Dec 13: 8 Strong Themes — CXL (Compute Express Link), Yanolja
8 strong themes — 3 running · 3 recurred · 2 new. Top: CXL (Compute Express Link) +14.5%.
Strong themes8
Top change+14.5%
LeaderOKins Electronics
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 |
|---|---|---|---|
| CXL (Compute Express Link) | OKins Electronics | +29.96% | |
| Yanolja | Gradiant | +29.93% | |
| Semiconductor Equipment | Neosem | +29.80% | |
| System Semiconductors | Qualitas Semiconductor | +22.30% | |
| PCB & Flexible PCB | Korea Circuit | +19.53% | |
| Semiconductor Materials & Components | OKins Electronics | +29.96% | |
| Political Ties (Han Dong-hoon) | Daesang Holdings | +9.52% | |
| On-Device AI | Taesung | +12.53% |
On 2023-12-13, all eight strong themes closed with every member stock higher. CXL (Compute Express Link) led as a new theme, with an average change of 14.47% and 8 of 8 stocks up.
OKins Electronics led CXL with a 29.96% gain. Neosem rose 29.8% and topped Semiconductor Equipment, which extended its streak to 3 with an average change of 10.92%.
Outside chips, Yanolja emerged as a new theme with an average change of 13.6%, led by Gradiant at 29.93%. News headlines tied the move to Yanolja’s possible U.S. listing.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | CXL (Compute Express Link) | new | +14.5% | 8/8 | OKins Electronics |
| 2 | Yanolja | new | +13.6% | 4/4 | Gradiant |
| 3 | Semiconductor Equipment | 3 days running | +10.9% | 9/9 | Neosem |
| 4 | System Semiconductors | recurred after 5 days | +7.7% | 10/10 | Qualitas Semiconductor |
| 5 | PCB & Flexible PCB | recurred after 15 days | +7.4% | 10/10 | Korea Circuit |
| 6 | Semiconductor Materials & Components | 2 days running | +7.1% | 10/10 | OKins Electronics |
| 7 | Political Ties (Han Dong-hoon) | recurred after 13 days | +6.0% | 3/3 | Daesang Holdings |
| 8 | On-Device AI | 4 days running | +5.5% | 9/9 | Taesung |
Theme by Theme
1. CXL (Compute Express Link) (new)
- Episode: started 2023-12-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +30.0% | 5,140 | ★ |
Neosem 253590 | +29.8% | 6,120 | |
Qualitas Semiconductor 432720 | +22.3% | 32,506 | |
Korea Circuit 007810 | +19.5% | 19,650 | |
Fadu 440110 | +8.2% | 21,850 | |
Daekyo 019680 | +5.0% | 2,650 | |
Kook Soon Dang 043650 | +0.9% | 5,720 | |
SK hynix 000660 | +0.1% | 131,200 |
Related news
- [특징주]국순당, CXL 3.0 IP개발 파네시아에 지분 투자 자회사 부각 ‘강세’ — 이데일리 (Korean)
- CXL이 뭐길래…네오셈 ‘상한가’ [특징주] — 서울경제 (Korean)
- [특징주] 오킨스전자, 삼성-SK하이닉스 뛰어든 CXL…DDR5 인터페이스 기대감에 상승세 — 이투데이 (Korean)
2. Yanolja (new)
- Episode: started 2023-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gradiant 035080 | +29.9% | 14,760 | ★ |
Aju IB Investment 027360 | +17.2% | 2,755 | |
SBI Investment KOREA 019550 | +6.1% | 1,662 | |
Hanwha Investment&securities 003530 | +1.1% | 3,195 |
Related news
- “야놀자, 드디어 미국행?” 그래디언트 등 관련주 급등 — 파이낸셜뉴스 (Korean)
- [특징주] 아주IB투자, 야놀자 내년 美 증시 IPO 절차 돌입 전망에 강세 — 아주경제 (Korean)
3. Semiconductor Equipment (3 days running)
- Episode: started 2023-12-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +29.8% | 6,120 | ★ |
Auros Technology 322310 | +17.4% | 28,050 | |
Techwing 089030 | +13.1% | 10,760 | |
Exicon 092870 | +11.0% | 12,112 | |
GlobalStandardTechnology 083450 | +6.3% | 12,253 | |
Park Systems 140860 | +5.5% | 162,500 | |
