May 7: 8 Strong Themes — Power Equipment, Electric Cables
8 strong themes — 2 running · 6 recurred. Top: Power Equipment +16.7%.
Strong themes8
Top change+16.7%
LeaderSemyungElectricMachinery
Average change by strong theme
Average change of member stocks, by theme · descending
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 -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Power Equipment | SemyungElectricMachinery | +29.94% | |
| Electric Cables | Dawon Cable | +29.91% | |
| Nuclear | SNTEnergy | +18.23% | |
| Semiconductor Materials & Components | Mi | +28.42% | |
| OLED Displays | HB Solution | +16.46% | |
| Semiconductor Equipment | YC | +14.78% | |
| Solar | Kwang Myung Electric | +19.74% | |
| Wind | LS | +10.88% |
Power-related themes led the May 7 session. Power Equipment topped the board with an average change of 16.67%, and all 9 of its stocks rose.
Electric Cables followed with an average change of 11.8%, led by Dawon Cable at 29.91%. Nuclear averaged 10.06%, with SNTEnergy as its leader.
Chip stocks kept climbing. Semiconductor Materials & Components averaged 8.42% on a streak of 2, with Mi up 28.42%. OLED Displays averaged 8.04%, led by HB Solution.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Power Equipment | recurred after 5 days | +16.7% | 9/9 | SemyungElectricMachinery |
| 2 | Electric Cables | recurred after 5 days | +11.8% | 7/7 | Dawon Cable |
| 3 | Nuclear | recurred after 8 days | +10.1% | 9/9 | SNTEnergy |
| 4 | Semiconductor Materials & Components | 2 days running | +8.4% | 10/10 | Mi |
| 5 | OLED Displays | recurred after 7 days | +8.0% | 9/9 | HB Solution |
| 6 | Semiconductor Equipment | 2 days running | +7.1% | 10/10 | YC |
| 7 | Solar | recurred after 5 days | +5.6% | 9/9 | Kwang Myung Electric |
| 8 | Wind | recurred after 5 days | +4.4% | 9/9 | LS |
Theme by Theme
1. Power Equipment (recurred after 5 days)
- Episode: started 2024-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SemyungElectricMachinery 017510 | +29.9% | 5,880 | ★ |
Dawon Cable 006340 | +29.9% | 4,170 | |
Kwang Myung Electric 017040 | +19.7% | 3,185 | |
Gaon Cable 000500 | +15.5% | 52,100 | |
Bosung Power Technology 006910 | +14.9% | 3,710 | |
LS 006260 | +10.9% | 143,700 | |
Cheryong Industrial 147830 | +10.0% | 7,050 | |
Seojeon Electric Machinery 189860 | +9.7% | 5,680 | |
HD Hyundai Electric 267260 | +9.6% | 252,000 |
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2. Electric Cables (recurred after 5 days)
- Episode: started 2024-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Cable 006340 | +29.9% | 4,170 | ★ |
Gaon Cable 000500 | +15.5% | 52,100 | |
LS 006260 | +10.9% | 143,700 | |
Taihan Cable & Solution 001440 | +9.3% | 14,300 | |
KBI Metal 024840 | +6.2% | 2,640 | |
LS Eco Energy 229640 | +5.7% | 34,300 | |
Iljin Electric 103590 | +5.0% | 21,850 |
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3. Nuclear (recurred after 8 days)
- Episode: started 2024-05-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kwang Myung Electric 017040 | +19.7% | 3,185 | |
SNTEnergy 100840 | +18.2% | 12,260 | ★ |
Bosung Power Technology 006910 | +14.9% | 3,710 | |
Seojeon Electric Machinery 189860 | +9.7% | 5,680 | |
Taihan Cable & Solution 001440 | +9.3% | 14,300 | |
WOOJIN Ntec 457550 | +6.4% | 30,700 | |
Hanshin Machinery 011700 | +4.5% | 4,650 | |
Soosan Industries 126720 | +3.9% | 23,750 | |
G2Power 388050 | +3.9% | 9,360 |
4. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-05-03, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Mi 059090 | +28.4% | 13,330 | ★ |
Tiger Elec 219130 | +12.9% | 42,000 | |
Fine Semitech 036810 | +6.6% | 33,200 | |
Semcns 252990 | +5.9% | 8,060 | |
Tokai Carbon Korea 064760 | +5.4% | 125,900 | |
Megatouch 446540 | +5.2% | 5,710 | |
DNFCo 092070 | +5.2% | 22,450 | |
LTC 170920 | +5.0% | 15,850 | |
Protec Mems Technology 147760 | +4.9% | 7,100 | |
OKins Electronics 080580 | +4.9% | 7,330 |
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5. OLED Displays (recurred after 7 days)
- Episode: started 2024-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HB Solution 297890 | +16.5% | 7,570 | ★ |
PI Advanced Materials 178920 | +12.2% | 23,400 | |
HB Technology 078150 | +11.9% | 3,715 | |
P&H Tech 239890 | +6.4% | 17,900 | |
Philoptics 161580 | +6.1% | 32,350 | |
Icd 040910 | +5.3% | 9,200 | |
JMT 094970 | +4.9% | 6,580 | |
Samsung Electronics 005930 | +4.8% | 81,300 | |
DONGAELTEKCo 088130 | +4.3% | 10,430 |
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6. Semiconductor Equipment (2 days running)
- Episode: started 2024-05-03, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +14.8% | 15,840 | ★ |
LEENO Industrial 058470 | +8.8% | 298,000 | |
PSK Holdings 031980 | +8.4% | 50,500 | |
Fine Semitech 036810 | +6.6% | 33,200 | |
Tfe 425420 | +6.4% | 39,100 | |
EO Technics 039030 | +5.6% | 245,000 | |
Tokai Carbon Korea 064760 | +5.4% | 125,900 | |
Apact 200470 | +5.3% | 5,970 | |
HANMI Semiconductor 042700 | +5.0% | 136,500 | |
GlobalStandardTechnology 083450 | +4.5% | 49,450 |
7. Solar (recurred after 5 days)
- Episode: started 2024-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kwang Myung Electric 017040 | +19.7% | 3,185 | ★ |
Hanwha Solutions 009830 | +5.7% | 28,000 | |
Wonik IPS 240810 | +4.1% | 38,200 | |
Soosan Industries 126720 | +3.9% | 23,750 | |
G2Power 388050 | +3.9% | 9,360 | |
S-Energy 095910 | +3.7% | 2,005 | |
SK eternix 475150 | +3.7% | 18,710 | |
LS ELECTRIC 010120 | +3.1% | 164,800 | |
Samsung C&T 028260 | +3.0% | 150,300 |
8. Wind (recurred after 5 days)
- Episode: started 2024-05-07, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS 006260 | +10.9% | 143,700 | ★ |
LS Eco Energy 229640 | +5.7% | 34,300 | |
CS Wind 112610 | +4.8% | 54,200 | |
SK eternix 475150 | +3.7% | 18,710 | |
Hyosung Heavy Industries 298040 | +3.3% | 298,000 | |
Doosan Enerbility 034020 | +3.2% | 17,080 | |
Sejin Heavy Industries 075580 | +3.1% | 6,730 | |
Korea Electric Power 015760 | +2.8% | 21,850 | |
Samyoung M-tek C0 054540 | +2.5% | 4,270 |
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Closing Thoughts
Power Equipment, Electric Cables and Nuclear all returned after gaps of 5 to 8 days. All three have a streak of 1, so the next session will show whether this broad rise continues.
Semiconductor Equipment, led by YC at 14.78%, is on a streak of 2 alongside the materials group. The other question is whether chip stocks keep that run going.