SK Hynix (000660.KS)

Published 2026-03-17 • by marketsentiment

Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

SK Hynix is a major allocation in the Advanced Packaging portfolio, benefiting from the increasing demand for advanced packaging solutions in the AI industry. The stock is up 25% in one month.

Quantitative Overlay

Detailed Deep Dive

Finally, we come to our highest performing basket. In just one month, the Advanced Packaging portfolio is up 14% while Nasdaq is down 4%. Our two biggest allocations, SK Hynix is now up 25%, and Samsung is up 37%!