Apr 25: 5 Strong Themes — Semiconductor Equipment, Solar

April 25, 2024 · #Semiconductor Equipment #Solar #Semiconductor Materials & Components #Food #HBM (High Bandwidth Memory)

5 strong themes — 4 running · 1 recurred. Top: Semiconductor Equipment +8.5%.

Strong themes5 Top change+8.5% LeaderRS Automation

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+8.5%
Solar
+4.7%
Semiconductor Materials & Components
+4.1%
Food
+3.8%
HBM (High Bandwidth Memory)
+3.5%

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 EquipmentRS Automation+29.80%
SolarRS Automation+29.80%
Semiconductor Materials & ComponentsHanyang Digitech+6.55%
FoodBoratr+3.49%
HBM (High Bandwidth Memory)Dit+7.86%

On Apr 25, every stock in all five strong themes closed higher. Semiconductor Equipment led with an average change of 8.54%, with 10 of its 10 stocks up.

RS Automation posted the day’s top gain at 29.8% and led both Semiconductor Equipment and Solar. A news report linked the gain to a compact robot drive used in a domestic chipmaker’s OHT lines.

Solar extended its streak to 3 days with an average change of 4.67%. Food returned after a 3-day gap with an average change of 3.77%, and Boratr led it on salt-supply news.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipment2 days running+8.5%10/10RS Automation
2Solar3 days running+4.7%10/10RS Automation
3Semiconductor Materials & Components2 days running+4.1%10/10Hanyang Digitech
4Foodrecurred after 3 days+3.8%10/10Boratr
5HBM (High Bandwidth Memory)2 days running+3.5%5/5Dit

Theme by Theme

1. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
RS Automation 140670+29.8%21,950★
YC 232140+12.7%12,060
Dit 110990+7.9%29,500
Cymechs 160980+6.2%22,150
Tse 131290+5.5%67,700
GlobalStandardTechnology 083450+5.3%47,750
Systems Technology 039440+4.9%36,700
Neosem 253590+4.7%11,810
Withtech 348350+4.4%8,490
Fine Semitech 036810+4.0%30,900

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2. Solar (3 days running)

StockChangeCloseLeader
RS Automation 140670+29.8%21,950★
Jusung Engineering 036930+3.9%34,450
Avaco 083930+2.9%16,150
Wonik IPS 240810+2.4%36,950
OCI Company 456040+1.7%94,700
KoMi 183300+1.7%84,000
S Polytech 050760+1.5%1,710
Hanwha 000880+1.1%26,850
KCC 002380+0.8%248,000
Paru 043200+0.8%635

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3. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
KnJ 272110+7.0%20,100
Hanyang Digitech 078350+6.5%24,400★
Hansol IONES 114810+5.8%12,890
DNFCo 092070+4.5%22,100
INNOX Advanced Materials 272290+4.2%29,800
Fine Semitech 036810+4.0%30,900
LTC 170920+3.8%15,150
Haesung DS 195870+1.8%50,000
ENF Technology 102710+1.8%28,050
Nepes 033640+1.3%17,680

4. Food (recurred after 3 days)

StockChangeCloseLeader
Jungdawn 208140+6.8%3,300
Otoki 007310+4.8%428,500
Lotte Wellfood 280360+4.7%135,100
Insan 277410+4.5%1,771
Dong Suh Companies 026960+4.2%18,900
Boratr 250000+3.5%11,580★
Hyungkuk F&B 189980+2.8%2,390
Sajodongaone 008040+2.2%1,005
Nongshim 004370+2.2%399,500
Samyang 145990+2.0%51,200

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

StockChangeCloseLeader
Dit 110990+7.9%29,500★
Systems Technology 039440+4.9%36,700
Yest 122640+4.0%21,000
MKElectron 033160+0.8%11,690
KohYoungTechnology 098460+0.3%16,710

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Closing Thoughts

Semiconductor Materials & Components posted an average change of 4.08%, led by Hanyang Digitech. In the data, both its episode and Semiconductor Equipment’s run from Apr 24 to Apr 30.

HBM (High Bandwidth Memory) is on a 2-day streak with an average change of 3.55%. Its leader, Dit, rose 7.86%, and a report cited institutional net buying of 62,000 shares.