May 15: 6 Strong Themes — Tires, System Semiconductors
6 strong themes — 6 recurred. Top: Tires +6.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Tires | Dynamic Design | +5.84% | |
| System Semiconductors | Nextchip | +3.44% | |
| Autonomous Driving | Nextchip | +3.44% | |
| Wind | Dae Myoung Energy | +1.12% | |
| Solar | Dae Myoung Energy | +1.12% | |
| UAM (Urban Air Mobility) | Seoyon E-hwa | +2.53% |
On 2023-05-15, six themes closed higher, and every stock listed under each of them rose. Tires led with an average change of 5.95%, with all 6 of its stocks up.
Kumho Tire posted the biggest gain of the day at 12.23%, and theme leader Dynamic Design rose 5.84%. One headline reported a better-than-expected first quarter at Hankook Tire & Technology.
System Semiconductors (3.27%) and Autonomous Driving (3.23%) shared the same leader, Nextchip, which rose 3.44%. CoAsia jumped 10.52% and Korea Fuel-tech gained 8.55%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Tires | recurred after 13 days | +6.0% | 6/6 | Dynamic Design |
| 2 | System Semiconductors | recurred after 24 days | +3.3% | 10/10 | Nextchip |
| 3 | Autonomous Driving | recurred after 53 days | +3.2% | 10/10 | Nextchip |
| 4 | Wind | recurred after 6 days | +2.6% | 10/10 | Dae Myoung Energy |
| 5 | Solar | recurred after 13 days | +2.4% | 9/9 | Dae Myoung Energy |
| 6 | UAM (Urban Air Mobility) | recurred after 81 days | +1.9% | 9/9 | Seoyon E-hwa |
Theme by Theme
1. Tires (recurred after 13 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumho Tire 073240 | +12.2% | 5,230 | |
Nexen Tire 002350 | +6.7% | 9,290 | |
Hankook Tire & Technology 161390 | +6.0% | 37,000 | |
Dynamic Design 145210 | +5.8% | 2,900 | ★ |
Nexen 005720 | +2.8% | 4,285 | |
Hankook & Company 000240 | +2.2% | 12,780 |
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2. System Semiconductors (recurred after 24 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CoAsia 045970 | +10.5% | 8,510 | |
Zaram Technology 389020 | +4.3% | 35,150 | |
Gaonchips 399720 | +4.0% | 26,300 | |
Nextchip 396270 | +3.4% | 8,580 | ★ |
Korea Robot Manufacturing 093640 | +2.9% | 8,790 | |
Telechips 054450 | +2.2% | 17,180 | |
Mirai Semiconductors 254490 | +1.8% | 20,300 | |
I&C Technology 052860 | +1.6% | 2,575 | |
Nepes Ark 330860 | +1.2% | 21,300 | |
ADTechnology 200710 | +0.8% | 17,980 |
3. Autonomous Driving (recurred after 53 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Fuel-tech 123410 | +8.6% | 3,680 | |
A-Tech Solution 071670 | +4.9% | 10,940 | |
Sekonix 053450 | +3.7% | 6,690 | |
Nextchip 396270 | +3.4% | 8,580 | ★ |
Optrontec 082210 | +2.8% | 2,925 | |
i3system 214430 | +2.6% | 21,500 | |
Telechips 054450 | +2.2% | 17,180 | |
Unitrontech 142210 | +1.6% | 4,375 | |
Sambo Motors 053700 | +1.4% | 7,280 | |
HL Mando 204320 | +1.1% | 46,750 |
4. Wind (recurred after 6 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeAH Steel Holdings 003030 | +6.8% | 164,000 | |
SeAH Steel 306200 | +4.8% | 153,800 | |
CS Wind 112610 | +3.4% | 78,400 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.2% | 87,800 | |
SK oceanplant 100090 | +2.2% | 19,550 | |
Doosan Enerbility 034020 | +1.6% | 15,380 | |
CS Bearing 297090 | +1.4% | 11,350 | |
POSCO Holdings 005490 | +1.2% | 368,000 | |
Dae Myoung Energy 389260 | +1.1% | 22,550 | ★ |
KEPCO Engineering & Construction Company 052690 | +0.8% | 67,200 |
5. Solar (recurred after 13 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Solutions 009830 | +4.8% | 44,332 | |
Hansol Technics 004710 | +4.0% | 6,846 | |
Shinsung E&g 011930 | +2.7% | 20,800 | |
Hanwha 000880 | +2.4% | 28,250 | |
Soosan Industries 126720 | +1.8% | 22,250 | |
G2Power 388050 | +1.7% | 11,590 | |
SY 109610 | +1.6% | 3,155 | |
HD Hyundai Energy Solutions 322000 | +1.5% | 39,750 | |
Dae Myoung Energy 389260 | +1.1% | 22,550 | ★ |
6. UAM (Urban Air Mobility) (recurred after 81 days)
- Episode: started 2023-05-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nexen Tire 002350 | +6.7% | 9,290 | |
Vessel 177350 | +5.4% | 7,877 | |
Seoyon E-hwa 200880 | +2.5% | 20,250 | ★ |
Kisan Telecom 035460 | +0.7% | 3,080 | |
KT 030200 | +0.6% | 32,000 | |
Hanwha Aerospace 012450 | +0.6% | 105,532 | |
LG Uplus 032640 | +0.4% | 11,260 | |
Kakao 035720 | +0.3% | 56,800 | |
Hyundai Engineering & Construction 000720 | +0.3% | 39,300 |
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Closing Thoughts
Every theme was a recurrence with a streak of 1, so each run is only one day old so far. UAM (Urban Air Mobility) came back after the longest gap, 81 days, with Vessel up 5.42%.
Energy themes also moved together. Wind averaged 2.56% and Solar 2.41%, and Dae Myoung Energy led both. The next question is whether this broad strength lasts beyond one session.