The most heavily net-bought stocks among high-return investors trading through Mirae Asset Securities on the morning of the 27th were SK hynix (000660), Samsung Electronics (005930) and Samsung Electro-Mechanics (009150), in that order.
The top pick among traders in the top 1% of returns over the past month — a group the brokerage calls "elite stock investors" — was SK hynix as of 11 a.m., Mirae Asset Securities said.
SK hynix was trading at 1.746 million won as of 11 a.m., up 3.44% from the previous session, according to the Korea Exchange. Samsung Electronics, the second-most net-bought stock, was up 2.01% at 266,750 won. Buying concentrated on large-cap chipmakers after Nvidia reported strong results overnight and guided for 70% revenue growth in its next fiscal year. Nvidia said memory supply shortages would persist through the end of fiscal 2028, raising expectations for Korean suppliers of high-bandwidth memory (HBM) and server DRAM.
Samsung Electro-Mechanics, third on the net-buying list, was trading 3.08% higher at 1.371 million won. Expectations for stronger demand for multilayer ceramic capacitors (MLCC) and substrates on the back of artificial intelligence infrastructure buildouts supported the stock. Simmtech (10.74%), Sanil Electric (8.20%) and Daeduck Electronics (2.10%) also ranked among the top buys. Power equipment stocks including Hyosung Heavy Industries (6.15%) and LS Electric (4.47%) drew continued buying on expectations they would benefit from U.S. President Donald Trump's executive order banning grid equipment from hostile nations.
The most heavily net-sold stock was Silicon2 (257720). Shares fell 5.31% to 49,050 won amid a wave of selling after private credit manager Glanwood Credit sold its entire 6.72% stake in a block deal. Short-term supply pressure from the block deal and concerns about overhang, or potential additional selling, weighed on the stock. Alteogen (196170), down 0.32%, and SK Telecom (017670), down 0.90%, were the second- and third-most net-sold stocks.
A day earlier, the top net-bought stocks were Pharma Research, Samyang Foods and Doosan Enerbility, while the top net-sold stocks were Samsung Electronics, SK hynix and Silicon2. High-return investors who had locked in profits ahead of Nvidia's earnings release are now buying chip stocks back after seeing the results.
Mirae Asset Securities compiles trading data from clients in the top 1% of returns over the past month and discloses it on its mobile trading system on a real-time, previous-day and five-day basis. The data is provided for information purposes only, does not reflect the brokerage's views and does not guarantee investment outcomes or returns for any individual investor. Stocks tied to market themes may also see unusual price swings, the brokerage said.
