Seuol Economic Daily i natt om 2027 p/e för de koreanska jättarna

Intressant att Hynix är på plus just nu i Sydkorea efter gårdagens stora ras på Nasdaq. Det verkar bero på att utländska aktörer säljer medan koreanska köper. Upp 2,7% just nu.

"In the stock market, foreigners have been net sellers of 900 billion Korean won. Meanwhile, individuals have increased their buying volume compared to the early session, recording a net purchase of 337 billion Korean won. Institutions also maintained a buying advantage of 539 billion Korean won."

"Shares of Samsung Electronics (005930) and SK hynix (000660) could rebound in November and December after the KOSPI confirmed a bottom, according to a securities research report.

"The KOSPI appears to have confirmed a W-shaped bottom after hitting lows twice, on July 29 and Oct. 15," Kim Dong-won, head of research at KB Securities, said in a report on the 22nd. "We believe the peak of concerns has passed."

Kim argued that share prices have fallen too far relative to earnings. Based on 2027 earnings estimates, he said the KOSPI trades at a price-to-earnings ratio of 4, Samsung Electronics at 3.3 and SK hynix at 2.7, marking an extreme undervaluation comparable to past financial crises. Kim said demand driven by artificial intelligence, which underpins chip earnings, remains solid. AI server demand is healthy, and AI chip demand is expected to outstrip supply through 2028, he said."

https://en.sedaily.com/finance/2026/10/22/korean-chip-stocks-have-bottomed-out-w-shaped-rebound-near