Mar 12: 8 Strong Themes — Semiconductor Equipment, Battery
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +16.3%.
Strong themes8
Top change+16.3%
LeaderExicon
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 | Exicon | +29.94% | |
| Battery | Hannong Chemicals | +24.10% | |
| System Semiconductors | Zaram Technology | +30.00% | |
| Neuromorphic Semiconductors | Zaram Technology | +30.00% | |
| Semiconductor Materials & Components | Temc | +9.96% | |
| EV | Samsung SDI | +11.12% | |
| Lithium | Enplus | +4.51% | |
| Nickel | Hyundai BNG Steel | +16.30% |
On 2024-03-12, Semiconductor Equipment led the strong themes with an average change of 16.34%. All 9 of its stocks rose, with Exicon up 29.94%.
Battery extended its streak to 4, with all 10 stocks up and an average change of 13.88%. Hannong Chemicals led at 24.1%, and Samsung SDI rose 11.12%.
Chip names also came back after a gap of 4 days. System Semiconductors averaged 12.02%, led by Zaram Technology at 30.0%, which also led Neuromorphic Semiconductors.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 4 days | +16.3% | 9/9 | Exicon |
| 2 | Battery | 4 days running | +13.9% | 10/10 | Hannong Chemicals |
| 3 | System Semiconductors | recurred after 4 days | +12.0% | 10/10 | Zaram Technology |
| 4 | Neuromorphic Semiconductors | recurred after 5 days | +9.5% | 6/6 | Zaram Technology |
| 5 | Semiconductor Materials & Components | recurred after 4 days | +5.9% | 10/10 | Temc |
| 6 | EV | recurred after 4 days | +5.4% | 10/10 | Samsung SDI |
| 7 | Lithium | recurred after 8 days | +5.4% | 9/9 | Enplus |
| 8 | Nickel | recurred after 284 days | +5.0% | 10/10 | Hyundai BNG Steel |
Theme by Theme
1. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +29.9% | 30,600 | ★ |
GlobalStandardTechnology 083450 | +22.3% | 56,200 | |
Xavis 254120 | +19.6% | 2,750 | |
K-ensol 053080 | +19.3% | 22,350 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +13.2% | 9,540 | |
Techwing 089030 | +12.3% | 26,850 | |
UniTest 086390 | +12.2% | 17,650 | |
Neosem 253590 | +10.2% | 15,800 | |
Shinsung E&g 011930 | +8.0% | 2,095 |
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2. Battery (4 days running)
- Episode: started 2024-03-07, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Hannong Chemicals 011500 | +24.1% | 25,750 | ★ |
Xavis 254120 | +19.6% | 2,750 | |
K-ensol 053080 | +19.3% | 22,350 | |
Innometry 302430 | +15.7% | 13,980 | |
Zaigle 234920 | +11.8% | 9,280 | |
DaejooElectronicMaterials 078600 | +11.4% | 94,900 | |
Samsung SDI 006400 | +11.1% | 459,500 | |
Lemon 294140 | +8.9% | 1,728 | |
Dongwon Systems 014820 | +8.7% | 44,850 | |
Tapex 055490 | +8.2% | 26,550 |
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3. System Semiconductors (recurred after 4 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zaram Technology 389020 | +30.0% | 80,600 | ★ |
Signetics 033170 | +16.8% | 2,095 | |
Nextchip 396270 | +13.4% | 13,400 | |
Asicland 445090 | +13.1% | 75,300 | |
Techwing 089030 | +12.3% | 26,850 | |
Telechips 054450 | +8.4% | 31,000 | |
Nepes Ark 330860 | +7.8% | 42,150 | |
Quality Reliability Technology 405100 | +7.4% | 36,900 | |
HanaMicron 067310 | +5.7% | 28,700 | |
ADTechnology 200710 | +5.3% | 47,600 |
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4. Neuromorphic Semiconductors (recurred after 5 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zaram Technology 389020 | +30.0% | 80,600 | ★ |
Asicland 445090 | +13.1% | 75,300 | |
Nepes Ark 330860 | +7.8% | 42,150 | |
Openedges Technology 394280 | +2.6% | 31,900 | |
Nepes 033640 | +2.5% | 20,800 | |
Samsung Electronics 005930 | +1.2% | 73,300 |
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5. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Temc 425040 | +10.0% | 21,750 | ★ |
Tiger Elec 219130 | +9.7% | 33,450 | |
Hansol IONES 114810 | +8.6% | 12,950 | |
HanaMicron 067310 | +5.7% | 28,700 | |
MKElectron 033160 | +5.1% | 14,060 | |
Foosung 093370 | +4.9% | 8,770 | |
KEC 092220 | +4.0% | 1,528 | |
ISC 095340 | +3.8% | 97,300 | |
Chunbo 278280 | +3.8% | 90,700 | |
OKins Electronics 080580 | +3.6% | 11,340 |
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6. EV (recurred after 4 days)
- Episode: started 2024-03-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung SDI 006400 | +11.1% | 459,500 | ★ |
Samwha Electric 009470 | +5.2% | 21,400 | |
Sewon 234100 | +5.1% | 2,070 | |
mPlus 259630 | +4.9% | 12,040 | |
HBL 452190 | +4.9% | 9,040 | |
LG Energy Solution 373220 | +4.7% | 419,500 | |
Shin Heung Energy & Electronics 243840 | +4.7% | 52,000 | |
Cosmo Advanced Materials & Technology 005070 | +4.7% | 175,500 | |
NanoTIM 417010 | +4.4% | 13,160 | |
L&F 066970 | +4.4% | 166,400 |
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7. Lithium (recurred after 8 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ev Advanced Material 131400 | +8.7% | 3,180 | |
Cosmochemical 005420 | +6.4% | 36,550 | |
Posco Future M 003670 | +6.0% | 336,000 | |
Ecopro 086520 | +5.1% | 615,000 | |
Foosung 093370 | +4.9% | 8,770 | |
Daebo Magnetic 290670 | +4.5% | 32,350 | |
Enplus 074610 | +4.5% | 3,010 | ★ |
Lithium-for-earth 073570 | +4.1% | 6,040 | |
Sebitchem 107600 | +4.1% | 60,900 |
8. Nickel (recurred after 284 days)
- Episode: started 2024-03-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai BNG Steel 004560 | +16.3% | 20,900 | ★ |
Posco International 047050 | +13.0% | 60,800 | |
LG Energy Solution 373220 | +4.7% | 419,500 | |
Samwha Electronics 011230 | +3.6% | 4,455 | |
STX 011810 | +3.5% | 8,840 | |
LG Chem 051910 | +3.3% | 450,500 | |
POSCO Holdings 005490 | +3.0% | 450,000 | |
Dynamic Design 145210 | +1.2% | 4,970 | |
Tplex 081150 | +0.5% | 2,990 | |
LX International 001120 | +0.4% | 26,550 |
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Closing Thoughts
Battery is the only theme with a streak longer than one day, now at 4. The next question is whether so many of its stocks keep rising together.
Nickel came back after a gap of 284 days, led by Hyundai BNG Steel at 16.3%. Most other themes rose for just one day after a break, so it is not yet clear whether the moves will continue.