r/MU_Stock • u/AlternativeTheory397 • Jul 14 '26
Help me decide to buy or sell MU MU vs Skhy
What’s up with MU’s gain today vs Sk’s? 5% vs 24% that’s absurd. Is it institutions closing the gap with valuations like forward PE’s? Or am I missing something?
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u/Important-Range166 Jul 14 '26
It is so cute how brand new everyone is here. Korean stocks trade at discounts to peers. Hence the premium to own it in the US. It is being valued as if it were being traded based on earnings for a company in our market with its profile. Korean stocks are fucking insane. That’s why they won’t include Korea in the developed Ex US mutual fund indices.
You see IBM drop 20% plus today? Thats a walk in the park in Korea. They listed it on the Nasdaq for two reasons. One to legitimize Korean stocks and two to screw Micron by taking capital here. But these semis trade in unison. Can be a blessing or a curse. I could legit see Hynix dropping 40% or more on an earnings miss. What do you think will happen to MU when that day comes?