韩国高收益客户买卖榜显示买入斗山能源、卖出三星电子等大盘股

The stocks most heavily net-bought by high-return investors trading through Mirae Asset Securities (006800.KS) on the morning of the 4th were Doosan Enerbility, HD Hyundai Construction Equipment, and TES, in that order. Samsung Electronics (005930.KS) topped the net-sell list.
According to Mirae Asset Securities, "stock masters" — the top 1% of stock trading customers by returns over the past month — net-bought Doosan Enerbility the most as of 11 a.m. that day.
As of 11 a.m., Doosan Enerbility traded at 71,800 won, up 6.06% from the previous session. HD Hyundai Construction Equipment, which ranked second in net buying, fell 3.08% to 122,600 won, while third-ranked TES rose 3.46% to 131,600 won.
Analysts cite the expansion of nuclear power and gas turbine orders in the second half as key investment points for Doosan Enerbility. In a report the previous day, iM Securities forecast that a series of new orders would follow, including Czech nuclear power and SMR equipment contracts and U.S. energy infrastructure projects, driven by rising demand for gas turbines for North American data centers and expanding global nuclear power investment. Accordingly, it projected that the order backlog would grow and earnings would improve.
Hyundai Motor (005380.KS), BHI, NH Investment & Securities (005940.KS), and GS E&C also ranked among the top net buys. In particular, BHI surged 16.06% and GS E&C rose 15.26%, showing strength.
By contrast, the top traders net-sold Samsung Electronics the most. It was followed on the net-sell list by Samsung Electro-Mechanics, Samsung Electronics preferred shares, NAVER, OCI Holdings, SK hynix (000660.KS), and SK Square, as investors took profits mainly on large-cap stocks that recently surged.
Samsung Electronics and SK hynix appeared among the top net sells for a second consecutive day, indicating continued profit-taking. Samsung Electronics rose from second on the net-sell list the previous day to first that day, while SK hynix remained among the top net sells on both days.
Mirae Asset Securities compiles the trading of the top 1% of its customers by returns over the past month and discloses it on its mobile trading system (MTS) on a real-time, previous-day, and recent five-day basis. The data is simple information unrelated to Mirae Asset Securities' investment opinions and does not guarantee investment returns on specific stocks. In addition, theme stocks and rapidly rising stocks carry high volatility, so caution is needed when investing.