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Despite an roughly 80% rally this year, the KOSPI's 12-month forward P/E has fallen to 6.4x, its lowest since the 2008 financial crisis, as earnings estimates for Samsung Electronics and SK Hynix outpace share price gains. The debate splits between a re-rating opportunity if memory-chip earnings hold and a market signal that the current semiconductor upcycle may not be sustainable, keeping Korean equity beta tightly tied to DRAM/HBM pricing momentum. Watch upcoming memory contract price data and Samsung/SK Hynix guidance revisions — downward estimate cuts would validate the skeptics and pressure both KOSPI and USD/KRW risk appetite.
As a Research signal, watch whether it changes price action, volatility, or flows around KOSPI, 005930, 000660.
Original Source: 블록미디어
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