If You Missed Samsung or SK hynix... Who's Next in the 'Semiconductor Rally'?

Following Samsung Electronics’ surprise earnings announcement, securities firms are successively raising their KOSPI net profit forecasts. Analysts suggest that this could trigger a second sharp rally in domestic semiconductor and HBM-related stocks.

If you have been on the sidelines until yesterday, now is the time to make a decision. According to expert Kim Younggu, three stocks expected to benefit in the short term this week are being shared early today on his Telegram channel.

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CEO Kim Younggu gives a clear answer.

“The reason is the SK hynix earnings announcement on April 23. The consensus among securities firms is 35.9 trillion won, but major investment banks like Yuanta Securities and KB Securities expect it to surpass 40 trillion won. The DRAM ASP (average selling price) is up 65% compared to the previous quarter. This is why foreign and institutional investors made SK hynix the top net buy in yesterday’s declining market.”

In fact, the number one net buy by foreigners yesterday was SK hynix. Even as the broader market collapsed due to soaring oil prices, smart money was accumulating stocks backed by strong earnings.

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The strategy he suggests is simple: On days when fear over failed negotiations causes declines, those are actually buying opportunities for SK hynix. In fact, KB Securities’ 2026 annual operating profit forecast is 251 trillion won, surpassing even Microsoft and Google.

“With earnings like this, the share price is bound to follow. The real issue is not selling out of fear before that happens.”

Check out the linked material stocks to watch along with the SK hynix pre-earnings buying strategy for April 23—available for free now.

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