holding till 2027 at least, but i am lost now

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u/Enhansa — 3 months ago

Gap between KR and ADR

The ADR listing was 12 days ago yet the gap is about ~28%. Isnt this insane? I know conversion will be possible 29 july but i dont think it will change a lot as there is limited ADRs.

Whats your opinion on this? Do you think the gap could close a little? I would understand a 10-15%, but 30? What is wrong with this stock. If ADR now rises, GDR/korean is rising the same and other way around.

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u/Enhansa — 3 months ago
▲ 1 r/stocks

Is samsung undervalued or am i missing smth?

I have a part of my portfolio in Samsung Electronics, i also observe other two major players right now in same area (SK Hynix and Micron). While Micron and SK Hynix are rising rapidly in last days it seems Samsung is legging behind.

Do you think its undervalued and will catch up or its time to sell? Not sure why its lagging so much, maybe they hit their ceiling?

I mainly think of this because i have my eyes on Kioxia for a while, and I am thinking of selling my position on Samsung and switching to Kioxia as this in my opinion is next major player.

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u/Enhansa — 4 months ago