Jul 3: 8 Strong Themes — Semiconductor Equipment, Battery
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +14.6%.
Strong themes8
Top change+14.6%
LeaderShinsung E&g
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 |
|---|---|---|---|
| Semiconductor Equipment | Shinsung E&g | +26.55% | |
| Battery | K-ensol | +14.08% | |
| System Semiconductors | Chips&Media | +22.10% | |
| Metaverse & VR | Chips&Media | +22.10% | |
| Semiconductor Materials & Components | ISC | +8.33% | |
| Drones | Hancom WITH | +16.56% | |
| EV | Infac | +13.98% | |
| Battery (Solid-State) | Hannong Chemicals | +10.96% |
Every one of the eight strong themes on Jul 3 closed with all its stocks higher. Semiconductor Equipment led with an average change of 14.61%, and all 10 of its stocks were up.
Shinsung E&g topped that group at 26.55%, while Ecopro rose 20.42% in Battery. Chips&Media gained 22.1%, leading both System Semiconductors and Metaverse & VR.
Most themes returned after a 4-day gap. EV stood apart on a 3-day streak since Jun 29. Battery (Solid-State) returned after 73 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 4 days | +14.6% | 10/10 | Shinsung E&g |
| 2 | Battery | recurred after 4 days | +9.4% | 10/10 | K-ensol |
| 3 | System Semiconductors | recurred after 4 days | +8.9% | 10/10 | Chips&Media |
| 4 | Metaverse & VR | recurred after 28 days | +8.3% | 10/10 | Chips&Media |
| 5 | Semiconductor Materials & Components | recurred after 4 days | +7.0% | 10/10 | ISC |
| 6 | Drones | recurred after 4 days | +6.8% | 9/9 | Hancom WITH |
| 7 | EV | 3 days running | +6.5% | 9/9 | Infac |
| 8 | Battery (Solid-State) | recurred after 73 days | +5.6% | 10/10 | Hannong Chemicals |
Theme by Theme
1. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung E&g 011930 | +26.6% | 29,550 | ★ |
Tfe 425420 | +21.3% | 15,710 | |
Protec 053610 | +19.3% | 61,200 | |
PSK Holdings 031980 | +14.3% | 24,300 | |
Auros Technology 322310 | +14.3% | 28,800 | |
K-ensol 053080 | +14.1% | 12,560 | |
Intekplus 064290 | +10.2% | 33,600 | |
Zeus 079370 | +9.3% | 12,783 | |
Systems Technology 039440 | +8.6% | 20,300 | |
Genesem 217190 | +8.2% | 9,838 |
Related news
- [특징주]신성이엔지, 삼성SDI ‘꿈의 배터리’ 파일럿라인…슈퍼 드라이룸 선점 기대 — 아시아경제 (Korean)
- [특징주] 신성이엔지(011930), 태양광 사업 뜨거운 질주…고성장 유지 — 인천일보 (Korean)
- [fnRASSI]장마감, 거래소 상승 종목(신성이엔지 26.5% ↑) — 파이낸셜뉴스 (Korean)
2. Battery (recurred after 4 days)
- Episode: started 2023-07-03, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecopro 086520 | +20.4% | 178,153 | |
K-ensol 053080 | +14.1% | 12,560 | ★ |
Hannong Chemicals 011500 | +11.0% | 20,150 | |
Aluko 001780 | +8.4% | 4,780 | |
Samsung SDI 006400 | +7.2% | 701,966 | |
TCC Steel 002710 | +6.9% | 37,400 | |
Jeio 418550 | +6.7% | 34,100 | |
SFA Nexel 222080 | +6.7% | 14,670 | |
Kwangmu 029480 | +6.5% | 3,170 | |
Sama Aluminium 006110 | +6.4% | 100,800 |
Related news
- 테슬라發 2차전지주 급등 … 장중 한때 91만9천원 최고가 경신 — 충청타임즈 (Korean)
- “90만원 뚫었다” 에코프로, 다시 액셀 밟나…2차전지 ‘질주’ — 머니투데이 (Korean)
3. System Semiconductors (recurred after 4 days)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Chips&Media 094360 | +22.1% | 19,200 | ★ |
ADTechnology 200710 | +13.8% | 23,050 | |
Winpac 097800 | +9.4% | 7,290 | |
Openedges Technology 394280 | +9.2% | 20,950 | |
Nextchip 396270 | +8.6% | 13,465 | |
KohYoungTechnology 098460 | +5.8% | 16,300 | |
Telechips 054450 | +5.4% | 19,700 | |
Zaram Technology 389020 | +5.3% | 37,000 | |
Makus 093520 | +5.0% | 14,810 | |
