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Home/๐Ÿ‡ฐ๐Ÿ‡ท South Korea/SK Hynix NASDAQ Listing Fuels Korean Memory Surge as KOSPI Circuit Breaker Triggers on ETF Shock
๐Ÿ‡ฐ๐Ÿ‡ท South Korea

SK Hynix NASDAQ Listing Fuels Korean Memory Surge as KOSPI Circuit Breaker Triggers on ETF Shock

SK Hynix plans a NASDAQ ADR listing at 6.97x forward P/E vs Micron's 9.46x, signaling a potential valuation re-rating for Korean memory stocks.

Anjali Mehta
Asia Markets Desk
ยทPublished Jun 27, 2026, 9:15 AM UTCยท 2 min read๐Ÿค– AI-Synthesized

TLDR

  • โ—SK Hynix pursues NASDAQ ADR at 6.97x forward P/E, deep discount to Micron 9.46x, aiming for valuation re-rating.
  • โ—KOSPI 8% crash triggered circuit breakers before reversing on Micron Q3 revenue surge of 74% quarter-on-quarter.
  • โ—Samsung confirms Gwangju fab; SK Group plans full-stack semiconductor plus renewable plus AI data center cluster.
Editorial Self-Reviewยท85/100Publish tier
Strengths
  • 16-article Korean financial press coverage with specific P/E ratios and market cap figures
  • Clear narrative connecting KOSPI volatility to ETF mechanics and Micron earnings
  • Multiple distinct angles: ADR listing, fab expansion, safety incidents, divorce ruling
Considered limitations
  • Korean-language sources may lose nuance in translation
  • Micron Q3 revenue figure requires independent verification
Our AI editor's self-review of this synthesis. We show our work โ€” including where coverage is limited or sources are thin โ€” so you can weight insights accordingly.

Why this matters

Coverage sentiment: Bullish (11 bullish ยท 3 neutral ยท 2 bearish)

SK Hynix NASDAQ ADR listing at a 6.97x forward P/E discount to US peers offers Indian institutional investors and Asia funds direct access to HBM chip exposure; Micron Q3 blowout validates AI memory demand benefiting Indian AI infrastructure buildout.

What to watch

  • โ€ข SK Chairman Chey Tae-won divorce property ruling on July 24 โ€” mandatory SK share divestiture could affect SK Hynix and SK Holdings KOSPI index weights
  • โ€ข Samsung and SK Hynix Gwangju-Jeonnam semiconductor cluster investment announcement expected June 30 โ€” capex scale sets medium-term supply assumptions

Ripple effects

  • โ€ข Micron (MU) โ€” mixed near-term as SK Hynix NASDAQ listing may divert memory sector capital flows, but Micron Q3 blowout validates the AI demand cycle

AI-Synthesized news from multiple sources

This article was synthesized by AI from the source articles listed below, reviewed by a second-pass AI quality reviewer, and published by the market.news editorial system. How we do this ยท Editorial standards ยท Report an error

The Quick Take

  • SK Hynix plans a NASDAQ ADR listing at 6.97x forward P/E vs Micron's 9.46x, signaling a potential valuation re-rating for Korean memory stocks.
  • Micron's Q3 FY2026 revenue reportedly surged 74% quarter-on-quarter to approximately $41.5 billion, restoring confidence in the global AI memory cycle.
  • KOSPI fell 8% with circuit breakers activated, then reversed as SK Hynix surged 15% intraday to reclaim the top KOSPI market-cap position above Samsung Electronics.
  • Samsung Electronics finalizes a new fab in Gwangju Cheomdan 3 while SK Group plans a full-stack investment combining semiconductors, renewables, and AI data centers by June 30.
  • Korea's Labor Ministry launches safety inspections at 25 semiconductor sites after repeated SK Hynix fluoride gas leaks, adding regulatory scrutiny to the sector.

South Korea's semiconductor sector staged a volatile reversal after a single-day KOSPI crash of 8% that triggered circuit breakers and sent both Samsung Electronics and SK Hynix down nearly 9%. Expert analysis attributed the slide to mechanical ETF rebalancing across 650-plus ETF products rather than any deterioration in corporate fundamentals. Micron Technology's blowout Q3 FY2026 earnings, with revenue reportedly surging 74% quarter-on-quarter to approximately $41.5 billion, quickly reversed sentiment, validating Korea's memory chip leadership in the AI acceleration cycle and sparking one of the sector's sharpest single-session recoveries in recent years.

โ€œSK Holdings parent surged 17.3% to 835,000 KRW, crossing a 60 trillion KRW market cap, as markets priced the collateral benefit of SK Hynix's valuation re-rating.โ€

SK Hynix's planned NASDAQ ADR listing creates a valuation battleground with American memory rivals. At 6.97x forward P/E versus Micron's 9.46x and SanDisk's 10.47x, SK Hynix trades at a steep discount despite its leadership in AI-era high-bandwidth memory chips. MarketWatch identifies a double-edged dynamic for Micron: capital flows could migrate from US-listed peers toward the newly accessible SK Hynix, yet broader sector attention may expand the overall memory investment pool. SK Holdings parent surged 17.3% to 835,000 KRW, crossing a 60 trillion KRW market cap, as markets priced the collateral benefit of SK Hynix's valuation re-rating.

