The changed ant… 42 trillion out of 64 trillion net purchases last year

“A lot of conservative funds from the bank came in to buy reliable stocks”

[모멘트]  KOSPI exceeded 3,000 during the day
[모멘트] KOSPI exceeded 3,000 during the day

(Seoul = Yonhap News) Reporter Kim In-cheol = On the morning of the 6th, the KOSPI index rose 2.77 points (0.09%) to 2,993.34, the market opened, breaking the first 3,000 line in history. It has been about 13 years and 5 months since the first breakthrough of 2,000 on July 25, 2007, the KOSPI crossed the 3,000 line.
The photo shows a multi-shot of a cow doll and a KOSPI index display on a dealer’s desk in the dealing room of the headquarters of Hana Bank in Jung-gu, Seoul. 2021.1.6 [THE MOMENT OF YONHAPNEWS] [email protected]

(Seoul = Yonhap News) Reporter Tae-Jong Kim = Overheating concerns are being raised as the KOSPI surpassed 3,000 for the first time during the market, but the stocks that individual investors intensively bought last year were found to be large stocks.

The share price movements of these large-cap stocks, which are regarded as the best stocks in the industry, are greatly affected by the direction of corporate performance. The stocks that individuals bought last year weren’t different from those preferred by institutional investors and foreigners, mainly for long-term investment.

According to the financial investment industry on the 7th, last year, individuals net bought a total of 63 trillion won, including 47 trillion won in the securities market and 16 trillion won in the KOSDAQ market.

This is more than 50 trillion won, exceeding the record high of 10 trillion won in 2018 (7 trillion won in KOSPI and 3.8 trillion won in KOSDAQ). Compared to 2019, about 70 trillion won has been increased.

This is also the reason for overheating concerns.

However, looking at the stocks that individuals intensively bought last year, it was quite different from the past.

Last year, the net purchase amount of the top 50 individual net purchases was 41.5 trillion won. It is about two-thirds of the total net purchase amount of individuals last year, 63.7 trillion won.

All of these 50 stocks minus 4 are large-cap Kospi. These are the top companies in the industry.

Looking at the stocks with net purchases exceeding 500 billion won, Samsung Electronics (9.5 trillion won), Samsung Electronics Woo (6.1 trillion won), Hyundai Motors (2.6 trillion won), Naver (2 trillion won), Shinhan Holdings (1.3 trillion won) , Kakao (1.2 trillion won), SK (1.2 trillion won), KEPCO (1.1 trillion won), SK Hynix (870 billion won), KT&G (720 billion won), SK Telecom (610 billion won) ), KB Finance (590 billion won), and Hyundai Mobis (560 billion won).

Last year, individuals net bought 47.4 trillion won in the securities market, of which 39 trillion won was poured into 46 large-cap KOSPI stocks and top-tier companies in the industry.

In addition, Celltrion Healthcare (1.1 trillion won) and Kakao Games (600 billion won) among the four KOSDAQ listed in the 50th are also included in the industry’s representative business group.

This is different from 2019 when KOSDAQ stocks reached 18 out of the top 50 individual net buying.

In 2019, not only Shillazen (trade suspension) and APAM, but also Helix Miss, which was once in danger of exiting the stock market, were also ranked at the top.

However, it is also true that individuals’ buying trend was concentrated in investment risk warning items such as Corona 19 treatments, which were repeatedly sharply fluctuating last year.

Individuals also net bought more than 100 billion won, respectively, for Parkcell Bio, which has risen more than 10 times compared to the public offering price in three months since September last year, and Access Bio, which soared from 3,000 won to 20,000 won in July last year.

“There are still speculative personal funds, but last year, due to the low deposit rate, a lot of funds from the bank came in.” “The money deposited in the bank is conservative. The company, the most reliable company, the purchase was concentrated.”

[표] Top 20 Individual Net Purchases in 2020 and 2019

division 2020 2019
One Samsung KTG
2 Samsung Electronics Woo Celltrion Healthcare
3 Hyundai Motor Company Ananti
4 NAVER SK Telecom
5 Shinhan Holdings SK innovation
6 cacao E – mart
7 SK KT[030200]
8 Celltrion Healthcare Helix Miss
9 KEPCO Lotte Shopping
10 SK hynix Industrial BAnk
11 KTG LG Chem[051910]
12 Kakao Games KEPCO
13 SK Telecom Korea Gas Corporation
14 KB Finance Asiana Airlines
15 Hyundai Mobis Mezion
16 SK innovation Eco Pro BM
17 S-Oil Aprogen KIC
18 Kia Motors Woori Financial Group
19 SK Biopharm Hyundai Steel
20 Industrial BAnk POSCO Chemical[003670]

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