Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment

April 18, 2024 · #Semiconductor Equipment #Power Equipment #Shipbuilding #HBM (High Bandwidth Memory) #Battery #Electric Cables #Shipbuilding Equipment #Nuclear

8 strong themes — 5 running · 3 recurred. Top: Semiconductor Equipment +13.1%.

Strong themes8 Top change+13.1% LeaderDi

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+13.1%
Power Equipment
+10.6%
Shipbuilding
+8.7%
HBM (High Bandwidth Memory)
+8.4%
Battery
+8.0%
Electric Cables
+7.7%
Shipbuilding Equipment
+7.2%
Nuclear
+6.8%

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
Semiconductor EquipmentDi+20.00%
Power EquipmentSemyungElectricMachinery+19.91%
ShipbuildingHanwha Ocean+14.83%
HBM (High Bandwidth Memory)Di+20.00%
BatteryChoil Aluminum+6.58%
Electric CablesLS+14.88%
Shipbuilding EquipmentSamyung ENC+8.63%
NuclearEnertork+6.88%

On Apr 18, every stock in each of the session’s strong themes closed higher. Semiconductor Equipment led with an average change of 13.1%, its second straight day on the list.

Power Equipment posted an average change of 10.62%, led by SemyungElectricMachinery at 19.91%. Electric Cables and Nuclear also extended to a second day.

Shipbuilding returned after a 3-day gap with an average change of 8.74%, while Hanwha Ocean rose 14.83%. Headlines tied the move to U.S. steps to check China.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipment2 days running+13.1%9/9Di
2Power Equipment2 days running+10.6%9/9SemyungElectricMachinery
3Shipbuildingrecurred after 3 days+8.7%6/6Hanwha Ocean
4HBM (High Bandwidth Memory)2 days running+8.4%10/10Di
5Batteryrecurred after 9 days+8.0%10/10Choil Aluminum
6Electric Cables2 days running+7.7%7/7LS
7Shipbuilding Equipmentrecurred after 3 days+7.2%10/10Samyung ENC
8Nuclear2 days running+6.8%10/10Enertork

Theme by Theme

1. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Di 003160+20.0%24,300★
Green Resource 402490+16.4%30,600
Systems Technology 039440+15.9%42,000
Tfe 425420+15.2%39,400
Neosem 253590+11.6%12,190
PSK Holdings 031980+10.6%52,400
Dit 110990+10.0%30,900
Apact 200470+9.6%5,850
Advanced Process Systems 265520+8.8%32,800

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2. Power Equipment (2 days running)

StockChangeCloseLeader
SemyungElectricMachinery 017510+19.9%4,125★
LS 006260+14.9%130,500
HD Hyundai Electric 267260+12.2%239,000
Cheryong Electric 033100+10.3%51,500
LS ELECTRIC 010120+8.3%155,000
Taihan Cable & Solution 001440+8.2%13,100
Iljin Electric 103590+7.6%20,500
Kwang Myung Electric 017040+7.6%2,690
Gaon Cable 000500+6.6%41,000

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3. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Hanwha Ocean 042660+14.8%33,300★
HD Hyundai Mipo 010620+9.8%64,900
Samsung Heavy Industries 010140+9.8%9,540
HD Hyundai Heavy Industries 329180+8.1%120,300
HD Korea Shipbuilding & Offshore Engineering 009540+6.3%119,400
HJ Shipbuilding & Construction 097230+3.6%3,005

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4. HBM (High Bandwidth Memory) (2 days running)

StockChangeCloseLeader
Di 003160+20.0%24,300★
Systems Technology 039440+15.9%42,000
PSK Holdings 031980+10.6%52,400
Dit 110990+10.0%30,900
Quality Reliability Technology 405100+7.5%25,150
Zeus 079370+5.4%18,290
HANMI Semiconductor 042700+4.6%142,600
Yest 122640+4.3%21,650
Genesem 217190+3.4%13,240
Openedges Technology 394280+2.6%29,700

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5. Battery (recurred after 9 days)

StockChangeCloseLeader
Dit 110990+10.0%30,900
Philoptics 161580+9.2%30,700
Megatouch 446540+9.2%5,590
Sama Aluminium 006110+8.6%79,600
TCC Steel 002710+7.5%54,700
Isu Specialty Chemical 457190+7.5%317,000
Welcron Hantec 076080+7.4%2,170
Dongwon Systems 014820+7.2%40,800
Cosmochemical 005420+6.9%31,150
Choil Aluminum 018470+6.6%2,510★

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6. Electric Cables (2 days running)

StockChangeCloseLeader
LS 006260+14.9%130,500★
Taihan Cable & Solution 001440+8.2%13,100
Iljin Electric 103590+7.6%20,500
KBI Metal 024840+7.0%2,010
Gaon Cable 000500+6.6%41,000
Dawon Cable 006340+6.1%2,600
LS Eco Energy 229640+3.6%18,810

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7. Shipbuilding Equipment (recurred after 3 days)

StockChangeCloseLeader
HD-Hyundai Marine Engine 071970+9.0%13,990
Samyung ENC 065570+8.6%3,335★
Oriental Precision & Engineering 014940+8.2%3,220
Hyundai HYMS 460930+7.5%17,300
Sung Kwang Bend 014620+6.9%10,850
Il Seung 333430+6.7%3,195
T. K 023160+6.7%12,000
Sejin Heavy Industries 075580+6.2%7,370
Hankuk Carbon 017960+6.0%10,840
Hy-lok 013030+5.9%25,850

8. Nuclear (2 days running)

StockChangeCloseLeader
LS ELECTRIC 010120+8.3%155,000
Taihan Cable & Solution 001440+8.2%13,100
Kwang Myung Electric 017040+7.6%2,690
Sung Kwang Bend 014620+6.9%10,850
Enertork 019990+6.9%5,750★
T. K 023160+6.7%12,000
Hyosung Heavy Industries 298040+6.3%328,000
Kumyang Green Power 282720+6.0%13,030
Hy-lok 013030+5.9%25,850
Iljin Power 094820+5.3%11,650

Closing Thoughts

Semiconductor Equipment, Power Equipment, HBM (High Bandwidth Memory), Electric Cables and Nuclear each carry a streak of 2. The next test is whether any of them reaches a third session.

Battery returned after a 9-day gap, led by Choil Aluminum at 6.58%. News cited higher tariffs on Chinese aluminum as a driver.