The most-bought stocks among top-performing investors at Mirae Asset Securities (006800) on the morning of the 9th were Samsung Electronics (005930), its preferred shares (005935) and Samsung Electro-Mechanics (009150). SK hynix (000660), the previous session's top net purchase, flipped to the biggest net sale as investors cashed in gains after a price rally, with buying shifting to Samsung affiliates trading at less demanding valuations.
According to Mirae Asset Securities, Samsung Electronics was the most-bought stock through 11 a.m. among the brokerage's "super traders" — clients ranking in the top 1% for investment returns over the past month. Samsung Electronics traded at 273,500 won, up 1.48% from the previous session. Its preferred shares ranked second at 199,300 won, up 0.45%, while Samsung Electro-Mechanics came in third at 1.42 million won, up 3.65%.
The rotation reflects active position shifts within large-cap chip and electronics names as investors sought laggards. In the previous session, the top traders bought the most SK hynix while placing Samsung Electronics and its preferred shares among their biggest sales. This session showed the opposite pattern. As SK hynix climbed past the 1.85 million won level and extended its gains, the high-return investors took profits and turned to Samsung Electronics on its relative price appeal, analysts said.
SK Square (402340), up 0.97%, and LG Electronics (066570), up 0.24%, ranked fourth and fifth in net purchases. Buying also spread evenly into power infrastructure, shipbuilding and construction, the sectors leading intraday gains. Sanil Electric ranked sixth at 213,000 won, up 5.97%, followed by HD Hyundai Heavy Industries (329180), up 2.25%, in seventh and Hanwha Ocean (042660), up 2.44%, in eighth. SK Innovation (096770), up 0.36%, Hyundai Engineering & Construction (000720), up 2.36%, and GnCenergy (119850), up 7.14%, also made the top net-purchase list.
SK hynix, the biggest net sale, traded at 1.855 million won, up 3.46%, at the same time. The move suggests investors trimmed positions as the stock rode a gain of more than 3% during the session. Doosan Fuel Cell (336260) ranked second in net sales, surging 11.88% to 55,100 won, followed by Orbitech (046120), down 0.66%, Hanwha Machinery & Service Holdings, up 13.22%, and Doosan Tesna, up 6.42%.
Mirae Asset Securities compiles the trades of clients in the top 1% for returns over the past month and publishes the data on its mobile trading system on a real-time, previous-day and five-day basis. The data is provided for information purposes only, is unrelated to the brokerage's views and does not guarantee investment outcomes for individual investors. Stocks tied to market themes carry the risk of abnormal price swings.
