The stocks most heavily net-bought by high-return investors trading at Mirae Asset Securities on Friday were Samsung Electronics (005930.KS), HD Hyundai Electric (267260.KS) and DB HiTek (000990.KS), in that order. With the KOSPI surpassing the 9,200 mark, buying continued to center on leading sectors such as semiconductors and power equipment.
According to Mirae Asset Securities, the stock most bought by 11 a.m. by “stock masters” — the top 1% of the brokerage’s trading clients by investment returns over the past month — was Samsung Electronics. At the same time, Samsung Electronics traded at 367,750 won, up 1.45% from the previous session.
Samsung Electronics rose as much as 3.31% to 374,500 won early in the session, setting a new high. The previous day, it re-entered the global top 10 by market capitalization, overtaking Tesla and Meta. Samsung Electronics’ market capitalization swelled to 2,145.5842 trillion won. The stock masters are seen to have bought in on the view that, despite the short-term surge, Samsung Electronics will sustain expectations for expanding artificial intelligence (AI) memory demand and improving earnings.
Earnings forecasts from the securities industry are also rising. Hana Securities raised its target price for Samsung Electronics to 480,000 won and maintained a “buy” rating. Hana Securities forecast Samsung Electronics’ second-quarter revenue at 179 trillion won and operating profit at 92 trillion won. These figures represent increases of 140% and 1,850%, respectively, from a year earlier. The analysis cited firm prices for server and PC DRAM, alongside strong demand for LPDDR used in AI central processing units (CPUs).
The second-most net-bought stock was HD Hyundai Electric. As of 11 a.m., HD Hyundai Electric traded at 1.108 million won, up 1.93% from the previous session. The buying by stock masters is attributed to continued expectations of benefits from power grid investment and AI data center expansion. Yuanta Securities forecast HD Hyundai Electric’s second-quarter operating profit at 298.1 billion won, up 42.5% from a year earlier. The assessment is that the North American ultra-high-voltage transformer order backlog, growing 765kV demand and capacity expansion effects are improving earnings visibility.
DB HiTek ranked third. DB HiTek traded at 155,500 won at the same time, up 0.65%. This is seen to reflect a recovery in the 8-inch foundry market and expectations of price hikes for China-bound power semiconductor (BCD) products. Sangsangin Securities analyzed that price hikes for China-bound BCD products will be reflected in earnest from the second quarter, and that supply in the 8-inch market is expected to contract amid stagnant production capacity in 2026-2028.
In addition, the top net-buy rankings were filled with large-cap stocks and leading sectors, including Hanmi Semiconductor (042700.KS), Hyundai Motor (005380.KS), SK hynix (000660.KS), LG Innotek (011070.KS), Wonik IPS (240810.KQ), HD Hyundai Heavy Industries (329180.KS), Samsung Heavy Industries (010140.KS), Doosan Enerbility (034020.KS) and LS ELECTRIC (010120.KS). In particular, SK hynix also rose 6.44% to 2.858 million won, ranking sixth in net buys. LS ELECTRIC also climbed 8.88%, extending the strength in power equipment stocks.
On the other hand, the most net-sold stock was Samsung SDI (006400.KS). Although Samsung SDI traded at 563,000 won, up 7.85%, the stock masters are seen to have leaned toward profit-taking. Samsung SDI had ranked first in net buys the previous day. Samsung Securities recently forecast that Samsung SDI could turn to a profit in the third quarter, driven by growth in data center-bound battery backup units (BBUs) and energy storage systems (ESS), along with the full-scale start of European electric vehicle battery shipments.
Selling continued with SK (034730.KS), Samsung Electro-Mechanics (009150.KS), NAVER (035420.KS) and SK Square (402340.KS), in that order. The previous session’s top net-buy stocks were Samsung SDI, Hyundai Motor and HVM (295310.KQ), in that order, while the top net-sell stocks were SK hynix, Samsung Electronics and Samsung Electro-Mechanics.
Mirae Asset Securities compiles the trades of investors in the top 1% by returns over the past month among its clients and discloses them on its mobile trading system (MTS) on a real-time, previous-day and recent five-day basis. This statistical data is simple informational guidance unrelated to Mirae Asset Securities’ opinions and does not guarantee investment suitable for individual investors or the achievement of returns. Investors should also note that theme-related stocks may be subject to abnormal volatility.
.