Top net-buy picks among high-return investors at Mirae Asset Securities (006800) on the morning of the 6th were Samsung Electronics (005930), Duksan Techopia (317330), Samsung SDI (006400), and SK Square (402340), in that order.
According to Mirae Asset Securities, Samsung Electronics was the most-bought stock by 11 a.m. among "stock masters" — the top 1% of Mirae Asset Securities' clients by investment return over the past month.
As of 11:27 a.m., Samsung Electronics was trading at 262,000 won on the Korea Exchange, up 12.69% from the previous session. The stock topped the 260,000-won level for the first time ever. Analysts see ample room for Samsung Electronics to break above 300,000 won. Kyobo Securities on the same day raised its target price for Samsung Electronics to 330,000 won in a report.
Kyobo Securities forecast Samsung Electronics' annual revenue at 670 trillion won and operating profit at 339 trillion won this year, above the market consensus of 320 trillion won. Analyst Choi Bo-young said the union strike and temporary weakness in non-memory are short-term variables, but the impact will be limited given the strength and durability of the memory boom.
"Beyond the absolute scale of earnings, visibility and sustainability are emerging as key investment points," Choi said. "The expansion of long-term supply contracts and the full-scale launch of HBM4 are structural changes that strengthen both variables simultaneously."
Duksan Techopia, ranked second, was trading at 26,850 won, up 6.97%. Founded in 2006 and listed on the Kosdaq market in 2019, Duksan Techopia is a materials specialist for the IT and bio sectors. Its main businesses are semiconductor and display materials, secondary battery materials, and pharmaceutical intermediates (such as metabolic disease treatments), with customers including Samsung Electronics, Samsung Display, and multiple global pharmaceutical companies.
"Duksan Techopia's core semiconductor and display materials business is expected to see stable growth thanks to a NAND market recovery on the back of expanded data center investment and customer diversification," said Heo Sun-jae, an analyst at SK Securities. "A 2026 consolidated earnings turnaround is also expected as its subsidiary Duksan Electera, in which more than 200 billion won has been invested over the past three years, begins full-scale operation of its North American electrolyte plant."
Samsung SDI, ranked third in net buying, was trading at 703,000 won, down 0.28% from the previous day. Daishin Securities' recent upgrade of Samsung SDI — raising its investment rating to Buy and target price to 920,000 won, citing the onset of a phase in which North American energy storage system (ESS) growth will be reflected in earnings — appears to have stimulated investor sentiment.
"Samsung SDI will add North American ESS growth to its stable EV customer portfolio centered on premium OEMs," said Kim Gwi-yeon, an analyst at Daishin Securities. She cited the expansion of North American ESS capacity in 2026, the preemptive securing of non-China LFP cathode materials, and the target for mass production of all-solid-state batteries in 2027 as key investment points.
The top net-sell stocks of the day were TFE (425420), Korea Aerospace Industries (047810), Philoptics (161580), SKC (011790), and SK hynix (000660). On the previous trading day, the top net-buy stocks were LS ELECTRIC (010120), Hyosung Heavy Industries (298040), RF Materials (327260), and LG Innotek (011070). The previous day's top net-sell stocks were Samsung Electronics, Mirae Asset Securities, Samsung Electronics preferred (005935), and SK hynix.
Mirae Asset Securities compiles the trading of the top 1% of its clients by return over the past month and discloses it on its mobile trading system (MTS) on a real-time, previous-day, and past-five-day basis. The statistical data is simple information unrelated to Mirae Asset Securities' views and does not guarantee investment suitability or profit for any individual investor. Investors should also be cautious as theme stocks are prone to abnormal volatility.
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