In this video, we explore the recent controversy surrounding Morgan Stanley's report on Hynix. We'll break down their target price adjustments and revenue forecasts, shedding light on the implications for the semiconductor market and companies like Samsung Electronics. Stay informed with our detailed analysis!

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(p1) Today, Ive brought an incomprehensible Morgan Stanley report.
(p2) Last week, the media wrote articles suggesting that Morgan Stanley had admitted its mistakes, which was quite outrageous. It turned out they had written the articles without properly reviewing the report.
(p3) Today, Ill summarize an indepth analysis article from another media outlet.
(p4) Morgan Stanley had originally set the target price for Hynix at 260,000 won but lowered it to 120,000 won on September 15, which caused a major controversy. This time, the key point was that they only raised it by 10,000 won, from 120,000 won to 130,000 won.
(p5) Rather, they revised the 2025 Hynix revenue forecast to be even lower than on September 15.
(p6) They had already significantly lowered the operating profit, and it is expected to remain that way.
(p7) In conclusion, the proud Morgan Stanley seems to be maintaining its original position. They say DRAM will be particularly hard hit, so well have to wait and see. If thats the case, Samsung Electronics might be in even greater trouble. Thank you.
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