SK Hynix shares fell as much as 8.2% in early trade in Seoul on Monday as
investors took profits after the company's Nasdaq ADR jumped 12.8% on its first
trading day last Friday. NH Investment Securities senior analyst Ryu Young-ho
said profit-taking after the US listing and a cautious Q2 earnings outlook
dented sentiment: expected HBM4 shipment growth from Q2 has not materialized at
scale. Ryu added investors have trimmed earnings expectations because SK Hynix's
greater HBM exposure versus Samsung reduces its benefit from recent DRAM price
gains.
