Interest in securities stocks grows amid concentration in Samsung Electronics and SK hynix
The domestic stock market surged, led by Samsung Electronics and SK hynix, deepening the concentration phenomenon. Expectations have emerged that rising trading value could improve earnings in the securities sector.
The domestic stock market has surged recently, led by the semiconductor “two-horse race” of Samsung Electronics and SK hynix, among others, intensifying the concentration of investment in individual stocks. Concentration refers to a phenomenon in which buying funds are focused on only a few stocks. Market participants are pointing to this structure.
Some industry officials said, “Samsung-hynix has risen too much.” The remark reflects an assessment that buying centered on semiconductors is relatively excessive. It explains that investor interest is concentrated in a small number of stocks.
The securities industry explained that increased trading value translates into securities firms’ earnings. Specifically, it argued that brokerage fees and short-term trading profits could increase. Securities firms believe that changes in trading value are quickly reflected in their performance.
For this reason, some have raised the possibility of a rebound in the securities sector. The securities industry expects increased trading value to boost earnings in the sector. This outlook may be confirmed in securities firms’ quarterly results going forward.
There is also speculation in the market that some funds concentrated in semiconductors could move into other sectors. Some investors are showing interest in securities stocks with expectations of improved earnings. The explanation is that buying and selling activity is translating into trading value.
In summary, the impact of increased trading value on securities firms’ earnings and whether the concentration in semiconductors eases could determine sector-specific stock price trends going forward. Trading structures and revenue compositions differ among securities firms. Investors should check the earnings disclosures of individual securities firms.
Sources: 매일경제 증권
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