Top 1% Yield to Buy Ultra High
Samsung Electro-Mechanics, Samsung Electronics, SK Hynix Concentrate
The top 1 percent return on equity investment was mostly net buyers of Samsung Electro-Mechanics, Samsung Electronics, SK Hynix, Samsung Biologics and Silicon Tou as of 9:30 a.m. on the 28th, the report showed.
On the other hand, Hana Micron, Doosan Pure Cell, and Symtech sold net.
사진 확대 Top net buying stocks in super high stock prices. Photo = Mirae Asset Securities Co
According to Mirae Asset Securities, Samsung Electro-Mechanics was the largest net buyer by 9:30 a.m. for the top 1% of stock investment returns in the past month. More money was collected than Samsung Electronics and SK Hynix, the semiconductor market leader.
Samsung Electro-Mechanics, whose stock price jumped nearly 10 times in the first half of this year, has been heavily adjusted since July, falling from its peak to 60%. However, the stock has recently rebounded and gained close to 50% from its low point. As a result, it recovered from 879,000 won on the 30th of last month to 1,385,000 won as of the previous day, and rose by 3% on the morning of the same day.
Expectations for improvement in Samsung Electro-Mechanics’ major business areas such as multilayer ceramic capacitors (MLCC) and substrate industry are believed to have stimulated the buying trend.
According to the financial investment industry on the 12th, Morgan Stanley, a global investment bank (IB), has replaced the top stock (top pick) of domestic technology stocks from Samsung Electronics to Samsung Electro-Mechanics. It is highly likely that MLCC prices will rise and demand for semiconductor package substrates will improve.
Samsung Electro-Mechanics has recently seen its performance level rise. Park Joon-seo, a researcher at Mirae Asset Securities, said, “The effect of raising product prices will be reflected in earnest from the second half of the year and additional long-term supply contracts will be added next year,” adding, “We will raise our operating profit forecast this year to KRW 2 trillion, 7% higher than before.”
In particular, the high backlog of orders was evaluated as a factor that increases price bargaining power in the face of supply shortages, beyond simply meaning that sales have been secured.
In addition, super masters also actively bought Samsung Electronics, Samsung Biologics, and Samsung Electronics Co., showing high demand for Samsung Group.
사진 확대 Top net selling stocks in super high stocks. Photo = Mirae Asset Securities
At the same time, non-semiconductor companies such as Hana Micron, Doosan Fuel Cell, Symtech, and SK Eternics were listed as the top net sellers of ultra-high players.
Hana Micron and Symtech run semiconductor post-processing and substrate businesses, respectively, while Doosan Fuel Cell and SK Etonics run hydrogen fuel cell and energy storage (ESS) businesses. It is believed that companies that have recently shown strong performance have started to realize profits.