Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
5 strong themes — 5 recurred. Top: Ukraine Reconstruction +9.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Ukraine Reconstruction | SG | +29.81% | |
| Semiconductor Equipment | Apact | +26.01% | |
| System Semiconductors | Ajinextek | +7.01% | |
| HBM (High Bandwidth Memory) | Dit | +7.50% | |
| Construction Equipment | DAEMO Engineering | +2.88% |
On 2024-03-15, Ukraine Reconstruction led the strong themes with an average change of 9.81%. All 10 of its stocks rose, and the theme leader SG gained 29.81%.
Semiconductor Equipment came next with an average change of 7.68%, led by Apact at 26.01%. System Semiconductors averaged 5.51%, and all 10 of its names closed higher.
Every stock in all five themes closed higher. HBM (High Bandwidth Memory) averaged 2.64%, and Construction Equipment averaged 1.37%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | recurred after 2 days | +9.8% | 10/10 | SG |
| 2 | Semiconductor Equipment | recurred after 3 days | +7.7% | 9/9 | Apact |
| 3 | System Semiconductors | recurred after 3 days | +5.5% | 10/10 | Ajinextek |
| 4 | HBM (High Bandwidth Memory) | recurred after 7 days | +2.6% | 10/10 | Dit |
| 5 | Construction Equipment | recurred after 2 days | +1.4% | 8/8 | DAEMO Engineering |
Theme by Theme
1. Ukraine Reconstruction (recurred after 2 days)
- Episode: started 2024-03-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SG 255220 | +29.8% | 2,765 | ★ |
DYD 219550 | +20.3% | 1,033 | |
Sambu Construction 001470 | +13.3% | 2,690 | |
SY 109610 | +8.6% | 4,845 | |
Wellbiotec 010600 | +7.3% | 964 | |
Kukbo 001140 | +5.0% | 2,500 | |
Polaris AI 039980 | +4.6% | 2,745 | |
DASAN Networks 039560 | +3.2% | 4,035 | |
Yooshin Engineering 054930 | +3.1% | 30,200 | |
DAEMO Engineering 317850 | +2.9% | 9,660 |
Related news
- SG, ‘우크라이나 재건 사업’ 참여 소식에 상한가 [특징주] — 매일경제 (Korean)
- SG, ‘우크라이나 재건 사업’에 참여 소식에 상한가 — 이데일리 (Korean)
- [MTN머니로 상한가 포착] 우크라이나 재건주 일제주목, 디와이디 급등 — 머니투데이 (Korean)
2. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2024-03-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Apact 200470 | +26.0% | 5,910 | ★ |
Koses 089890 | +8.1% | 16,910 | |
Dit 110990 | +7.5% | 21,500 | |
Seojin System 178320 | +5.3% | 22,750 | |
Green Resource 402490 | +4.8% | 33,500 | |
LEENO Industrial 058470 | +4.5% | 255,000 | |
Techwing 089030 | +4.5% | 30,300 | |
Neosem 253590 | +4.4% | 16,050 | |
Tfe 425420 | +4.0% | 39,450 |
Related news
- [장중수급포착] 에이팩트, 외국인 24.01만 주 대량 순매수… 주가 +26.87% — 뉴스핌 (Korean)
3. System Semiconductors (recurred after 3 days)
- Episode: started 2024-03-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +8.6% | 101,500 | |
CoAsia 045970 | +7.0% | 8,500 | |
Ajinextek 059120 | +7.0% | 11,900 | ★ |
Anapass 123860 | +6.4% | 27,300 | |
Qualitas Semiconductor 432720 | +5.7% | 39,250 | |
LEENO Industrial 058470 | +4.5% | 255,000 | |
Techwing 089030 | +4.5% | 30,300 | |
Openedges Technology 394280 | +4.1% | 31,950 | |
LB Lusem 376190 | +3.7% | 7,260 | |
Signetics 033170 | +3.6% | 1,875 |
4. HBM (High Bandwidth Memory) (recurred after 7 days)
- Episode: started 2024-03-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +7.5% | 21,500 | ★ |
Openedges Technology 394280 | +4.1% | 31,950 | |
PSK Holdings 031980 | +3.8% | 41,050 | |
Yest 122640 | +3.0% | 20,800 | |
EO Technics 039030 | +2.4% | 178,500 | |
KohYoungTechnology 098460 | +1.7% | 19,300 | |
Kctech 281820 | +1.7% | 41,450 | |
Systems Technology 039440 | +1.0% | 36,000 | |
MKElectron 033160 | +0.8% | 13,570 | |
Winpac 097800 | +0.4% | 1,187 |
Related news
- HBM 훈풍 올라탄 삼익THK, 웨이퍼이송로봇 매출 4배 급증 — 서울경제 (Korean)
5. Construction Equipment (recurred after 2 days)
- Episode: started 2024-03-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DAEMO Engineering 317850 | +2.9% | 9,660 | ★ |
Hyundai Everdigm 041440 | +1.8% | 6,780 | |
HD Hyundai Infracore 042670 | +1.6% | 8,390 | |
HD Construction Equipment 267270 | +1.4% | 56,900 | |
Seoyon Topmetal 019770 | +1.1% | 4,475 | |
Daechang Forging 015230 | +0.9% | 5,600 | |
Haein 003010 | +0.7% | 5,760 | |
Heungkuk Metaltech 010240 | +0.5% | 5,660 |
Closing Thoughts
Ukraine Reconstruction came back after a gap of 2 days. News tied SG’s limit-up move to reports that it is joining reconstruction work. The theme’s streak is currently 1.
The chip-related themes returned after gaps of 3 to 7 days. LEENO Industrial and Techwing appear in both the equipment and the system semiconductor lists, and that overlap is something to track.