The stocks most heavily sold by high-return investors trading through Mirae Asset Securities (006800) on the morning of the 10th were SK hynix (000660), Samsung Electronics (005930) and Samsung Electro-Mechanics (009150), in that order.
According to Mirae Asset Securities, SK hynix was the most heavily sold stock through 11 a.m. among “top stock traders” — clients ranked in the top 1% by investment return over the past month.
SK hynix was trading at 1.838 million won as of 11 a.m., down 0.97% from the previous session. New York stocks fell across the board overnight amid continued geopolitical tension in the Middle East, while SK hynix’s American depositary receipts jumped more than 7%. The company’s ordinary shares also opened higher on the domestic market but turned lower as caution grew over supply-and-demand volatility on a “quadruple witching” day, when index futures and options and single-stock futures and options all expire at once.
Samsung Electronics ranked second in net selling. The stock was trading at 265,500 won at the same time, down 1.48% from the previous close. Like SK hynix, it weakened in tandem on the back of losses in U.S. equities and a spike in oil prices. A day earlier, Samsung Electronics Chairman Jay Y. Lee purchased about 1.9 trillion won worth of Samsung Electronics shares, a 0.11% stake, from Hong Ra-hee, honorary director of the Leeum Museum of Art.
Brokerages maintain that Samsung Electronics and SK hynix remain the main beneficiaries of expanding artificial intelligence adoption. KB Securities said in a recent analysis that high-performance AI models in the U.S. are increasing computation and data processing volumes, while low-cost models in China are expanding the number of AI users and the frequency of use, lifting memory demand on both fronts. With new supply limited, the brokerage said a strong upcycle featuring simultaneous increases in memory prices and shipments will continue next year.
“U.S. frontier models will raise the ceiling on AI performance, while China’s high-efficiency models will expand new users and usage frequency through low inference costs,” said Kim Dong-won, head of research at KB Securities. “The more intense the competition over AI model performance becomes, the more structural memory demand growth will accelerate.”
Third in net selling was Samsung Electro-Mechanics, whose share price had at one point halved from its peak. The stock was trading at 1.357 million won, down 3.35% from the previous close. The company had drawn attention as a beneficiary as expanding AI server deployment deepened a shortage of multilayer ceramic capacitors, but profit-taking has emerged following the steep run-up. Market participants say the supplier’s upper hand is strengthening further as Murata, the global market leader, concentrates production capacity on high-value products for AI servers.
The most heavily bought stocks that day were Hyundai Motor (005380), Korea Electric Power (015760) and Celltrion (068270), in that order. In the previous session, net buying was heaviest in Samsung Electronics preferred shares (005935), Samsung Electro-Mechanics and SK Square (402340), while net selling was led by SK hynix, Doosan Fuel Cell (336260) and Lightron Fiber-Optic Devices (069540).
Mirae Asset Securities compiles the trades of investors ranked in the top 1% by return over the past month among its clients and discloses them on its mobile trading system on a real-time, previous-day and five-day basis. The data is provided as information only, is unrelated to the brokerage’s views, and does not guarantee investments or returns suited to any individual investor. Investors should also note that theme stocks carry the risk of abnormal price swings.
