The National Pension Service bought more Kakao and CJ stocks in the first half of this year but sold Nongshim stocks.
According to the Financial Supervisory Service's electronic disclosure system on the 2nd, the National Pension Service disclosed a report on a large shareholding status for 116 stocks, including Kakao and CJ.
The National Pension Service additionally purchased Kakao shares in the market during the first half of the year, increasing its equity ratio to 6.40% as of May 27, up from 5.36% (October 26, 2024), a 1.04 percentage point increase.
The National Pension Service also purchased more CJ stocks, raising its equity ratio from 12.02% to 13.04% as of April 18, an increase of 1.02 percentage points.
Kakao and CJ stocks are considered representative stocks that recorded a steep rise in share prices in the first half of this year. The stocks of both companies doubled by the end of June compared to the beginning of the year.
In addition, Hyundai E&C (9.07%→11.20%), Hyundai Steel (9.31%→10.44%), Shinsegae (11.59%→12.70%), and Hyundai Elevator also increased their equity stakes.
The National Pension Service also recently acquired an equity stake of over 5% in three listed companies, including DAISHIN SECURITIES, HDC, and Hankuk Carbon. The purpose of acquiring these equities was stated as simple investment.
On the other hand, the National Pension Service sold off some stocks related to food and beverages, including Nongshim (11.04%→9.99%) and LOTTE Chilsung Beverage (8.71%→7.65%), slightly reducing its equity ratios.
Additionally, the stock prices of Samsung SDI (7.88%→6.87%), Doosan Bobcat (8.41%→7.35%), ISU PETASYS (13.47%→12.11%), and Handsome (7.21%→6.20%) were also adjusted downward.