Dec 5: 7 Strong Themes — Political Ties (Lee Jae-myung), Semiconductor Equipment
7 strong themes — 1 running · 6 recurred. Top: Political Ties (Lee Jae-myung) +15.1%.
Strong themes7
Top change+15.1%
LeaderOrient Precision Industries
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 |
|---|---|---|---|
| Political Ties (Lee Jae-myung) | Orient Precision Industries | +30.00% | |
| Semiconductor Equipment | Auros Technology | +29.95% | |
| Crypto & Bitcoin | Neowiz Holdings | +29.87% | |
| HBM (High Bandwidth Memory) | Auros Technology | +29.95% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +13.11% | |
| Dunamu | Hanwha Investment&securities | +15.07% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.98% |
On Dec 5, Political Ties (Lee Jae-myung) led all themes with an average change of 15.14%. All 10 of its stocks rose, marking a second straight session of strength.
Chip names followed: Semiconductor Equipment averaged 11.06% and HBM (High Bandwidth Memory) 9.39%. Auros Technology led both themes with a 29.95% gain.
Crypto & Bitcoin rose an average 9.56%, led by Neowiz Holdings at 29.87%. Hanwha Investment&securities gained 15.07%, also leading the Dunamu theme.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Political Ties (Lee Jae-myung) | 2 days running | +15.1% | 10/10 | Orient Precision Industries |
| 2 | Semiconductor Equipment | recurred after 2 days | +11.1% | 10/10 | Auros Technology |
| 3 | Crypto & Bitcoin | recurred after 3 days | +9.6% | 9/9 | Neowiz Holdings |
| 4 | HBM (High Bandwidth Memory) | recurred after 2 days | +9.4% | 10/10 | Auros Technology |
| 5 | Semiconductor Materials & Components | recurred after 2 days | +6.5% | 10/10 | Welkeeps Hitech |
| 6 | Dunamu | recurred after 14 days | +4.4% | 4/4 | Hanwha Investment&securities |
| 7 | Semiconductor Majors (Fabrication) | recurred after 2 days | +2.0% | 2/2 | SK hynix |
Theme by Theme
1. Political Ties (Lee Jae-myung) (2 days running)
- Episode: started 2024-12-04, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Orient Precision Industries 065500 | +30.0% | 1,911 | ★ |
Atec 045660 | +30.0% | 24,400 | |
DongshinEngineering&Construction 025950 | +29.8% | 35,250 | |
Atec Mobility 224110 | +21.4% | 18,490 | |
Ilsung Construction 013360 | +13.6% | 2,300 | |
Total Soft Bank 045340 | +12.8% | 7,160 | |
Eagon Holdings 039020 | +4.9% | 3,860 | |
Orientbio 002630 | +4.8% | 630 | |
CS 065770 | +2.5% | 1,293 | |
Hyungji Elite 093240 | +1.6% | 1,380 |
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2. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +29.9% | 17,530 | ★ |
EO Technics 039030 | +13.8% | 141,600 | |
Techwing 089030 | +12.4% | 39,550 | |
Protec 053610 | +9.9% | 23,250 | |
Tse 131290 | +8.7% | 38,550 | |
YC 232140 | +8.6% | 9,630 | |
Di 003160 | +7.1% | 11,600 | |
PSK Holdings 031980 | +7.1% | 31,000 | |
HPSP 403870 | +6.9% | 27,900 | |
EugeneTechnology 084370 | +6.2% | 37,100 |
3. Crypto & Bitcoin (recurred after 3 days)
- Episode: started 2024-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neowiz Holdings 042420 | +29.9% | 24,350 | ★ |
T Scientific 057680 | +19.1% | 1,390 | |
Hanwha Investment&securities 003530 | +15.1% | 4,275 | |
Bitplanet 049470 | +9.3% | 305 | |
Com2uS Holdings 063080 | +4.0% | 42,500 | |
Wizit 036090 | +3.3% | 777 | |
JCH Systems 033320 | +2.5% | 5,330 | |
Wemade 112040 | +1.8% | 46,400 | |
T.S.Investment 246690 | +1.1% | 915 |
4. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2024-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +29.9% | 17,530 | ★ |
EO Technics 039030 | +13.8% | 141,600 | |
Techwing 089030 | +12.4% | 39,550 | |
YC 232140 | +8.6% | 9,630 | |
Di 003160 | +7.1% | 11,600 | |
PSK Holdings 031980 | +7.1% | 31,000 | |
Zeus 079370 | +4.4% | 11,300 | |
Kctech 281820 | +4.2% | 27,500 | |
Systems Technology 039440 | +3.3% | 15,180 | |
Yest 122640 | +3.1% | 8,510 |
5. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2024-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +13.1% | 647 | ★ |
ISC 095340 | +12.0% | 56,800 | |
S&S Tech 101490 | +8.5% | 25,600 | |
Temc 425040 | +6.0% | 7,810 | |
KnJ 272110 | +4.9% | 12,400 | |
Fine Semitech 036810 | +4.4% | 16,180 | |
Haesung DS 195870 | +4.2% | 22,250 | |
Kctech 281820 | +4.2% | 27,500 | |
Ji-tech 417500 | +4.1% | 2,940 | |
Worldexindustry&trading 101160 | +3.3% | 15,830 |
6. Dunamu (recurred after 14 days)
- Episode: started 2024-12-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Investment&securities 003530 | +15.1% | 4,275 | ★ |
Kolon 002020 | +1.1% | 13,700 | |
T.S.Investment 246690 | +1.1% | 915 | |
DSC Investment 241520 | +0.2% | 2,825 |
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7. Semiconductor Majors (Fabrication) (recurred after 2 days)
- Episode: started 2024-12-05, day 1
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Closing Thoughts
The open question is whether Political Ties (Lee Jae-myung) extends its 2-session streak. A Dec 5 headline tied the backdrop to political instability ahead of the Dec 7 impeachment vote.
Most chip themes returned after a gap of 2 days. Semiconductor Majors (Fabrication) rose a more modest 2.05% on average, so it remains to be seen whether the rally spreads beyond equipment names.