The stocks most heavily bought by high-return investors trading through Mirae Asset Securities on the morning of the 14th were SK hynix, Samsung SDI and Samyang Foods, in that order.
The top net buy through 11 a.m. among "stock market elites" — the top 1% of Mirae Asset Securities clients by investment return over the past month — was SK hynix, the brokerage said.
SK hynix traded at 1.734 million won as of 11 a.m., down 4.30% from the previous session. The stock recovered part of its losses after falling more than 5% early in the session but remained sharply lower. Selling concentrated in semiconductor shares as unrest in the Middle East and concerns over U.S. interest rate increases were compounded over the weekend by talk of a slower buildout in artificial intelligence.
Samsung SDI ranked second in net buying. The stock traded at 540,000 won at the same time, down 0.92%. While concerns over slowing demand for electric vehicle batteries persist, expectations for growth in the energy storage system (ESS) market tied to the expansion of renewable energy in Korea appear to have supported investor sentiment.
"If the domestic ESS market grows, a supply chain outside China will naturally be built in Korea," said Kim Hyun-soo, an analyst at Hana Securities. "That will work in favor of faster supply responses in the North American market and of securing the Advanced Manufacturing Production Credit (AMPC), broadening the overall benefit for Korean battery companies."
Samyang Foods, third in net buying, rose 1.02% to 1.291 million won, holding on to gains even as the KOSPI slumped. The move is attributed to expectations for overseas sales growth centered on Buldak stir-fried ramen and to the defensive appeal of food and beverage shares amid high oil prices and high interest rates.
"With quarterly revenue in Europe having risen to around 100 billion won, solid demand in the United States and China is underpinning growth," said Ryu Eun-ae, an analyst at KB Securities. "The impact of the weaker won is limited, and profitability should stay solid in the third quarter as selling and administrative expenses fall from the previous quarter."
The most heavily net sold stocks on the day were Samsung Electro-Mechanics, Doosan Tesna and POSCO Holdings, in that order. In the previous session, the largest net buys were Doosan, Samsung Electro-Mechanics and Samsung E&A. The top net sells in the previous session were Samsung Electronics, SK hynix and Soulbrain Advanced Materials.
Mirae Asset Securities compiles the trades of the top 1% of its clients by return over the past month and discloses them on its mobile trading system on a real-time, previous-day and five-day basis. The data is provided as information only, is unrelated to the brokerage's own views, and does not guarantee investment outcomes or returns for any individual investor. Investors should also note that theme stocks carry the risk of abnormal price swings.
