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High2026-11-01Short term · Leans positiveLonger term · Leans positive

Nomura: Memory at Just 2-3x Valuation, a Tech Safe Haven

Nomura said the memory chip sector trades at just 2-3x valuation, giving it defensive appeal as a safe haven amid tech volatility. The view directly supports valuation re-rating hopes for SK Hynix and other memory leaders, lifting sentiment short term and providing support if inflows persist.

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

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  • 富途牛牛 · 11-01 20:24 KST

    Nomura notes memory sector trades at just 2-3x valuation, framing it as a tech safe haven. This supports re-rating hopes for SK Hynix and peers, potentially drawing capital back and underpinning share prices.

Nomura: Memory at Just 2-3x Valuation, a Tech Safe Haven · Hynix Board