Trade idea: Hana Micron (067310.KQ) at ~1.9B MC: The turnkey partner to Samsung

Tweet

Trade idea: Hana Micron (067310.KQ) at ~1.9B MC: The turnkey partner to Samsung

· @ParadisLabs

Tweet

Trade idea: Hana Micron (067310.KQ) at ~1.9B MC: The turnkey partner to Samsung & SK Hynix. High risk, high reward OSAT play. TLDR: - we’re in the strongest memory cycle in ~3 yrs w/ HBM having decoupled captive lines. - Hana are the memory-focused OSAT pure-play - Hana’s