Top Investors Boost Samsung SDI Co., Ltd. Net Purchases 2.8-Fold... SK hynix Falls Out of Top 15 [Top 1% Investors' Picks]

[Financial News] Last week, when South Korea’s stock market rebounded after a sharp decline, top investors bought the most shares of Samsung Electronics Co., Ltd. However, their net purchases were lower than the previous week, and SK hynix, which had ranked first immediately before, fell out of the top 15. Instead, they increased net purchases of Samsung SDI Co., Ltd. about 2.8-fold, while nuclear, defense and shipbuilding stocks also ranked among the top buys.■ Samsung Electronics Co., Ltd. tops the list with 57.2 billion won in net purchases; Samsung SDI Co., Ltd. rises to No. 2According to the “Detailed Trading Status of Top-Performing Clients (the top 25,000 customers by returns over the previous three months)” provided by KIWOOM Securities Co., Ltd. on the 15th, Samsung Electronics Co., Ltd. ranked first in net purchases from the 9th to the 13th, with net purchases totaling 57.2 billion won. Samsung SDI Co., Ltd. ranked second at 14.9 billion won, followed by Samsung C&T at 12.9 billion won.
Samsung Electronics Co., Ltd. moved up one place from second the previous week (the 2nd–6th), but its net purchases fell 24.7%, from 76 billion won to 57.2 billion won. Its share price rose 9.17% over the week, from 188,700 won on the 6th to 206,000 won on the 13th. In particular, it rose for four consecutive trading days, from the 9th through the 12th. SK hynix, which ranked first the previous week with net purchases of 118.7 billion won, was not among the top 15 stocks in this tally. This marked a change from the previous week, when buying was concentrated in two large-cap semiconductor stocks.
The stock with the most notable change in ranking was Samsung SDI Co., Ltd. Its net purchases rose 176.3%, from 5.4 billion won the previous week to 14.9 billion won, lifting it from 14th to second place. Samsung SDI Co., Ltd. is pursuing an expansion of its energy storage system (ESS) business supplying AI data centers. The buying is thought to reflect expectations that ESS will support earnings despite slowing electric vehicle demand.■ Doosan Enerbility buying rises 65%; defense and shipbuilding also rank among the top buysBuying of nuclear power stocks also increased. Doosan Enerbility’s net purchases rose 65.2%, from 7.7 billion won the previous week to 12.7 billion won, moving it up from 10th to fourth place. Doosan Enerbility is thought to have attracted investor interest when it announced on the 11th that it would expand cooperation with local companies in the Czech Republic’s nuclear power plant equipment sector. Its share price rose 4.81% over the week, from 44,700 won on the 6th to 46,850 won on the 13th.
Defense and shipbuilding stocks also entered the top ranks for buying. Hanwha Aerospace ranked fifth with 11.1 billion won, and Samsung Heavy Industries ranked sixth with 10.8 billion won. HD Hyundai Heavy Industries also placed 13th with 8.6 billion won. None of the three stocks had appeared in the rankings the previous week.
Samsung Electro-Mechanics ranked seventh with 10.6 billion won, while Doosan and OCI Holdings ranked eighth and ninth with 9.7 billion won and 9.6 billion won, respectively. LS Electric placed 10th with 8.9 billion won. After plunging amid concerns about data center regulations, LS Electric’s share price rebounded 8.33% on the 10th. LG Electronics ranked 11th with 8.9 billion won, and APR ranked 12th with 8.8 billion won. LG Energy Solution and Korea Electric Power Corporation each ranked 14th and 15th with 8.4 billion won. Korea Electric Power Corporation’s net purchases rose 58.9% from 5.3 billion won the previous week.
[email protected] Joo Won-gyu Reporter