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Photo = Yonhap news |
[Alpha Biz= Paul Lee] The National Pension Service (NPS) has recently adjusted its shareholding in 20 stocks, with increases in holdings in companies such as Korean Air, Hanwha Solutions, and Krafton, while reducing its stake in SK Telecom and Woori Financial Group.
The adjustments suggest a strategy of increasing investments in stocks expected to see price appreciation, according to analysis. The purpose of holding shares in the adjusted stocks has been changed from "general investment" to "simple investment."
According to the Financial Supervisory Service’s electronic disclosure system on Wednesday, the NPS disclosed changes in its shareholding in 20 stocks between March 3 and 19. Among these, it reduced its stake in 8 stocks and increased its stake in 12 others.
A notable increase in investment is seen in Korean Air, where the NPS raised its shareholding from 8.36% to 9.01%. As a result, the number of Korean Air shares held by the NPS increased from 30,776,965 to 33,192,818 shares.
The NPS also increased its stake in Hanwha Solutions from 6.15% to 6.84%, likely in anticipation of improved supply and demand in the U.S. market. Despite ongoing concerns about oversupply in the Chinese solar panel market, a positive outlook for market conditions is expected to start improving from the third quarter of this year.
Alphabiz Reporter Paul Lee(hoondork1977@alphabiz.co.kr)
