The stocks most heavily net-bought by high-return investors trading at Mirae Asset Securities on the morning of the 4th were Samsung Electronics, Samsung Electro-Mechanics, and NAVER.
According to Mirae Asset Securities on the 4th, the stock most heavily bought by "stock masters" — investors ranking in the top 1% of returns over the past month among Mirae Asset Securities stock traders — by 11 a.m. was Samsung Electronics (005930.KS).
Samsung Electronics shares traded at 354,500 won, down 1.66% from the previous session. Despite the price correction, the top traders increased their buying. The move is read as bargain-hunting flowing in amid continued expectations of rising memory demand following the recent spread of AI agents.
Samsung Securities recently raised its target price to 500,000 won from 300,000 won, analyzing that "with the full-scale arrival of the AI era, not only memory but also the foundry and device businesses could be re-evaluated."
Samsung Electro-Mechanics ranked second in net buying. Samsung Electro-Mechanics shares traded at 1,721,000 won, down 5.07% from the previous session. Despite the recent short-term correction, expectations for growth in multilayer ceramic capacitors (MLCC), silicon capacitors (Si-Cap), and semiconductor package substrates (ABF) for AI servers are analyzed as having stimulated investor sentiment.
"Samsung Electro-Mechanics shares plunged a cumulative 17.3% over two days in early June, raising concerns about a short-term correction," said Yang Seung-soo, a researcher at Meritz Securities. "However, we judge that there is no change in the direction of the three core growth pillars: multilayer ceramic capacitors (MLCC), Ajinomoto build-up film (ABF) substrates, and silicon capacitors (Si-CAP)."
With NVIDIA CEO Jensen Huang visiting Korea on the 5th of this month, interest in domestic electronic components makers is also rising. The industry expects Samsung Electro-Mechanics to gain an opportunity to expand its supply of electronic components for AI servers, beyond its existing semiconductor substrate cooperation.
NAVER followed in third place for net buying. NAVER (035420.KS) shares traded at 257,000 won, down 8.38%, but the top traders instead expanded their buying. The market reads this as reflecting expectations for the company's ongoing AI business expansion and the establishment of global partnerships.
In particular, with CEO Jensen Huang reportedly set to visit NAVER's 1784 headquarters in Seongnam, Gyeonggi Province, on the 8th of this month, expectations for cooperation are growing. The market is focusing on the possibility that the two companies will discuss cooperation across various fields, including AI infrastructure, sovereign AI, and physical AI.
In addition, stocks cited as so-called "Jensen Huang-related stocks," such as SK hynix (000660.KS) and LG Electronics (066570.KS), were also chosen by the top traders. Ahead of CEO Jensen Huang's visit to Korea, buying is observed to have flowed into related stocks broadly as expectations for cooperation with major domestic companies in AI infrastructure, robotics, and physical AI came into focus.
By contrast, the top net-sold stock among the top traders was Hanmi Semiconductor. Hanmi Semiconductor shares traded at 317,000 won, up 15.06% from the previous session. The move is interpreted as profit-taking emerging as the stock surged on recent expectations of benefiting from high-bandwidth memory (HBM) equipment.
As of the 2nd, the previous trading session, the top net-buy stocks among the top traders were Samsung Electronics, LG Electronics, and NAVER, in that order. The top net-sell stocks, by contrast, were tallied as Hyundai Motor, Hanmi Pharmaceutical, and Hyundai Mobis.
Mirae Asset Securities compiles the trading of investors ranking in the top 1% of returns over the past month among its customers and discloses it through its mobile trading system (MTS) on a real-time, previous-day, and recent-five-day basis. The statistics are simple reference material unrelated to Mirae Asset Securities' investment opinions and do not guarantee returns for individual investors. In addition, investors should be cautious as theme stocks and sharply rising stocks may see expanded volatility.
