The stocks most heavily net-bought Monday by high-return investors trading through Mirae Asset Securities were Samsung Electro-Mechanics, SK Square, and LG CNS. By contrast, SK hynix, Samsung Electro-Mechanics preferred shares, and DB HiTek ranked among the top net sells. With the artificial intelligence (AI) and semiconductor rally continuing, top traders appear to be employing a rotation strategy, taking profits on stocks that have surged sharply while picking up names that have risen relatively less.
According to Mirae Asset Securities on Monday, the stock most heavily bought as of 11 a.m. by "stock masters" — investors ranking in the top 1% by investment return over the past month among the firm's stock-trading clients — was Samsung Electro-Mechanics. At the same time, Samsung Electro-Mechanics traded at 2.272 million won, up 0.09% from the previous session.
Samsung Electro-Mechanics has recently drawn expectations of rising demand for multilayer ceramic capacitors (MLCC) on the back of expanded investment in AI servers and data centers. Forecasts for improved earnings in its smartphone and automotive electronics divisions have also continued. The trend appears to reflect expectations that semiconductor investment demand, recently concentrated on Samsung Electronics and SK hynix, could spread to component stocks.
The second-largest net buy was SK Square. SK Square traded at 1.937 million won at the same time, up 8.82%. A rise in the value of its SK hynix stake and expectations for expanded shareholder returns have been driving the stock higher. HYBE, Hyundai Motor, LG CNS, Hyundai Mobis, and Hanwha Ocean also ranked among the top net buys.
By contrast, the top net sell was SK hynix. SK hynix traded at 2.9 million won at the same time, up 4.92%. The selling is interpreted as profit-taking following a steep rally since the start of the year.
Samsung Electro-Mechanics preferred shares, DB HiTek, Samsung Electronics, LG Electronics, Wonik IPS, LG Innotek, and NAVER followed among the top net sells. In particular, Samsung Electro-Mechanics preferred shares and LG Electronics surged 18.79% and 11.58%, respectively, appearing to prompt selling after short-term gains.
On the previous trading day, Friday, the top net buys were Samsung Electronics, KB Financial Group, HD Hyundai Electric, DB HiTek, and LG Innotek. The top net sells were Samsung SDI, SK, NAVER, Hanmi Semiconductor, and LG CNS.
Mirae Asset Securities compiles the trades of investors ranking in the top 1% by return over the past month among its clients and discloses them on its mobile trading system (MTS) on a real-time, previous-day, and recent five-day basis. This statistical data is simply informational and unrelated to Mirae Asset Securities' views, and does not guarantee investment outcomes or returns suited to any individual investor. Investors should also note that theme-related stocks may experience abnormal price volatility.
