POPA Recon[Korea Economy] ‘Semiconductor Grim Reaper’ appears again… “Samjeon Nix sell now” warning
[Korea Economy] ‘Semiconductor Grim Reaper’ appears again… “Samjeon Nix sell now” warning • Global investment bank (IB) Morgan Stanley recommended reducing the proportion of memory semiconductor-related stocks such as Samsung Electronics, SK Hynix, and Micron and increasing the proportion of big tech hyperscalers. The analysis is that the performance momentum of semiconductor stocks has passed its peak, and the possibility of further adjustment is relatively high. 🔗 Original article 💬 For reference, Morgan Stanley issued a sell report with a target price of 120,000 won when Hynix was at 160…
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