The stocks most heavily net-bought by high-return investors trading at Mirae Asset Securities (006800) on Thursday morning were Samsung Electro-Mechanics (009150), SK Square (402340) and LG Electronics (066570), in that order.
According to Mirae Asset Securities, the stock most heavily bought through 11 a.m. by "stock masters" — the top 1% by investment return over the past month among the brokerage's trading clients — was Samsung Electro-Mechanics.
As of 11 a.m. Thursday, Samsung Electro-Mechanics was trading at 2,014,000 won, up 2.55% from the previous session. Amid a recent surge in artificial intelligence (AI) demand, the semiconductor substrate market is heating up, following high-bandwidth memory (HBM) and general-purpose memory. Investor sentiment is particularly concentrating on Samsung Electro-Mechanics for holding an advantage over global rivals in next-generation substrates and silicon capacitors.
Hyundai Motor Securities raised its target price for Samsung Electro-Mechanics the previous day to 2.8 million won from 2.3 million won. "Samsung Electro-Mechanics is responding fastest in the next-generation substrate market, beyond multilayer ceramic capacitors (MLCC) and flip-chip ball grid arrays (FC-BGA)," said Kim Jong-bae, a researcher at Hyundai Motor Securities. "Along with the traditional MLCC shortage momentum, it will continue its dominant position by delivering meaningful results in new businesses as well."
Ranked second in net buying was SK Square, the largest shareholder of SK hynix (000660). At the same time, SK Square shares were trading at 1,881,000 won, up 4.56% from the previous session. As Micron posted "surprise" earnings on the New York Stock Exchange overnight, Korean semiconductor stocks were broadly strong, and the warmth was also being passed to SK Square, which holds a 20% stake in SK hynix. An Jae-min, a researcher at NH Investment & Securities, recently said, "SK hynix's share-price gains driven by the positive semiconductor industry outlook are translating into higher corporate value for SK Square," explaining that "preference for SK Square will continue to rise, centered on investors who want to increase the semiconductor weighting in their investment assets."
Ranked third in net buying was LG Electronics. LG Electronics shares were trading at 206,000 won, up 0.73% from the previous session. Attention is focused on whether expectations of cooperation with Nvidia at LG Electronics and across LG Group stocks will translate into actual business results. "LG Electronics is in the final stages of data center chiller quality testing for two Big Tech companies, and orders appear imminent," said Choi Bo-young, a researcher at Kyobo Securities. "Revenue recognition is expected within one year after testing is completed."
The top net-sold stocks on Thursday were SK, SK hynix and Samsung Electronics (005930). In the previous session, net buying was largest for Hybe (352820), Samsung Electronics preferred shares and HL Mando (204320), while top net selling was led by Samsung Electronics, SK hynix and SK Square.
Mirae Asset Securities compiles the trades of investors 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 simple information that is unrelated to the opinion of Mirae Asset Securities and does not guarantee investment or returns suited to each individual investor. Investors should also be cautious because theme-related stocks may experience abnormal sharp fluctuations.