Three catalysts will define the Korean memory sector trajectory. The Seoul High Court divorce property ruling for SK Chairman Chey Tae-won on July 24, where a second-instance court previously awarded approximately 1.38 trillion KRW from SK share holdings, could trigger mandatory divestiture with direct KOSPI weighting implications. Samsung and SK Hynix's joint Gwangju-Jeonnam semiconductor cluster investment announcement, expected June 30, will signal the scale of Korea's domestic fab strategy. The macro variable is oil price direction: falling energy costs lower US inflation, reducing the probability of further Fed tightening that currently caps global capital allocation toward Korean tech equities.

Synthesized from 16 sources.

AI Indicators

Market Intelligence Panel

Sentiment

Bullish
๐ŸŸข 11โšช 3๐Ÿ”ด 2

Coverage

live
16

sources covering this story

T1: 0T2: 16T3: 0

Live Price

KRX:KOSPI

๐Ÿ“Š Key Numbers

Revenue$41456 vs $โ€” est
Price Move15%

๐ŸŒ India / Asia Angle

SK Hynix NASDAQ ADR listing at a 6.97x forward P/E discount to US peers offers Indian institutional investors and Asia funds direct access to HBM chip exposure; Micron Q3 blowout validates AI memory demand benefiting Indian AI infrastructure buildout.

๐ŸŒŠ Ripple Effects

  • โ–ธMicron (MU) โ€” mixed near-term as SK Hynix NASDAQ listing may divert memory sector capital flows, but Micron Q3 blowout validates the AI demand cycle
  • โ–ธSamsung Electronics โ€” positive as KOSPI reversal and Micron data confirm AI-era memory fundamentals intact despite ETF-driven mechanical volatility
  • โ–ธKorean Won (KRW) โ€” upward pressure as foreign institutional inflows accelerate following SK Hynix dual-listing and KOSPI circuit-breaker recovery

๐Ÿ”ญ What to Watch Next

PRO
  • โ–ธSK Chairman Chey Tae-won divorce property ruling on July 24 โ€” mandatory SK share divestiture could affect SK Hynix and SK Holdings KOSPI index weights
  • โ–ธSamsung and SK Hynix Gwangju-Jeonnam semiconductor cluster investment announcement expected June 30 โ€” capex scale sets medium-term supply assumptions
  • โ–ธSK Hynix NASDAQ ADR debut โ€” watch for valuation re-rating toward US peer multiples and impact on Micron and SanDisk share prices

Market news synthesis. Not financial advice. Sources cited above.

Timeline

How the Story Spread

16 publishers ยท 15 time windows
Jun 24, 7:00 PM
+1 source ยท total: 1
Jun 24, 9:00 PM
+1 source ยท total: 2
Jun 25, 2:00 AM
+1 source ยท total: 3
Jun 25, 5:00 AM
+1 source ยท total: 4
Jun 25, 7:00 AM
+1 source ยท total: 5
Jun 25, 8:00 AM
+1 source ยท total: 6
Jun 25, 3:00 PM
+1 source ยท total: 7
Jun 25, 8:00 PM
+1 source ยท total: 8
Jun 25, 9:00 PM
+1 source ยท total: 9
Jun 25, 11:00 PM
+1 source ยท total: 10
Jun 26, 2:00 AM
+1 source ยท total: 13
Jun 26, 3:00 AM
+1 source ยท total: 14
Jun 26, 7:00 AM
+1 source ยท total: 15
Jun 26, 8:00 AMNow ยท 1d ago
+1 source ยท total: 16
All Sources

16 publishers covering this story

โ— Tier 2: 16

AI synthesis of every source listed below. Tier 1 = wire services (AP, Reuters via wire, Bloomberg, official central banks). Tier 2 = major financial publishers. Tier 3 = niche / specialist outlets. Click any card to read the original article.

โ— Tier 2 โ€” Major publishers

์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

SK โ€œ๋”œ ๋ฌด์‚ฐ ์•„๋ƒโ€โ€ฆ ๋‘์‚ฐ๊ณผ SK์‹คํŠธ๋ก  ๋งค๊ฐ๊ฐ€ ์ด๊ฒฌ ์กฐ์œจ ์ค‘

SK๊ทธ๋ฃน๊ณผ ๋‘์‚ฐ๊ทธ๋ฃน ์‚ฌ์ด์— ๋…ผ์˜๋๋˜ SK์‹คํŠธ๋ก  ์ง€๋ถ„ ๋งค๊ฐ ๋ณธ๊ณ„์•ฝ์ด ์ง€์—ฐ๋˜๋ฉด์„œ ๋งค๊ฐ ์žฌ๊ฒ€ํ† ์„ค์ด ์ œ๊ธฐ๋์œผ๋‚˜, ์–‘์ธก์€ SK์‹คํŠธ๋ก  ๋งค๊ฐ๊ฐ€ ์กฐ์ •์„ ๋†“๊ณ  ํ˜‘์ƒ์„ ์ง„ํ–‰ ์ค‘์ธ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ๋‹ค. ๋‘์‚ฐ์ด SK์‹คํŠธ๋ก  ๋งค๊ฐ ์šฐ์„ ํ˜‘์ƒ๋Œ€์ƒ์ž๋กœ ์„ ์ •๋œ ์ง€๋‚œํ•ด 12์›” ์ดํ›„ ์ง€๊ธˆ๊นŒ์ง€ ๋ฐ˜๋„์ฒด ์—…ํ™ฉ ๋ถ„์œ„๊ธฐ๊ฐ€ ๋‹ฌ๋ผ์ง„ ๊ฒƒ์ด ์ฃผ์š” ์›์ธ์œผ๋กœ ๊ฑฐ๋ก ๋œ๋‹ค. 26์ผ ์žฌ๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์–‘์ธก์€ ์ตœ๊ทผ๊นŒ์ง€ ๋งค๊ฐ๊ฐ€์™€