Mirai Semiconductors 254490 | +5.0% | 26,500 |
Related news
- [특징주] 칩스앤미디어, 美 엔비디아 GPU 대비 10배 빠른 ‘NPU’ 개발 막바지 9월 출시 소식에 강세 — 이투데이 (Korean)
- [장중수급포착] 칩스앤미디어, 기관 5일 연속 순매수행진… 주가 +21.14% — 뉴스핌 (Korean)
4. Metaverse & VR (recurred after 28 days)
- Episode: started 2023-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chips&Media 094360 | +22.1% | 19,200 | ★ |
Wavus 336060 | +16.2% | 1,828 | |
Vivien 002070 | +12.3% | 1,670 | |
Koses 089890 | +6.8% | 15,230 | |
Eone Diagnomics Genome Center 245620 | +5.7% | 2,985 | |
S Connect 096630 | +5.0% | 8,465 | |
Ajinextek 059120 | +3.9% | 4,952 | |
Kakao 035720 | +3.9% | 51,000 | |
NAVER 035420 | +3.6% | 189,300 | |
Shindo Eng. Lab 290520 | +3.2% | 6,080 |
Related news
- [특징주] 칩스앤미디어, 美 엔비디아 GPU 대비 10배 빠른 ‘NPU’ 개발 막바지 9월 출시 소식에 강세 — 이투데이 (Korean)
- [장중수급포착] 칩스앤미디어, 기관 5일 연속 순매수행진… 주가 +21.14% — 뉴스핌 (Korean)
5. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
New Power Plasma 144960 | +9.7% | 6,870 | |
ISC 095340 | +8.3% | 59,800 | ★ |
Semcns 252990 | +8.3% | 6,800 | |
Fine Semitech 036810 | +8.0% | 23,150 | |
Lake Materials 281740 | +6.5% | 20,600 | |
Micro Contact Solution 098120 | +6.2% | 8,720 | |
Micro2nano 424980 | +5.8% | 19,360 | |
Mi 059090 | +5.7% | 10,890 | |
Dongwoon Anatech 094170 | +5.6% | 21,384 | |
GO Element 311320 | +5.6% | 14,250 |
Related news
- ISC, 러버형 소켓 부각…주류 자리매김 전망-SK — 머니투데이 (Korean)
- [장중수급포착] ISC, 외국인 50,551주 대량 순매수… 주가 +11.05% — 뉴스핌 (Korean)
- [리포트 브리핑]ISC, ‘주류가 될 징조’ 목표가 72,000원 - SK증권 — 뉴스핌 (Korean)
6. Drones (recurred after 4 days)
- Episode: started 2023-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +16.6% | 4,540 | ★ |
Vessel 177350 | +13.4% | 8,851 | |
Inzi Controls 023800 | +6.5% | 9,950 | |
S Connect 096630 | +5.0% | 8,465 | |
Makus 093520 | +5.0% | 14,810 | |
Duksanhimetal 077360 | +4.4% | 7,350 | |
Kocom 015710 | +4.2% | 5,410 | |
JCH Systems 033320 | +4.2% | 5,430 | |
Hanwha Aerospace 012450 | +2.1% | 132,527 |
7. EV (3 days running)
- Episode: started 2023-06-29, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Infac 023810 | +14.0% | 11,250 | ★ |
Samsung SDI 006400 | +7.2% | 701,966 | |
SFA Nexel 222080 | +6.7% | 14,670 | |
Inzi Controls 023800 | +6.5% | 9,950 | |
Almac 354320 | +6.1% | 105,600 | |
Hyundai Industrial 170030 | +5.2% | 9,260 | |
Sangsinenergydisplayprecision 091580 | +4.3% | 19,600 | |
Kostecsys 355150 | +4.1% | 16,000 | |
Myoung Shin Industry 009900 | +4.0% | 24,450 |
Related news
- 뉴욕증시, 장초반 혼조세…테슬라 등 전기차 랠리 — 아시아경제 (Korean)
8. Battery (Solid-State) (recurred after 73 days)
- Episode: started 2023-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannong Chemicals 011500 | +11.0% | 20,150 | ★ |
Samsung SDI 006400 | +7.2% | 701,966 | |
SFA Nexel 222080 | +6.7% | 14,670 | |
Mi 059090 | +5.7% | 10,890 | |
Lemon 294140 | +5.1% | 12,067 | |
Avaco 083930 | +4.5% | 23,150 | |
meerecompanyIncorporated 049950 | +4.2% | 38,550 | |
Dongwha Enterprise 025900 | +4.0% | 16,662 | |
Duksan Techopia 317330 | +4.0% | 18,330 | |
LG Energy Solution 373220 | +3.6% | 573,000 |
Related news
- 테슬라發 2차전지주 급등 … 장중 한때 91만9천원 최고가 경신 — 충청타임즈 (Korean)
Closing Thoughts
Several names show up in more than one theme. Samsung SDI and SFA Nexel each appear in three battery and EV themes. K-ensol sits in both Semiconductor Equipment and Battery.
Drones, led by Hancom WITH at 16.56%, had no linked news. The next test is whether the themes that returned after a 4-day gap keep moving beyond a single session.