Jun 4: 7 Strong Themes — Korea-Russia Gas Pipeline, Semiconductor Equipment
7 strong themes — 3 running · 4 recurred. Top: Korea-Russia Gas Pipeline +15.6%.
Strong themes7
Top change+15.6%
LeaderKBI Dong Yang Steel Pipe
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 |
|---|---|---|---|
| Korea-Russia Gas Pipeline | KBI Dong Yang Steel Pipe | +30.02% | |
| Semiconductor Equipment | Apact | +29.93% | |
| Pharma | Telcon RF Pharmaceutical | +10.40% | |
| Robotics (Industrial & Collaborative) | KNR Systems | +12.93% | |
| Biosimilars | Alteogen | +17.34% | |
| Airlines & Low-Cost Carriers | Hanjinkal | +5.16% | |
| HBM (High Bandwidth Memory) | Di | +5.00% |
Korea-Russia Gas Pipeline led the 2024-06-04 session with an average change of 15.57%, returning after a 355-day gap. All 6 stocks rose, led by KBI Dong Yang Steel Pipe at 30.02%.
Semiconductor Equipment followed with an average change of 5.47%, and all 10 names closed higher. Apact jumped 29.93% on volume of 31779993 shares.
Pharma, Robotics (Industrial & Collaborative) and Biosimilars each posted a 2-day streak. Alteogen led Biosimilars with a 17.34% gain.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Korea-Russia Gas Pipeline | recurred after 355 days | +15.6% | 6/6 | KBI Dong Yang Steel Pipe |
| 2 | Semiconductor Equipment | recurred after 6 days | +5.5% | 10/10 | Apact |
| 3 | Pharma | 2 days running | +5.0% | 10/10 | Telcon RF Pharmaceutical |
| 4 | Robotics (Industrial & Collaborative) | 2 days running | +4.7% | 7/7 | KNR Systems |
| 5 | Biosimilars | 2 days running | +4.6% | 10/10 | Alteogen |
| 6 | Airlines & Low-Cost Carriers | recurred after 4 days | +2.2% | 6/6 | Hanjinkal |
| 7 | HBM (High Bandwidth Memory) | recurred after 6 days | +2.0% | 9/9 | Di |
Theme by Theme
1. Korea-Russia Gas Pipeline (recurred after 355 days)
- Episode: started 2024-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KBI Dong Yang Steel Pipe 008970 | +30.0% | 2,183 | ★ |
HS Valve 039610 | +30.0% | 8,630 | |
Dongyang S·TEC 060380 | +29.8% | 2,525 | |
Dae Dong Steel 048470 | +2.0% | 4,930 | |
Histeel 071090 | +1.2% | 4,235 | |
Moonbae Steel 008420 | +0.5% | 2,940 |
2. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2024-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Apact 200470 | +29.9% | 7,250 | ★ |
Di 003160 | +5.0% | 20,800 | |
Park Systems 140860 | +3.6% | 187,600 | |
Tokai Carbon Korea 064760 | +3.5% | 126,900 | |
Xavis 254120 | +2.9% | 2,315 | |
Cymechs 160980 | +2.6% | 21,700 | |
RS Automation 140670 | +2.1% | 18,230 | |
Nextin 348210 | +2.0% | 66,100 | |
Point Engineering 256630 | +1.7% | 1,779 | |
Dit 110990 | +1.3% | 22,700 |
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3. Pharma (2 days running)
- Episode: started 2024-06-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Telcon RF Pharmaceutical 200230 | +10.4% | 849 | ★ |
Vivozon Pharmaceutical 082800 | +8.6% | 3,415 | |
ST Pharm 237690 | +5.9% | 96,300 | |
Kyung Nam Pharm 053950 | +4.9% | 1,121 | |
Yuhan 000100 | +4.7% | 78,500 | |
Dong-a ST 170900 | +4.1% | 63,000 | |
Chong Kun Dang Pharmaceutical 185750 | +3.7% | 107,500 | |
Celltrion Pharm 068760 | +3.0% | 92,900 | |
Yungjin Pharm 003520 | +2.9% | 2,165 | |
Prestige BioPharma 950210 | +2.4% | 8,700 |
4. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2024-06-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KNR Systems 199430 | +12.9% | 16,860 | ★ |
Seoam Machinery Industry 100660 | +7.3% | 4,860 | |
Beno TNR 206400 | +4.0% | 3,500 | |
Cymechs 160980 | +2.6% | 21,700 | |
Firstec 010820 | +2.2% | 3,435 | |
RS Automation 140670 | +2.1% | 18,230 | |
Neuromeka 348340 | +1.9% | 31,650 |
5. Biosimilars (2 days running)
- Episode: started 2024-06-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Alteogen 196170 | +17.3% | 233,500 | ★ |
Celltrion 068270 | +5.1% | 188,100 | |
Binex 053030 | +4.4% | 13,400 | |
Dong-a ST 170900 | +4.1% | 63,000 | |
Chong Kun Dang Pharmaceutical 185750 | +3.7% | 107,500 | |
Celltrion Pharm 068760 | +3.0% | 92,900 | |
Prestige BioPharma 950210 | +2.4% | 8,700 | |
Sam Chun Dang Pharm 000250 | +2.2% | 126,500 | |
GC Biopharma 006280 | +2.0% | 118,000 | |
ISU Abxis 086890 | +1.7% | 6,580 |
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6. Airlines & Low-Cost Carriers (recurred after 4 days)
- Episode: started 2024-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanjinkal 180640 | +5.2% | 67,200 | ★ |
Jin Air 272450 | +3.8% | 13,350 | |
Korean Air Lines 003490 | +1.6% | 21,800 | |
Asiana Airlines 020560 | +1.3% | 11,080 | |
Jejuair 089590 | +1.0% | 11,020 | |
Air Busan 298690 | +0.6% | 2,740 |
7. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2024-06-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +7.8% | 1,068 | |
Di 003160 | +5.0% | 20,800 | ★ |
Dit 110990 | +1.3% | 22,700 | |
HANMI Semiconductor 042700 | +1.3% | 148,600 | |
Wot 396470 | +0.8% | 11,500 | |
PSK Holdings 031980 | +0.7% | 56,100 | |
Quality Reliability Technology 405100 | +0.5% | 21,000 | |
Systems Technology 039440 | +0.5% | 31,750 | |
Yest 122640 | +0.2% | 17,840 |
Closing Thoughts
Within Korea-Russia Gas Pipeline, gains were split: three names rose 29.75% to 30.02%, while Moonbae Steel added 0.51%. Whether the theme lasts past day 1 is the next question.
The HBM (High Bandwidth Memory) episode is dated through 2024-06-05, with Winpac up 7.77%. The next session will show if the 2-day streaks continue.