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

SK ์ฃผ์‹ ์–ผ๋งˆ๋‚˜ ๋‚˜๋ˆŒ๊นŒโ€ฆ์ตœํƒœ์›ยท๋…ธ์†Œ์˜ โ€˜์žฌ์‚ฐ๋ถ„ํ• โ€™ ๋‚ด๋‹ฌ 24์ผ ์„ ๊ณ 

์ตœํƒœ์› SK๊ทธ๋ฃน ํšŒ์žฅ๊ณผ ๋…ธ์†Œ์˜ ์•„ํŠธ์„ผํ„ฐ ๋‚˜๋น„ ๊ด€์žฅ์˜ ์žฌ์‚ฐ๋ถ„ํ•  ์†Œ์†ก ํŒŒ๊ธฐํ™˜์†ก์‹ฌ ์„ ๊ณ ๊ฐ€ ๋‹ค์Œ ๋‹ฌ 24์ผ ๋‚ด๋ ค์ง„๋‹ค.์„œ์šธ๊ณ ๋ฒ• ๊ฐ€์‚ฌ1๋ถ€(๋ถ€์žฅํŒ์‚ฌ ์ด์ƒ์ฃผ)๋Š” 26์ผ ์ตœ ํšŒ์žฅ๊ณผ ๋…ธ ๊ด€์žฅ์˜ ์žฌ์‚ฐ๋ถ„ํ•  ์†Œ์†ก ํŒŒ๊ธฐํ™˜์†ก์‹ฌ ๋ณ€๋ก ์„ ์ข…๊ฒฐํ•˜๊ณ  ๋‹ค์Œ ๋‹ฌ 24์ผ ์˜คํ›„ 2์‹œ์— ์„ ๊ณ ํ•˜๊ฒ ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๋ณ€๋ก ๊ธฐ์ผ์ด ์—ด๋ ธ๋˜ 26์ผ ์žฌํŒ์€ ์•ž์„œ ์ตœ ํšŒ์žฅ๊ณผ ๋…ธ ๊ด€์žฅ์ด ํ•ฉ์˜๋ฅผ ์‹œ๋„ํ–ˆ๋˜ ์กฐ์ •์ด ์ตœ์ข…์ ์œผ๋กœ ๊ฒฐ๋ ฌ๋œ ์ดํ›„ ์žฌ๊ฐœ๋œ ์ฒซ ์ •์‹ ๋ณ€๋ก ์ด์—ˆ์ง€๋งŒ ์•ฝ 50๋ถ„ ๋งŒ์— ๋๋‚ฌ๋‹ค. ์ตœ

Read on ๋™์•„์ผ๋ณด (๊ฒฝ์ œ)
์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

์ฝ”์Šคํ”ผ 8% ํ•˜๋ฝ์— ์„œํ‚ท๋ธŒ๋ ˆ์ด์ปค ๋ฐœ๋™...์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค 9%๋Œ€ ํญ๋ฝ

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๋‰ด์‹œ์Šค (์‚ฐ์—…)TIER 2newsis.com1d ago

AI ์ „ํ™˜ ์†๋„๋‚ด๋Š” SKโ€ฆ์ง€์ฃผ์‚ฌ '์ •๋ณด๋ณดํ˜ธ ํˆฌ์ž๋น„์ค‘ยท์ธ๋ ฅ' ๋Š˜๋ ธ๋‹ค

[์„œ์šธ=๋‰ด์‹œ์Šค]๋ฐ•ํ˜„์ค€ ๊ธฐ์ž = SK๊ทธ๋ฃน์ด ์ธ๊ณต์ง€๋Šฅ(AI) ์ „ํ™˜์— ์†๋„๋ฅผ ๋‚ด๊ณ  ์žˆ๋Š” ๊ฐ€์šด๋ฐ ์ง€์ฃผ์‚ฌ์ธ SKใˆœ๋„ ์ •๋ณด๋ณดํ˜ธ ํˆฌ์ž ๋น„์ค‘๊ณผ ์ „๋‹ด ์ธ๋ ฅ์„ ํ•จ๊ป˜ ๋Š˜๋ฆฌ๋ฉฐ ๋ณด์•ˆ ์—ญ๋Ÿ‰ ๊ฐ•ํ™”์— ๋‚˜์„ฐ๋‹ค. 26์ผ ํ•œ๊ตญ์ธํ„ฐ๋„ท์ง„ํฅ์›(KISA)์— ๋”ฐ๋ฅด๋ฉด SKใˆœ๋Š” ์ง€๋‚œํ•ด ์ •๋ณด๊ธฐ์ˆ  ๋ถ€๋ฌธ์— ์•ฝ 1859์–ต์›, ์ •๋ณด๋ณดํ˜ธ ๋ถ€๋ฌธ์— ์•ฝ 191์–ต์›์„ ๊ฐ๊ฐ ํˆฌ์žํ–ˆ๋‹ค๊ณ  ๊ณต์‹œํ–ˆ๋‹ค. ์ •๋ณด๊ธฐ์ˆ  ํˆฌ์ž์•ก ๋Œ€๋น„ ์ •๋ณด๋ณดํ˜ธ ํˆฌ์ž ๋น„์œจ์€ 10.3%๋กœ ์ง€๋‚œ 2024๋…„(8.7%) ๋Œ€๋น„ 1.6%ํฌ

