KRX:000660
SK Hynix Inc
BLOCKED - NOT ACTIONABLEMethodology gate: buy_preconditions_failed
Position levels
Currenttoday
KRW 1.2m
Buy <=wait / entry
KRW 1.6m
Trim >=take some off
KRW 2.0m
Thesis breakA confirmed loss of, or material order reduction from, a named HBM customer (not...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 47% | 100 / 100 | 47.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 5% | 10 / 100 | 0.5 |
| Weighted conviction | 64 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Long-term supply agreements secured with around 10 key customers
- Multi-year NVIDIA partnership disclosed June 2026 for memory provision
- Mass HBM4 shipments and HBM4E samples underway