HSBC & SK Hynix

HSBC: Analysts noted the unusual nature of the U.S. selling euros and commented on the potential for further coordinated action.

SK Hynix: Shares also fell on Monday after a sharp rally, similar to Samsung, due to broader market movements.

HSBC: HSBC analyst Alastair Pinder provided analysis on market volatility, attributing it to AI positioning and Chinese competition.

SK Hynix: SK Hynix is a key HBM supplier, benefiting from the AI memory boom, though it is not directly compared to Western Digital — Sandisk in the articles.

HSBC: HSBC raised its valuation of SK Hynix by applying a 20% premium to reflect improved accessibility to global investors.

SK Hynix: SK Hynix raised $26.5 billion in its Nasdaq debut, the largest U.S. listing by a foreign company. The company is the leading HBM supplier to Nvidia, with shares up 680% over the past year despite a recent 25% pullback. Proceeds will fund capacity expansion in South Korea and the U.S.

HSBC: HSBC predicted that the State Bank of India's measures may limit currency damage but still expects a significant balance of payments deficit for India.

SK Hynix: SK Hynix shares fell, tracking losses in tech shares overnight on Wall Street amid global market uncertainty.

HSBC: HSBC upgraded Apple to Buy, raising its price target to $366, contributing to positive sentiment around Apple.

SK Hynix: SK Hynix listed on Nasdaq and has seen increased investor attention as a memory chipmaker. Its stock slid more than 13% in Asian trading amid broader chip selloff.

HSBC: HSBC>>> warned that commodities are in a 'super-squeeze' that will worsen if the Strait of Hormuz>>> remains shut.

SK Hynix: SK Hynix shares rose, also driven by the positive sentiment around AI and tech stocks.

HSBC: HSBC raised Brent forecast, reflecting supply disruption.

SK Hynix: SK Hynix shares rose on tech sector gains, war impact indirect.

HSBC: HSBC economists provided commentary on the time it will take for oil flows to normalize after the U.S.-Iran deal.

SK Hynix: SK Hynix jumped significantly, reflecting strong performance in the chipmaking sector.