Read on ๋‰ด์‹œ์Šค (์‚ฐ์—…)
์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

๋…ธ๋™๋ถ€, โ€˜๋ถˆ์†Œ ๋ˆ„์ถœโ€™ SKํ•˜์ด๋‹‰์Šค ๋“ฑ ๋ฐ˜๋„์ฒด 25๊ฐœ์†Œ ์•ˆ์ „ ์ ๊ฒ€

๊ณ ์šฉ๋…ธ๋™๋ถ€๊ฐ€ ์ตœ๊ทผ ๋ถˆ์†Œ ๋ˆ„์ถœ ์‚ฌ๊ณ ๊ฐ€ ์ž‡๋”ฐ๋ผ ๋ฐœ์ƒํ•œ SKํ•˜์ด๋‹‰์Šค๋ฅผ ํฌํ•จํ•ด ๋ฐ˜๋„์ฒด ์ œ์กฐ์—… 25๊ฐœ์†Œ๋ฅผ ๋Œ€์ƒ์œผ๋กœ ์ง‘์ค‘ ์ ๊ฒ€์— ์ฐฉ์ˆ˜ํ•œ๋‹ค๊ณ  26์ผ ๋ฐํ˜”๋‹ค. ์•ž์„œ ์ด๋‹ฌ 1์ผ SKํ•˜์ด๋‹‰์Šค ์ฒญ์ฃผ4์บ ํผ์Šค ๊ณต์žฅ 6์ธต ๊ฐ€์Šค๋ฃธ์—์„œ ๋ถˆ์ด ๋‚˜๋ฉด์„œ ๋ถˆ์†Œ๊ฐ€ ๋ˆ„์ถœ๋ผ ์ง์› 11๋ช…์ด ๋ณ‘์›์— ์ด์†ก๋๋‹ค. ์ง€๋‚œ 12์ผ์—๋„ ๊ฐ™์€ ๊ฑด๋ฌผ ๊ฐ€์Šค๋ฃธ์—์„œ ๋ถˆ์†Œ์™€ ์งˆ์†Œ๋ฅผ ํ˜ผํ•ฉํ•˜๋˜ ์ž‘์—… ์ค‘ ํ™”์žฌ๊ฐ€ ๋‚œ ๋ฐ” ์žˆ๋‹ค.

Read on ์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)
์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

[๋‹จ๋…] ์‚ผ์„ฑ, ์‹ ๊ทœ ๋ฐ˜๋„์ฒด ๊ณต์žฅ ๊ด‘์ฃผ ์ฒจ๋‹จ3์ง€๊ตฌ๋กœโ€ฆ SK๋Š” ์ „๋‚จ ์žฅ์„ฑยทํ•ด์™ธ ๋†“๊ณ  ์ €์šธ์งˆ

์ •๋ถ€๊ฐ€ ์ถ”์ง„ ์ค‘์ธ ์ง€๋ฐฉ ๋ฐ˜๋„์ฒด ํด๋Ÿฌ์Šคํ„ฐ ์กฐ์„ฑ ์‚ฌ์—… ๋ฐœํ‘œ๊ฐ€ ์ž„๋ฐ•ํ•œ ๊ฐ€์šด๋ฐ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ํ˜ธ๋‚จ ํˆฌ์ž ๊ตฌ์ƒ๋„ ์œค๊ณฝ์„ ๋“œ๋Ÿฌ๋‚ด๊ณ  ์žˆ๋‹ค. ์‚ผ์„ฑ์ „์ž๋Š” ๊ด‘์ฃผ๊ด‘์—ญ์‹œ ์ฒจ๋‹จ3์ง€๊ตฌ๋ฅผ ์ƒˆ๋กœ์šด ๋ฐ˜๋„์ฒด ๊ฑฐ์ ์œผ๋กœ ๋‚™์ ํ•˜๊ณ  ๋ง‰๋ฐ”์ง€ ์กฐ์œจ์— ๋“ค์–ด๊ฐ„ ๋ฐ˜๋ฉด, SKํ•˜์ด๋‹‰์Šค๋Š” ์ „๋‚จ ์žฅ์„ฑ๊ณผ ํ•ด์™ธ ํˆฌ์ž ๋ฐฉ์•ˆ์„ ๋†“๊ณ  ๋ง‰ํŒ ๊ฒ€ํ† ๋ฅผ ์ด์–ด๊ฐ€๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋๋‹ค. 26์ผ ์ •๋ถ€์™€ ์ •์น˜๊ถŒ, ๋ฐ˜๋„์ฒด

Read on ์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)
์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

SK่ญ‰ โ€œํ˜„๋Œ€์ง€์—ํ”„ํ™€๋”ฉ์Šค, ๋ฐฑํ™”์  ์ง€๋ถ„ ํ™•๋Œ€๋กœ ์ฃผ๊ฐ€ ์˜ค๋ฅผ ์‹œ์ โ€ฆ ๋ชฉํ‘œ๊ฐ€ 2๋งŒ์›์œผ๋กœ ์ƒํ–ฅโ€

