Top investors buy Samsung Electronics heavily after earnings while SK Hynix sees sharp sell‑off

Following the third‑quarter earnings release, top‑performing investors purchased Samsung Electronics shares worth 87.8 billion won, about 3.5 times more than the prior week. In contrast, the same investor group reduced their holdings in SK Hynix, cutting net buying to 39.5 billion won after a steep decline from the previous week. Samsung’s share price fell on disappointment over its shareholder‑return plan, which promises up to 110 trillion won this year but lacks detail. Analysts expect a clearer return policy to emerge in the first quarter of next year.

The surge in buying Samsung may provide short‑term price support despite the recent decline, while the sharp reduction in SK Hynix buying signals investor concern that could pressure its stock. The pending clarification of Samsung’s shareholder‑return policy could affect future demand for its shares, according to comments from Shinhan Investment & Securities.

  • 1Top investors bought Samsung Electronics shares worth 87.8 billion won from 26‑30 Nov, a 3.5‑fold increase over the previous week.
  • 2Net buying of SK Hynix fell to 39.5 billion won, down from 140.1 billion won the week before.
  • 3Samsung announced a shareholder‑return program of up to 110 trillion won for the year, including a 30 trillion won cash dividend, with details to be set at a board meeting at the end of January.
  • 4Analyst Kim Hyung‑tae of Shinhan Investment & Securities expects a full‑scale shareholder‑return policy to become clear in Q1 2027.
  • 5SK Hynix disclosed a plan to return up to 100 trillion won to shareholders this year.
  • 6Both Samsung and SK Hynix posted operating profit exceeding 100 trillion won in the quarter.

Sources