1. The After-Hours Trade: What Happened?
On August 1, 2025, a significant after-hours trade of 24,523 SK Hynix shares, worth approximately ₩6.3 billion, took place. This block trade occurred during the after-hours session and contrasts with the substantial foreign investor net selling of ₩446.8 billion recorded on the same day.
2. Q3 Earnings: Positive but with Risks
Despite the seasonal downturn, SK Hynix reported solid Q3 2025 earnings, driven by strong sales of high-value-added products like HBM3E and DDR5. Growing AI market demand fueled this positive performance, but declining NAND Flash prices remain a concern.
3. Macroeconomic Factors: Navigating the Uncertainties
Recent currency fluctuations have been relatively stable, but changes in raw material prices and interest rates could impact SK Hynix’s profitability. However, considering the company’s hedging strategies and robust financial position, the short-term impact is expected to be limited.
4. Impact on Stock Price: A Deeper Look
The after-hours trading volume itself is relatively small and unlikely to directly impact stock price significantly. The focus should be on the substantial net selling by foreign investors. Continuous monitoring of memory market demand and global economic trends is crucial.
5. Investor Action Plan
- Avoid making investment decisions based solely on the after-hours trade.
- Investigate the reasons behind the foreign investor sell-off.
- Monitor memory market conditions and global economic trends.
- Develop a comprehensive investment strategy based on multiple factors.