Samsung, HYBE, SK hynix foreign investors' favorites 삼성, HYBE, SK하이닉스 선호종목

[김우정]

외국인투자자들이 금융당국이 공매도를 금지한 이후 삼성, HYBE, SK하이닉스를 많이 샀습니다.
가장 많이 판 종목은 포스코 홀딩스(2,300억원)였고, 포스코 퓨처엠(1,700억원) 등 이었습니다.
외국인투자자들은 공매도를 마감하기 위해  2차전지 관련주에서 반도체 쪽으로 이동한 것으로 보입니다.
여러분들도 그들의 선택에 동의하시나요?
 
Samsung, HYBE, SK hynix become foreign investors' favorites after short selling ban
삼성, HYBE, SK하이닉스, 공매도 금지 이후 외국인 투자자들 선호종목

By Anna J. Park 박안나 기자
Posted : 2023-11-10 15:50 Updated : 2023-11-10 17:46
Korea Times

gettyimagesbank

Foreign investors have raked in Samsung Electronics, HYBE and SK hynix shares during the first four trading sessions, after a complete short selling ban began on Monday.
외국인 투자자들은 월요일 공매도 전면 금지가 시작된 이후 첫 4거래일 동안 삼성전자, HYBE, SK하이닉스 주식을 끌어 모았다.

According to the Korea Exchange (KRX) on Friday, foreign investors net-purchased 470 billlion won ($357 million) worth of Samsung Electronics shares from Nov. 6 to 9, making the chipmaker their most favorite stock in terms of net-buying amount. Other top choices by foreign investors during the period included HYBE (400 billion won) and SK hynix (270 billion).
금요일 한국거래소에 따르면, 11월 6일부터 9일까지 외국인 투자자들이 삼성전자 주식을 4,700억원어치 순매수해 삼성전자가 가장 선호하는 순매수 종목이 되었다. 이 기간 동안 외국인 투자자들이 가장 많이 선택한 종목은 HYBE(4,000억원)와 SK하이닉스(2,700억원)였다.

On the other hand, the most-sold-off stock item by foreign investors during the same period turned out to be POSCO Holdings (230 billion won), followed by POSCO Future M (170 billion won).
반면 같은 기간 외국인 투자자들이 가장 많이 판 종목은 포스코 홀딩스(2,300억원)였고, 포스코 퓨처엠(1,700억원)이 뒤를 이었다.

In contrast, retail investors' net-buying and net-selling patterns were opposite to those of foreign investors, showing their consistent preferences for secondary battery-related energy companies.
이에 반해 개인투자자의 순매수와 순매도 패턴은 외국인투자자와 반대로 나타나 2차전지 관련 에너지기업에 대한 선호도가 꾸준히 나타났다.

As for local institutional investors, their top choice of net purchase was HYBE (70 billion won), followed by Kakao (30 billion won). Their two most sold-off stock items were Samsung SDS (80 billion won) and Naver (60 billion won).
국내 기관투자자들의 순매수 1위는 하이브(700억원), 2위는 카카오(300억원) 순이었고, 가장 많이 팔린 종목은 삼성SDS(800억원)와 네이버(600억원) 순이었다.

Market watchers view that foreign investors' key demand has shifted toward the semiconductor sector from secondary battery-related stocks, which had benefited from a significant portion of short covering — buying back of borrowed stocks in order to close out an open short position. By opting to bet on the growth of the semiconductor and entertainment industries, foreign investors seem to be focusing on medium- to long-term growth sectors.
시장에서는 외국인 투자자들의 핵심 수요가 공개 공매도를 마감하기 위해 차입주를 환매하는 등 공매도의 상당 부분의 수혜를 받았던 2차전지 관련주에서 반도체 쪽으로 이동한 것으로 보고 있다. 반도체와 엔터테인먼트 산업의 성장에 베팅하는 방식을 택함으로써 외국인 투자자들은 중장기 성장부문에 집중하는 것으로 보인다.

"HYBE is considered attractive for investment with the continued global influx of new fandom into its existing intellectual property," said Lee Hwan-wook, an analyst at Yuanta Securities Korea. "This in turn is expected to lead a rapid operating leverage effect in the firm's new business areas, such as platforms and games."
이환욱 한국유안타증권 애널리스트는 "HYBE는 기존 지적재산권에 새로운 팬덤이 지속적으로 글로벌 유입되면서 투자 매력이 있는 것으로 평가된다"며 "이는 다시 플랫폼과 게임 등 회사의 신규 사업 영역에서 빠른 영업 레버리지 효과를 이끌 것으로 예상된다"고 설명했다.

#공매도금지Short selling ban #외국투자자Foreigninvestors #삼성전자HYBESK하이닉스SamsungElectronicsHYBESKhynix #2차전지관련주Secondarybattery-relatedstocks #반도체산업Semiconductorsector