Hyundai Motor, Doosan Energy, Samsung SDI, and Heunggu Oil were the most net buyers by high-yield in..

[Stock record net buying trend on Feb. 25]
Hyundai Motor Co., Doosan Enerville Co., and Samsung SDI Co., Ltd. buying trend
Olix Co., LG Electronics Co., SPG Co., and Kia Co., Ltd. selling trend

사진 확대 Humanoid Robot Atlas presented at this year’s CES 사진 확대 Super High Stock Top 10 Net Buying Stocks On Feb. 25 At 2:30 p.m. [Mirae Asset Securities]

Hyundai Motor, Doosan Energy, Samsung SDI, and Heunggu Oil were the most net buyers by high-yield investors trading at Mirae Asset Securities on the afternoon of the 25th.

According to Mirae Asset Securities on the same day, Hyundai Motor was the most bought by 2:30 p.m. among Mirae Asset Securities’ stock trading customers by the top 1% of their investment returns in the past month.

The stock price is soaring due to news that Hyundai Motor Group proposed building hydrogen fuel cell infrastructure in Canada to win orders for the Canadian patrol submarine project (CPSP) worth up to 60 trillion won.

Glenn Copeland, president of Hanwha Ocean Canada, said in a Bloomberg interview released on the same day that Hyundai Motor Group proposed to Canadian officials who recently visited Korea an initial plan to build three to four network corridors in which hydrogen fuel cell facilities can support railways or large trucks.

“If this plan is realized, it will be a significant investment,” Copeland said. “Whether it’s a cargo truck or a railroad, it can bring about innovative changes in major transportation corridors.”

However, the plan has not yet been finalized and talks are underway between Hyundai Motor and the Canadian government, he said.

Doosan Efficiency is the second-largest net buyer. In a report, Lee Daeshin Securities maintained its “buy” on Doosan Efficiency’s investment opinion and raised its target price to 130,000 won from 125,000 won.

Heo Min-ho, a researcher at Daishin Securities, said, “This year, orders for technology of overseas nuclear power plants such as AP1000 reactor vessel and steam generator to Poland, TerraPower’s major equipment for sodium SMR to the U.S., and Newscale’s VOYGR SMR cycle to Romania and the U.S. are expected to expand.”

This year’s orders are expected to total 14.3 trillion won, including 5.8 trillion won for nuclear power and 5.3 trillion won for gas power generation.

Samsung SDI is the third largest net buyer. On the same day, Hyundai Motor Securities analyzed that expectations for the energy storage system (ESS) and all-solid battery business are growing along with the sale of Samsung Display shares to Samsung SDI. Accordingly, the target stock price was raised from 190,000 won to 530,000 won, and the investment opinion was raised from “neutral” to “buy.”

Kang Dong-jin, a researcher at Hyundai Motor Securities, said, “Samsung SDI reported to the board that it will push for the sale of its stake in Samsung Display. We are looking forward to realizing the value of its holdings.”

He also explained, “Expectations for the mass production of all-solid batteries have risen next year, and expectations for high growth of ESS and battery backup units (BBU) have also risen.”

Specifically, “North America ESS’s production capacity (Capa) forecast for this year has been raised from about 20GWh to about 30GWh,” he said. “Expectations are growing as the possibility of application for all-solid-state battery robots that are preparing to mass-produce next year increases, and small battery turnaround will take place due to BBU growth.”

사진 확대 Top 10 Net Short Interests at 2:30 p.m. on Feb. 25. [Mirae Asset Securities]

On the other hand, Orix is the most sold stock by stock supervisors. Olyx is an RNA interference platform-based new drug development company that has entered clinical trials for the first time in Asia with its self-transmission asymmetric siRNA source technology.

As the stock price soared 12.38% as of this time, it seems that profit-taking sales have been concentrated. In addition, ultra-high stock makers sold LG Electronics, SPG, Kia, and Onconic Therapeutics.