Donghak ants (individual investors in domestic stocks), which have been steadily selling Samsung Electronics this year, are returning to the stock market by buying a large amount of the secondary battery industry. There is also an analysis that recently, individuals betting intensively on the secondary battery industry exert a meaningful influence on supply and demand in the market to the extent of overwhelming foreign and institutional investors.
According to the Korea Financial Investment Association on the 25th, investor deposits, which are stock market standby funds for individual investors, recorded 54.24 trillion won as of the 21st. Deposits, which were below the 50 trillion won level at the beginning of the year, recovered to the 50 trillion won level on May 23 when the secondary battery rally began카지노 in May, and increased to the highest level of the year at 55.226 trillion won on July 3. After that, it decreased slightly, but recently, as the secondary battery bull market continued, led by Ecopro and POSCO Holdings, it is recovering to the 54 trillion won level.
In 2020, individual investors who entered the stock market en masse with the’Donghak Ant Movement’ net bought stocks worth 47.4907 trillion won in the KOSPI during 2020. In 2021, it bought a whopping 65,902.1 billion won worth of stocks, and invested more than 113 trillion won in the stock market over two years. Even in 2022, when the KOSPI index plunged along with the US interest rate hike, individuals recorded a net purchase of 16.6799 trillion won.
However, when the KOSPI index rebounded in 2023, individuals net sold 10.5615 trillion won in the KOSPI from January to May this year. In the 2020-2021 bull market, Samsung Electronics (8,477.6 billion won) and SK Hynix (1,884.8 billion won), which were purchased the most by individuals, were intensively sold.
The individual net selling march reversed in June. Following the soaring stock price of Ecopro, POSCO Holdings , the largest stock in the KOSPI by market cap, recently surged, turning to net buying again. Since June, individuals have net bought 2,903.1 billion won in the KOSPI.
In particular, from January 1st to July 25th of this year, the stock that individual investors bought the most was POSCO Holdings, with net purchases reaching 7.8049 trillion won. Following this, Ecopro (925.6 billion won) and Ecopro BM (688.6 billion won) were named at the top of individual net purchases.
Foreigners net sold POSCO Holdings this year at 7.39 trillion won, but individual purchases overwhelm foreign sellers. Due to continued selling, foreign ownership in POSCO Holdings, which reached 51.32% at the end of last year, decreased to 33.95% as of the 25th. However, POSCO Holdings’ share price soared 138.0% from the beginning of the year despite the large-scale selling by foreigners. In addition, Ecopro, which was persistently sold by foreigners, even recorded a 1255.3% return compared to the beginning of the year.
Experts analyzed that the strong influence of individual supply and demand that appeared in the first quarter of this year is being reproduced in the third quarter. Lee Kyung-soo, a researcher at Hana Securities, said, “Recently, the proportion of trading volume by individuals is increasing. . “Of course, the investment method of individuals who are concentrated in the recently overheated stock group needs to be more stabilized and diversified,” he said. .