The NPS bought shares in Samsung BioLogics & SK Bio

And it sold shares of Celltrion

It invested ₩800 billion in pharmaceutical bio shares during net selling of ₩24 trillion in first half of this year

he National Pension Service bought ₩590 billion in Samsung BioLogics shares and ₩260 billion in SK Bioscience shares

And The NPS sold a net ₩360 billion in Celltrion shares

The National Pension Service (NPS), the nation's largest institutional investor, significantly reduced its investment in the local stock market in the first half of last year.

 

Investment in pharmaceutical bio stocks has rather increased.

 

Investments in Samsung BioLogics, SK Bioscience, and SK Biopharm were significant.

 

It sold more than ₩300 billion in shares of Celltrion.

 

According to the KRX on the 5th, The NPS bought Samsung BioLogics shares worth ₩586.4 billion in the first half of this year.

 

Not only pharmaceutical bio shares but also all stocks ranked first in net buying.

 

The NPS' stake in Samsung BioLogics rose 0.12%p to 5.10% at the end of June from 4.98% at the end of last year.

 

As of the end of June, Samsung BioLogics' stock valuation held by the NPS is close to ₩3 trillion as of the closing price of the 5th.

 

In addition to Samsung BioLogics, four out of the top 10 net purchases of the NPS were pharmaceutical bio shares.

 

SK Bioscience (3rd), SK Biopharm (6th), and Celltrion Healthcare (9th) ranked high.

 

Net purchases of The NPS amounted to ₩259.1 billion from SK Bioscience, ₩157.6 billion from SK Biopharmaceutics, and ₩116.4 billion from Celltrion Healthcare.

 

In addition, it sold ₩69.3 billion in GC LabCell shares, ₩49.5 billion in Hanmi Science, ₩45.2 billion in Daewoong Pharmaceutical, ₩41.6 billion in LegoChem Bioscience, ₩36 billion in Hugel, ₩35.5 billion in Medy Tox, ₩35.3 billion in ST PharmaReaserch, ₩26.2 billion in Celltrion, PharmaReaserch ₩17.5 billion in Pharmicell, ₩15.6 billion in Dong-A Socio Holdings, ₩15.2 billion in Alteogen, ₩13.4 billion in Daewoong, ₩12.5 billion in Macrogen, and ₩12 billion in Huons Global.

 

The NPS' share of these companies has also increased.

 

GC LabCell increased 1.12%p (4.99%→6.11%), Dewoong increased 1.05%p (5.09%→6.14%), and Hanmi increased 2.02%p (6.84%→8.86%).

 

The NPS is said to have continued its all-time selling spree in the domestic stock market in the first half of this year.

 

Net sales in first half of this year alone amount to ₩24.598 trillion.

 

According to the fund management guidelines, the government decided to lower the portion of investment in domestic stocks to 16.8% by the end of this year, leading to large-scale net selling.

 

As of the end of last year, it had a share of 21.2%.

 

However, investment in pharmaceutical bio shares has increased even among large net sales.

 

The cumulative net purchase amount of pharmaceutical bio shares by June is estimated at ₩836.7 billion.

 

The NPS sold Celltrion shares the most.

 

It bought ₩1.1447 trillion for six months and sold ₩1.507 trillion, reaching ₩362.3 billion in accumulated net sales.

 

The NPS sold ₩182.8 billion in shares of SK Chemical, ₩85.5 billion in GC Pharma shares, ₩46 billion in Bukwang shares, ₩28.9 billion in JW-Lifescience shares, ₩28.4 billion in Chong Kun-dang shares, ₩24.5 billion in G-TreeBNT shares, ₩18.8 billion in Seegene shares and ₩15 billion in Shin Poong.

 

Celltrion shares in the NPS fell 0.88%p to 7.48% at the end of June, compared with 8.36% at the end of last year.

 

SK Chemical's shares fell 3.99%p from 10.13% at the end of last year to 6.14% at the end of June.

 

In addition, shares of GC Pharma fell 0.04%p (9.12%→9.08%) and shares of Bukwang fell 1.12%p (8.18%→7.06%) respectively.