The most actively net-bought stocks by high-return investors trading through Mirae Asset Securities on the morning of the 15th were Samsung Electronics (005930.KS), LG Electronics (066570.KS), Hana Financial Group (086790.KS) and SK hynix (000660.KS).
According to Mirae Asset Securities, the stock most heavily purchased by "stock super-experts" — investors ranked in the top 1% by investment returns over the past month among the brokerage's traders — by 11 a.m. that day was Samsung Electronics.
According to the Korea Exchange, Samsung Electronics shares were down more than 5% from the previous trading day. The weakness is attributed to growing prospects of a strike amid disputes between management and the union over performance bonuses. However, the buying is interpreted as bargain hunting based on expectations of a potential labor-management agreement and a rebound on the back of the semiconductor boom.
Industry Minister Kim Jung-kwan wrote on social media the previous day, "Considering the gravity of this issue and the unimaginable ripple effects, a strike must be prevented under any circumstances." Kim expressed concern, saying, "Samsung Electronics' earnings and share price directly affect the lives of citizens through approximately 4.6 million shareholders as well as various pension funds including the National Pension Service."
LG Electronics ranked second. Its shares were up more than 10% from the previous trading day, and have more than doubled over the past month. Kim Min-kyung, an analyst at Hana Securities, said in a report the previous day, "Despite the persistently unfavorable operating environment, we judge that the company will secure profit fundamentals through company-wide cost structure improvements and marketing expense efficiency, while at the same time aggressively pursuing new businesses related to robotics to secure growth drivers."
She added, "Through its March shareholder meeting, LG Electronics announced plans to build a mass production system for humanoid robot actuators within the year and conduct a Cloi proof-of-concept (PoC) next year. Given that the PoC plan has been moved up to the first half of this year, the company appears to be actively accelerating its robot business."
Third was Hana Financial Group. Buying interest appears to have flooded in on expectations of cooperation with Dunamu. Hana Financial Group disclosed that day that its subsidiary Hana Bank had decided to acquire 2.284 million shares of Dunamu (a 6.55% stake) in cash for approximately 1.0032 trillion won. The investment is large in scale, equivalent to 2.78% of Hana Bank's recent equity capital (approximately 36 trillion won).
In its disclosure, Hana Bank stated that the purpose of the stake acquisition was to "secure new financial competitiveness through strategic equity investment." The market and industry are evaluating the deal as the birth of a massive alliance between traditional finance and Web3 innovation finance, going beyond a simple capital investment. The alliance binding the two companies as new "blood allies" could become a concrete core fintech business model rather than mere capital investment.
Mirae Asset Securities compiles the trades of the top 1% of investors by returns over the past month among its clients, and discloses them on a real-time, previous-day and recent five-day basis through its mobile trading system (MTS). The statistical data is simple information disclosure unrelated to Mirae Asset Securities' views and does not guarantee investment outcomes or returns suited to individual investors. Also, theme-related stocks should be approached with caution as they may experience abnormal sharp fluctuations.
