2023-12-25 07:36:17
[시사저널e=유길연 기자] It was found that individual investors went ‘all in’ on secondary battery investment this year regardless of age or asset size. The annual rate of return is also considered good at regarding 15%.
However, there were some differences in grades by age. Teenage investors who bought stocks and held them for a long time recorded the highest returns, while investors in their 50s who bought and sold stocks frequently performed the worst. The rate of return between the two age groups differed by more than 3 percentage points.
According to NH Investment & Securities’ analysis results on the 25th, POSCO Holdings was the stock most net purchased by individual investors this year. EcoPro and EcoPro BM ranked 2nd and 3rd, respectively, LG Chem ranked 4th, and POSCO FutureM ranked 5th. The remaining 6th to 9th places were also large-cap secondary battery stocks such as LG Energy Solution. NH Investment & Securities identified the investment patterns of its 1,972,700 domestic stock trading customers (229,942 accounts) from the beginning of this year to the 20th of this month.
The ‘focusing phenomenon’ of secondary batteries worsened in the second half of this year. In the first half of the year, in addition to POSCO Holdings, Ecopro, and Ecopro BM, which ranked 1st to 3rd among the top net purchase stocks, other industries such as Kakao (4th), LG Household & Health Care (6th), Naver (7th), and NCsoft (10th) also ranked high. . However, in the second half of the year, the top 10 stocks except LG Electronics (9th) were all rechargeable batteries.
It has been shown that there is a ‘craze’ in investing in secondary batteries regardless of age or asset level. In all six age groups (under 19, 20s, 30s, 40s, 50s, and 60s or older), the top net purchase was POSCO Holdings, and second place was one of Ecopro, Ecopro BM, and LG Energy Solutions. On the other hand, it was confirmed that the top 2 stocks in net selling were Samsung Electronics and SK Hynix across all age groups. All age groups sold large-cap semiconductor stocks and bought rechargeable battery stocks.
Among the 6 asset categories (▲ KRW 1 billion or more ▲ KRW 500 million to less than 1 billion KRW ▲ KRW 100 million to less than 500 million KRW ▲ KRW 20 million to less than 100 million KRW ▲ KRW 5 million to less than 20 million ▲ less than KRW 5 million), the highest (10 Excluding the section (over 100 million won), the top net purchase was POSCO Holdings. Large-cap secondary battery stocks such as EcoPro, EcoPro BM, LG Energy Solution, and LG Chemical also ranked 2nd and 3rd. However, in the section of 1 billion won or more, the largest amount was invested in the ‘KODEX 200 Futures Inverse 2X’ exchange-traded fund (ETF).
Investment performance in secondary batteries is also assessed to be at a good level. The annual rate of return for individual investors was calculated to be approximately 14.8%. This is a significant improvement over last year’s annual rate of return (-32.1%).
By age, those under the age of 19 had the highest rate of return at 17.2%, while those in their 50s had the lowest rate at 13.8%. Considering that the composition of net selling and net buying stocks in the two age groups is similar, it is interpreted that turnover rate may have been a variable. Turnover rate is an indicator that shows how many times investors buy and sell. Typically, once an investor buys and sells a stock and completes one round, the turnover rate is 100%. The turnover rate for those under 19 years old was 99.1%, and for those in their 50s, it was 177.5%.
The rate of return by asset category was the highest at 15.2% in the range from 500 million won to 1 billion won. This was followed by more than 5 million won to less than 20 million won (15.1%), less than 5 million won (14.9%), more than 100 million won to less than 500 million won (14.5%), and more than 20 million won to less than 100 million won (14.3%). The highest rate of return over 1 billion won was the lowest at 13.9%.
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