Sep 12: 8 Strong Themes — Nuclear, Robotics (Industrial & Collaborative)
8 strong themes — 5 running · 3 recurred. Top: Nuclear +13.5%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Nuclear | Bosung Power Technology | +29.95% | |
| Robotics (Industrial & Collaborative) | Angel Robotics | +29.69% | |
| HBM (High Bandwidth Memory) | Mirai Semiconductors | +29.98% | |
| Semiconductor Equipment | YC | +21.32% | |
| Power Equipment | Bosung Power Technology | +29.95% | |
| Autonomous Driving | MDS Tech | +16.84% | |
| Beauty & Cosmetics | DYD | +13.44% | |
| Semiconductor Materials & Components | OKins Electronics | +14.09% |
Every strong theme on 2024-09-12 had all 10 of its tracked stocks rising. Nuclear topped the list with an average change of 13.49%. Bosung Power Technology led it, up 29.95%.
Robotics (Industrial & Collaborative) followed with an average change of 12.51%, led by Angel Robotics at 29.69%. HBM (High Bandwidth Memory) averaged 12.11%, with Mirai Semiconductors up 29.98%.
Semiconductor Equipment rose for a second straight day, led by YC at 21.32%. SK hynix gained 7.38% as news tied HBM stocks to a jump in Nvidia.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Nuclear | recurred after 8 days | +13.5% | 10/10 | Bosung Power Technology |
| 2 | Robotics (Industrial & Collaborative) | recurred after 23 days | +12.5% | 10/10 | Angel Robotics |
| 3 | HBM (High Bandwidth Memory) | 2 days running | +12.1% | 10/10 | Mirai Semiconductors |
| 4 | Semiconductor Equipment | 2 days running | +11.4% | 10/10 | YC |
| 5 | Power Equipment | 2 days running | +10.2% | 10/10 | Bosung Power Technology |
| 6 | Autonomous Driving | 2 days running | +9.4% | 10/10 | MDS Tech |
| 7 | Beauty & Cosmetics | recurred after 2 days | +8.4% | 10/10 | DYD |
| 8 | Semiconductor Materials & Components | 2 days running | +8.4% | 10/10 | OKins Electronics |
Theme by Theme
1. Nuclear (recurred after 8 days)
- Episode: started 2024-09-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +29.9% | 3,580 | ★ |
Enertork 019990 | +21.6% | 7,080 | |
Woori Technology, Incorporation 032820 | +13.6% | 2,335 | |
WOOJIN Ntec 457550 | +12.9% | 17,900 | |
Hanshin Machinery 011700 | +10.7% | 3,410 | |
Seojeon Electric Machinery 189860 | +10.4% | 4,670 | |
G2Power 388050 | +10.4% | 6,700 | |
Korea Electronic Power Industrial Development 130660 | +9.1% | 15,660 | |
Doosan Enerbility 034020 | +8.2% | 17,710 | |
Bhi 083650 | +8.0% | 7,800 |
Related news
- [특징주] 보성파워텍, 8년 만에 빛 보는 ‘신한울 3·4호기’ 철골판매계약 부각에 ↑ — 파이낸셜뉴스 (Korean)
2. Robotics (Industrial & Collaborative) (recurred after 23 days)
- Episode: started 2024-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Angel Robotics 455900 | +29.7% | 29,050 | ★ |
Everybot 270660 | +15.1% | 18,200 | |
Yuilrobotics 388720 | +13.8% | 33,000 | |
Doosan 000150 | +12.1% | 160,100 | |
Higen RNM 160190 | +11.5% | 11,650 | |
Neuromeka 348340 | +9.0% | 23,700 | |
Intops 049070 | +9.0% | 23,100 | |
KNR Systems 199430 | +8.8% | 9,100 | |
Hyulim ROBOT 090710 | +8.3% | 1,363 | |
Cymechs 160980 | +7.9% | 11,220 |
Related news
- [장중수급포착] 엔젤로보틱스, 외국인/기관 동시 순매수… 주가 +12.72% — 뉴스핌 (Korean)
3. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +30.0% | 15,130 | ★ |
YC 232140 | +21.3% | 14,000 | |
Di 003160 | +11.4% | 14,410 | |
Yest 122640 | +9.9% | 16,820 | |
