[지주사 리레이팅] SK스퀘어, 반도체 랠리 '하이닉스' 대안투자 매력

SK Square has emerged as an attractive alternative investment for semiconductor supercycle exposure due to institutional position concentration limits. The company's 20.5% stake in SK Hynix, combined with persistent holding company discounting and regulatory lag in position limit calculations, creates a valuation arbitrage opportunity while capital flows to the parent holding company.