{"id":146695,"date":"2026-09-08T02:42:11","date_gmt":"2026-09-08T02:42:11","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/146695\/"},"modified":"2026-09-08T02:42:11","modified_gmt":"2026-09-08T02:42:11","slug":"samsung-electro-mechanics-lobotiz-sk-hynix-doosan-energy-and-hyundai-motor-were-the-most-net-buy","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/146695\/","title":{"rendered":"Samsung Electro-Mechanics, Lobotiz, SK Hynix, Doosan Energy, and Hyundai Motor were the most net buy.."},"content":{"rendered":"

[High stock price net buying trend on the morning of Sept. 8]
Big Tech long-term contract No. 1 net buying of Samsung Electro-Mechanics Ltd.
Robotis, Hynix, Doosan Enerville purchase <\/p>\n

\"The \uc0ac\uc9c4 \ud655\ub300 The headquarters of Samsung Electro-Mechanics located in Yeongtong-gu, Suwon-si, Gyeonggi-do. [Samsung Electro-Mechanics] \"Super \uc0ac\uc9c4 \ud655\ub300 Super High Stock Top 10 Net Buying Stocks On Sept. 8 at 9:30 a.m. [Mirae Asset Securities] <\/p>\n

Samsung Electro-Mechanics, Lobotiz, SK Hynix, Doosan Energy, and Hyundai Motor were the most net buyers by high-yield investors trading at Mirae Asset Securities on the morning of the 7th.<\/p>\n

According to Mirae Asset Securities, Samsung Electro-Mechanics was the most bought stock by 9:30 a.m. on the same day among stock trading customers, who had the top 1% return on investment in the past month.<\/p>\n

Samsung Electro-Mechanics announced on the 1st that it signed an MLCC long-term supply contract (LTA) for AI servers worth 1.722 trillion won with a large global company.<\/p>\n

The counterparty to the contract was not disclosed under confidentiality terms, and the industry estimates that it is a North American big tech company or a supplier of GPUs and AI servers.<\/p>\n

The contract is equivalent to 9.5% of last year’s consolidated sales (11.3145 trillion won) and is the largest ever MLCC long-term supply contract signed by Samsung Electro-Mechanics.<\/p>\n

Kim Yeon-mi, a researcher at Daol Investment & Securities, emphasized, “Through this contract, we simultaneously confirmed the increase in the proportion of high performance and thanks while confirming the supply shortage of MLCC for AI and expanding direct procurement by final customers \u2461 the contract structure that leaves the top of the price open while confirming only one year’s worth of supplies.”<\/p>\n

The next most bought stock by super-takers was Robotiz. Robotiz succeeded in turning into an operating profit surplus in the second quarter due to strong demand for its key component, actuator ‘dynamic cells’.<\/p>\n

In particular, as orders from Chinese humanoid customers have begun in earnest, sales in China have tripled, raising expectations for an earnings turnaround.<\/p>\n

In addition, the US Federal Communications Commission’s (FCC) regulation of Chinese-made robots, citing the strengthening of cybersecurity and national security, is also seen as a momentum in the stock price increase.<\/p>\n

SK Hynix ranked third in net buying. According to FnGuide, SK Hynix’s operating profit estimate for the third quarter was 78.8035 trillion won, up 3.786 trillion won (4%) from three months ago (75 trillion won).<\/p>\n

On the previous day, DB Securities raised its target price of SK Hynix to 2.3 million won. DB Securities said, “The trend of expanding AI infrastructure investment due to competition among big tech continues, and SK Hynix is discussing mid- to long-term demand and long-term contracts with major customers.”<\/p>\n

“While demand for memory will surge due to strong AI, significant expansion of supply from the industry will be difficult to emerge in 2027,” he predicted.<\/p>\n

Regarding the recent slump in stock prices, he said, “It is due to concerns over limited HBM4 price growth compared to competitors, skepticism about the sustainability of AI facility investment, and downward revision of earnings estimates,” adding, “If the company proves its solid 2027 performance due to rising HBM prices amid strong AI demand, the stock price will rebound.”<\/p>\n

\"Top \uc0ac\uc9c4 \ud655\ub300 Top 10 Net Short Interests at 9:30 a.m. on Sept. 8. [Mirae Asset Securities] <\/p>\n

On the other hand, Samsung Electronics was the most sold stock by stock supervisors. Regarding Samsung Electronics, DB Securities analyzed, “Despite solid memory shipments and rising market prices, MX sluggishness is expected to fall short of unfriendly exchange rates and market expectations.”<\/p>\n

DB Securities predicted, “MX will record an operating loss of 1.8 trillion won as the cost of semiconductors and other components continues to rise despite the effect of launching new flagships.”<\/p>\n

Following this, Alteogen, KEPCO Technology, Hantec, and Symtech were the most sold stocks by super-takers.<\/p>\n","protected":false},"excerpt":{"rendered":"[High stock price net buying trend on the morning of Sept. 8]Big Tech long-term contract No. 1 net…\n","protected":false},"author":2,"featured_media":146696,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[68675,53486,2588,71580,15942,2668,295,702,51052,9210,71900,3164,276],"class_list":["post-146695","post","type-post","status-publish","format-standard","has-post-thumbnail","category-hyundai-motor","tag-1-month","tag-10-items","tag-artificial-intelligence","tag-astra","tag-db-securities","tag-hynix","tag-hyundai","tag-hyundai-motor","tag-long-term-supply-contract","tag-mlcc","tag-return-on-investment","tag-samsung-electro-mechanics","tag-samsung-electronics"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/146695","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=146695"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/146695\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/146696"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=146695"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=146695"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=146695"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}