Feb 26: 8 Strong Themes — Lithium, Film

February 26, 2024 · #Lithium #Film #HBM (High Bandwidth Memory) #Semiconductor Equipment #Media & Content #5G #Semiconductor Materials & Components #Telecom Equipment

8 strong themes — 8 recurred. Top: Lithium +6.7%.

Strong themes8 Top change+6.7% LeaderTera Science

Average change by strong theme

Average change of member stocks, by theme · descending
Lithium
+6.7%
Film
+5.4%
HBM (High Bandwidth Memory)
+4.6%
Semiconductor Equipment
+4.5%
Media & Content
+4.4%
5G
+3.5%
Semiconductor Materials & Components
+3.2%
Telecom Equipment
+3.1%

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 -
ThemeLeaderChangeTrend
LithiumTera Science+29.97%
FilmNext Entertainment World+5.67%
HBM (High Bandwidth Memory)Quality Reliability Technology+11.38%
Semiconductor EquipmentHANMI Semiconductor+5.28%
Media & ContentNext Entertainment World+5.67%
5GAce Technologies+12.45%
Semiconductor Materials & ComponentsKctech+10.91%
Telecom EquipmentAce Technologies+12.45%

Eight themes closed strong on Feb 26, and every listed stock in each one rose. Lithium led the group with an average change of 6.71%, with all 10 of its stocks higher.

Tera Science led the Lithium theme and posted the session’s biggest move at 29.97%. Film came next at 5.37%, returning after a 77-day gap, with 4by4 up 14.36%.

Chip stocks showed up in several themes at once. HBM (High Bandwidth Memory) averaged 4.63% and Semiconductor Equipment 4.52%. Kctech rose 10.91% and appeared in three chip themes.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Lithiumrecurred after 5 days+6.7%10/10Tera Science
2Filmrecurred after 77 days+5.4%6/6Next Entertainment World
3HBM (High Bandwidth Memory)recurred after 4 days+4.6%10/10Quality Reliability Technology
4Semiconductor Equipmentrecurred after 5 days+4.5%10/10HANMI Semiconductor
5Media & Contentrecurred after 33 days+4.4%10/10Next Entertainment World
65Grecurred after 7 days+3.5%9/9Ace Technologies
7Semiconductor Materials & Componentsrecurred after 5 days+3.2%10/10Kctech
8Telecom Equipmentrecurred after 7 days+3.1%10/10Ace Technologies

Theme by Theme

1. Lithium (recurred after 5 days)

StockChangeCloseLeader
Tera Science 073640+30.0%1,496★
Enchem 348370+11.7%330,000
Wellbiotec 010600+7.2%1,018
Kwangmu 029480+6.8%4,410
Kangwon Energy 114190+6.4%16,860
Joongang Advanced Materials 051980+2.7%4,035
Posco Future M 003670+1.1%318,000
Foosung 093370+0.9%8,840
Chunbo 278280+0.3%96,400
Ev Advanced Material 131400+0.2%3,205

2. Film (recurred after 77 days)

StockChangeCloseLeader
4by4 389140+14.4%18,950
CJ CGV 079160+5.7%5,920
Next Entertainment World 160550+5.7%4,010★
Showbox 086980+5.2%4,040
Dexter studios 206560+1.1%8,270
ContentreeJoongAng 036420+0.1%13,220

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3. HBM (High Bandwidth Memory) (recurred after 4 days)

StockChangeCloseLeader
Quality Reliability Technology 405100+11.4%29,850★
Kctech 281820+10.9%36,100
HANMI Semiconductor 042700+5.3%77,700
EO Technics 039030+4.5%182,800
MKElectron 033160+3.6%13,810
Systems Technology 039440+3.4%35,400
Auros Technology 322310+3.0%35,450
Mirai Semiconductors 254490+1.6%21,950
Zeus 079370+1.5%20,550
Dit 110990+1.2%21,600

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4. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
Kctech 281820+10.9%36,100
Gigalane 049080+6.6%1,371
HANMI Semiconductor 042700+5.3%77,700★
EO Technics 039030+4.5%182,800
Jusung Engineering 036930+4.2%33,800
Systems Technology 039440+3.4%35,400
Auros Technology 322310+3.0%35,450
JT 089790+2.8%9,680
JNB 452160+2.4%11,290
KoMi 183300+2.2%59,800

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5. Media & Content (recurred after 33 days)

StockChangeCloseLeader
4by4 389140+14.4%18,950
Next Entertainment World 160550+5.7%4,010★
Loa & Co Holdings 204630+5.5%367
Showbox 086980+5.2%4,040
SAMG Entertainment 419530+3.7%15,920
Studio Mir 408900+2.2%37,850
Wysiwyg Studios 299900+2.1%2,965
Episode Company 317530+2.0%5,170
Astory 241840+1.6%11,670
Giantstep 289220+1.5%12,400

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6. 5G (recurred after 7 days)

StockChangeCloseLeader
Ace Technologies 088800+12.4%2,980★
Gigalane 049080+6.6%1,371
OptiCore 380540+3.7%1,489
Namu Ax 242040+2.1%2,410
E-tron 096040+2.1%1,935
KMW 032500+1.2%15,840
Coweaver 056360+1.2%6,120
Solid 050890+1.1%6,370
WaveElectronics 095270+1.0%4,850

7. Semiconductor Materials & Components (recurred after 5 days)

StockChangeCloseLeader
Kctech 281820+10.9%36,100★
Lake Materials 281740+3.7%22,600
MKElectron 033160+3.6%13,810
BCnC 146320+3.4%24,350
BK Holdings 050090+3.3%1,064
Tiger Elec 219130+2.8%31,500
Purit 445180+1.6%13,830
Nepes 033640+1.0%20,350
WONIK Materials 104830+1.0%31,200
Foosung 093370+0.9%8,840

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8. Telecom Equipment (recurred after 7 days)

StockChangeCloseLeader
Ace Technologies 088800+12.4%2,980★
Gigalane 049080+6.6%1,371
OptiCore 380540+3.7%1,489
E-tron 096040+2.1%1,935
KMW 032500+1.2%15,840
Coweaver 056360+1.2%6,120
Mercury 100590+1.1%5,380
Solid 050890+1.1%6,370
WaveElectronics 095270+1.0%4,850
Sawnics 088280+1.0%4,170

Closing Thoughts

All eight themes came back after a gap, and each is on a streak of 1. The HBM (High Bandwidth Memory) episode is the only one with an end date past Feb 26, running to 2024-02-27.

Telecom names also moved together. Ace Technologies led both 5G and Telecom Equipment at 12.45%. It is not yet clear whether these overlapping groups will last beyond one session.