SK์ฆ๊ถŒ์ด 26์ผ ํ˜„๋Œ€์ง€์—ํ”„ํ™€๋”ฉ์Šค์— ๋Œ€ํ•ด ํ™˜์œจ ์ƒ์Šน์œผ๋กœ ์ธํ•œ ์™ธ๊ตญ์ธ ๊ด€๊ด‘๊ฐ ์ฆ๊ฐ€๋กœ ํ˜ธ์กฐ๋ฅผ ๋ณด์ด๋Š” ๋ฐฑํ™”์ ์‚ฌ์—…์˜ ๊ฐ€์น˜ ์ƒ์Šน์ด ์ฃผ๊ฐ€ ์ƒ์Šน์œผ๋กœ ์ด์–ด์งˆ ์‹œ์ ์ด๋ผ๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค. ํˆฌ์ž ์˜๊ฒฌ์„ โ€˜๋งค์ˆ˜โ€™(BUY)๋กœ ์œ ์ง€ํ•˜๊ณ , ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ๊ธฐ์กด 1๋งŒ8000์›์—์„œ 2๋งŒ์›์œผ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค. ์ „ ๊ฑฐ๋ž˜์ผ ์ข…๊ฐ€๋Š” 1๋งŒ4840์›์ด๋‹ค. SK์ฆ๊ถŒ์€ ํ˜„๋Œ€์ง€์—ํ”„ํ™€๋”ฉ์Šค์˜ ์žํšŒ์‚ฌ์ธ ํ˜„๋Œ€๋ฐฑํ™”์  ์ฃผ๊ฐ€

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

SK ๋“œํŒŒ์ธ, ์„œ์šธ ์ž…์ฃผ 0๊ฐœโ€ฆ์กด์žฌ๊ฐ ์—†๋Š” ํ•˜์ด์—”๋“œ ์•…์ˆœํ™˜

[๋•…์ง‘๊ณ ] SK์—์ฝ”ํ”Œ๋žœํŠธ๊ฐ€ ํ•˜์ด์—”๋“œ ์ฃผ๊ฑฐ ๋ธŒ๋žœ๋“œ โ€˜๋“œํŒŒ์ธโ€™์„ ์•ž์„ธ์›Œ ์„œ์šธ ์ •๋น„์‚ฌ์—… ์‹œ์žฅ์˜ ๋ฌธ์„ ๋‘๋“œ๋ฆฌ๊ณ  ์žˆ์ง€๋งŒ, ์ •์ž‘ ์ฃผํƒ ์‹œ์žฅ์˜ ๋ฐ˜์‘์€ ๋ฏธ์ง€๊ทผํ•˜๋‹ค. ๋Œ€ํ˜• ๊ฑด์„ค์‚ฌ๋“ค์ด 10์—ฌ ๋…„ ์ „๋ถ€ํ„ฐ ๊ฐ•๋‚จ๊ถŒ์— ์••๋„์ ์ธ ๋Œ€๋‹จ์ง€ ๋žœ๋“œ๋งˆํฌ๋ฅผ ์˜ฌ๋ฆฌ๋ฉฐ ํ•˜์ด์—”๋“œ ์ž…์ง€๋ฅผ ๊ตณํžˆ๋Š” ๋™์•ˆ ๋“œํŒŒ์ธ์€ ์„œ์šธ์— ์™„๊ณต๋œ ์ž…์ฃผ ๋‹จ์ง€๊ฐ€ ๋‹จ ํ•˜๋‚˜๋„ ์—†๋Š” ๊ฒ€์ฆ๋˜์ง€ ์•Š์€ ๋ธŒ๋žœ๋“œ์— ๋จธ๋ฌผ๋Ÿฌ ์žˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. ์—…๊ณ„

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๋‰ด์‹œ์Šค (์‚ฐ์—…)TIER 2newsis.com1d ago

"์‹ ๊ทœํˆฌ์ž, ์˜ˆ์‚ฐ ์ดˆ๊ณผ์‹œ ์‹ค์ ์•…ํ™” ์šฐ๋ ค" SKํ•˜์ด๋‹‰์Šค๊ฐ€ ๊ผฝ์€ ์‚ฌ์—…์œ„ํ—˜์š”์†Œ 20๊ฐœ๋Š”

