Elite Investors Focus on Energy and Tech Stocks
Top-performing traders—those in the uppermost percentile by returns—have been actively purchasing shares of Doosan Enerbility, driven by optimism around power infrastructure for AI computing facilities and potential nuclear energy contracts abroad.
On May 7th, these sophisticated investors showed strong buying interest in Doosan Enerbility, which saw its stock price climb by 7.4% that day. International buyers also contributed significantly, adding substantial volume to the rally.
The company reported first-quarter revenue of approximately 4.26 trillion won with operating profit around 233.5 billion won—representing year-over-year increases of 13.7% and 63.9% respectively.
Market watchers attribute this momentum to expanding electricity requirements from artificial intelligence data centers, which are expected to boost demand for various power generation technologies including large-scale nuclear reactors, small modular reactors, and gas turbines.
There’s also anticipation surrounding a potential construction contract for the Dukovany nuclear facility in the Czech Republic this year.
Samsung Electronics ranked as the second most-purchased stock among high-performing investors. Rising memory chip prices suggest strong earnings ahead, and recent reports indicate Apple is considering Samsung as a key semiconductor partner.
Analyst forecasts project Samsung’s operating profit could reach approximately 340 trillion won this year—a dramatic surge of roughly 681.5% compared to the previous year.
Meanwhile, these savvy traders took profits on positions they had recently accumulated, selling shares of Mirae Asset Securities and DL E&C after short-term price spikes.
Investment accounts analyzed included those with over 10 million won in capital, ranked in the top 1% by monthly returns.