Nov 7: 8 Strong Themes — Ukraine Reconstruction (Related), Semiconductor Equipment

November 7, 2022 · #Ukraine Reconstruction (Related) #Semiconductor Equipment #Auto Parts #Currency & ATM Systems (incl. CBDC) #Petrochemicals #Shipping #Semiconductor Materials & Components #Crypto & Bitcoin

8 strong themes — 8 recurred. Top: Ukraine Reconstruction (Related) +10.1%.

Strong themes8 Top change+10.1% LeaderDAEMO Engineering

Average change by strong theme

Average change of member stocks, by theme · descending
Ukraine Reconstruction (Related)
+10.1%
Semiconductor Equipment
+7.1%
Auto Parts
+5.4%
Currency & ATM Systems (incl. CBDC)
+5.2%
Petrochemicals
+5.1%
Shipping
+5.0%
Semiconductor Materials & Components
+4.6%
Crypto & Bitcoin
+4.4%

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
Ukraine Reconstruction (Related)DAEMO Engineering+25.51%
Semiconductor EquipmentTes+13.18%
Auto PartsSewon+4.10%
Currency & ATM Systems (incl. CBDC)Logisys+12.01%
PetrochemicalsHyosung Chemical+7.83%
ShippingPan Ocean+12.47%
Semiconductor Materials & ComponentsTiger Elec+7.80%
Crypto & BitcoinVidente+12.21%

Eight themes closed higher on Nov 7, and every stock in every group finished up. Ukraine Reconstruction (Related) led with an average change of 10.13%.

DAEMO Engineering jumped 25.51%, the biggest gain of the day, on volume of 10479049 shares. Seoam Machinery Industry added 14.33%.

Semiconductor Equipment came next at 7.08%, with all 10 stocks up and Tes leading at 13.18%. Every theme was a recurrence, returning after gaps of 6 to 62 days.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Ukraine Reconstruction (Related)recurred after 6 days+10.1%7/7DAEMO Engineering
2Semiconductor Equipmentrecurred after 7 days+7.1%10/10Tes
3Auto Partsrecurred after 24 days+5.4%10/10Sewon
4Currency & ATM Systems (incl. CBDC)recurred after 62 days+5.2%7/7Logisys
5Petrochemicalsrecurred after 20 days+5.1%9/9Hyosung Chemical
6Shippingrecurred after 47 days+5.0%5/5Pan Ocean
7Semiconductor Materials & Componentsrecurred after 7 days+4.6%10/10Tiger Elec
8Crypto & Bitcoinrecurred after 11 days+4.4%9/9Vidente

Theme by Theme

1. Ukraine Reconstruction (Related) (recurred after 6 days)

StockChangeCloseLeader
DAEMO Engineering 317850+25.5%15,250★
Seoam Machinery Industry 100660+14.3%7,180
SY 109610+9.0%3,455
Hyundai Everdigm 041440+7.7%10,050
Haein 003010+5.1%7,460
FreeMs 053160+4.8%6,820
SC Engineering 023960+4.6%1,835

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2. Semiconductor Equipment (recurred after 7 days)

StockChangeCloseLeader
Tes 095610+13.2%17,600★
HPSP 403870+8.3%15,975
EugeneTechnology 084370+8.2%22,300
PSK 319660+7.2%15,650
Mirae 025560+7.0%20,374
Wonik IPS 240810+6.1%27,900
Tse 131290+5.7%39,000
Seojin System 178320+5.3%15,000
Union Semiconductor Equipment Co.,ltd; 036200+5.2%6,330
EO Technics 039030+4.8%65,700

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3. Auto Parts (recurred after 24 days)

StockChangeCloseLeader
HS Hyosung Advanced Materials 298050+7.2%347,500
Hwaseung R&a 378850+6.4%4,140
Korea Fuel-tech 123410+5.8%2,820
Hyundai Industrial 170030+5.7%6,300
KB Autosys 024120+5.5%4,020
Sambo Motors 053700+5.5%6,130
Guyoung Technology 053270+5.5%2,610
SM Bexel 010580+4.9%1,720
Sewon 234100+4.1%10,150★
Union Materials 047400+3.7%3,215

4. Currency & ATM Systems (incl. CBDC) (recurred after 62 days)

StockChangeCloseLeader
Logisys 067730+12.0%4,990★
Hannet 052600+7.5%6,550
Korea Computer & Systems 115500+5.4%5,310
Korea Computer Terminal 089150+4.9%4,175
FreeMs 053160+4.8%6,820
Poongsan 103140+1.1%27,050
NuriFlex 040160+0.8%4,835

5. Petrochemicals (recurred after 20 days)

StockChangeCloseLeader
Green Chemical 083420+9.8%11,750
Lotte Chemical 011170+8.9%163,355
Hyosung Chemical 298000+7.8%234,000★
Korea Petro Chemical Ind 006650+7.2%134,500
SK Chemicals 285130+3.9%90,400
SK Innovation 096770+2.2%178,587
Kolon Industries 120110+2.2%46,150
LG Chem 051910+2.0%704,000
Taekwang Industrial 003240+1.4%722,000

6. Shipping (recurred after 47 days)

StockChangeCloseLeader
Pan Ocean 028670+12.5%4,780★
HMM 011200+4.2%19,700
Korea Line 005880+4.0%2,060
KSS Line 044450+2.4%9,280
Heung-a Shipping 003280+2.0%1,500

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7. Semiconductor Materials & Components (recurred after 7 days)

StockChangeCloseLeader
Tiger Elec 219130+7.8%20,050★
Mi 059090+5.3%9,600
Nepes 033640+4.9%18,150
DNFCo 092070+4.8%14,300
Hana Materials 166090+4.6%32,100
Dongjin Semichem 005290+4.2%30,100
GO Element 311320+3.7%11,175
ENF Technology 102710+3.7%22,600
INNOX Advanced Materials 272290+3.6%27,150
Duksanhimetal 077360+3.5%5,690

8. Crypto & Bitcoin (recurred after 11 days)

StockChangeCloseLeader
Vidente 121800+12.2%4,090★
Atinum Investment 021080+8.4%3,015
T.S.Investment 246690+3.9%3,711
Inbiogen 101140+3.5%16,809
Mgame 058630+3.0%6,430
Woori Technology Investment 041190+2.8%4,750
Wizit 036090+2.5%2,119
Danal 064260+1.9%5,810
GalaxiaMoneytree 094480+1.6%5,160

Closing Thoughts

Semiconductor Equipment and Semiconductor Materials & Components both have episodes recorded through 2022-11-08. Whether that two-day run continues is the next point in the data.

The other six themes logged one-day episodes, including Shipping, where Pan Ocean rose 12.47%. The next sessions will show whether those moves repeat.