Top 1% profitable traders at Mirae Asset Securities net-bought Samsung SDI most on May 14 morning by 11:00, followed by APR, Dalba Global, and SK. Samsung SDI shares declined as the stock traded at 416,000 won, down 24,000 won or 5.45% from the previous session as of 11:20 AM. The net-buy activity followed the stock's decline from its April peak of 712,000 won, with the shares falling approximately 15% this month — a drop similar to market leader Samsung Electronics' 18% decline over the same period.
Top 1% Traders Net-Buy Samsung SDI on May 14
Mirae Asset Securities reported that its top-performing clients — defined as the top 1% by investment returns over the past month — accumulated Samsung SDI (006400) most heavily by 11:00 AM on May 14. The buying activity occurred as Samsung SDI traded at 416,000 won as of 11:20 AM, representing a 24,000 won (5.45%) decline from the previous trading session.
The net-buy pattern appeared as bargain-hunting demand entered following the stock's price decline relative to its fundamentals. Samsung SDI reached a closing high of 712,000 won in April before entering a sustained downtrend. The stock fell approximately 15% this month alone, matching the decline magnitude of Samsung Electronics (005930), which dropped 18% over the same period.
Yuanta Securities Forecasts Samsung SDI Q2 Operating Profit Above Consensus
Yuanta Securities issued a report on May 14 projecting Samsung SDI's Q2 operating results would exceed consensus estimates. Researcher Lee An-na stated that bottlenecks in AI data center energy storage systems (ESS) in the United States are expected to serve as a key stock price catalyst for Samsung SDI.
Yuanta Securities estimated Samsung SDI's Q2 revenue and operating profit at 3.7 trillion won and 95 billion won respectively, surpassing consensus figures of 3.7 trillion won in revenue and negative 52.3 billion won in operating profit. Lee attributed the projected performance to one-time factors including tariff refunds, continued North American ESS volume growth, European electric vehicle (EV) utilization rate recovery, and increased demand for small battery backup units (BBU).
APR Ranks Second in Net-Buy Activity
APR (278470) ranked second in net-buy activity among the top 1% traders on May 14. APR shares changed hands at 369,000 won, down 2.89% from the previous session. Leading Investment Securities issued a report on May 14 raising APR's target price from 380,000 won to 520,000 won.
Researcher Yoo Seong-man at Leading Investment Securities stated that the firm expects APR's revenue and operating profit to increase 100.4% and 109.3% year-over-year to 3.06 trillion won and 765 billion won respectively. Yoo cited strong global growth in cosmetics and device segment expansion as drivers of the revenue forecast.
SK Hynix and Samsung Electronics Lead Net-Sell List
The top net-sell stocks on May 14 were SK Hynix (000660), Samsung Electronics, Hyundai Motor (005380), and Samsung Electro-Mechanics preferred shares (009155) in that order. On the previous trading day (May 13), the top net-buy stocks were Sungho Electronics (043260), Samsung Electro-Mechanics (009150), SK Hynix, and PSK (319660). The top net-sell stocks on May 13 were Samsung Electronics, Samsung Securities (016360), Iljin Electric (103590), and Pharma Research (214450).
FAQ
What did top 1% traders at Mirae Asset Securities buy most on May 14?
Top 1% traders at Mirae Asset Securities net-bought Samsung SDI most on May 14 morning by 11:00, followed by APR, Dalba Global, and SK. Samsung SDI traded at 416,000 won as of 11:20 AM, down 24,000 won or 5.45% from the previous session.
What is Yuanta Securities' forecast for Samsung SDI's Q2 operating profit?
Yuanta Securities projected Samsung SDI's Q2 revenue and operating profit at 3.7 trillion won and 95 billion won respectively in a report issued on May 14, exceeding consensus estimates of 3.7 trillion won in revenue and negative 52.3 billion won in operating profit. The firm attributed the forecast to tariff refunds, North American ESS growth, European EV utilization recovery, and increased small battery backup unit demand.
Which stocks did top 1% traders net-sell most on May 14?
SK Hynix ranked first in net-sell activity on May 14, followed by Samsung Electronics, Hyundai Motor, and Samsung Electro-Mechanics preferred shares in that order according to Mirae Asset Securities data.
