Non trovato

Tenbagger2024

@Tenbagger2024

7Mes·

Nothing works without SK Hynix at the moment.

SK Hynix is striving towards AI silicon by pushing ahead with the merger of the South Korean Nvidia challengers.

https://www.theregister.com/2024/06/13/sapeon_rebellions_merger_hynix_samsung/

https://www.handelsblatt.com/technik/forschung-innovation/hbm-chips-die-ki-stars-von-denen-nvidia-abhaengig-ist/100039719.html

www.theregister.comSK hynix drives merger of South Korean Nvidia challengers

16 Commenti

~ Michael 💎 🏅@Michael-official

7Mes

Super exciting! I've had it on my watchlist since March!

•

Tenbagger2024@Tenbagger2024

7Mes

@Michael-official
The net result is to be increased from 14 billion to 21 billion.
It could be even higher, but production is currently not keeping up and the company is already sold out.
The net margin will be increased to 25%.
The return on sales is 33% and will be increased to 36%.
And the P/E ratio is favorable for the growth in my opinion.

•

Utente eliminato

7Mes

Il commento è stato cancellato

~ Michael 💎 🏅@Michael-official

7Mes

@Tenbagger2024 Are you buying?
Thanks for the info! 😊

••

~ Michael 💎 🏅@Michael-official

7Mes

@Burner 580 would certainly be possible.

••

Tenbagger2024@Tenbagger2024

7Mes

@Burner
🔮🔮

••

Tenbagger2024@Tenbagger2024

7Mes

Maybe I'll buy again if it weakens.
I'm not thinking about a price target at the moment, it's not a trade for me.
The company is currently investing on a large scale.
The AI era has only just begun and it's only just getting started.

••

Roman@Roman_moed

7Mes

@Tenbagger2024 But the share prices have already staged one hell of a rally. Do you think it will keep going up and up?

•

Tenbagger2024@Tenbagger2024

7Mes

Nvidia already said this a year ago.

The P/E ratio falls with profit growth.

The share price should continue to rise as the P/E ratio falls.

🔮

•

Tenbagger2024@Tenbagger2024

7Mes

@Michael-official
Look at the valuation of ARM
Hynix is a bargain in comparison.
🙈

••

~ Michael 💎 🏅@Michael-official

7Mes

@Tenbagger2024 I immediately agree with you.
I never really had my eye on ARM, but I bought $NVDA 3 days ago.
I also have $AWE in my portfolio, which I would like to increase again.
But Hynix is definitely at the top of my list. 😊

••

Visualizza tutti 2 ulteriori risposte

Stulle 🥪@Stullen-Portfolio

7Mes

Is the fourth largest single stock at $EMXC! ✌️

••

Tenbagger2024@Tenbagger2024

7Mes

Yes, an ETF is always a good inspiration for buying individual stocks.
I also have Reliance in my portfolio and
I also find Mahindra exciting.

••

Utente eliminato

7Mes

Il commento è stato cancellato

Tenbagger2024@Tenbagger2024

7Mes

@Burner
The question is good, but also difficult.
At the moment, many people are talking about commodities and the focus seems to be leaning towards them.
Volker Schulz and Lars Ericsson swear by copper.

Albemarle expects profit growth of 30% over the next two years.
The return on sales is 16%.
Always dependent on the lithium price and should consider the vola that is attached to it.
Lithium is not very rare now and there are alternatives.
With increasing demand in e-mobility, lithium demand should also increase again.

••