The stocks most heavily net-purchased by high-return investors trading at Mirae Asset Securities (006800.KS) on the morning of the 27th were SK hynix, Samsung Electronics, and SK Telecom, in that order.
According to Mirae Asset Securities, the stock most heavily bought through 11 a.m. by "stock masters"—those ranking in the top 1% for investment returns over the past month among the brokerage's trading customers—was SK hynix (000660.KS).
As of 11 a.m., SK hynix was trading at 1.744 million won, down 0.85% from the previous session. Although the stock has recently shown weakness, brokerages have offered a bright medium- to long-term outlook based on solid semiconductor industry conditions. The price correction is seen as closer to a short-term rise in volatility than damage to fundamentals.
In addition, expectations of benefits across the related value chain are growing as Korean companies have moved to collaborate with global big tech firms following the recent artificial intelligence (AI) summit in San Francisco. SK Group announced a partnership with Nvidia to build AI infrastructure worth 500 billion dollars, and decided to pursue long-term supply partnerships worth 250 billion dollars with Microsoft (MS), Anthropic, and Amazon.
Samsung Electronics (005930.KS) ranked second in net purchases. At the same time, Samsung Electronics shares were trading at 248,500 won, down 0.40% from the previous session. Like SK Group, Samsung Electronics signed a 200 billion dollar memorandum of understanding (MOU) with Broadcom during the "AI summit." Han Ji-young, a researcher at Kiwoom Securities, said, "Volatility is inevitable in the process of absorbing the earnings of Samsung Electronics and SK hynix scheduled for midweek, U.S. big tech earnings, and the FOMC, but a strategy of maintaining existing positions or expanding holdings centered on leading stocks remains valid."
In particular, brokerages expect next year to bring the tightest supply conditions in the history of the semiconductor industry. Since big tech firms perceive the risk of underinvestment to be greater than that of overinvestment, concerns over an AI bubble are also seen as excessive. Kim Dong-won, head of KB Securities' research center, said, "The semiconductor industry's trend is expected to remain unchanged even amid the turbulence of stock price fluctuations," presenting Samsung Electronics, SK hynix, Samsung Electro-Mechanics, and LG Innotek as top picks.
Ranking third in net purchases was SK Telecom (017670.KS), whose shares were trading at 100,600 won, up 0.60% from the previous session. SK Telecom plans to build an AI cloud business totaling 2 gigawatts (GW) based on Nvidia's next-generation "Vera Rubin" system. Jung Ji-su, a researcher at Meritz Securities, raised the target price to 115,000 won, saying, "SK Telecom's launch of a new data center entity, its attraction of external investment, and its long-term contracts are judged to be multiple re-rating factors."
The top net-sell stocks that day were Samsung SDS (018260.KS), Samyang Foods (003230.KS), and Celltrion (068270.KS). In the previous session, net purchases were highest for Samsung Electronics, SK hynix, and Samsung SDS, in that order, while the top net sells were SK Telecom, GS Engineering & Construction (006360.KS), and Daeduck Electronics (353200.KS).
Mirae Asset Securities compiles the trades of investors ranking in the top 1% for returns over the past month among its customers 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 informational guidance unrelated to the opinions of Mirae Asset Securities and does not guarantee investment suitable for each individual investor or the achievement of returns. Investors should also be cautious, as theme-related stocks may experience abnormal sharp fluctuations.
