Rolf Bulk(@rolfbulk):Strong recovery rally in Korea today. Samsung up 24%, $SKHY 29% (!). We'd expect volatility to remain high, but fundamentals are very strong: SK and Samsung are amongst the most profitable tech companies globally, memory remains in a structural shortage, and the stocks trade on 3-4x NTM earnings.

Rolf Bulk

@rolfbulk

Head of Semiconductors & Infrastructure @FuturumEquities | No investment advice.

参加 January 2026

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Rolf Bulk@rolfbulk

2026.07.31 05:34

Strong recovery rally in Korea today. Samsung up 24%, $SKHY 29% (!). We'd expect volatility to remain high, but fundamentals are very strong: SK and Samsung are amongst the most profitable tech companies globally, memory remains in a structural shortage, and the stocks trade on 3-4x NTM earnings.