Thoughts on SK Hynix exit strategy?
Hey everyone, I’m new here but wanted to get your opinions on SK Hynix’s incredible run lately.
I picked up a position in SKH about a year ago, and I'm currently holding all my shares. I’m pretty happy with the gains it has brought me so far, but I'm not sure when I should disembark.
Nomura Securities recently put out a target price of 4.7M KRW, which is the highest estimate out there right now. Looking at the long-term forecasts, it seems like SK Hynix’s revenue is projected to peak around 2028 and potentially go down afterward.
Obviously, no one knows exactly what will happen two years out, but structurally, the baseline memory demand doesn't look like it will decrease anytime soon.
For those of you holding or planning to buy SKHY:
What are your exit plans or target valuations?
How long are you planning to hold onto your shares?
Would love to hear your thoughts and see how others are navigating this!