Jun 28: 8 Strong Themes — Semiconductor Equipment, Shipping
8 strong themes — 8 recurred. Top: Semiconductor Equipment +12.1%.
Strong themes8
Top change+12.1%
LeaderIntekplus
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 |
|---|---|---|---|
| Semiconductor Equipment | Intekplus | +29.98% | |
| Shipping | STX Green Logis | +12.28% | |
| Seafood & Fishing | Sajodaerim | +22.67% | |
| Semiconductor Materials & Components | HVM | +12.22% | - |
| CXL (Compute Express Link) | OKins Electronics | +21.43% | |
| OLED Displays | HVM | +12.22% | - |
| Smartphones | Isupetasys | +13.32% | |
| Music & Entertainment | Iokenm | +25.82% |
Eight themes ran hot on 2024-06-28, and every listed stock in each one closed higher. Semiconductor Equipment led with an average change of 12.07%.
Intekplus topped the equipment group at 29.98%, with JNB close behind at 29.91%. Shipping followed with an average change of 8.76%, and Korea Line was its top gainer at 21.13%.
In Seafood & Fishing, Sajodaerim rose 22.67%, while Iokenm gained 25.82% in Music & Entertainment. Every theme was back after a gap of between 2 and 32 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 2 days | +12.1% | 10/10 | Intekplus |
| 2 | Shipping | recurred after 3 days | +8.8% | 6/6 | STX Green Logis |
| 3 | Seafood & Fishing | recurred after 11 days | +7.1% | 9/9 | Sajodaerim |
| 4 | Semiconductor Materials & Components | recurred after 2 days | +6.4% | 10/10 | HVM |
| 5 | CXL (Compute Express Link) | recurred after 15 days | +6.3% | 8/8 | OKins Electronics |
| 6 | OLED Displays | recurred after 9 days | +6.0% | 9/9 | HVM |
| 7 | Smartphones | recurred after 28 days | +5.8% | 9/9 | Isupetasys |
| 8 | Music & Entertainment | recurred after 32 days | +5.4% | 10/10 | Iokenm |
Theme by Theme
1. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Intekplus 064290 | +30.0% | 27,750 | ★ |
JNB 452160 | +29.9% | 12,160 | |
Neosem 253590 | +12.0% | 13,070 | |
Seojin System 178320 | +9.2% | 30,700 | |
Techwing 089030 | +8.0% | 63,800 | |
Jusung Engineering 036930 | +7.6% | 37,350 | |
GigaVis 420770 | +7.1% | 52,800 | |
Hanwha Aerospace 012450 | +6.2% | 249,500 | |
PSK 319660 | +5.8% | 36,450 | |
Tse 131290 | +4.9% | 60,100 |
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2. Shipping (recurred after 3 days)
- Episode: started 2024-06-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Line 005880 | +21.1% | 2,895 | |
STX Green Logis 465770 | +12.3% | 14,990 | ★ |
Heung-a Shipping 003280 | +6.2% | 2,655 | |
KSS Line 044450 | +5.2% | 8,780 | |
Pan Ocean 028670 | +4.5% | 4,285 | |
HMM 011200 | +3.3% | 19,630 |
3. Seafood & Fishing (recurred after 11 days)
- Episode: started 2024-06-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sajodaerim 003960 | +22.7% | 90,900 | ★ |
Sajo Industries 007160 | +11.5% | 48,350 | |
Sajo Sea Food 014710 | +10.9% | 6,430 | |
Hansung Enterprise 003680 | +6.0% | 8,980 | |
Oyang 006090 | +3.9% | 10,800 | |
Dongwon Fisheries 030720 | +3.2% | 6,760 | |
Silla 004970 | +3.0% | 11,880 | |
Dongwon Industries 006040 | +1.7% | 35,800 | |
CJ Seafood 011150 | +0.8% | 5,060 |
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4. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +21.4% | 7,310 | |
HVM 295310 | +12.2% | 20,200 | ★ |
Lake Materials 281740 | +6.0% | 20,050 | |
Tokai Carbon Korea 064760 | +4.2% | 134,000 | |
Ycchem 112290 | +4.0% | 23,400 | |
FNS Tech 083500 | +3.7% | 16,120 | |
Welkeeps Hitech 043590 | +3.6% | 912 | |
Duksan Techopia 317330 | +3.0% | 54,100 | |
ISC 095340 | +2.8% | 65,500 | |
Hana Materials 166090 | +2.8% | 65,400 |
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5. CXL (Compute Express Link) (recurred after 15 days)
- Episode: started 2024-06-28, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +21.4% | 7,310 | ★ |
Neosem 253590 | +12.0% | 13,070 | |
Exicon 092870 | +4.6% | 18,510 | |
Kook Soon Dang 043650 | +3.7% | 6,790 | |
Qualitas Semiconductor 432720 | +3.6% | 19,790 | |
Openedges Technology 394280 | +2.0% | 20,800 | |
Korea Circuit 007810 | +1.9% | 15,070 | |
TLB 356860 | +1.1% | 23,600 |
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6. OLED Displays (recurred after 9 days)
- Episode: started 2024-06-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HVM 295310 | +12.2% | 20,200 | ★ |
Jusung Engineering 036930 | +7.6% | 37,350 | |
Invenia 079950 | +7.4% | 991 | |
LG Display 034220 | +6.7% | 11,470 | |
Tse 131290 | +4.9% | 60,100 | |
Yest 122640 | +4.1% | 19,230 | |
P&H Tech 239890 | +4.0% | 19,420 | |
FNS Tech 083500 | +3.7% | 16,120 | |
Welkeeps Hitech 043590 | +3.6% | 912 |
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7. Smartphones (recurred after 28 days)
- Episode: started 2024-06-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +13.3% | 58,700 | ★ |
Seojin System 178320 | +9.2% | 30,700 | |
LG Display 034220 | +6.7% | 11,470 | |
Synopex 025320 | +6.6% | 12,250 | |
Se Gyung Hi Tech 148150 | +3.9% | 11,460 | |
Welkeeps Hitech 043590 | +3.6% | 912 | |
Uil 049520 | +3.4% | 6,130 | |
LDTInc 096870 | +2.9% | 2,855 | |
LMS 073110 | +2.8% | 7,360 |
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8. Music & Entertainment (recurred after 32 days)
- Episode: started 2024-06-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iokenm 078860 | +25.8% | 15,126 | ★ |
Panentertainment 068050 | +5.8% | 2,725 | |
SM Entertainment 041510 | +5.4% | 80,400 | |
JYP Entertainment 035900 | +2.7% | 57,300 | |
Samhwa Networks 046390 | +2.6% | 1,846 | |
FNC Entertainment 173940 | +2.4% | 3,385 | |
YG Entertainment 122870 | +2.4% | 40,300 | |
Cube Entertainment 182360 | +2.4% | 14,380 | |
SM Culture & Contents 048550 | +2.3% | 1,846 | |
Hybe 352820 | +2.0% | 202,500 |
Closing Thoughts
All three chip themes have an episode ending 2024-07-01: Semiconductor Equipment, Semiconductor Materials & Components and CXL (Compute Express Link).
Shipping, Seafood & Fishing, OLED Displays, Smartphones and Music & Entertainment each logged a one-day episode. Whether those moves come back is the open question.