$SKHYNIX $SNDK For a while now, I’ve been telling everyone to buy the dip. You can see now how good Wange’s foresight was in positioning early, right, guys!!!
The reason storage stocks have been surging recently is that many tech giants are due to report earnings this week. On top of that, storage stocks had been pulling back and even hitting new lows, but each time they quickly bounced back, showing that there’s still money stepping in to defend the bottom. Combined with this week’s earnings reports, Wange bought the dip in storage stocks when they were in the 800s and recommended that you allocate some funds to them too.
Now SK Hynix has reported revenue exceeding 100 trillion won. Its net profit didn’t meet market expectations, so why is the stock still rising?
【Because the figures include foreign-exchange and investment-asset-related losses, overall net profit was actually as high as around 71 trillion won, far exceeding market expectations.】
Second: after announcing its results, SK Hynix revealed a share buyback and dividend plan, with dividends of at least 30 trillion won.
There will also be 60 trillion won in share buybacks and cancellations【reducing market liquidity and selling pressure, which will make the shares held by investors increasingly valuable】.
This includes a dividend payment from its investment in Kioxia【KIOXIA】. If you hold SK Hynix shares, you’ll also be able to benefit from the returns on its Kioxia investment—20,000 won per share.
Third: demand for memory chips currently outstrips supply. SK Hynix has already secured agreements for over 50% of its production capacity for 2027–2028. This also reflects strong fundamentals and sustainable growth.
【The main challenge is the long construction cycle for new factories. If that can be effectively addressed, capacity can continue to grow.】
SK Hynix’s latest results are positive across the board, providing strong support both now and for the future. This should reassure existing shareholders and attract new investment into the company.
The market rally has only just begun. At the current price of 1111, anyone who hasn’t bought in yet can start with a small position and add more if there’s a pullback.
For this move, Wange’s target is at least above 1200. If SanDisk’s earnings are also very positive, I personally think a long-term target above 1400 is entirely achievable.
#谷歌财报能否守住基本盘 #微软财报能否兑现ai红利
The reason storage stocks have been surging recently is that many tech giants are due to report earnings this week. On top of that, storage stocks had been pulling back and even hitting new lows, but each time they quickly bounced back, showing that there’s still money stepping in to defend the bottom. Combined with this week’s earnings reports, Wange bought the dip in storage stocks when they were in the 800s and recommended that you allocate some funds to them too.
Now SK Hynix has reported revenue exceeding 100 trillion won. Its net profit didn’t meet market expectations, so why is the stock still rising?
【Because the figures include foreign-exchange and investment-asset-related losses, overall net profit was actually as high as around 71 trillion won, far exceeding market expectations.】
Second: after announcing its results, SK Hynix revealed a share buyback and dividend plan, with dividends of at least 30 trillion won.
There will also be 60 trillion won in share buybacks and cancellations【reducing market liquidity and selling pressure, which will make the shares held by investors increasingly valuable】.
This includes a dividend payment from its investment in Kioxia【KIOXIA】. If you hold SK Hynix shares, you’ll also be able to benefit from the returns on its Kioxia investment—20,000 won per share.
Third: demand for memory chips currently outstrips supply. SK Hynix has already secured agreements for over 50% of its production capacity for 2027–2028. This also reflects strong fundamentals and sustainable growth.
【The main challenge is the long construction cycle for new factories. If that can be effectively addressed, capacity can continue to grow.】
SK Hynix’s latest results are positive across the board, providing strong support both now and for the future. This should reassure existing shareholders and attract new investment into the company.
The market rally has only just begun. At the current price of 1111, anyone who hasn’t bought in yet can start with a small position and add more if there’s a pullback.
For this move, Wange’s target is at least above 1200. If SanDisk’s earnings are also very positive, I personally think a long-term target above 1400 is entirely achievable.
#谷歌财报能否守住基本盘 #微软财报能否兑现ai红利
