Post
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
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$67,250-0.02%
ETH/USDTEthereum
$1,910.68-0.01%
SOL/USDTSolana
$75.87-0.05%
Todayโs market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
