삼성전자 개미 부채투자로 가계부채 노출 밀착

Close exposure of household debt through

삼성전자에 외국인 대량매도를 집중 매수한 개인투자자들이 외상투자(신용거래) 의존도가 높아지고 부정적 전망 보고서로 가계부채 노출이 커졌다.

코로나 봉압 방역에 공급우위의 V반등 강공 정책으로 가계신용 증가는 2분기에 전년동기대비 168조6천억원 증가로 폭발적이다.

8월 들어 23일까지 기준 삼성전자의 신용융자 잔액은 전달 7192억원(1018만주)보다 30.3% 급증해 9372억원(1345만주)으로 1조원에 육박했다. 이는 지난달 30일 7192억원(1018만주)보다 금액 기준으로 30.3% 늘어난 수치다.

삼성전자 주식은 외국인이 8월에 23일까지(12거래일) 9887만5천주(7조5229억1400만원)을 순매도했고, 개인투자자가 9616만7800주(7조3292억3500만원) 순매수하며 부채경제의 표적이 됐다.

대만 반도체 조사기관 트렌드포스는 24일 삼성전자 D램 영업이익률이 올해 1분기 34％에서 2분기 46％로 증가하고 3분기에 4% 증가로 50％ 수준이라며, "3분기 D램 제품 평균 판매단가는 전분기보다 3∼8％ 증가에 그치고, D램 고정가격이 4분기 5~10% 하락한 후 내년 2분기까지 추가 하락할 것”으로 전망했다.

가계대출은 2분기에 전년동기대비 159조2천억원이 증가하며 총 1705조3천억원이 됐고, 정부가 경기부양 자극을 최대화했던 2분기는 1분기에 비해 38조6천억원 증가해 1개월 평균 12조원 증가세이다.

가계신용(가계대출+판매신용)은 2분기에 1805조9천억원의 사상최대를 보이며 1분기 동안 41조2천억원이 증가 1개월 14조원대 증가세이다.

한국은행 통계의 가계대출 2분기 증가세는 주택담보대출이 17조3천억원 증가에 948조3천억원이고, 기타대출은 21조3천억원 증가해 757조원이 됐다.

코로나에서 시가총액 1위 삼성전자의 상반기(6월까지) 매출액 129조1천억원은 전년동기대비 19.18% 증가에 2위 SK하이닉스 매출액 18조8200억원을 합치면, 기업 587개사(금융 제외) 매출 합계의 16%로 비중이 높아졌다.

영업이익에서 삼성전자(21조500억원)와 SK하이닉스(4조200억원)가 증권거래소의 587개사 전체 91조원의 28%를 차지하며 경기변동에 밀착됐다.

삼성전자는 개인 투자자가 올해(8월 13일까지) 3억9420만주 순매수하며 32조원을 투자해 주주수 450만명에 총 주식수(59억6978만주)의 6.60%를 차지하고 지분율이 13.08%가 됐다.

삼성전자에 대한 국민연금 지분율은 10% 미만이고, 이재용 부회장 일가의 최대주주 비중은 21.18%이다.

삼성전자 소액주주는 올해 상반기에만 240만명 급증해 454만6497명이다.

삼성증권은 코로나 초기 주식 급락에 V반등 보고서를 냈고, 청와대 김상조 정책실장이 '코로나 조기 종결시 반등'을 언급했다.

이어 문재인 대통령은 뉴딜펀드에 투자했다. kimjc00@hanmail.net

Close exposure of household debt through Samsung Electronics' ant debt investment

Individual investors who bought large amounts of foreign sales to Samsung Electronics increased their dependence on foreign investment (credit transactions) and increased exposure to household debt due to negative outlook reports.

The increase in household credit is explosive in the second quarter with an increase of 168.6 trillion won compared to the same period of the previous year due to the V rebound policy of supply superiority in the prevention and control of the corona virus.

As of August 23, Samsung Electronics' credit loan balance surged 30.3% from 719.2 billion won (10.18 million shares) in the previous month, reaching 937.2 billion won (13.45 million shares), close to 1 trillion won. This is an increase of 30.3% in terms of amount from 719.2 billion won (10.18 million shares) on the 30th of last month.

As for Samsung Electronics stock, foreign investors net sold 98.875,000 shares (7.522.9 billion won) from August 23 to 23 (12 trading days), and individual investors net bought 96,167,800 shares (7.329.235 billion won), resulting in liabilities. became the target of the economy.

TrendForce, a Taiwanese semiconductor research institute, said on the 24th that Samsung Electronics' DRAM operating margin increased from 34% in the first quarter of this year to 46% in the second quarter of this year and increased by 4% in the third quarter to 50%. is expected to increase by only 3-8% from the previous quarter, and DRAM fixed prices will drop further by the second quarter of next year after a 5-10% drop in the fourth quarter.”

In the second quarter, household loans increased by 159.2 trillion won compared to the same period of the previous year to a total of 1705.3 trillion won. is on the rise

Household credit (household loan + sales credit) reached a record high of 1805.9 trillion won in the second quarter, and increased by 41.2 trillion won during the first quarter, an increase of 14 trillion won in one month.

According to the Bank of Korea statistics, household loan growth in the second quarter was 948.3 trillion won in housing mortgage loans, an increase of 17.3 trillion won, and 21.3 trillion won in other loans to 757 trillion won.

In Corona, the sales of 129.1 trillion won in the first half (until June) of Samsung Electronics, the No. 1 in market capitalization, increased by 19.18% from the same period of the previous year and SK Hynix, the second-ranked company, combined with sales of 18.82 trillion won, the total sales of 587 companies (excluding finance) The proportion increased to 16%.

In operating profit, Samsung Electronics (21.5 trillion won) and SK Hynix (4.2 trillion won) accounted for 28% of the total 91 trillion won of the 587 companies in the stock exchange, closely following the economic fluctuations.

In Samsung Electronics, individual investors made a net purchase of 394.2 million shares this year (as of August 13) and invested 32 trillion won, accounting for 6.60% of the total number of shares (5.969.78 million shares) with 4.5 million shareholders, and the stake became 13.08%.

The national pension share in Samsung Electronics is less than 10%, and the largest shareholder of Vice Chairman Lee Jae-yong's family is 21.18%.

Samsung Electronics' minority shareholders surged 2.4 million in the first half of this year to 4,54,497.

Samsung Securities issued a V rebound report on the sharp decline in stocks in the early stages of the corona virus, and Kim Sang-jo, the chief of policy at the Blue House, mentioned 'a rebound at the early end of the corona'.

President Moon Jae-in then invested in the New Deal Fund.

V rebound, household debt, strong construction policy, ant investment, economic stimulus, supply advantage, suppression prevention, debt economy, Samsung Electronics, credit financing