What Happened?

On September 8, 2025, a large block trade of 36,000 shares, totaling ₩16.6 billion, occurred in Samsung Fire & Marine Insurance during after-hours trading. Foreign investors were the primary buyers and sellers.

Why Did This Happen?

The exact cause is unclear, but it could be due to foreign investors adjusting their positions or reacting to changing market conditions. The after-hours nature of the trade suggests an attempt to minimize the impact on price fluctuations during regular trading hours.

What Does This Mean?

In the short term, increased stock price volatility is possible. In the long term, monitoring foreign investor trends and macroeconomic indicators is more crucial than this single event. The company’s fundamentals are not expected to be directly affected.

Investor Action Plan

We maintain a ‘BUY’ rating for Samsung Fire & Marine Insurance, based on its robust fundamentals. However, it’s important to consider the following factors when developing your investment strategy:

  • • Foreign investor trends
  • • USD/KRW and EUR/KRW exchange rate fluctuations
  • • US and Korean interest rate changes
  • • Changes in the competitive landscape of the insurance market
  • • Performance of new business investments (Lloyd’s, Tencent, etc.)