Feb 15: 4 Strong Themes — Semiconductor Equipment, Battery

February 15, 2023 · #Semiconductor Equipment #Battery #System Semiconductors #Steel Majors

4 strong themes — 1 running · 3 recurred. Top: Semiconductor Equipment +7.2%.

Strong themes4 Top change+7.2% LeaderAuros Technology

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+7.2%
Battery
+6.0%
System Semiconductors
+4.6%
Steel Majors
+2.2%

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
Semiconductor EquipmentAuros Technology+20.68%
BatteryPemtron+9.95%
System SemiconductorsAdvanced Digital Chips+18.59%-
Steel MajorsPOSCO Holdings+6.03%

On 2023-02-15, four themes ran strong, and every stock in each of them closed higher. Semiconductor Equipment led with an average change of 7.2%, with all 10 stocks up.

Auros Technology topped the equipment group with a 20.68% gain. Advanced Digital Chips jumped 18.59% to lead System Semiconductors.

Battery returned after a 6-day gap with an average change of 5.97%, led by Pemtron at 9.95%. A news headline tied the rally to Tesla’s 7% surge.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 7 days+7.2%10/10Auros Technology
2Batteryrecurred after 6 days+6.0%9/9Pemtron
3System Semiconductors3 days running+4.6%10/10Advanced Digital Chips
4Steel Majorsrecurred after 26 days+2.2%9/9POSCO Holdings

Theme by Theme

1. Semiconductor Equipment (recurred after 7 days)

StockChangeCloseLeader
Auros Technology 322310+20.7%18,790★
SurplusGLOBAL 140070+15.2%4,765
Pemtron 168360+9.9%4,090
PSK Holdings 031980+6.8%9,570
K-ensol 053080+5.6%10,560
Sungwoo Techron Company 045300+4.3%4,505
Apact 200470+3.1%2,865
HANMI Semiconductor 042700+2.5%15,990
Protec 053610+2.1%28,600
Mirae 025560+1.7%29,593

2. Battery (recurred after 6 days)

StockChangeCloseLeader
Pemtron 168360+9.9%4,090★
Philoptics 161580+8.9%9,640
Ecopro 086520+8.3%41,889
POSCO Holdings 005490+6.0%325,500
K-ensol 053080+5.6%10,560
Cosmochemical 005420+5.2%25,779
Advanced Nano Products 121600+3.5%126,400
Dit 110990+3.5%7,080
SungEel HiTech 365340+2.7%123,700

Related news

3. System Semiconductors (3 days running)

StockChangeCloseLeader
Advanced Digital Chips 054630+18.6%6,380★
Winpac 097800+7.5%7,480
Openedges Technology 394280+4.9%24,450
Signetics 033170+3.6%1,414
ABOV Semiconductor 102120+2.6%11,060
HANMI Semiconductor 042700+2.5%15,990
Alphachips 117670+2.5%30,595
KohYoungTechnology 098460+1.4%18,290
Gaonchips 399720+1.2%25,300
CoAsia 045970+0.8%8,710

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4. Steel Majors (recurred after 26 days)

StockChangeCloseLeader
POSCO Holdings 005490+6.0%325,500★
KG Dongbusteel 016380+3.1%8,720
Dongkuk Steel Mill 460860+2.8%13,280
SeAH Besteel Holdings 001430+2.7%16,840
SeAH Steel 306200+2.2%141,600
Kisco 104700+1.3%6,790
Hyundai Steel Company 004020+0.9%34,550
Posco Steeleon 058430+0.6%3,365
Daehan Steel 084010+0.2%8,962

Related news

Closing Thoughts

System Semiconductors is the only theme on a streak, now at 3 sessions with an average change of 4.57%. The next session will show whether the streak continues.

Steel Majors came back after a 26-day gap, averaging 2.21%, with POSCO Holdings up 6.03%. Pemtron and K-ensol each appeared in two themes, linking chips and batteries.