The most net-bought stocks among high-yield investors trading through Mirae Asset Securities on Tuesday morning were LG Electronics (066570), Samsung Electronics (005930), Naver (035420), and SK Telecom (017670), in that order.
According to Mirae Asset Securities, LG Electronics was the most heavily bought stock as of 11 a.m. by "stock super-experts" — those ranked in the top 1% of investment returns over the past month among the brokerage's stock trading clients.
LG Electronics shares were trading near 358,500 won as of 11 a.m., down about 5.78%. Strong buying had poured in the previous day on expectations tied to Nvidia CEO Jensen Huang's visit to Korea and artificial intelligence (AI) cooperation prospects. However, profit-taking flooded the market following the sharp short-term rally, dragging shares lower during the session — a weakness that top traders appear to have aggressively exploited as a "buy-the-dip" opportunity.
Samsung Electronics ranked second in net buying. Even as the KOSPI slipped below the 8,600 level under heavy foreign selling, Samsung Electronics held firm, gaining 0.72% to 351,500 won and showcasing its defensive strength. Funds flowed in as the semiconductor industry turnaround, the company's solid position in the global supply chain, and its undervaluation relative to peers came into focus. Brokerages had previously noted that Samsung Electronics has ample upside potential when considering its shareholder return policy and fundamentals.
Naver came in third. Naver had also led the market the previous day on AI-driven optimism, but it tumbled 7.00% to 252,500 won. Analysts attribute the top traders' preemptive accumulation to expectations that Huang's actual itinerary in Korea could renew specific momentum around AI platform and service partnerships. SK Telecom (up 7.93%) and POSCO Holdings (down 4.72%) followed, ranking fourth and fifth in net buying, respectively.
On the other hand, the stocks most heavily sold by the super-experts during the morning session were Hyundai Motor (005380), Hanmi Pharmaceutical (128940), and Hyundai Mobis (012330), in that order. Hyundai Motor and Hyundai Mobis were down 5.73% and 6.18%, respectively. Hanmi Pharmaceutical was also weak, falling 1.67%. For major automakers, profit-taking appears to be emerging as part of risk management, as broader market volatility expands and momentum from drivers such as physical AI — which had recently propelled share prices — has somewhat stalled.
Mirae Asset Securities compiles trading data from the top 1% of its clients by returns over the past month and discloses the information on its mobile trading system (MTS) on a real-time, previous-day, and five-day basis. The statistical data is provided for informational purposes only and does not reflect the views of Mirae Asset Securities, nor does it guarantee investment outcomes or returns suited to individual investors. Investors should also be cautious of theme-related stocks, which may experience abnormal volatility.
