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Korea Investment & Securities estimates SK Hynix's Q2 revenue at 80.9 trillion won and operating profit at 60.4 trillion won, roughly 8% under the 65 trillion won street consensus, while maintaining its buy rating. The broker frames the miss as a more realistic repricing of HBM and long-term supply contract terms rather than a sign of a deteriorating memory cycle, limiting the read-through to AI memory demand and Korean semiconductor beta. Watch whether other brokers cut estimates in the same direction and whether HBM contract pricing commentary at earnings confirms structure over cycle weakness.
As a Research signal, watch whether it changes price action, volatility, or flows around 000660, KOSPI.
Original Source: 토큰포스트
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