Top Traders Bet on Hyundai Motor as Oil Falls, Cash Out Semiconductor Gains

High-return investors at Mirae Asset Securities are betting on Hyundai Motor Co. while taking profits on semiconductor stocks following their recent surge.

According to Mirae Asset Securities on the 10th, Hyundai Motor, Mirae Asset Securities, and Algenomics were the top three net-purchased stocks among the brokerage's "master traders"—clients ranking in the top 1% by investment returns over the past month—as of 11 a.m.

Hyundai Motor shares were trading at 537,000 won, up 5.92% from the previous day as of 11 a.m. The gain was attributed to growing expectations for lower oil prices after U.S. President Donald Trump suggested the Middle East conflict could end soon.

"Hyundai Motor has already built the data infrastructure essential for 'physical AI' competitiveness through its long-term development of autonomous driving platforms and robotics technology," said Kim Sung-rae, analyst at Hanwha Investment & Securities. "It could become a game-changer in the competition for leadership in related industries as it accelerates commercialization of robotics and autonomous driving."

Mirae Asset Securities ranked second in net purchases, with shares trading at 67,200 won, up 4.67%. Investor sentiment has been driven by expectations related to its SpaceX investments and the company's announcement last month of its largest-ever shareholder return policy.

However, some analysts remain cautious about the sustainability of the stock's rally. "The projected return on equity for 2026, reflecting substantial valuation gains, is a high 17.7%, but with the estimated price-to-book ratio reaching 2.7 times, we believe much is already priced in," said Jang Young-im, analyst at SK Securities. "While additional valuation gains from the SpaceX and xAI merger entity could be reflected, expectations for this have also been partially priced in."

Meanwhile, master traders were net sellers of Samsung Electronics and SK hynix. Samsung Electronics traded at 190,400 won, up 9.74%, while SK hynix traded at 942,000 won, up 12.68%, as of 11 a.m. The selling appears to be profit-taking following the stocks' sharp short-term gains as foreign investors returned to net buying of Samsung Electronics amid the recent KOSPI rebound.

On the previous trading day, the top net-purchased stocks were Samsung Electronics, Hanwha Systems, and LIG Nex1, while SK Innovation, Hyundai Motor, and Korean Air led net sales.

Mirae Asset Securities compiles trading data from its top 1% clients by monthly returns and publishes real-time, previous-day, and five-day data on its mobile trading system. This statistical data is provided for informational purposes only, independent of Mirae Asset Securities' views, and does not guarantee suitable investment advice or returns for individual investors. Investors should also note that theme stocks may experience abnormal volatility.