The changed ant… Out of 64 trillion net purchases last year, 42 trillion won

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As the KOSPI surpassed 3,000 for the first time in history, concerns over overheating are raised, but last year individual investors were found to have concentrated their purchases on leading domestic companies.

In the case of leading companies, the trend of stock price movements is strongly influenced by the underlying conditions, which means that individual investment behaviors are not very different from those of domestic institutional investors and foreign investors. 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 concerns about overheating of individual stock investment.

However, when 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 totaled 41.5 trillion won, which is about two-thirds of the total net purchases last year of 63 trillion won.

Of these 50 stocks, all but four are large-cap KOSPI. They are the representative companies in Korea, both in name and in reality, ranking in the first to third places in the industry.

When looking at the stocks with net measurable amounts 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 (6100 won) KRW 100 million), KB Finance (590 billion KRW), and Hyundai Mobis (560 billion KRW).

Of the top 50 individual net purchases of individual KOSPI net purchases of 47.4 trillion won, 46 KOSPI stocks account for 39 trillion won.

All of these 46 stocks are domestic leading companies.

In addition, Celltrion Healthcare (1.1 trillion won) and Kakao Games (600 billion won) are among the top companies in the industry.

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

In 2019, not only Shillagen and APAM, which are currently trading suspended, but also Helixsmith, which was once in danger of exiting the stock market, were also ranked at the top.

However, even last year, when looking at the KOSDAQ market alone, there was not a small amount of individual buying for’abnormal surge’ such as bio-related stocks.

Baxel Bio, which has increased more than 10 times compared to the public offering price in three months since September of last year, and Access Bio, which rose to 20,000 won from the 3,000 won range in July last year, also net bought more than 100 billion won.

“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, so it is excellent. “The company, the most reliable company, the purchase was concentrated.”

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

┌───┬────────────┬───────────┐

│ Category │ 2020 │ 2019 │

├───┼────────────┼───────────┤

│ 1 │ Samsung Electronics │ KTG │

├───┼────────────┼───────────┤

│ 2 │ Samsung Electronics Woo │ Celltrion Healthcare │

├───┼────────────┼───────────┤

│ 3 │ Hyundai │ Ananti │

├───┼────────────┼───────────┤

│ 4 │ NAVER │ SK Telecom │

├───┼────────────┼───────────┤

│ 5 │ Shinhan Holdings │ SK Innovation │

├───┼────────────┼───────────┤

│ 6 │ Kakao │ Emart │

├───┼────────────┼───────────┤

│ 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 │ Ecopro BM │

├───┼────────────┼───────────┤

│ 17 │ S-Oil │ Aprogen KIC │

├───┼────────────┼───────────┤

│ 18 │ Kia Motors │ Woori Financial Group │

├───┼────────────┼───────────┤

│ 19 │ SK Biopharm │ Hyundai Steel │

├───┼────────────┼───────────┤

│ 20 │ IBK │ POSCO Chemical[003670] │

└───┴────────────┴───────────┘

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