[์„œ์šธ=๋‰ด์‹œ์Šค]์ด์ง€์šฉ ๊ธฐ์ž = "์‹ ๊ทœ ์‹œ์„ค ํˆฌ์ž๋ฅผ ์ถ”์ง„ ์ค‘์ด๋‚˜ ์˜ˆ์‚ฐ ๋ฒ”์œ„ ๋‚ด ์ง„ํ–‰๋˜์ง€ ๋ชปํ•˜๋ฉด ์˜์—…์‹ค์ ์ด ์•…ํ™”๋  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค." SKํ•˜์ด๋‹‰์Šค๋Š” ์ง€๋‚œ 24์ผ ๋ฏธ๊ตญ ์ฃผ์‹์˜ˆํƒ์ฆ์„œ(ADR) ์ƒ์žฅ ๊ด€๋ จ ๋‚ด์šฉ์„ ๊ณต์‹œํ–ˆ์œผ๋ฉฐ ์‚ฌ์—… ์œ„ํ—˜ ํ•ญ๋ชฉ๋“ค์„ ๋‹ด์€ ์ฆ๊ถŒ์‹ ๊ณ ์„œ๋ฅผ ๋ฏธ๊ตญ ์ฆ๊ถŒ๊ฑฐ๋ž˜์œ„์›ํšŒ(SEC)์— ์ œ์ถœํ•  ์˜ˆ์ •์ด๋‹ค. SKํ•˜์ด๋‹‰์Šค๋Š” ์ด๋ฒˆ์— ๊ณต๊ฐœํ•œ ์ฆ๊ถŒ์‹ ๊ณ ์„œ์—์„œ ์‚ฌ์—… ์œ„ํ—˜ ์š”์†Œ 20๊ฐ€์ง€๋ฅผ ์ œ์‹œํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” '์ƒ์‚ฐ๋Šฅ๋ ฅ ํ™•์žฅ ๋ฐ ์‹ ๊ทœ ์‹œ์„ค ํˆฌ์ž์— ๋”ฐ๋ฅธ ์œ„ํ—˜

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๋‰ด์‹œ์Šค (๊ธˆ์œต)TIER 2newsis.com1d ago

"SKํ•˜์ด๋‹‰์Šค ADR ์ƒ์žฅ์€ ๋‹จ๊ธฐ ์ด์Šˆโ€ฆํ•˜๋ฐ˜๊ธฐ์— ๋ฐ˜๋„์ฒด ์ ๋ฆผ ์™„ํ™” ์ „๋ง"

[์„œ์šธ=๋‰ด์‹œ์Šค]์ด์ง€์šฐ ์ธํ„ด ๊ธฐ์ž = ๋ฏธ๊ตญ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—… ๋งˆ์ดํฌ๋ก ํ…Œํฌ๋†€๋กœ์ง€์˜ ๋งค์ถœ์ด ๊ธ‰์ฆํ•˜๋ฉด์„œ ์‹œ์žฅ์ด ์•ˆ์ •์„ฑ์„ ๋˜์ฐพ์•˜์ง€๋งŒ, ํ•˜๋ฐ˜๊ธฐ์—๋Š” ๋ฐ˜๋„์ฒด ์ ๋ฆผ ํ˜„์ƒ์ด ์™„ํ™”๋  ๊ฒƒ์ด๋ผ๋Š” ์ „๋ฌธ๊ฐ€์˜ ๋ถ„์„์ด ๋‚˜์™”๋‹ค. 25์ผ ๋จธ๋‹ˆํˆฌ๋ฐ์ด๋ฐฉ์†ก(MTN)์— ์ถœ์—ฐํ•œ ํ™ฉ์‚ฐํ•ด LS์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ AI ํˆฌ์ž ์ถ•์†Œ ๋“ฑ ๋ณ€์ˆ˜์— ๋Œ€ํ•œ ๋Œ€์ฒ˜๋ฅผ ์ค€๋น„ํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค. ์‹œ์žฅ์˜ ๋ณ€๋™์„ฑ์ด ๋†’์•„์ง€๋ฉด์„œ ๋ฐ˜๋„์ฒด ๊ด€๋ จ์ฃผ์˜ ์ฃผ๊ฐ€๊ฐ€ ํ”๋“ค๋ ธ์ง€๋งŒ, ๋งˆ์ดํฌ๋ก ์˜ 2026 3๋ถ„๊ธฐ(3~5์›”)

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๋‰ด์‹œ์Šค (์‚ฐ์—…)TIER 2newsis.com2d ago

SK์ด๋…ธ๋ฒ ์ด์…˜, SKํ•˜์ด๋‹‰์Šคยท์Šคํ€˜์–ด์— ๊ทธ๋ฃน ์ „์šฉ๊ธฐ ์ง€๋ถ„ ์–‘๋„โ€ฆ"๋ฐ˜๋„์ฒด ์ถœ์žฅ ์ฆ๊ฐ€ ์˜ํ–ฅ"

[์„œ์šธ=๋‰ด์‹œ์Šค]์ด์ฐฝํ›ˆ ๊ธฐ์ž = SK์ด๋…ธ๋ฒ ์ด์…˜์ด ์ž์‚ฌ๊ฐ€ ๋ณด์œ ํ•œ SK ๊ด€๊ณ„์‚ฌ ๊ณต๋™ ์†Œ์œ  ์—…๋ฌด์šฉ ํ•ญ๊ณต๊ธฐ ์ง€๋ถ„์„ SK์Šคํ€˜์–ด์™€ SKํ•˜์ด๋‹‰์Šค์— ์–‘๋„ํ–ˆ๋‹ค. 25์ผ ๊ธˆ์œต๊ฐ๋…์› ์ „์ž๊ณต์‹œ์‹œ์Šคํ…œ์— ๋”ฐ๋ฅด๋ฉด SK์ด๋…ธ๋ฒ ์ด์…˜์€ ์—…๋ฌด์šฉ ํ•ญ๊ณต๊ธฐ A319(2ํ˜ธ๊ธฐ)์— ๋Œ€ํ•œ ๋ณด์œ  ์ง€๋ถ„ 50% ์ „๋Ÿ‰์„ 249์–ต์›์— SKํ•˜์ด๋‹‰์Šค์— ์–‘๋„ํ•œ๋‹ค๊ณ  ์ด๋‚  ๊ณต์‹œํ–ˆ๋‹ค. SK์ด๋…ธ๋ฒ ์ด์…˜์€ ๋˜ํ•œ ์ด๋‚  ๊ณต์‹œ๋ฅผ ํ†ตํ•ด ์—…๋ฌด์šฉ ํ•ญ๊ณต๊ธฐ G650(3ํ˜ธ๊ธฐ)์— ๋Œ€ํ•œ ๋ณด์œ  ์ง€๋ถ„ 35% ์ค‘ 20%๋ฅผ

