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Moonlight 🇻🇳
#SKhynixQ3HBM4Earnings
$SKHY part 2: the Kioxia math 📉
Kioxia fell 89,680 → ~54,300 yen in Q3 (−39.5%). Yen −10% vs won. SK hynix still holds Kioxia convertible bonds, marked to market → est. −15 to −29T KRW loss. Won +12% vs USD also hits its USD cash.
My bridge: net profit ~38–48T vs ~62T needed → ~$4–5 per ADS vs $6.26.
NFA #OKXOutcomes #EarningsSeason
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