Laserssel 412350 | +5.4% | 8,403 | |
Di 003160 | +4.9% | 6,190 | |
Tes 095610 | +4.9% | 20,500 |
Related news
- [MTN머니로 상한가 포착] 최우수 협력사 수장이력, 실적개선 기대감 물씬…네오셈 상한가 — 머니투데이 (Korean)
- CXL이 뭐길래…네오셈 ‘상한가’ [특징주] — 서울경제 (Korean)
- [주식 초고수는 지금] ‘CXL 선두주자’ 네오셈 순매수 1위 — 서울경제 (Korean)
4. System Semiconductors (recurred after 5 days)
- Episode: started 2023-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Qualitas Semiconductor 432720 | +22.3% | 32,506 | ★ |
Zinitix 303030 | +13.7% | 8,620 | |
Techwing 089030 | +13.1% | 10,760 | |
Fadu 440110 | +8.2% | 21,850 | |
Di 003160 | +4.9% | 6,190 | |
Openedges Technology 394280 | +4.5% | 23,200 | |
Nepes Ark 330860 | +4.0% | 27,500 | |
Doosan Tesna 131970 | +3.6% | 58,000 | |
Alt 172670 | +1.6% | 22,100 | |
LX Semicon 108320 | +1.5% | 86,600 |
5. PCB & Flexible PCB (recurred after 15 days)
- Episode: started 2023-12-13, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Circuit 007810 | +19.5% | 19,650 | ★ |
Finecircuit 127980 | +12.9% | 8,720 | |
Taesung 323280 | +12.5% | 4,167 | |
Dap 066900 | +4.8% | 3,025 | |
Daeduck Electronics 353200 | +4.8% | 27,000 | |
TLB 356860 | +4.5% | 12,682 | |
Interflex 051370 | +4.3% | 10,650 | |
Synopex 025320 | +3.9% | 4,357 | |
PI Advanced Materials 178920 | +3.5% | 31,200 | |
Isupetasys 007660 | +2.8% | 29,078 |
Related news
- [특징주] 코리아써키트, 삼성전자 뛰어든 20조 원 ‘CXL 시장’…제품 개발 및 주 고객사 부각 — 이투데이 (Korean)
- [장중수급포착] 코리아써키트, 외국인/기관 동시 순매수… 주가 +11.50% — 뉴스핌 (Korean)
6. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-12-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +30.0% | 5,140 | ★ |
KX Hitech 052900 | +7.8% | 1,261 | |
KnJ 272110 | +7.6% | 19,190 | |
Hanyang Digitech 078350 | +7.1% | 14,320 | |
Mi 059090 | +3.6% | 9,250 | |
Tokai Carbon Korea 064760 | +3.4% | 111,200 | |
Hansol IONES 114810 | +3.4% | 9,500 | |
KEC 092220 | +3.0% | 8,295 | |
Ram Technology 171010 | +2.7% | 5,280 | |
Semcns 252990 | +2.3% | 5,830 |
Related news
- [특징주] 오킨스전자, 삼성-SK하이닉스 뛰어든 CXL…DDR5 인터페이스 기대감에 상승세 — 이투데이 (Korean)
7. Political Ties (Han Dong-hoon) (recurred after 13 days)
- Episode: started 2023-12-13, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesang Holdings 084690 | +9.5% | 14,950 | ★ |
KleanNara 004540 | +4.9% | 2,680 | |
Opasnet 173130 | +3.6% | 13,917 |
Related news
- [장중수급포착] 대상홀딩스, 외국인 11.42만 주 대량 순매수… 주가 +12.82% — 뉴스핌 (Korean)
8. On-Device AI (4 days running)
- Episode: started 2023-12-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Qualitas Semiconductor 432720 | +22.3% | 32,506 | |
Taesung 323280 | +12.5% | 4,167 | ★ |
Daeduck Electronics 353200 | +4.8% | 27,000 | |
Openedges Technology 394280 | +4.5% | 23,200 | |
Nepes Ark 330860 | +4.0% | 27,500 | |
Simmtech 222800 | +1.2% | 38,150 | |
Samsung Electro-mechanics 009150 | +0.2% | 150,300 | |
ADTechnology 200710 | +0.2% | 27,050 | |
SK hynix 000660 | +0.1% | 131,200 |
Related news
- ‘온디바이스 AI’ 주목…태성, 장 초반 10%대 강세 — 머니투데이 (Korean)
Closing Thoughts
Korea Circuit rose 19.53% in PCB & Flexible PCB on CXL headlines, and Qualitas Semiconductor gained 22.3% in System Semiconductors. The two themes returned after gaps of 15 and 5 days.
On-Device AI reached a streak of 4 with an average change of 5.54%, led by Taesung. The CXL episode is listed through 2023-12-14, so how far it carries is the next thing to track.