Samsung Group’s share price rise… President Wen earned 43 million won by investing 50 million won

Enter 2020.12.31 11:00 | Revision 2020.12.31 11:12

Pilseung Korea Fund’s return exceeded 85%
Samsung Electronics, Samsung SDI, etc.

The fund that President Moon Jae-in joined in August last year achieved an 85% return in one year and four months. President Moon, who invested 50 million won, is estimated to have made a profit of about 43 million won. The fact that the fund to which President Moon joined recorded high returns Samsung Electronics (005930), Samsung SDI (006400), Samsung Electro-Mechanics (009150), Hyundai Motor (005380), Hyundai Mobis (012330)This is analyzed because the stock prices of Samsung Group and Hyundai Motor Group have risen significantly.

According to the financial investment industry on the 31st, the’Pilseung Korea Fund’ of NH Amundi Asset Management, which President Moon joined on August 26, last year, yielded 85.9% for Class A and 85.6% for Class C from the date of registration to December 30. Recorded. A class fund is a fund that pays sales fees up front, while class C does not have an upfront fee, but instead pays sales fees at a fixed rate in proportion to the operating period. NH Amundi Asset Management, a manager, and NH Nonghyup Bank, a seller, are not able to confirm whether the fund to which President Moon joined is in Class A or Class C because it is customer information.

Applying the A-class rate of return, President Moon’s fund saw a profit of 42.95 million won. In the case of C class, it costs 42.8 million won. The principal amount of 50 million won has reached 100 million won.

President Moon Jae-in’s fund was promoted as a fund that mainly invests in materials, parts, and equipment (small manager) companies. However, the absolute proportion is equity-type funds invested in stocks of large domestic companies. In particular, the proportion of Samsung Group stocks such as Samsung Electronics is high. The reason why President Moon’s profit rate rose significantly was analyzed because the share price of Samsung Group stocks rose a lot.

According to the fund asset management report released on the 30th by NH Amundi Asset Management, the share of stocks among the total fund assets during the management period from August 14th to November 13th was 96.78%. This is a 10 percentage point (P) or more increase in the share of stocks over the previous three months’ share (83.51%).

Samsung Group stocks accounted for a high proportion of the stock portfolio that accounts for the absolute proportion. Samsung Electronics (005930)Was the most at 21.8%. Following Samsung SDI (006400)(18,368 shares, 3.88%), followed by Hyundai Mobis (31998 shares, 3.24%). Hyundai Motor Company (29,570 shares, 2.21%) and Samsung Electro-Mechanics (35,638 shares, 1.94%) also had a high share of ownership.

The share of Samsung Group stocks including Samsung Electronics accounted for 27.62%, and Hyundai Motor Group stocks were 5.45%. On the 30th, Samsung Electronics recorded a record-high price of 81,300 won during the market and opened the era of ‘80,000 electronics’ by closing the market at 81,000 won. Samsung SDI also finished the market at 628,000 won after recording the highest price at 630,000 won on the same day, and Samsung Electro-Mechanics also ended the market at 178,000 won after breaking the highest price up to 179,000 won on the same day. Hyundai Motor ## was also 124,000 won (based on the closing price) on the day President Moon joined the fund, but rose to 192,000 won on December 30th.

In the financial investment industry, analysts say, “In the situation where there is no investment destination due to real estate regulations, individual investors flock to the stock market, and the stock prices of major groups have soared.” It is analyzed that President Moon also benefited from the inflow of funds from the Donghak Ant Movement and the first and second largest groups in the business world such as Samsung Group and Hyundai Motor Group actively engaged in pioneering new industries such as system semiconductors (non-memory semiconductors), rechargeable batteries, and hydrogen cars. .