Sep 1: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 8 recurred. Top: Semiconductor Equipment +13.6%.
Strong themes8
Top change+13.6%
LeaderHanaMicron
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 | HanaMicron | +29.89% | |
| Semiconductor Materials & Components | HanaMicron | +29.89% | |
| NEOM City | Heerim Architects & Planners | +29.94% | |
| Virtual Reality (VR) | Innosimulation | +16.30% | |
| Augmented Reality (AR) | Innosimulation | +16.30% | |
| Galaxy Supply Chain | Sekonix | +8.47% | |
| Ukraine Reconstruction | Sambu Construction | +12.07% | |
| Foldable Phones | Uti | +12.42% |
On 2023-09-01, chip stocks set the tone. Semiconductor Equipment led all themes with an average change of 13.58%, and all 10 of its stocks closed higher.
HanaMicron led both chip themes with a 29.89% gain. Semiconductor Materials & Components followed with an average change of 11.49%, and 10 of its 10 stocks were up.
Outside chips, NEOM City returned after a 122-day gap with an average change of 10.26%. Heerim Architects & Planners led the theme with a 29.94% rise.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 2 days | +13.6% | 10/10 | HanaMicron |
| 2 | Semiconductor Materials & Components | recurred after 2 days | +11.5% | 10/10 | HanaMicron |
| 3 | NEOM City | recurred after 122 days | +10.3% | 8/8 | Heerim Architects & Planners |
| 4 | Virtual Reality (VR) | recurred after 106 days | +7.0% | 10/10 | Innosimulation |
| 5 | Augmented Reality (AR) | recurred after 88 days | +6.2% | 9/9 | Innosimulation |
| 6 | Galaxy Supply Chain | recurred after 36 days | +5.9% | 10/10 | Sekonix |
| 7 | Ukraine Reconstruction | recurred after 38 days | +4.5% | 9/9 | Sambu Construction |
| 8 | Foldable Phones | recurred after 31 days | +4.2% | 10/10 | Uti |
Theme by Theme
1. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +29.9% | 23,594 | ★ |
JT 089790 | +22.7% | 10,160 | |
Tfe 425420 | +13.7% | 36,000 | |
EugeneTechnology 084370 | +13.4% | 39,000 | |
Pemtron 168360 | +12.1% | 8,175 | |
Tse 131290 | +10.1% | 46,400 | |
Laserssel 412350 | +9.9% | 12,051 | |
PSK Holdings 031980 | +8.3% | 29,350 | |
Pro2000 321260 | +8.2% | 3,950 | |
Protec 053610 | +7.4% | 51,300 |
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2. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +29.9% | 23,594 | ★ |
Micro Contact Solution 098120 | +13.8% | 9,180 | |
Mi 059090 | +13.3% | 12,570 | |
Hana Materials 166090 | +12.3% | 49,850 | |
Semcns 252990 | +10.8% | 6,260 | |
Hanyang Digitech 078350 | +10.1% | 13,480 | |
Fine Semitech 036810 | +6.3% | 22,315 | |
Soulbrain 357780 | +6.2% | 241,500 | |
Duksanhimetal 077360 | +6.1% | 8,500 | |
Nepes 033640 | +6.1% | 18,780 |
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3. NEOM City (recurred after 122 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heerim Architects & Planners 037440 | +29.9% | 8,680 | ★ |
HanmiGlobal 053690 | +21.2% | 28,850 | |
In the F 014990 | +10.6% | 5,115 | |
KolonGlobal 003070 | +10.4% | 12,560 | |
Development Advance Solution 058730 | +3.1% | 4,765 | |
SNTEnergy 100840 | +2.3% | 8,003 | |
Samsung C&T 028260 | +2.3% | 107,100 | |
Dohwa Engineering 002150 | +2.2% | 8,290 |
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4. Virtual Reality (VR) (recurred after 106 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innosimulation 274400 | +16.3% | 15,840 | ★ |
Raontech 418420 | +11.8% | 8,830 | |
Sekonix 053450 | +8.5% | 8,200 | |
Samsung Electronics 005930 | +6.1% | 71,000 | |
Chips&Media 094360 | +5.7% | 18,525 | |
S Net Systems 038680 | +5.3% | 5,216 | |
IMCo 101390 | +5.2% | 6,890 | |
Sigong Tech 020710 | +4.9% | 5,100 | |
Dongwoon Anatech 094170 | +3.9% | 27,768 | |
Shindo Eng. Lab 290520 | +2.3% | 4,660 |
5. Augmented Reality (AR) (recurred after 88 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Innosimulation 274400 | +16.3% | 15,840 | ★ |
Raontech 418420 | +11.8% | 8,830 | |
Sekonix 053450 | +8.5% | 8,200 | |
S Net Systems 038680 | +5.3% | 5,216 | |
IMCo 101390 | +5.2% | 6,890 | |
Virnect 438700 | +3.5% | 11,200 | |
Shindo Eng. Lab 290520 | +2.3% | 4,660 | |
Mgame 058630 | +1.9% | 6,970 | |
Elentec 054210 | +1.3% | 11,850 |
6. Galaxy Supply Chain (recurred after 36 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Uti 179900 | +12.4% | 27,600 | |
Sekonix 053450 | +8.5% | 8,200 | ★ |
Duk San Neolux 213420 | +7.7% | 46,050 | |
Daeduck Electronics 353200 | +7.4% | 31,050 | |
Samsung Electronics 005930 | +6.1% | 71,000 | |
IMCo 101390 | +5.2% | 6,890 | |
KH Vatec 060720 | +3.3% | 15,540 | |
Se Gyung Hi Tech 148150 | +3.0% | 4,845 | |
Korea Circuit 007810 | +2.8% | 17,160 | |
Samsung Electro-mechanics 009150 | +2.8% | 139,200 |
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7. Ukraine Reconstruction (recurred after 38 days)
- Episode: started 2023-09-01, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Sambu Construction 001470 | +12.1% | 3,900 | ★ |
SY 109610 | +7.9% | 4,760 | |
DYD 219550 | +3.6% | 6,135 | |
DAEMO Engineering 317850 | +3.3% | 10,720 | |
Development Advance Solution 058730 | +3.1% | 4,765 | |
Wellbiotec 010600 | +3.0% | 3,570 | |
Seoam Machinery Industry 100660 | +3.0% | 5,180 | |
Dohwa Engineering 002150 | +2.2% | 8,290 | |
Seoyon Topmetal 019770 | +2.1% | 4,085 |
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8. Foldable Phones (recurred after 31 days)
- Episode: started 2023-09-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Uti 179900 | +12.4% | 27,600 | ★ |
Samsung Electronics 005930 | +6.1% | 71,000 | |
Fine M-Tec 441270 | +4.9% | 8,290 | |
Dongwoon Anatech 094170 | +3.9% | 27,768 | |
KH Vatec 060720 | +3.3% | 15,540 | |
Se Gyung Hi Tech 148150 | +3.0% | 4,845 | |
Samsung Electro-mechanics 009150 | +2.8% | 139,200 | |
Finetek 131760 | +2.5% | 5,445 | |
Interflex 051370 | +2.4% | 10,650 | |
LG Display 034220 | +0.8% | 12,487 |
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Closing Thoughts
Every theme was a recurrence on a 1-day streak, so it is unclear whether these moves will continue. The Ukraine Reconstruction episode runs through 2023-09-04.
Samsung Electronics rose 6.13% and appears in Virtual Reality (VR), Galaxy Supply Chain and Foldable Phones. The next sessions will show whether these themes keep moving together.