Jul 15: 3 Strong Themes — Semiconductor Materials & Components, Solar
3 strong themes — 3 recurred. Top: Semiconductor Materials & Components +25.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Materials & Components | Foosung | +29.56% | |
| Solar | Hanwha Solutions | +1.86% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.01% |
Semiconductor Materials & Components led the Jul 15 session with an average change of 25.88%. All 3 stocks in the theme rose, and the theme returned after a 7-day gap.
Theme leader Foosung jumped 29.56% to close at 10742. Headlines linked the move to domestic hydrogen fluoride going into Samsung Electronics and SK hynix production lines.
Dongjin Semichem added 28.41% and Ram Technology 19.66%. Elsewhere, Solar averaged 1.86% and Semiconductor Majors (Fabrication) averaged 1.16%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | recurred after 7 days | +25.9% | 3/3 | Foosung |
| 2 | Solar | recurred after 25 days | +1.9% | 1/2 | Hanwha Solutions |
| 3 | Semiconductor Majors (Fabrication) | recurred after 5 days | +1.2% | 2/2 | SK hynix |
Theme by Theme
1. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2019-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Foosung 093370 | +29.6% | 10,742 | ★ |
Dongjin Semichem 005290 | +28.4% | 17,400 | |
Ram Technology 171010 | +19.7% | 7,060 |
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2. Solar (recurred after 25 days)
- Episode: started 2019-07-15, day 1
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3. Semiconductor Majors (Fabrication) (recurred after 5 days)
- Episode: started 2019-07-15, day 1
Closing Thoughts
The Semiconductor Materials & Components episode runs from 2019-07-15 to 2019-07-16, a 2-day span in the data. The next session will show whether all 3 stocks keep moving together.
Among the majors, SK hynix rose 2.01% and Samsung Electronics gained 0.32%. In Solar, the data shows no change for OCI Holdings Company.