The top 1% of ultra-high investors net purchased Samsung Electro-Mechanics, LS Electric, iCraft, Hiv..

[Trend of Trading at 9:30 a.m. for Top 1% Investors in Yield]
Sold Samjeon, Nix, and Buy Samsung Electro-Mechanics and LS Electric

The top 1% of ultra-high investors net purchased Samsung Electro-Mechanics, LS Electric, iCraft, Hive, and SK Square the most on the morning of the 29th.

On the other hand, Samsung Electronics and SK Hynix, which were listed at the top of net purchases every day, were sold.

사진 확대 Top 10 net buying stocks at 09:30 a.m. on the stock high of 07.29 a.m. [Mirae Asset Securities]

According to Mirae Asset M Club (m.Club), investors with the top 1 percent return on trading stocks through Mirae Asset Securities bought Samsung Electro-Mechanics the most until 9:30 a.m. after the opening.

Samsung Electro-Mechanics, which is set to announce its earnings on the 30th, is expected to increase 19.1% and 90.6% year-on-year to 3.31 trillion won in sales and 406.1 billion won in operating profit in the second quarter, respectively.

Koh Eui-young, a researcher at iM Securities, diagnosed that Samsung Electro-Mechanics’ power to negotiate the price of multilayer ceramic capacitors (MLCCs) is getting stronger. Demand for small and high-capacity MLCCs for artificial intelligence (AI) servers is increasing rapidly, but only a few companies, including Samsung Electro-Mechanics and Murata, can supply them stably.

In particular, he evaluated the recent successive orders positively. Researcher Koh added, “The stock price has been adjusted to -40% from its peak due to continuity concerns over the AI cycle, but the direction of the business has not changed.”

LS Electric, which ranked second in net purchases, also recorded an earnings surprise in its earnings announcement on the 23rd, and its target stock price continued to rise in the stock market.

Kim Tae-hyun, a researcher at IBK Investment & Securities, raised LS Electric’s target stock price from 128,000 won to 280,000 won on the 27th. This is because demand for distribution boards and transformers is expected to grow in the long term as investment in AI data centers expands. Researcher Kim predicted, “The expansion of U.S. data center supply will lead to significant earnings growth.”

However, LS Electric’s stock price also fell by -20% in the last month until the previous day. It is considered the largest beneficiary of artificial intelligence (AI) data center power infrastructure and has surged 78.17% since the beginning of the year, but it has been sluggish along with the KOSPI adjustment.

사진 확대 Top 10 net selling stocks at 09:30 a.m. on the stock high of 07.29 a.m. [Mirae Asset Securities]

Samsung Electronics and SK Hynix took the top two spots in net sales, respectively. Immediately after the earnings announcement, SK Hynix is believed to have been pouring in short-term profit-taking due to market expectations.

According to the announcement on the 29th, SK Hynix recorded 79.3187 trillion won in sales and 60.5426 trillion won in operating profit in the second quarter of this year. Both sales and operating profit are all-time high. The operating profit ratio also remained at the highest level in the semiconductor industry at 76%. However, stock prices weakened in early trading as market expectations were evaluated to have fallen short of market expectations.

In addition, Samsung Electronics Co., Daedeok Electronics Co., and Hyundai Motor Co. were also listed in the top net selling list.