[2020 증시결산] KOSPI 30.8%↑… Individual 47.5 trillion net purchase (total)

No. 1 growth rate among G20 countries… Share of foreigners 38.2%→35.7%

Market cap of 1,476 trillion → 1981 trillion… Daily average trading value 5 trillion → 12.2 trillion

(Seoul = Yonhap News) Reporter Kim A-Ram = This year, KOSPI made a new history by rising to the highest level in history thanks to the purchase of individual investors called’Donghak ants’.

According to the Korea Exchange on the 30th, the KOSPI on the same day finished trading at 2,873.47.

This is a record high and is 30.8% higher than the end of last year (2,197.67). This year’s KOSPI increase rate is the first among the 20 major countries (G20).

◇ ‘47.5 trillion net purchase’ Donghak Ant led the bull market

Kospi dropped to 1,439.43 during the intraday on March 19 due to concerns over economic slowdown due to the spread of the novel coronavirus infection (Corona 19).

However, the stock market recovered rapidly afterwards on the back of global stimulus measures, increased market liquidity, anticipation for vaccine development, and increased personal investment.

The number one contributor to raising the index this year is Donghak Ant.

For one year in the securities market, individual investors net bought 47.5 trillion won, the largest ever.

In terms of individual net purchases by industry, purchases were concentrated in the beneficiaries of new industries, such as electric and electronic 15,974.9 billion won, service industry 6.69 trillion won, and transportation equipment 5,079.8 billion won.

The most bought by individuals is Samsung Electronics[005930]This year, the net purchase amount reached 9,5952 billion won. Samsung Electronics Woo[005935](6,111.3 billion won), Hyundai Motor Company[005380](2.58 trillion won) and Naver (2.55 trillion won) followed.

The exchange explained that the investment behavior of ants has changed from a short-term volatility pursuit type product in the early period of Corona 19 to a stock that leads the industrial paradigm change such as non-face-to-face.

Driven by the Donghak ant fever, this year’s stock trading activity account increased 6.12 million (20.7%) from 2936 million at the beginning of the year to 3548 million at the end of the year.

Foreigners and institutions that bought 1 trillion won and 8 trillion won respectively from KOSPI last year have turned to selling advantage by net selling 24.06 trillion won and 25 trillion won this year.

In response, individuals supported the bottom of the stock market by switching from net selling of 11 trillion won last year to net buying this year.

The share of foreigners’ market capitalization decreased from 38.2% last year to 35.7% this year based on KOSPI.

Thanks to ants’ enthusiasm for investing in stocks and increasing market liquidity, the average daily trading value of KOSPI this year was 12.22 trillion won, more than double (144.5%) from last year (5 trillion won).

The average daily trading volume of KOSPI also increased by 90.0% from 470 million shares last year to 900 million shares this year.

◇ Samsung Electronics’ market cap increased by 150 trillion… BBIG industry is strong

The market capitalization of KOSPI this year ended at 1,981 trillion won, an increase of 505 trillion won (34.2%) from 1,476 trillion won at the end of last year.

By industry, the market capitalization of pharmaceuticals (77 trillion won → 150 trillion won), services (131 trillion won → 201 trillion won), and electric and electronic equipment (502 trillion won → 749 trillion won) increased significantly.

Daejangju Samsung Electronics’ market capitalization increased by more than 150 trillion won in one year from about 33.1 trillion won to 483 trillion won. The share of Samsung Electronics’ stock market capitalization increased from 22.57% to 24.42%.

Samsung SDI,’battery stock’ in the top 10 when comparing the market cap ranking with the end of last year[006400]And Kakao’non-face-to-face wine'[035720]Has entered. Instead, Hyundai Mobis[012330]And POSCO[005490]Was pushed out of 10th place.

By industry, 15 sectors, including pharmaceuticals (91.1%), electrical and electronics (47.4%), chemicals (41.6%), and services (34.5%), which showed strong growth amid economic recovery and non-face-to-face culture spread.

In particular, the 5 types of the’KRX BBIG K-New Deal Index’, which consisted of major stocks in the so-called’BBIG’ (battery, bio, Internet, and game) sectors that led the bull market this year, all outperformed the KOSPI by over 50%.

Rechargeable battery index yields the highest at 109.6%, followed by BBIG 82.1%, bio 74.1%, internet 71.8%, and games 54.8%.

On the other hand, six sectors, including banks (-24.5%), textile and apparel (-11.9%), and insurance (-7.6%), which had a strong impact on the continued low interest rate fell.

The number of newly listed companies in KOSPI this year was 14, down by one from last year’s 15.

However, SK Biopharm[326030]The public offering amount increased 135.7% from 1.4 trillion won to 3.3 trillion won due to the listing of IPOs such as Big Hit.

In addition, both KOSPI and KOSDAQ, compared to the public offering price of newly listed stocks this year, averaged 68.5%, the highest in the last decade.

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2020/12/30 19:53 sent