Foreigners Who Profited from LG Energy Solution in January Now Shopping for K-Semiconductors This Month

[Asia Economy Reporter Ji Yeon-jin] Foreign investors have net purchased more than 1 trillion won worth of domestic stocks this month. After realizing significant gains from the LG Energy Solution IPO last month, foreign investors focused on buying SK Hynix and Samsung Electronics.

According to the Korea Exchange on the 13th, foreign investors net purchased approximately 1.0583 trillion won worth of domestic stocks from the 3rd to the 11th of this month. They net purchased 2.0636 trillion won in the KOSPI market, while net selling about 799.3 billion won in the KOSDAQ market.

Last week (February 7th?11th), foreign investors net purchased SK Hynix stocks worth 568.5 billion won and Samsung Electronics stocks worth 559.4 billion won. This was followed by net purchases of Woori Financial Group (211.6 billion won), Hana Financial Group (158.3 billion won), and KB Financial Group (149.8 billion won).

Institutions have net purchased about 2.0505 trillion won worth of stocks this month. Last week, the top institutional net purchase was SK Hynix (105.2 billion won), followed by reopening beneficiaries such as Amorepacific (46.8 billion won), Lotte Chemical (42.6 billion won), and Shinsegae (28.3 billion won). L&F (24.5 billion won), which has recently experienced increased price volatility, was also bought at a low price.

Seojeonghoon, a researcher at Samsung Securities, said, "The domestic stock market is showing a pause after a short-term rebound, but volatility is gradually subsiding." He added, "This calming trend is expected to continue along with the market’s increased resilience to tightening." He further stated, "Considering that global stock markets have already priced in reopening expectations, an approach focusing on reopening beneficiaries in consumer goods and economically sensitive sectors such as IT hardware, materials, and industrials would be effective." He also recommended the financial sector, a representative beneficiary during periods of rising interest rates.

This content was produced with the assistance of AI translation services.