[Trading trend at 2:30 p.m. for top 1% investors in yield]
In the afternoon, sell SK Hynix and buy Samsung Electronics intensively
Dusan will also pick it up
사진 확대
The top 1% return on equity investment mainly bought Samsung Electro-Mechanics, Daejeok Electronics, Samsung Electronics, Doosan, Jeju Semiconductor, LG Electronics, and VM as of 2:30 p.m. on the 31st.
Ultra-high earnings netted the most Samsung Electro-Mechanics in the afternoon. Samsung Electronics, which was not on the net purchase list in the morning, was ranked, and Doosan was also bought by many super-takers in the afternoon.
As semiconductor stocks have been on the rise one after another, Doosan seems to have been chosen by ultra-high players thanks to expectations for the acquisition of SK Siltron and improved performance in its electronics business unit (BG).
As SK is expected to hold a board meeting on the same day to discuss whether to push for the sale of its stake in SK Siltron, expectations for Doosan’s possible acquisition have increased.
Doosan has been discussing prices and terms of the deal with SK since it was selected as the preferred bidder for the acquisition of SK Siltron in December last year. The stake mentioned as a target of sale is 70.6%, which is a combination of 51% held by SK and 19.6% of the total revenue swap (TRS) contract.
SK Group Chairman Chey Tae-won’s 29.4% handling plan is also considered a negotiating variable. However, the resolution of the board of directors and the conclusion of the sale contract have not yet been confirmed.
사진 확대
On the other hand, ultra-high players sold a lot of SK Hynix in the afternoon. It seems that it has started to realize profits. Samsung Electronics’ preferred stocks, which have significantly reduced their gap with common stock, were also sold by ultra-high earners.
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Samsung Electro-Mechanics
Ultra High School
Samsung Electronics
MLCC
POSCO Holdings