Apr 2: 5 Strong Themes — CXL (Compute Express Link), LPG (Liquefied Petroleum Gas)
5 strong themes — 1 running · 4 recurred. Top: CXL (Compute Express Link) +6.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| CXL (Compute Express Link) | Exicon | +21.94% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +29.98% | |
| Semiconductor Materials & Components | Micro2nano | +13.51% | |
| Oil Refining | SK Innovation | +3.75% | |
| Semiconductor Majors (Fabrication) | Samsung Electronics | +3.66% |
On Apr 2, CXL (Compute Express Link) led the session’s strong themes with an average change of 6.94%. All 8 of its stocks closed higher, with Exicon up 21.94% at the front.
The biggest single move came from HeunguOil, which rose 29.98% to lead LPG (Liquefied Petroleum Gas). All 9 stocks in that theme gained, for an average change of 6.26%.
Semiconductor Materials & Components went 10 for 10, with an average change of 6.15%. Micro2nano led the group at 13.51%, ahead of New Power Plasma at 8.73%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | CXL (Compute Express Link) | recurred after 15 days | +6.9% | 8/8 | Exicon |
| 2 | LPG (Liquefied Petroleum Gas) | recurred after 19 days | +6.3% | 9/9 | HeunguOil |
| 3 | Semiconductor Materials & Components | recurred after 4 days | +6.2% | 10/10 | Micro2nano |
| 4 | Oil Refining | recurred after 19 days | +2.3% | 3/3 | SK Innovation |
| 5 | Semiconductor Majors (Fabrication) | 6 days running | +2.0% | 2/2 | Samsung Electronics |
Theme by Theme
1. CXL (Compute Express Link) (recurred after 15 days)
- Episode: started 2024-04-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +21.9% | 33,350 | ★ |
Fadu 440110 | +11.4% | 18,020 | |
Neosem 253590 | +8.6% | 14,680 | |
OKins Electronics 080580 | +4.5% | 9,620 | |
TLB 356860 | +4.1% | 28,100 | |
Samsung Electronics 005930 | +3.7% | 85,000 | |
Qualitas Semiconductor 432720 | +1.0% | 39,050 | |
SK hynix 000660 | +0.4% | 186,300 |
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2. LPG (Liquefied Petroleum Gas) (recurred after 19 days)
- Episode: started 2024-04-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +30.0% | 13,050 | ★ |
Joong Ang Enervis 000440 | +11.6% | 19,660 | |
SK Innovation 096770 | +3.8% | 121,800 | |
Kukdong Oil & Chemicals 014530 | +3.2% | 3,995 | |
S-Oil 010950 | +3.1% | 80,400 | |
Daesung Industrial 128820 | +2.8% | 3,870 | |
SK Gas 018670 | +1.5% | 156,100 | |
E1 017940 | +0.3% | 65,100 | |
GS Holdings 078930 | +0.1% | 47,850 |
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3. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2024-04-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +13.5% | 13,780 | ★ |
New Power Plasma 144960 | +8.7% | 5,480 | |
Samt 031330 | +8.0% | 3,380 | |
Hanyang Digitech 078350 | +5.3% | 20,000 | |
BK Holdings 050090 | +5.0% | 1,096 | |
OKins Electronics 080580 | +4.5% | 9,620 | |
Protec Mems Technology 147760 | +4.4% | 6,620 | |
KX Hitech 052900 | +4.1% | 1,513 | |
BCnC 146320 | +4.0% | 23,200 | |
Hana Materials 166090 | +4.0% | 56,600 |
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4. Oil Refining (recurred after 19 days)
- Episode: started 2024-04-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Innovation 096770 | +3.8% | 121,800 | ★ |
S-Oil 010950 | +3.1% | 80,400 | |
GS Holdings 078930 | +0.1% | 47,850 |
5. Semiconductor Majors (Fabrication) (6 days running)
- Episode: started 2024-03-26, day 8
Closing Thoughts
Semiconductor Majors (Fabrication) has now risen for 6 sessions in a row, a run that began on 2024-03-26. Samsung Electronics rose 3.66% on the day, while SK hynix added only 0.43%.
Most of the other leading themes are returning after a pause. CXL came back after a gap of 15 days, and LPG and Oil Refining after 19 days. Later sessions will show whether these themes keep rising.