Jan 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 5 running · 3 recurred. Top: System Semiconductors +11.4%.
Strong themes8
Top change+11.4%
LeaderMakus
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 | Makus | +29.96% | |
| Semiconductor Equipment | Techwing | +13.88% | |
| iPhone Supply Chain | Interflex | +29.96% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +30.00% | |
| ChatGPT & AI Chatbots | ESTsoft | +29.90% | |
| Metaverse & VR | Elentec | +9.43% | |
| AI & Robotics | CrowdWorks | +7.49% | |
| Internet-Only Banks | Inzisoft | +6.65% |
On 2024-01-19, chip-related themes dominated the session. System Semiconductors led with an average change of 11.36%, and all 10 of its stocks rose. Makus topped the group at 29.96%.
Semiconductor Equipment followed with an average change of 10.45%, led by Techwing at 13.88%. Semiconductor Materials & Components averaged 9.19%, with Welkeeps Hitech up 30.0%.
iPhone Supply Chain returned after a 71-day gap, averaging 9.44% as Interflex rose 29.96%. In ChatGPT & AI Chatbots, ESTsoft gained 29.9% and Flitto added 23.75%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | 2 days running | +11.4% | 10/10 | Makus |
| 2 | Semiconductor Equipment | 2 days running | +10.4% | 9/9 | Techwing |
| 3 | iPhone Supply Chain | recurred after 71 days | +9.4% | 10/10 | Interflex |
| 4 | Semiconductor Materials & Components | 2 days running | +9.2% | 10/10 | Welkeeps Hitech |
| 5 | ChatGPT & AI Chatbots | 2 days running | +8.9% | 9/9 | ESTsoft |
| 6 | Metaverse & VR | recurred after 8 days | +6.6% | 9/9 | Elentec |
| 7 | AI & Robotics | 2 days running | +6.0% | 8/8 | CrowdWorks |
| 8 | Internet-Only Banks | recurred after 1360 days | +5.1% | 10/10 | Inzisoft |
Theme by Theme
1. System Semiconductors (2 days running)
- Episode: started 2024-01-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Makus 093520 | +30.0% | 14,750 | ★ |
Signetics 033170 | +17.5% | 1,375 | |
Techwing 089030 | +13.9% | 14,600 | |
Quality Reliability Technology 405100 | +11.3% | 25,200 | |
Nepes Ark 330860 | +11.0% | 28,850 | |
Doosan Tesna 131970 | +6.5% | 52,500 | |
Chips&Media 094360 | +6.5% | 31,200 | |
ABOV Semiconductor 102120 | +5.8% | 12,450 | |
Alt 172670 | +5.7% | 21,350 | |
Imagis 115610 | +5.6% | 3,670 |
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2. Semiconductor Equipment (2 days running)
- Episode: started 2024-01-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +13.9% | 14,600 | ★ |
EO Technics 039030 | +13.5% | 183,900 | |
Nepes Ark 330860 | +11.0% | 28,850 | |
Dit 110990 | +10.6% | 20,950 | |
Pemtron 168360 | +9.8% | 11,170 | |
Intekplus 064290 | +9.8% | 29,700 | |
Protec 053610 | +8.7% | 44,450 | |
HPSP 403870 | +8.5% | 47,800 | |
Neosem 253590 | +8.3% | 11,080 |
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3. iPhone Supply Chain (recurred after 71 days)
- Episode: started 2024-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Interflex 051370 | +30.0% | 15,270 | ★ |
Derkwoo Electronics 263600 | +11.9% | 10,500 | |
YMT 251370 | +10.4% | 10,900 | |
Protec 053610 | +8.7% | 44,450 | |
LG Innotek 011070 | +7.7% | 217,000 | |
BHCo 090460 | +6.4% | 19,190 | |
Samsung Electro-mechanics 009150 | +6.2% | 147,500 | |
HyVISION SYSTEM 126700 | +5.2% | 19,020 | |
Samsung Electronics 005930 | +4.2% | 74,700 | |
SK hynix 000660 | +3.7% | 141,300 |
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4. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-01-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +30.0% | 1,690 | ★ |
Duksan Techopia 317330 | +8.2% | 21,600 | |
Ji-tech 417500 | +7.8% | 4,500 | |
Ycchem 112290 | +7.4% | 11,020 | |
LTC 170920 | +7.2% | 15,700 | |
Purit 445180 | +6.9% | 12,450 | |
KX Hitech 052900 | +6.5% | 1,273 | |
Hanyang Digitech 078350 | +6.2% | 15,720 | |
Kctech 281820 | +5.8% | 31,650 | |
Mi 059090 | +5.8% | 8,790 |
5. ChatGPT & AI Chatbots (2 days running)
- Episode: started 2024-01-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ESTsoft 047560 | +29.9% | 39,100 | ★ |
Flitto 300080 | +23.8% | 52,100 | |
Hancom 030520 | +5.9% | 30,450 | |
Polaris Office 041020 | +5.0% | 7,350 | |
Selvas AI 108860 | +3.3% | 21,700 | |
VAIV company 301300 | +3.2% | 9,250 | |
BRIDGETECCorp 064480 | +3.0% | 8,810 | |
Exem 205100 | +2.8% | 2,725 | |
InfoBank 039290 | +2.8% | 11,920 |
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6. Metaverse & VR (recurred after 8 days)
- Episode: started 2024-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Elentec 054210 | +9.4% | 10,330 | ★ |
LG Innotek 011070 | +7.7% | 217,000 | |
Koses 089890 | +6.7% | 11,580 | |
Giantstep 289220 | +6.7% | 15,150 | |
Chips&Media 094360 | +6.5% | 31,200 | |
NEWFLEXTECHNOLGYCo 085670 | +6.0% | 6,940 | |
B.U Technology 230980 | +5.8% | 512 | |
XIIlab 189330 | +5.5% | 12,550 | |
Skonec Entertainment 276040 | +4.8% | 12,970 |
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7. AI & Robotics (2 days running)
- Episode: started 2024-01-18, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim ROBOT 090710 | +14.3% | 1,600 | |
ESTaid 239340 | +7.6% | 3,400 | |
CrowdWorks 355390 | +7.5% | 46,650 | ★ |
Emro 058970 | +4.0% | 77,000 | |
Moadata 288980 | +3.9% | 2,510 | |
Advanced Digital Chips 054630 | +3.9% | 293 | |
Yuilrobotics 388720 | +3.7% | 26,400 | |
Selvas AI 108860 | +3.3% | 21,700 |
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8. Internet-Only Banks (recurred after 1360 days)
- Episode: started 2024-01-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +12.6% | 4,290 | |
Igloo 067920 | +9.9% | 7,310 | |
Inzisoft 100030 | +6.7% | 20,050 | ★ |
NICE Information Service 030190 | +4.6% | 9,500 | |
BRIDGETECCorp 064480 | +3.0% | 8,810 | |
RaonSecure 042510 | +2.9% | 2,515 | |
Exem 205100 | +2.8% | 2,725 | |
InfoBank 039290 | +2.8% | 11,920 | |
Rsupport 131370 | +2.7% | 5,310 | |
Kginicis 035600 | +2.7% | 12,270 |
Closing Thoughts
System Semiconductors and ChatGPT & AI Chatbots are each on a streak of 2. The equipment and materials theme episodes run through 2024-01-22, spanning 5 days.
Internet-Only Banks came back after a gap of 1360 days, with an average change of 5.07%. Separately, the exchange sent ESTsoft a request for a disclosure inquiry, according to Edaily.