The stocks most heavily bought by high-performing investors trading through Mirae Asset Securities on the morning of the 30th were Samsung Electronics preferred shares (005935), Tes (095610) and Samsung Electronics (005930), in that order.
According to Mirae Asset Securities, the top net purchase by "top-tier stock traders" — the top 1% of investors by returns over the past month — as of 11 a.m. was Samsung Electronics preferred shares. Semiconductor-related names dominated the net buying list after Anthropic outlined plans to spend more than $500 billion (about 677.8 trillion won) on artificial intelligence computing and infrastructure over the next decade, fueling expectations of stronger chip demand.
Samsung Electronics preferred shares traded at 200,250 won as of 11 a.m., down 1.84% from the previous session. The buying appears to reflect both news of Samsung Group's AI infrastructure investment and the price gap with Samsung Electronics common shares.
A day earlier, Samsung Electronics and five affiliates said they would invest a combined $1 billion (about 1.36 trillion won) in Helix Digital Infrastructure, an AI infrastructure company set up by U.S. investment firm KKR. Samsung Electronics will put up $500 million, with Samsung C&T, Samsung SDS, Samsung SDI (006400), Samsung Life Insurance and Samsung Fire & Marine Insurance contributing the remaining $500 million as founding investors. Nvidia, U.S. power company Vistra and the Kuwait Investment Authority are also taking part.
The second-largest net purchase was Tes, a semiconductor equipment maker. Its shares were at 167,600 won at the same time, down 1.87% from the previous session. Strength in AI chip stocks on U.S. markets overnight appears to have lifted expectations for South Korean makers of chip materials, parts and equipment. The top traders bought Tes on a net basis despite the share price decline.
Third was Samsung Electronics, trading at 271,500 won, down 0.37% from the previous session. Expectations of expanding AI infrastructure investment and the resulting increase in chip demand were cited as reasons for the buying.
The most heavily sold stocks were Hanwha Solutions (009830), Foosung (093370), LG Electronics (066570) and SK hynix (000660), in that order. In the previous session, the biggest net purchases were SK hynix, LG Electronics, LG Innotek (011070) and OCI Holdings (010060), while the largest net sales were Samsung Electronics, Samsung SDI, Samsung Electronics preferred shares, Samsung Electro-Mechanics (009150) and Tes.
Mirae Asset Securities compiles the trades of its clients ranked in the top 1% by returns over the past month on a real-time, previous-day and five-day basis, and publishes the data on its mobile trading system. The figures are simple information unrelated to the brokerage's views and do not guarantee suitable investments or returns for individual investors. Investors should also be mindful that theme-related stocks can swing sharply.
