Feb 26: 8 Strong Themes — Lithium, Film
8 strong themes — 8 recurred. Top: Lithium +6.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Lithium | Tera Science | +29.97% | |
| Film | Next Entertainment World | +5.67% | |
| HBM (High Bandwidth Memory) | Quality Reliability Technology | +11.38% | |
| Semiconductor Equipment | HANMI Semiconductor | +5.28% | |
| Media & Content | Next Entertainment World | +5.67% | |
| 5G | Ace Technologies | +12.45% | |
| Semiconductor Materials & Components | Kctech | +10.91% | |
| Telecom Equipment | Ace 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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Lithium | recurred after 5 days | +6.7% | 10/10 | Tera Science |
| 2 | Film | recurred after 77 days | +5.4% | 6/6 | Next Entertainment World |
| 3 | HBM (High Bandwidth Memory) | recurred after 4 days | +4.6% | 10/10 | Quality Reliability Technology |
| 4 | Semiconductor Equipment | recurred after 5 days | +4.5% | 10/10 | HANMI Semiconductor |
| 5 | Media & Content | recurred after 33 days | +4.4% | 10/10 | Next Entertainment World |
| 6 | 5G | recurred after 7 days | +3.5% | 9/9 | Ace Technologies |
| 7 | Semiconductor Materials & Components | recurred after 5 days | +3.2% | 10/10 | Kctech |
| 8 | Telecom Equipment | recurred after 7 days | +3.1% | 10/10 | Ace Technologies |
Theme by Theme
1. Lithium (recurred after 5 days)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-02-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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.