Samsung Electronics at 160,000 KRW and SK Hynix at 800,000 KRW is reasonable
When the conflict broke out in February and in early March,
Samsung Electronics dropped to the 160,000 KRW range and SK Hynix to the 800,000 KRW range.
I believe these are the fair prices after the bubble has burst.
Samsung Electronics and SK Hynix raised their stock prices for about a year due to the AI bubble,
and I think they are now in the process of gradually deflating that bubble after hitting their peaks.
By the end of this year, Samsung Electronics and SK Hynix will likely reach their fair prices once the bubble is fully gone,
which would be around 160,000 KRW for Samsung Electronics and 800,000 KRW for SK Hynix.
Once they reach those levels, the KOSPI and KOSDAQ will reach their appropriate indices,
and from that point on, the Korean stock market will become a normal market.
In short, the bubble inflated by AI must completely burst.
Comments 0