High-return investors at Mirae Asset Securities were found to have heavily bought Robotis and sold Celltrion on the morning of the 27th.
According to Mirae Asset Securities, as of 11 a.m. that day, "stock super-experts" — investors ranked in the top 1% by returns over the past month — net purchased Robotis (108490.KQ) more than any other stock. At the same time, Robotis was trading at 235,000 won, down 4.28% from the previous day. Other robotics-related stocks including Rainbow Robotics (-2.87%) and Hyundai Movex (-6.30%) were also declining, but bargain-hunting demand pushed net purchases beyond those of KOSPI large-cap stocks, according to market observers.
Following Robotis, Samsung SDI (006400.KS) and Korean Air (003490.KS) ranked among the top net purchases. Buying interest in Samsung SDI appears to have been driven by news that the company participated in a capital increase of Fino, a Chinese-affiliated Korean company whose parent is China's CNGR. Through the capital increase, Samsung SDI is expected to acquire a roughly 7% stake in Fino and secure supply rights to LFP cathode materials from C&P Advanced Materials, a joint venture established by Fino with CNGR and POSCO Future M. The move is seen as an effort to address rising demand for power grid energy storage systems driven by expanding artificial intelligence data center infrastructure investment in the United States by leveraging LFP batteries.
On the selling side, Celltrion (068270.KS) topped the net sales list. The stock was up 1.48% at 206,000 won as of 11 a.m. after Japan's Ministry of Health, Labour and Welfare granted product approvals for Omriclo, a biosimilar of allergy treatment Xolair (omalizumab), and Aidenzelt, a biosimilar of ophthalmic treatment Eylea (aflibercept). However, profit-taking appeared to emerge as expectations faded. LIG Nex1 (079550.KS) ranked second in net sales, falling 1.22%. Funds that had flowed into defense stocks were seen exiting on the view that Middle East tensions have entered a period of relative stability.
The previous day's top net purchase stocks were SK hynix (000660.KS), Innox Advanced Materials, Livsmed, Doosan Enerbility and Woorinet, in that order. Top net sales were Samsung Electronics (005930.KS), SK (034730.KS), Hanwha Solutions, Hyundai Motor (005380.KS) and OliX, in that order.
Mirae Asset Securities compiles trading data of its top 1% performers by returns over the past month and discloses the information on its mobile trading system in real-time, previous-day and recent five-day formats. The data is provided as simple informational guidance unrelated to Mirae Asset Securities' views and does not guarantee investment suitability or returns for individual investors. Investors should also exercise caution as theme-related stocks may experience abnormal sharp price swings.
