Today, the trend of SK Hynix is very similar to yesterday's, with the only slight difference being that there has been no pullback, still maintaining an increase of around 4%. Looking at yesterday, the ADR did decline a bit, but today it’s hard to say.
So even for the 10U War God, I am not making any moves today. For Hynix, I am just a learner, and I will only consider shorting the ADR when there is a significant drop in SK time; otherwise, I will just watch quietly.
I am still quite cautious about going long, mainly because I have yet to see signs of a complete adjustment in South Korea's capital structure. Going long, especially on ADRs with relatively high premiums, feels a bit daunting for me personally.
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