High-yield investors trading through Mirae Asset Securities net purchased Samsung Electronics (005930.KS), Samsung Electro-Mechanics (009150.KS), and Ecopro (086520.KQ) as their top three stocks on the morning of the 9th, data showed.
According to Mirae Asset Securities, the "stock masters" — investors ranking in the top 1% by returns over the past month among the brokerage's stock trading clients — bought Samsung Electronics the most by 11 a.m.
Samsung Electronics traded at 204,500 won as of 11 a.m., down 2.85% from the previous trading day. The domestic stock market showed weakness as uncertainty surrounding the potential re-closure of the Strait of Hormuz persisted despite ceasefire negotiations between the U.S. and Iran. However, top investors appear to be betting that Samsung Electronics will continue its mid-to-long-term rally based on fundamentals, including operating profit exceeding 57 trillion won in the first quarter of this year.
Yuanta Securities raised its target price for Samsung Electronics to 330,000 won and maintained a "buy" rating. "Discussions on long-term contracts and sustainable mid-to-long-term investment directions are ongoing across the memory industry," said Baek Gil-hyun, a researcher at Yuanta Securities. "Korean foundry industry is rapidly emerging as a practical alternative due to TSMC's production capacity saturation, which will serve as grounds for valuation upgrades."
Samsung Electro-Mechanics followed as the second most net-purchased stock. At the same time, its shares traded at 519,000 won, up 0.97% from the previous close. Shinhan Investment Corp. maintained Samsung Electro-Mechanics as its top pick as a representative AI beneficiary in a report released the same day. "The favorable environment for components and substrates continues, and growth momentum is drawing attention with expectations of expanded high-value product sales and rising supply prices," said Oh Kang-ho, a researcher at Shinhan Investment. "The company has entered a valuation level-up phase alongside global peers in a market where supply exceeds demand."
Ecopro, which reclaimed its position as the top stock by market capitalization on KOSDAQ, ranked third in net purchases. Its shares traded at 150,700 won, down 1.57% from the previous close. Since announcing its corporate value enhancement plan on the 27th of last month — which included gradually increasing its long-term dividend payout ratio — Ecopro's stock price rose 2.75% through the previous day. This contrasts with the KOSDAQ index, which fell 4.53% over the same period. Samchundang Pharmaceutical, which had recently risen to become the KOSDAQ's leading stock, dropped to fourth place in market cap amid controversy over a major shareholder's block deal attempt and patent ownership issues.
The top net-sold stocks of the day were Hanmi Semiconductor (042700.KQ), NH Investment & Securities (005940.KS), and TES (095610.KQ). On the previous trading day, top net purchases were Samsung Electronics, Hyundai Motor (005380.KS), and Samsung Electro-Mechanics, while SK hynix (000660.KS), Samsung C&T (028260.KS), and Naver (035420.KS) topped net sales.
Mirae Asset Securities compiles trading data from investors in the top 1% by returns over the past month among its clients and publishes it on its mobile trading system in real-time, daily, and five-day formats. This statistical data is simple information unrelated to Mirae Asset Securities' opinions and does not guarantee investment suitability or returns for individual investors. Investors should also note that theme stocks may experience abnormal price volatility.
