Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment
8 strong themes — 5 running · 3 recurred. Top: Semiconductor Equipment +13.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment | Di | +20.00% | |
| Power Equipment | SemyungElectricMachinery | +19.91% | |
| Shipbuilding | Hanwha Ocean | +14.83% | |
| HBM (High Bandwidth Memory) | Di | +20.00% | |
| Battery | Choil Aluminum | +6.58% | |
| Electric Cables | LS | +14.88% | |
| Shipbuilding Equipment | Samyung ENC | +8.63% | |
| Nuclear | Enertork | +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
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +13.1% | 9/9 | Di |
| 2 | Power Equipment | 2 days running | +10.6% | 9/9 | SemyungElectricMachinery |
| 3 | Shipbuilding | recurred after 3 days | +8.7% | 6/6 | Hanwha Ocean |
| 4 | HBM (High Bandwidth Memory) | 2 days running | +8.4% | 10/10 | Di |
| 5 | Battery | recurred after 9 days | +8.0% | 10/10 | Choil Aluminum |
| 6 | Electric Cables | 2 days running | +7.7% | 7/7 | LS |
| 7 | Shipbuilding Equipment | recurred after 3 days | +7.2% | 10/10 | Samyung ENC |
| 8 | Nuclear | 2 days running | +6.8% | 10/10 | Enertork |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2024-04-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
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)
- Episode: started 2024-04-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
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.