High2026-10-29Short term · Leans positiveLonger term · Leans positive

SK Hynix Q4 Operating Profit Seen at 100T Won on 80% Margin

Korean media report SK Hynix's Q4 operating profit could reach 100 trillion won at an ~80% margin, with the 190 trillion won quarter not the peak as long-term contracts surge. This reinforces memory supercycle expectations and is a positive catalyst for the stock.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 2 related reports

브릿지경제 · 10-29 17:38 KST
SK Hynix Eyes 100 Trillion Won Q4 Operating Profit on 80% Margin
SK Hynix reportedly retains about 80 won of profit per 100 won of revenue, with Q4 operating profit potentially topping 100 trillion won. The HBM-driven margin underscores pricing power and raises earnings-beat expectations, a strong positive catalyst for the stock.
머니투데이 · 10-29 17:20 KST
SK Hynix's 190 Trillion Won Quarter Isn't the Peak as Long-Term Deals Surge
SK Hynix's 190 trillion won quarterly revenue may not mark the peak, with long-term supply contracts rising. Locked-in revenue and lower cyclicality support a higher valuation, a mildly positive signal for the stock.