Sep 23: 2 Strong Themes — System Semiconductors, Steel (Small & Mid Cap)

September 23, 2022 · #System Semiconductors #Steel (Small & Mid Cap)

2 strong themes — 2 recurred. Top: System Semiconductors +9.9%.

Strong themes2 Top change+9.9% LeaderNC&

Average change by strong theme

Average change of member stocks, by theme · descending
System Semiconductors
+9.9%
Steel (Small & Mid Cap)
+9.2%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
System SemiconductorsNC&+29.85%
Steel (Small & Mid Cap)Moonbae Steel+29.96%

Two themes led the Sep 23 session, and all 20 of their stocks closed higher. System Semiconductors topped the list with an average change of 9.95%.

NC& led the chip group at 29.85%, ahead of Gaonchips at 19.96%. The theme returned after a gap of 634 days.

Steel (Small & Mid Cap) averaged 9.2%, led by Moonbae Steel at 29.96%. News tied the move to POSCO production disruptions and a Hyundai Steel strike notice.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1System Semiconductorsrecurred after 634 days+9.9%10/10NC&
2Steel (Small & Mid Cap)recurred after 3 days+9.2%10/10Moonbae Steel

Theme by Theme

1. System Semiconductors (recurred after 634 days)

StockChangeCloseLeader
NC& 092600+29.9%13,050★
Gaonchips 399720+20.0%32,150
CoAsia 045970+14.8%8,000
ADTechnology 200710+12.9%14,900
Alphachips 117670+6.7%27,490
Nextchip 396270+5.1%11,144
ABOV Semiconductor 102120+4.1%11,450
Telechips 054450+3.4%15,200
KohYoungTechnology 098460+1.5%13,600
HANMI Semiconductor 042700+1.2%12,900

Related news

2. Steel (Small & Mid Cap) (recurred after 3 days)

StockChangeCloseLeader
Moonbae Steel 008420+30.0%4,880★
Bookook Steel 026940+15.1%4,030
Kyeong Nam Steel 039240+11.6%3,750
Dongkuk Industries Company 005160+8.9%5,870
NI Steel 008260+7.1%4,510
Keum Kang Steel 053260+6.4%9,970
Histeel 071090+4.4%4,605
Samhyun Steel 017480+4.0%5,450
Dong Il Steel MFG 002690+2.4%2,775
Ajusteel 139990+2.0%10,350

Related news

Closing Thoughts

Both themes are one-day episodes so far, each with a streak of 1. The open question is whether System Semiconductors lasts beyond one session after its 634-day gap.

In steel, Dongkuk Industries Company traded 31923022 shares and Moonbae Steel traded 26510114. Further news on POSCO and Hyundai Steel will shape how the next session reads.