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๋‰ด์‹œ์Šค (๊ฒฝ์ œ)TIER 2newsis.com2d ago

SKํ•˜์ด๋‹‰์Šค ๋‚˜์Šค๋‹ฅ ์ƒ์žฅ์—โ€ฆ์™ธ์‹  "๋งˆ์ดํฌ๋ก ์— ์–‘๋‚ ์˜ ๊ฒ€"

[์„œ์šธ=๋‰ด์‹œ์Šค]๊ณ ์žฌ์€ ๊ธฐ์ž = SKํ•˜์ด๋‹‰์Šค๊ฐ€ ๋‚ด๋‹ฌ ๋ฏธ๊ตญ ๋‚˜์Šค๋‹ฅ ์ƒ์žฅ์„ ์ถ”์ง„ํ•˜๋Š” ๊ฐ€์šด๋ฐ, ์ฃผ์š” ์™ธ์‹ ๋“ค์€ ์ด๋ฒˆ ์ƒ์žฅ์ด ๊ธ€๋กœ๋ฒŒ ํˆฌ์ž์ž์˜ ์ ‘๊ทผ์„ฑ์„ ๋†’์ด๊ณ  ๋ฏธ๊ตญ ๊ฒฝ์Ÿ์‚ฌ๋“ค๊ณผ ๊ฒฉ์ฐจ๋ฅผ ์ขํžˆ๋Š” ๊ณ„๊ธฐ๊ฐ€ ๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค. 24์ผ(ํ˜„์ง€ ์‹œ๊ฐ„) ๋งˆ์ผ“์›Œ์น˜๋Š” "SKํ•˜์ด๋‹‰์Šค ์ƒ์žฅ์ด ๋ฏธ๊ตญ ๋งˆ์ดํฌ๋ก  ์ฃผ๊ฐ€์— ์–‘๋‚ ์˜ ๊ฒ€์ด ๋  ์ˆ˜ ์žˆ๋‹ค"๊ณ  ๋ณด๋„ํ–ˆ๋‹ค. ๊ธฐ์กด ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ํˆฌ์ž ์ž๊ธˆ์ด ๋งˆ์ดํฌ๋ก ๊ณผ ์ƒŒ๋””์Šคํฌ์—์„œ SKํ•˜์ด๋‹‰์Šค๋กœ ์ด๋™ํ•  ์ˆ˜ ์žˆ๋Š” ๋ฐ˜๋ฉด, ์—…์ข… ์ „๋ฐ˜์— ๋Œ€

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๋‰ด์‹œ์Šค (๊ธˆ์œต)TIER 2newsis.com2d ago

[์†๋ณด]SKํ•˜์ด๋‹‰์Šค, 15% ๊ธ‰๋“ฑโ€ฆ์‚ผ์ „ ์ œ์น˜๊ณ  ์‹œ์ด 1์œ„ ํƒˆํ™˜

ํ›„์†๊ธฐ์‚ฌ๊ฐ€ ์ด์–ด์ง‘๋‹ˆ๋‹ค โ—Ž๊ณต๊ฐ์–ธ๋ก  ๋‰ด์‹œ์Šค [email protected]

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๋‰ด์‹œ์Šค (๊ธˆ์œต)TIER 2newsis.com2d ago

SKํ•˜๋‹‰ยท์Šคํ€˜์–ด ์ง€๋ถ„๊ฐ€์น˜ '์‘ฅ'โ€ฆSK, ์ฝ”์Šคํ”ผ ์‹œ์ด 11์œ„ ์•ˆ์ฐฉ

[์„œ์šธ=๋‰ด์‹œ์Šค] ๊น€์ง„์•„ ๊ธฐ์ž = SK ์ฃผ๊ฐ€๊ฐ€ SKํ•˜์ด๋‹‰์Šค์™€ SK์Šคํ€˜์–ด ์ƒ์Šน์— ํž˜์ž…์–ด ์ฝ”์Šคํ”ผ ์‹œ๊ฐ€์ด์•ก 11์œ„์— ์ง„์ž…ํ–ˆ๋‹ค. ํ•œ๊ตญ๊ฑฐ๋ž˜์†Œ์— ๋”ฐ๋ฅด๋ฉด ์ด๋‚  ์˜ค์ „ 10์‹œ53๋ถ„ ๊ธฐ์ค€ SK๋Š” ์ „์žฅ ๋Œ€๋น„ 17.28% ๊ธ‰๋“ฑํ•œ 83๋งŒ5000์›์— ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ๋‹ค. ์ฃผ๊ฐ€๋Š” ์ด๋‚  3.09% ์ƒ์Šน ์ถœ๋ฐœํ•ด ์žฅ์ค‘ 19.66% ๊ธ‰๋“ฑํ•œ 85๋งŒ2000์›์„ ํ„ฐ์น˜ํ•˜๋ฉฐ 52์ฃผ ์‹ ๊ณ ๊ฐ€๋ฅผ ๊ฒฝ์‹ ํ–ˆ๋‹ค. SK ์‹œ๊ฐ€์ด์•ก์€ 60์กฐ5398์–ต์›์œผ๋กœ 60์กฐ๋ฅผ ๋„˜์–ด์„œ๋ฉฐ ๋‘์‚ฐ์—๋„ˆ๋นŒ๋ฆฌํ‹ฐ(

