Investor Jonah Lupton says SK Square trades at a 60% to 62% discount to SK Hynix, highlighting a sharp valuation gap in South Korea tech. He also estimates SK Hynix is valued at about 1x 2030 EPS.
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Investor Jonah Lupton says SK Square trades at a 60% to 62% discount to SK Hynix, highlighting a sharp valuation gap in South Korea tech. He also estimates SK Hynix is valued at about 1x 2030 EPS.
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