The most net-bought stocks Wednesday morning by high-yield investors trading through Mirae Asset Securities were SK Telecom (017670.KS), SK hynix (000660.KS), Olix Pharmaceuticals (226950.KQ) and Hyundai Mobis (012330.KS), in that order.
According to Mirae Asset Securities, the top stock purchased by 11 a.m. by "stock super-experts" — clients ranking in the top 1% by investment returns over the past month — was SK Telecom.
SK Telecom traded at 102,000 won as of 11 a.m., down 0.68% from the previous session. The stock had risen as high as 111,500 won during the session, setting a new 52-week high, before paring gains and turning lower.
The buying interest in SK Telecom is being attributed to Anthropic. Major foreign media recently reported that Anthropic is expected to post operating profit of $559 million in the second quarter, marking its first-ever quarterly profit. SK Telecom invested $100 million in Anthropic in 2023.
"Reports indicate that Anthropic's new internal financial outlook projects second-quarter revenue of $10.9 billion and operating profit of $559 million," said Lee Young-jin, an analyst at Samsung Securities. "If the target is met, first-half revenue would reach $15.7 billion including the $4.8 billion in the first quarter, approaching the annual revenue forecast of $16 billion for this year."
He added, "This is the result of explosive demand for Anthropic's models and products, which demonstrate strong performance in coding and agentic tasks as enterprise AI adoption accelerates. Various strategies are being deployed among frontier AI companies to expand enterprise AI."
SK Telecom's own earnings remain solid. Its first-quarter operating profit came in at 537.6 billion won, with the company tightening its grip on profitability improvements. "As the only company in Korea with a full AI stack — infrastructure, models, and services — monetization in the AI business segment will gradually expand," said Choi Yu-jin, an analyst at Mirae Asset Securities.
SK hynix took the No. 2 spot in net buying. As of the same time, SK hynix shares stood at 1.939 million won, down 0.05% from the previous close. The stock is on the verge of breaking through the 2 million won mark, supported by earnings improvements driven by the semiconductor super cycle.
Brokerages have been raising their target prices for SK hynix in succession. On Wednesday, Ryu Young-ho, an analyst at NH Investment & Securities, lifted his target price for SK hynix to 3.1 million won from 1.8 million won. He raised SK hynix's 2026 operating profit forecast to 261 trillion won, reflecting expanding demand for high-performance memory in the AI era and earnings stability from a higher share of long-term contracts.
"As AI servers, which had relied on HBM, move into the inference domain, demand for server DRAM, SRAM, eSSD and LPDDR is increasing," Ryu said. "The importance of memory is rising more than ever, and long-term contracts mark the starting point of a structural shift in the memory industry."
The third-most net-bought stock was Olix. The innovative drug developer, which is based on RNA interference technology, traded at 165,800 won as of 11 a.m., up 13.41% from the previous session. Olix is a pharma-bio company with a differentiated platform that uses short interfering RNA (siRNA) to block disease-causing proteins at the source. A series of major events are scheduled for the second half of the year, including the conclusion of Phase 1 trials for the MASH (metabolic dysfunction-associated steatohepatitis) treatment "OLX702A," Phase 1b trials for the hair-loss treatment "OLX104C," preclinical work on the obesity treatment "OLX501A," and the release of dual-targeting data.
"With R&D momentum concentrated in the second half, expectations are rising for licensing-out (L/O) deals with global big pharma," said Lee Ji-soo, an analyst at Daol Investment & Securities.
Top net-sold stocks Wednesday included Hyundai Motor (005380.KS), Samsung Electronics (005930.KS), Alteogen (196170.KQ) and Samsung Electro-Mechanics (009150.KS). On the previous trading day, the most net-bought stocks were Samsung Electronics, LG Electronics (066570.KS) and AJU IB Investment (027360.KQ), while the most net-sold were SK hynix, Hyundai Motor and SK Telecom.
Mirae Asset Securities compiles trading data on stocks bought and sold by investors who rank in the top 1% in returns over the past month among its clients, disclosing the information on its mobile trading system (MTS) on a real-time, previous-day and five-day basis. The statistical data is provided as simple informational guidance unrelated to Mirae Asset Securities' views and does not guarantee investment outcomes or returns suitable for individual investors. Investors should also be aware that theme-related stocks may be subject to abnormal price volatility.
