May 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 6 running · 2 recurred. Top: System Semiconductors +15.3%.
Strong themes8
Top change+15.3%
LeaderMirai Semiconductors
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| System Semiconductors | Mirai Semiconductors | +29.88% | |
| Semiconductor Equipment | HANMI Semiconductor | +21.55% | |
| Semiconductor Materials & Components | Micro2nano | +15.87% | |
| Construction Equipment | Tera Science | +29.94% | |
| PCB & Flexible PCB | TLB | +14.50% | |
| Autonomous Driving | Chips&Media | +11.18% | |
| Ukraine Reconstruction | DAEMO Engineering | +20.79% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +4.69% |
Chip stocks swept the board on 2023-05-19. System Semiconductors led all themes with an average change of 15.32%, and all 10 of its stocks closed higher.
Mirai Semiconductors led that theme with a 29.88% gain. HANMI Semiconductor rose 21.55% and led Semiconductor Equipment, which is now on a 4-day streak.
Outside chips, Ukraine Reconstruction rose for a third straight session on news of a government MOU. Tera Science gained 29.94% to lead Construction Equipment.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | 2 days running | +15.3% | 10/10 | Mirai Semiconductors |
| 2 | Semiconductor Equipment | 4 days running | +10.3% | 10/10 | HANMI Semiconductor |
| 3 | Semiconductor Materials & Components | 2 days running | +10.2% | 10/10 | Micro2nano |
| 4 | Construction Equipment | 2 days running | +8.1% | 9/9 | Tera Science |
| 5 | PCB & Flexible PCB | recurred after 52 days | +6.9% | 10/10 | TLB |
| 6 | Autonomous Driving | recurred after 4 days | +6.7% | 10/10 | Chips&Media |
| 7 | Ukraine Reconstruction | 3 days running | +6.6% | 10/10 | DAEMO Engineering |
| 8 | Semiconductor Majors (Fabrication) | 4 days running | +4.0% | 3/3 | DB HiTek |
Theme by Theme
1. System Semiconductors (2 days running)
- Episode: started 2023-05-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +29.9% | 27,600 | ★ |
Advanced Digital Chips 054630 | +29.8% | 5,230 | |
Winpac 097800 | +26.4% | 7,105 | |
HANMI Semiconductor 042700 | +21.6% | 25,950 | |
Zaram Technology 389020 | +10.2% | 41,000 | |
PSK 319660 | +9.2% | 21,750 | |
SFA Semicon 036540 | +6.7% | 5,860 | |
Nextchip 396270 | +6.5% | 9,066 | |
LEENO Industrial 058470 | +6.5% | 25,429 | |
Signetics 033170 | +6.4% | 1,366 |
2. Semiconductor Equipment (4 days running)
- Episode: started 2023-05-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +21.6% | 25,950 | ★ |
Wonik IPS 240810 | +9.9% | 33,350 | |
JT 089790 | +9.7% | 8,340 | |
PSK Holdings 031980 | +9.6% | 10,810 | |
PSK 319660 | +9.2% | 21,750 | |
EO Technics 039030 | +9.2% | 88,000 | |
Genesem 217190 | +9.1% | 7,757 | |
Pemtron 168360 | +8.5% | 6,645 | |
Jusung Engineering 036930 | +8.1% | 17,160 | |
Nextin 348210 | +8.1% | 66,600 |
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3. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-05-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +15.9% | 20,000 | ★ |
Hana Materials 166090 | +15.3% | 47,950 | |
Dongjin Semichem 005290 | +14.3% | 35,200 | |
ISC 095340 | +13.7% | 47,250 | |
KnJ 272110 | +8.0% | 21,650 | |
Temc 425040 | +7.7% | 20,300 | |
Soulbrain 357780 | +7.5% | 229,500 | |
WONIK QnC 074600 | +6.8% | 26,650 | |
Haesung DS 195870 | +6.4% | 50,000 | |
Fine Semitech 036810 | +6.2% | 23,691 |
4. Construction Equipment (2 days running)
- Episode: started 2023-05-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Tera Science 073640 | +29.9% | 4,015 | ★ |
DAEMO Engineering 317850 | +20.8% | 15,690 | |
Hyundai Everdigm 041440 | +7.3% | 8,200 | |
Haein 003010 | +3.0% | 6,520 | |
Seoyon Topmetal 019770 | +2.9% | 4,785 | |
HD Hyundai Infracore 042670 | +2.6% | 9,840 | |
FreeMs 053160 | +2.6% | 8,830 | |
Jinsung T.e.c 036890 | +2.2% | 11,060 | |
Daechang Forging 015230 | +1.4% | 7,040 |
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5. PCB & Flexible PCB (recurred after 52 days)
- Episode: started 2023-05-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TLB 356860 | +14.5% | 10,918 | ★ |
Daeduck Electronics 353200 | +13.9% | 23,750 | |
Pemtron 168360 | +8.5% | 6,645 | |
Simmtech 222800 | +8.0% | 29,850 | |
Korea Circuit 007810 | +6.5% | 14,660 | |
Isupetasys 007660 | +5.1% | 10,055 | |
Philoptics 161580 | +4.5% | 10,460 | |
Finecircuit 127980 | +3.3% | 12,940 | |
BHCo 090460 | +2.7% | 24,350 | |
Tiger Elec 219130 | +2.2% | 23,000 |
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6. Autonomous Driving (recurred after 4 days)
- Episode: started 2023-05-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
THE MIDONG 161570 | +14.8% | 1,942 | |
Chips&Media 094360 | +11.2% | 13,175 | ★ |
Uniquest Coporation 077500 | +8.4% | 5,080 | |
Sekonix 053450 | +7.4% | 7,220 | |
Nextchip 396270 | +6.5% | 9,066 | |
MDS Tech 086960 | +4.8% | 6,293 | |
SK hynix 000660 | +4.0% | 97,300 | |
iA 038880 | +3.5% | 30,600 | |
Samsung Electronics 005930 | +3.3% | 68,400 | |
Telechips 054450 | +3.0% | 18,290 |
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7. Ukraine Reconstruction (3 days running)
- Episode: started 2023-05-17, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
DAEMO Engineering 317850 | +20.8% | 15,690 | ★ |
DYD 219550 | +9.8% | 5,680 | |
Sambu Construction 001470 | +9.6% | 1,151 | |
Hyundai Everdigm 041440 | +7.3% | 8,200 | |
Yooshin Engineering 054930 | +3.8% | 32,900 | |
Development Advance Solution 058730 | +3.4% | 4,685 | |
Haein 003010 | +3.0% | 6,520 | |
Seoyon Topmetal 019770 | +2.9% | 4,785 | |
HD Hyundai Infracore 042670 | +2.6% | 9,840 | |
FreeMs 053160 | +2.6% | 8,830 |
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8. Semiconductor Majors (Fabrication) (4 days running)
- Episode: started 2023-05-16, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DB HiTek 000990 | +4.7% | 62,500 | ★ |
SK hynix 000660 | +4.0% | 97,300 | |
Samsung Electronics 005930 | +3.3% | 68,400 |
Closing Thoughts
PCB & Flexible PCB came back after a gap of 52 days, with an average change of 6.92%. Autonomous Driving also reappeared, led by Chips&Media.
Semiconductor Majors (Fabrication) stretched its streak to 4 days, with SK hynix up 3.95%. The next question is whether the gains across chip themes stay this broad.