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Moonlight ๐ป๐ณ
#SKhynixQ3HBM4Earnings
$SKHY part 2: the Kioxia math ๐
Kioxia fell 89,680 โ ~54,300 yen in Q3 (โ39.5%). Yen โ10% vs won. SK hynix still holds Kioxia convertible bonds, marked to market โ est. โ15 to โ29T KRW loss. Won +12% vs USD also hits its USD cash.
My bridge: net profit ~38โ48T vs ~62T needed โ ~$4โ5 per ADS vs $6.26.
NFA #OKXOutcomes #EarningsSeason
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