Nov 2: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 4 running · 3 recurred · 1 new. Top: Semiconductor Equipment +13.7%.
Strong themes8
Top change+13.7%
LeaderFine Semitech
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 | Fine Semitech | +19.67% | |
| Semiconductor Materials & Components | Purit | +25.98% | |
| Battery | Isu Specialty Chemical | +12.26% | |
| HBM (High Bandwidth Memory) | Winpac | +11.16% | |
| OLED Displays | Dit | +12.27% | |
| EV | L&F | +12.44% | |
| Drones | Hancom WITH | +8.10% | |
| Robotics (Industrial & Collaborative) | RS Automation | +6.02% |
Chip stocks led the Nov 2 session, with Semiconductor Equipment posting an average change of 13.72%. All 9 of its stocks closed higher, led by Fine Semitech at 19.67%.
Semiconductor Materials & Components followed with an average change of 13.57%, and all 10 names rose. Purit led the theme with a 25.98% gain.
Battery rose 12.83% on average for a second straight day, with Yujin Technology up 24.71%. HBM (High Bandwidth Memory) appeared as a new theme at 9.6%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +13.7% | 9/9 | Fine Semitech |
| 2 | Semiconductor Materials & Components | 2 days running | +13.6% | 10/10 | Purit |
| 3 | Battery | 2 days running | +12.8% | 10/10 | Isu Specialty Chemical |
| 4 | HBM (High Bandwidth Memory) | new | +9.6% | 10/10 | Winpac |
| 5 | OLED Displays | recurred after 49 days | +8.9% | 10/10 | Dit |
| 6 | EV | 2 days running | +7.9% | 10/10 | L&F |
| 7 | Drones | recurred after 10 days | +7.2% | 9/9 | Hancom WITH |
| 8 | Robotics (Industrial & Collaborative) | recurred after 3 days | +7.2% | 10/10 | RS Automation |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2023-11-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +19.7% | 20,939 | ★ |
HanaMicron 067310 | +16.8% | 25,217 | |
Intekplus 064290 | +14.2% | 31,000 | |
Protec 053610 | +13.4% | 48,150 | |
Dit 110990 | +12.3% | 17,930 | |
Tfe 425420 | +12.2% | 34,500 | |
Zeus 079370 | +11.8% | 12,000 | |
Asflow 159010 | +11.6% | 9,440 | |
Wonik IPS 240810 | +11.5% | 33,850 |
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-11-01, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Purit 445180 | +26.0% | 14,840 | ★ |
Fine Semitech 036810 | +19.7% | 20,939 | |
HanaMicron 067310 | +16.8% | 25,217 | |
Dongwoon Anatech 094170 | +16.3% | 17,125 | |
ISC 095340 | +16.2% | 79,800 | |
Micro2nano 424980 | +9.4% | 12,710 | |
S&S Tech 101490 | +9.0% | 41,700 | |
Ycchem 112290 | +7.6% | 4,531 | |
Nepes 033640 | +7.5% | 17,350 | |
Duksanhimetal 077360 | +7.3% | 6,500 |
3. Battery (2 days running)
- Episode: started 2023-11-01, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Yujin Technology 240600 | +24.7% | 21,200 | |
Ecopro BM 247540 | +15.1% | 217,000 | |
L&F 066970 | +12.4% | 145,500 | |
Dit 110990 | +12.3% | 17,930 | |
Isu Specialty Chemical 457190 | +12.3% | 26,920 | ★ |
Posco Future M 003670 | +11.1% | 251,537 | |
Pemtron 168360 | +10.8% | 8,940 | |
Eco&Dream 101360 | +10.3% | 16,614 | |
SKC 011790 | +9.8% | 78,296 | |
Cosmo Advanced Materials & Technology 005070 | +9.7% | 148,500 |
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4. HBM (High Bandwidth Memory) (new)
- Episode: started 2023-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +12.3% | 17,930 | |
Zeus 079370 | +11.8% | 12,000 | |
Winpac 097800 | +11.2% | 5,775 | ★ |
Openedges Technology 394280 | +10.0% | 15,740 | |
Laserssel 412350 | +9.9% | 9,601 | |
EO Technics 039030 | +9.6% | 157,000 | |
HANMI Semiconductor 042700 | +8.9% | 57,400 | |
Auros Technology 322310 | +8.7% | 17,850 | |
MKElectron 033160 | +6.9% | 11,500 | |
Kctech 281820 | +6.7% | 19,900 |
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5. OLED Displays (recurred after 49 days)
- Episode: started 2023-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +12.3% | 17,930 | ★ |
Wonik IPS 240810 | +11.5% | 33,850 | |
LOTVacuum 083310 | +10.7% | 23,350 | |
Jusung Engineering 036930 | +10.5% | 27,800 | |
Tse 131290 | +8.7% | 38,650 | |
Advanced Nano Products 121600 | +8.6% | 125,800 | |
Shindo Eng. Lab 290520 | +7.0% | 3,735 | |
Avaco 083930 | +6.8% | 15,040 | |
HB Technology 078150 | +6.7% | 2,540 | |
V-one Tech 251630 | +6.4% | 8,670 |
6. EV (2 days running)
- Episode: started 2023-11-01, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
L&F 066970 | +12.4% | 145,500 | ★ |
SKC 011790 | +9.8% | 78,296 | |
Cosmo Advanced Materials & Technology 005070 | +9.7% | 148,500 | |
Kostecsys 355150 | +8.9% | 9,520 | |
Shinsung ST 416180 | +7.0% | 26,850 | |
Almac 354320 | +6.6% | 45,300 | |
Wooshin Systems 017370 | +6.1% | 7,780 | |
Wonik Pne 217820 | +6.1% | 6,450 | |
Samwha Electronics 011230 | +6.1% | 3,590 | |
NanoTIM 417010 | +6.0% | 16,020 |
7. Drones (recurred after 10 days)
- Episode: started 2023-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Makus 093520 | +10.5% | 9,670 | |
Smart Radar System 424960 | +9.7% | 11,960 | |
JCH Systems 033320 | +8.5% | 4,645 | |
Hancom WITH 054920 | +8.1% | 2,935 | ★ |
Duksanhimetal 077360 | +7.3% | 6,500 | |
T3 Entertainment 204610 | +6.4% | 1,371 | |
Kisan Telecom 035460 | +5.3% | 2,495 | |
Vessel 177350 | +4.7% | 2,442 | |
Kencoa Aerospace 274090 | +4.2% | 11,580 |
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8. Robotics (Industrial & Collaborative) (recurred after 3 days)
- Episode: started 2023-11-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +11.8% | 12,000 | |
SBB Tech 389500 | +8.8% | 37,200 | |
Hyulim ROBOT 090710 | +8.1% | 3,337 | |
Everybot 270660 | +6.5% | 11,340 | |
Neuromeka 348340 | +6.5% | 30,588 | |
V-one Tech 251630 | +6.4% | 8,670 | |
Russell 217500 | +6.2% | 2,890 | |
RS Automation 140670 | +6.0% | 10,998 | ★ |
T-Robotics 117730 | +5.9% | 19,860 | |
Smec 099440 | +5.6% | 3,343 |
Closing Thoughts
OLED Displays returned after a 49-day gap with an average change of 8.93%, led by Dit. Dit rose 12.27% and appeared in four of the eight themes.
Drones rose 7.19% on news of a US bill banning purchases of Chinese-made drones. Robotics (Industrial & Collaborative) gained 7.18%. Next to watch is whether the chip and battery streaks continue.