Mirae Asset’s top-return investors buy Samsung common shares, sell preferred

  • Mirae Asset’s top-return investors bought Samsung Electronics, Doosan Enerbility and Samsung SDI on Sept. 15.
  • Samsung Electronics traded at 250,250 won, while preferred shares rose 3.49% to 189,800 won.
  • Investors sold SK hynix and Samsung preferred shares after buying them during the previous session’s decline.

Mirae Asset Securities’ top 1% of investors by one-month return were net buyers of Samsung Electronics common shares through 11 a.m. on Sept. 15, followed by Doosan Enerbility and Samsung SDI. Samsung Electronics traded at 250,250 won, down 0.50%, despite pressure from a renewed AI-slowdown narrative and a U.S. 10-year Treasury yield above 5%. BNK Investment & Securities cut its third- and fourth-quarter operating profit forecasts by 5% and 2%, respectively, and lowered its target price to 270,000 won from 300,000 won, citing unfavorable memory supply and demand. The same investors made Samsung Electronics Preferred Shares their largest net sale as the stock rose 3.49% to 189,800 won, locking in gains after shareholder-return expectations drove it ahead of the common shares. Doosan Enerbility benefited from expectations that a U.S. nuclear investment plan will include two APR-1400 reactors, while Samsung SDI rose 3.57% on expectations of tighter U.S. restrictions on Chinese-made batteries. The trading contrasted with the previous session, when the group bought SK hynix heavily after a sharp decline before moving it to the top of its net-selling list on Sept. 15 for short-term profit-taking.

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