Auros Technology 322310 | +9.3% | 16,970 | |
Imt 451220 | +9.2% | 9,300 | |
Techwing 089030 | +8.2% | 37,050 | |
Winpac 097800 | +7.7% | 1,491 | |
SK hynix 000660 | +7.4% | 168,800 | |
EO Technics 039030 | +6.8% | 148,800 |
Related news
- 엔비디아 뛰자 HBM 관련주 ‘들썩’…SK하이닉스 7% 급등 [투자360] — 헤럴드경제 (Korean)
4. Semiconductor Equipment (2 days running)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +21.3% | 14,000 | ★ |
Neosem 253590 | +13.9% | 9,250 | |
Exicon 092870 | +11.7% | 11,800 | |
Di 003160 | +11.4% | 14,410 | |
Yest 122640 | +9.9% | 16,820 | |
Jusung Engineering 036930 | +9.7% | 24,400 | |
Auros Technology 322310 | +9.3% | 16,970 | |
GigaVis 420770 | +9.2% | 39,300 | |
Imt 451220 | +9.2% | 9,300 | |
Tse 131290 | +8.9% | 44,150 |
Related news
- [김경준 종목의 발견자들] 와이씨 이수페타시스 급등 반도체의 부활인가 — 머니투데이 (Korean)
5. Power Equipment (2 days running)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +29.9% | 3,580 | ★ |
Sanil Electric 062040 | +13.2% | 39,950 | |
Seojeon Electric Machinery 189860 | +10.4% | 4,670 | |
G2Power 388050 | +10.4% | 6,700 | |
Korea Electronic Power Industrial Development 130660 | +9.1% | 15,660 | |
Doosan Enerbility 034020 | +8.2% | 17,710 | |
Dawon Cable 006340 | +5.7% | 2,890 | |
Gaon Cable 000500 | +5.5% | 32,500 | |
Cheryong Electric 033100 | +4.7% | 55,700 | |
Iljin Electric 103590 | +4.5% | 20,050 |
Related news
- [특징주] 보성파워텍, 8년 만에 빛 보는 ‘신한울 3·4호기’ 철골판매계약 부각에 ↑ — 파이낸셜뉴스 (Korean)
6. Autonomous Driving (2 days running)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
MDS Tech 086960 | +16.8% | 1,214 | ★ |
Mobile Appliance 087260 | +14.0% | 2,485 | |
Qualitas Semiconductor 432720 | +10.2% | 11,080 | |
Ace Technologies 088800 | +10.1% | 701 | |
Unitrontech 142210 | +8.1% | 5,350 | |
SK hynix 000660 | +7.4% | 168,800 | |
Yujin Robot 056080 | +7.2% | 5,960 | |
Nextchip 396270 | +7.2% | 7,770 | |
Sos Lab 464080 | +6.9% | 7,410 | |
Suresofttech 298830 | +6.6% | 4,760 |
7. Beauty & Cosmetics (recurred after 2 days)
- Episode: started 2024-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Raphas 214260 | +19.8% | 21,200 | |
DYD 219550 | +13.4% | 363 | ★ |
iFamilySC 114840 | +8.3% | 22,800 | |
Silicon 2 257720 | +8.1% | 44,150 | |
Kangstem Biotech 217730 | +8.0% | 1,518 | |
Englewood Lab 950140 | +6.0% | 13,180 | |
Amorepacific 090430 | +5.9% | 149,900 | |
ASTech 453860 | +5.5% | 26,850 | |
VT 018290 | +4.8% | 35,200 | |
Icure Pharmaceutical Incorporation 175250 | +4.7% | 2,025 |
Related news
- [장중수급포착] 디와이디, 외국인 20.40만 주 대량 순매수… 주가 +5.94% — 뉴스핌 (Korean)
8. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +14.1% | 5,750 | ★ |
Semcns 252990 | +11.9% | 5,460 | |
HanaMicron 067310 | +8.3% | 11,800 | |
Unitrontech 142210 | +8.1% | 5,350 | |
Megatouch 446540 | +8.0% | 3,900 | |
Hanyang Digitech 078350 | +7.6% | 13,000 | |
LTC 170920 | +6.8% | 9,620 | |
Tiger Elec 219130 | +6.6% | 20,550 | |
DNFCo 092070 | +6.5% | 11,890 | |
Kctech 281820 | +6.0% | 33,700 |
Closing Thoughts
Nuclear returned after a gap of 8 days, with news of a steel contract tied to ‘Shin Hanul Units 3 and 4’. Power Equipment is on a 2-day streak with an average change of 10.16%.
Autonomous Driving and Beauty & Cosmetics also rose, averaging 9.45% and 8.45%. The next sessions will show whether the 2-day streaks in the chip themes run past Sep 12.