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๋‰ด์‹œ์Šค (๊ธˆ์œต)TIER 2newsis.com2d ago

"์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค, ํŽ€๋”๋ฉ˜ํ„ธ ํ”๋“ค๋ฆด ์ด์Šˆ ์—†์–ดโ€ฆETF ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ ์˜ํ–ฅ"

[์„œ์šธ=๋‰ด์‹œ์Šค]ํ—ˆ์ค€ํฌ ์ธํ„ด ๊ธฐ์ž = ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ๊ธ‰๋“ฑ๋ฝ์€ ๊ธฐ๊ณ„์ ์ธ ETF ๋ฆฌ๋ฐธ๋Ÿฐ์‹ฑ๊ณผ ์ฐจ์ต ์‹คํ˜„์ด ๊ฒน์ณ ๋ฐœ์ƒํ•œ '์ผ์‹œ์  ์กฐ์ •'์ด๋ผ๋Š” ์ „๋ฌธ๊ฐ€์˜ ์ง„๋‹จ์ด ๋‚˜์™”๋‹ค. ๊ตฌ๋…์ž 49๋งŒ๋ช…์„ ๋ณด์œ ํ•œ ์œ ํŠœ๋ธŒ ์ฑ„๋„ '๊ฒฝ์ œ ์ฝ์–ด์ฃผ๋Š” ๋‚จ์ž(๊น€๊ด‘์„TV)'์„ ์šด์˜ํ•˜๋Š” ๊น€๊ด‘์„ ํ•œ๊ตญ๊ฒฝ์ œ์‚ฐ์—…์—ฐ๊ตฌ์› ๊ฒฝ์ œ์—ฐ๊ตฌ์‹ค์žฅ์€ ์ด๋ฒˆ ํ˜„์ƒ์„ ๋‘๊ณ  "๋Œ€์„ธ ํ•˜๋ฝ์ด ์•„๋‹Œ ์ผ์‹œ์  ์กฐ์ •"์ด๋ผ๊ณ  ์ง„๋‹จํ–ˆ๋‹ค. ์‹œ์žฅ์˜ ์šฐ๋ ค์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๊น€ ์‹ค์žฅ์€ "์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ์‹ค์ ์€

Read on ๋‰ด์‹œ์Šค (๊ธˆ์œต)
๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com2d ago

[๋‹จ๋…]๊ด‘์ฃผ-์ „๋‚จ ๋ฐ˜๋„์ฒด ๋‹จ์ง€์—โ€ฆ SK, ์‹ ์žฌ์ƒ ํˆฌ์ž๋„ ๊ฒ€ํ† 

SK๊ทธ๋ฃน์ด ๊ด‘์ฃผยท์ „๋‚จ ๋ฐ˜๋„์ฒด ํด๋Ÿฌ์Šคํ„ฐ ์กฐ์„ฑ์— ๋งž์ถฐ ๋ฐ˜๋„์ฒด์™€ ์‹ ์žฌ์ƒ์—๋„ˆ์ง€, ์ธ๊ณต์ง€๋Šฅ(AI) ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ํ•œ๋ฐ ๋ฌถ๋Š” โ€˜ํ’€์Šคํƒ(Full-Stackยท์ „ ๊ณผ์ •)โ€™์œผ๋กœ ๊ด‘์ฃผยท์ „๋‚จ ์ง€์—ญ์— ํˆฌ์žํ•˜๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ† ํ•˜๊ณ  ์žˆ๋‹ค. ๊ด‘์ฃผยท์ „๋‚จ์—์„œ ๋งŒ๋“  ์ „๊ธฐ๋กœ ๋ฐ˜๋„์ฒด๋ฅผ ์ƒ์‚ฐํ•œ ๋’ค ์ด๋ฅผ ์ง€์—ญ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ํ™œ์šฉํ•˜๋Š” ๊ตฌ์ƒ์ด๋‹ค. 24์ผ ์žฌ๊ณ„์— ๋”ฐ๋ฅด๋ฉด SK๊ทธ๋ฃน์€ ๋ฐ˜๋„์ฒด ํด๋Ÿฌ์Šคํ„ฐ ๊ตฌ์ถ•๊ณผ ๋”๋ถˆ์–ด ์ „๋ ฅ ๊ณต๊ธ‰์„ ํ™•๋Œ€ํ•˜๋Š” ์‹ ์žฌ์ƒ์—๋„ˆ์ง€ ํˆฌ์ž๋„ ๊ฒ€ํ† ํ•˜๊ณ  ์žˆ๋‹ค. SK์ด๋…ธ

Read on ๋™์•„์ผ๋ณด (๊ฒฝ์ œ)

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