Nov 3: 6 Strong Themes — Semiconductor Equipment, Materials & Components, 5G / Telecom Equipment
6 strong themes — 5 recurred · 1 new. Top: Semiconductor Equipment, Materials & Components +10.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment, Materials & Components | SK enpulse | +21.20% | - |
| 5G / Telecom Equipment | Seojin System | +13.28% | |
| Battery / Wind / Solar / Hydrogen | Vina Tech | +4.92% | |
| Petrochemicals | Lotte Chemical | +5.52% | |
| Oil Refining | SK Innovation | +7.35% | |
| Cannabis | Osung Advanced Materials | +6.63% |
All six strong themes on Nov 3 closed with every listed stock higher. Semiconductor Equipment, Materials & Components led with an average change of 10.77%, returning after a 474-day gap.
SK enpulse led that group with a 21.2% gain. 5G / Telecom Equipment came next with an average change of 8.45%, as Seojin System rose 13.28%.
The new theme Battery / Wind / Solar / Hydrogen had all 9 of its stocks rise, for an average change of 4.91%. News headlines linked the rally to expectations of a Biden win.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment, Materials & Components | recurred after 474 days | +10.8% | 4/4 | SK enpulse |
| 2 | 5G / Telecom Equipment | recurred after 139 days | +8.4% | 4/4 | Seojin System |
| 3 | Battery / Wind / Solar / Hydrogen | new | +4.9% | 9/9 | Vina Tech |
| 4 | Petrochemicals | recurred after 50 days | +4.7% | 2/2 | Lotte Chemical |
| 5 | Oil Refining | recurred after 169 days | +4.7% | 3/3 | SK Innovation |
| 6 | Cannabis | recurred after 64 days | +3.7% | 2/2 | Osung Advanced Materials |
Theme by Theme
1. Semiconductor Equipment, Materials & Components (recurred after 474 days)
- Episode: started 2020-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK enpulse 057500 | +21.2% | 6,060 | ★ |
HLB innoVation 024850 | +10.8% | 5,900 | |
HanaMicron 067310 | +6.2% | 5,409 | |
Hana Materials 166090 | +4.9% | 22,550 |
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2. 5G / Telecom Equipment (recurred after 139 days)
- Episode: started 2020-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seojin System 178320 | +13.3% | 20,501 | ★ |
OE Solutions 138080 | +8.7% | 48,750 | |
Gigalane 049080 | +6.2% | 18,800 | |
Piolink 170790 | +5.6% | 14,100 |
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3. Battery / Wind / Solar / Hydrogen (new)
- Episode: started 2020-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DaejooElectronicMaterials 078600 | +8.6% | 40,500 | |
Chunbo 278280 | +7.0% | 164,400 | |
LG Chem 051910 | +5.3% | 656,000 | |
Vina Tech 126340 | +4.9% | 39,350 | ★ |
Samsung SDI 006400 | +4.4% | 449,865 | |
Power Logics 047310 | +4.2% | 8,270 | |
HD Hyundai Energy Solutions 322000 | +3.9% | 36,900 | |
CS Bearing 297090 | +3.0% | 13,576 | |
HD-Hyundai Marine Engine 071970 | +2.9% | 3,925 |
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4. Petrochemicals (recurred after 50 days)
- Episode: started 2020-11-03, day 1
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- [리포트 브리핑]롯데케미칼, ‘Again 2015 상승 사이클 초입에 진입’ 목표가 310,000원 - DS 투자증권 — 뉴스핌 (Korean)
5. Oil Refining (recurred after 169 days)
- Episode: started 2020-11-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +7.3% | 129,389 | ★ |
GS Holdings 078930 | +3.3% | 34,250 | |
S-Oil 010950 | +3.3% | 56,800 |
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6. Cannabis (recurred after 64 days)
- Episode: started 2020-11-03, day 1
Closing Thoughts
Every theme on Nov 3 has a streak of 1, so none has a second day yet. The first open question is whether Semiconductor Equipment, Materials & Components runs past its one-day episode.
Breadth is the other thing to track. In Cannabis, i-SENS rose only 0.73% while Osung Advanced Materials gained 6.63%. Petrochemicals had an average change of 4.67%.