Aug 12: 8 Strong Themes — Solar, Semiconductors
8 strong themes — 5 running · 3 recurred. Top: Solar +11.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Solar | G2Power | +30.00% | |
| Semiconductors | KnJ | +21.52% | |
| Hydrogen (Fuel Cells, Vehicles) | Vina Tech | +12.78% | |
| 5G / Telecom Equipment | Frtek | +15.20% | |
| AI & Robotics | Rainbow Robotics | +10.48% | |
| Construction Majors / Construction (Small & Mid Cap) | Sambu Construction | +3.46% | |
| Foldable Phones | SANGBOCo | +1.49% | |
| Nuclear | Doosan Enerbility | +4.19% |
Every theme in the 2022-08-12 session finished with all of its stocks higher. Solar led with an average change of 11.38%, and all 4 of its stocks rose on a 3-day streak.
G2Power led the theme with a 30.0% gain and closed at 20150. News coverage linked the rally to an ex-rights effect from a bonus share issue.
Semiconductors followed with an average change of 7.38%, as KnJ rose 21.52%. 5G / Telecom Equipment returned after a gap of 8 days, led by Frtek at 15.2%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Solar | 3 days running | +11.4% | 4/4 | G2Power |
| 2 | Semiconductors | 2 days running | +7.4% | 5/5 | KnJ |
| 3 | Hydrogen (Fuel Cells, Vehicles) | 2 days running | +5.6% | 5/5 | Vina Tech |
| 4 | 5G / Telecom Equipment | recurred after 8 days | +5.4% | 5/5 | Frtek |
| 5 | AI & Robotics | recurred after 4 days | +4.7% | 5/5 | Rainbow Robotics |
| 6 | Construction Majors / Construction (Small & Mid Cap) | 3 days running | +3.9% | 4/4 | Sambu Construction |
| 7 | Foldable Phones | recurred after 86 days | +3.4% | 5/5 | SANGBOCo |
| 8 | Nuclear | 3 days running | +3.0% | 2/2 | Doosan Enerbility |
Theme by Theme
1. Solar (3 days running)
- Episode: started 2022-08-10, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
G2Power 388050 | +30.0% | 20,150 | ★ |
GnBS eco 382800 | +8.4% | 3,375 | |
Dae Myoung Energy 389260 | +5.1% | 27,650 | |
SK D&D 210980 | +1.9% | 16,238 |
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- [fnRASSI]오늘의 상한가, 지투파워 30.0% ↑ — 파이낸셜뉴스 (Korean)
- 지투파워 주가 24%↑…투자주의에도 강세? — 아주경제 (Korean)
2. Semiconductors (2 days running)
- Episode: started 2022-08-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KnJ 272110 | +21.5% | 13,550 | ★ |
Nextchip 396270 | +5.8% | 9,929 | |
DB HiTek 000990 | +4.9% | 44,800 | |
KoMi 183300 | +4.2% | 24,167 | |
Samsung Electronics 005930 | +0.5% | 60,200 |
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3. Hydrogen (Fuel Cells, Vehicles) (2 days running)
- Episode: started 2022-08-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Vina Tech 126340 | +12.8% | 43,248 | ★ |
BMTCo 086670 | +6.0% | 16,650 | |
Shinhwapritech 095190 | +3.6% | 3,460 | |
SY Dong-a 041930 | +3.5% | 9,490 | |
Hyundai-Rotem 064350 | +2.0% | 25,550 |
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- [장중수급포착] 비나텍, 외국인 11,579주 대량 순매수… 주가 +5.83% — 뉴스핌 (Korean)
4. 5G / Telecom Equipment (recurred after 8 days)
- Episode: started 2022-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Frtek 073540 | +15.2% | 3,600 | ★ |
Ich 368600 | +4.2% | 7,856 | |
Woori-Net 115440 | +4.2% | 9,280 | |
Gigalane 049080 | +2.2% | 16,350 | |
SANGBOCo 027580 | +1.5% | 8,500 |
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5. AI & Robotics (recurred after 4 days)
- Episode: started 2022-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Rainbow Robotics 277810 | +10.5% | 31,100 | ★ |
SP Systems 317830 | +4.6% | 11,450 | |
Smec 099440 | +3.2% | 2,343 | |
PULOON Robotics 094940 | +2.8% | 8,750 | |
Yuilrobotics 388720 | +2.6% | 29,950 |
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6. Construction Majors / Construction (Small & Mid Cap) (3 days running)
- Episode: started 2022-08-10, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
DL E&c 375500 | +4.8% | 45,500 | |
Daewoo Engineering & Construction 047040 | +3.6% | 5,680 | |
Hyundai Engineering & Construction 000720 | +3.6% | 48,050 | |
Sambu Construction 001470 | +3.5% | 2,245 | ★ |
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7. Foldable Phones (recurred after 86 days)
- Episode: started 2022-08-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Uti 179900 | +5.4% | 24,400 | |
Dongwoon Anatech 094170 | +4.3% | 7,997 | |
SKC 011790 | +3.8% | 129,711 | |
Wonik Cube 014190 | +1.9% | 2,760 | |
SANGBOCo 027580 | +1.5% | 8,500 | ★ |
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- [상보] 국제유가, IEA 수요 전망치 상향에 상승…WTI, 2.6%↑ — 이투데이 (Korean)
- 석경에이티, 상반기 영업익 27억원…전년比 193%↑(상보) — 머니투데이 (Korean)
8. Nuclear (3 days running)
- Episode: started 2022-08-10, day 7
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Closing Thoughts
Nuclear is on a 3-day streak, and its episode data runs to 2022-08-16. Doosan Enerbility gained 4.19% on volume of 14352395 shares.
Hydrogen (Fuel Cells, Vehicles) and Semiconductors each have a 2-day streak. The next data point is whether Solar keeps its streak going past 3 days.