Individual investors who bought large amounts of foreign sales to Samsung Electronics increased their dependence on foreign investment (credit transactions) and increased exposure to household debt due to negative outlook reports.
The increase in household credit is explosive in the second quarter with an increase of 168.6 trillion won compared to the same period of the previous year due to the V rebound policy of supply superiority in the prevention and control of the corona virus.
As of August 23, Samsung Electronics' credit loan balance surged 30.3% from 719.2 billion won (10.18 million shares) in the previous month, reaching 937.2 billion won (13.45 million shares), close to 1 trillion won. This is an increase of 30.3% in terms of amount from 719.2 billion won (10.18 million shares) on the 30th of last month.
As for Samsung Electronics stock, foreign investors net sold 98.875,000 shares (7.522.9 billion won) from August 23 to 23 (12 trading days), and individual investors net bought 96,167,800 shares (7.329.235 billion won), resulting in liabilities. became the target of the economy.
TrendForce, a Taiwanese semiconductor research institute, said on the 24th that Samsung Electronics' DRAM operating margin increased from 34% in the first quarter of this year to 46% in the second quarter of this year and increased by 4% in the third quarter to 50%. is expected to increase by only 3-8% from the previous quarter, and DRAM fixed prices will drop further by the second quarter of next year after a 5-10% drop in the fourth quarter.”
In the second quarter, household loans increased by 159.2 trillion won compared to the same period of the previous year to a total of 1705.3 trillion won. is on the rise
Household credit (household loan + sales credit) reached a record high of 1805.9 trillion won in the second quarter, and increased by 41.2 trillion won during the first quarter, an increase of 14 trillion won in one month.
According to the Bank of Korea statistics, household loan growth in the second quarter was 948.3 trillion won in housing mortgage loans, an increase of 17.3 trillion won, and 21.3 trillion won in other loans to 757 trillion won.
In Corona, the sales of 129.1 trillion won in the first half (until June) of Samsung Electronics, the No. 1 in market capitalization, increased by 19.18% from the same period of the previous year and SK Hynix, the second-ranked company, combined with sales of 18.82 trillion won, the total sales of 587 companies (excluding finance) The proportion increased to 16%.
In operating profit, Samsung Electronics (21.5 trillion won) and SK Hynix (4.2 trillion won) accounted for 28% of the total 91 trillion won of the 587 companies in the stock exchange, closely following the economic fluctuations.
In Samsung Electronics, individual investors made a net purchase of 394.2 million shares this year (as of August 13) and invested 32 trillion won, accounting for 6.60% of the total number of shares (5.969.78 million shares) with 4.5 million shareholders, and the stake became 13.08%.
The national pension share in Samsung Electronics is less than 10%, and the largest shareholder of Vice Chairman Lee Jae-yong's family is 21.18%.
Samsung Electronics' minority shareholders surged 2.4 million in the first half of this year to 4,54,497.
Samsung Securities issued a V rebound report on the sharp decline in stocks in the early stages of the corona virus, and Kim Sang-jo, the chief of policy at the Blue House, mentioned 'a rebound at the early end of the corona'.
President Moon Jae-in then invested in the New Deal Fund.