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SK hynix·Oct 27, 202652 signal

SK hynix Announces 3Q26 Financial Results

Reports revenues of 104.6155 trillion won, operating profit of 83.3338 trillion won, net profit of 39.7756 trillion won; Quarterly sales surpass 100 trillion won for the first time ▪ Sales of HBM4 and high-value-added server products expanded; HBM4 expected

BusinessSKHY
investingLive·Oct 27, 202648 signal

MUFG sees RBNZ hiking to 3% today but under-delivering on pricing, flags NZD downside

MUFG’s call puts the risk squarely on the New Zealand dollar: with a hike almost fully priced, the currency’s G10 outperformance this month depends on the RBNZ endorsing a much steeper path than MUFG expects. Neutral or “wait and see” language could trigger a repricing of the roughly three and a half further hikes priced, pulling front-end yields lower and weighing on the kiwi, with AUD/NZD a likely beneficiary ahead of the RBA meeting on November 2 and 3. A hawkish surprise would delay that repricing, not prevent it, in MUFG’s view. Oil remains the main counterweight: further gains in crude would push up New Zealand’s fuel-driven inflation and make the market’s more aggressive path harder to unwind.

FinanceMUFG