사진 확대
As Samsung Electronics and SK Hynix announced large-scale shareholder returns, the market’s focus on semiconductors is expected to begin again. This is because investors who have been thirsty for a rise in stock prices are jumping back into the leverage of Samjeonics, which follows twice the stock price as well as the main stock of Samjeonics.
According to the Korea Exchange on the 23rd, the total transaction value of 16 single-stock leverage and inverse exchange-traded funds (ETF) was 977.1 billion won on the 21st. It also recorded 1.599 trillion won on the 20th.
The 1st and 2nd ETFs in transaction value were Samsung Asset Management’s leverage in single stocks of Samsung Electronics.
KODEX SK Hynix Single Stock Leveraged ETF and KODEX Samsung Electronics Single Stock Leveraged ETF are 352.8 billion won and 185.6 billion won, respectively. Samjeonix’s single-stock leverage ETF, launched by Mirae Asset Asset Management, also had a total transaction value of more than 100 billion won.
The rate of return was also high. Over the past week (August 18-21), the KODEX SK Hynix Single Stock Leveraged ETF rose 8.69%. It ranked third overall among ETFs listed on the local stock market. Following that, KIWOOM SK Hynix Futures Single Stock Leveraged, SOL SK Hynix Single Stock Leveraged, and 1Q SK Hynix Futures Single Stock Leveraged the same 8%. This is the return on the back of Samsung Electronics and SK Hynix’s announcement of large-scale shareholder returns. Samsung Electronics held a board meeting on the 21st and decided on a plan to implement shareholder returns in 2026, worth 90 trillion won to 110 trillion won. SK Hynix also announced that it will acquire 40 trillion won worth of treasury stocks and incinerate them.
Another factor is that the global semiconductor market is still booming thanks to the artificial intelligence (AI) cycle. Recently, NVIDIA, an AI chip developer, reportedly told large customers that it would raise the price of its AI chip system by more than 15% due to the shortage of memory semiconductors.
It is pointed out in the stock market that the concentration of large stocks will inevitably increase in the future. Lee Jae-won, a researcher at Yuanta Securities, said, “In order for the concentration environment to be eased, the macro environment must be improved and uncertainty must be lowered. In a time when long-term interest rates are high, investors have no choice but to buy industries that perform more clearly than those with uncertainty and are expected to return shareholders immediately.”
[Reporter Hong Soon Bin / Reporter Kim Je Rim]