Top 1% Traders Accumulate Samsung Electronics Shares

Samsung Electronics (005930.KS) was the most actively purchased stock among top-performing investors at Mirae Asset Securities (006800.KS) on the morning of the 11th, followed by Harim Holdings (003380.KS) and Hyundai AutoEver (307950.KS).

According to Mirae Asset Securities, investors ranked in the top 1% by returns over the past month—dubbed "stock masters"—bought Samsung Electronics shares most heavily by 11 a.m.

Samsung Electronics was trading at 108,750 won as of 11:36 a.m., up 0.69% from the previous session, according to Korea Exchange data. The stock briefly touched 110,500 won during the session, crossing the 110,000-won threshold for the first time in about a month.

Securities analysts said Samsung Electronics shares are in an "extremely undervalued phase" compared to major competitors, with sufficient momentum for gains. KB Securities (024110.KS) maintained its buy rating and target price of 160,000 won, naming Samsung Electronics its top pick in the semiconductor sector. The brokerage projected fourth-quarter semiconductor operating profit to surge fivefold year-on-year.

"Fourth-quarter semiconductor operating profit is expected to increase 422% year-on-year, signaling entry into a profit surge cycle," the report said. "Samsung Electronics is recording the lowest valuation among global DRAM makers despite having the largest DRAM production capacity, indicating an extremely undervalued phase."

Samsung Electronics is regaining competitiveness in the high-bandwidth memory (HBM) market. KB Securities forecast Samsung's HBM shipments to increase 203% next year compared to this year, roughly six times the projected 32% growth rate for the global HBM market. Demand is rising from companies producing general-purpose and advanced GPUs and CPUs, including Nvidia and AMD, as well as firms developing custom AI chips (ASICs) such as Google, Microsoft, Amazon and Meta. Samsung is expected to capture this demand, according to the brokerage.

Harim Holdings was trading at 15,300 won, hitting its daily price limit of 29.99% (up 2,660 won). The stock's gains are attributed to accelerating redevelopment projects on idle land in Seoul. Harim Holdings is pursuing a mixed-use complex development combining logistics, residential and office space on a site in Yangjae-dong, Seocho-gu, through its wholly-owned subsidiary Harim Industrial. Seoul city recently began negotiations with private developers on plans to redevelop the Seoul Express Bus Terminal site in Seocho-gu into a mixed-use complex including residential-commercial buildings of around 60 stories.

Hyundai AutoEver, a software affiliate of Hyundai Motor Group, is seen as a beneficiary of GPU deliveries Nvidia promised during the Asia-Pacific Economic Cooperation summit. Analysts expect Hyundai AutoEver to play a prominent role in Hyundai Motor Group's strategy to expand AI and robotics business infrastructure. IBK Securities projected Hyundai AutoEver's revenue and operating profit this year to reach 4.137 trillion won and 257.4 billion won, respectively, up 11.4% and 14.7% year-on-year.

The most actively sold stocks on the day were Ildong Pharmaceutical (249420.KS), OliX (226950.KQ) and D&D Pharmatech (347770.KQ). The previous day's top net purchases were Samsung Electronics, ABL Bio (298380.KQ) and Samsung Epis Holdings, while Isu Specialty Chemical (457190.KQ), Hyundai Motor (005380.KS) and Daeduck Electronics (353200.KS) led net sales.

Mirae Asset Securities publishes real-time, previous-day and five-day trading data of its top 1% customers by monthly returns on its mobile trading system. The data is for informational purposes only and does not represent Mirae Asset Securities' views or guarantee investment returns. Investors should note that theme stocks may experience sharp price fluctuations.