Dec 27: 5 Strong Themes — Quantum Cryptography, System Semiconductors

December 27, 2024 · #Quantum Cryptography #System Semiconductors #Semiconductor Equipment #Semiconductor Materials & Components #Semiconductor Majors (Fabrication)

5 strong themes — 5 recurred. Top: Quantum Cryptography +18.4%.

Strong themes5 Top change+18.4% LeaderKorea Computer & Systems

Average change by strong theme

Average change of member stocks, by theme · descending
Quantum Cryptography
+18.4%
System Semiconductors
+7.3%
Semiconductor Equipment
+6.4%
Semiconductor Materials & Components
+4.2%
Semiconductor Majors (Fabrication)
+1.4%

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 -
ThemeLeaderChangeTrend
Quantum CryptographyKorea Computer & Systems+30.00%
System SemiconductorsIctk+12.63%
Semiconductor EquipmentApact+5.30%
Semiconductor Materials & ComponentsWelkeeps Hitech+5.70%
Semiconductor Majors (Fabrication)SK hynix+2.59%

Quantum Cryptography led the Dec 27 session with an average change of 18.38%. All 8 of its stocks rose, and leader Korea Computer & Systems closed up 30.0%.

Chip themes rose together. System Semiconductors averaged 7.31% and Semiconductor Equipment 6.36%, with every listed stock up in both themes.

Semiconductor Materials & Components averaged 4.17%, while Semiconductor Majors (Fabrication) trailed at 1.39%. SK hynix rose 2.59% and Samsung Electronics 0.19%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Quantum Cryptographyrecurred after 4 days+18.4%8/8Korea Computer & Systems
2System Semiconductorsrecurred after 14 days+7.3%10/10Ictk
3Semiconductor Equipmentrecurred after 3 days+6.4%10/10Apact
4Semiconductor Materials & Componentsrecurred after 4 days+4.2%10/10Welkeeps Hitech
5Semiconductor Majors (Fabrication)recurred after 3 days+1.4%2/2SK hynix

Theme by Theme

1. Quantum Cryptography (recurred after 4 days)

StockChangeCloseLeader
Korea Computer & Systems 115500+30.0%12,610★
Korea Advanced Materials 062970+30.0%4,270
Coweaver 056360+21.1%7,120
Woori-Net 115440+18.9%8,630
Alt 172670+15.8%9,140
Ictk 456010+12.6%9,450
HanWool Materials Science 091440+9.8%5,490
Dream Security 203650+8.8%3,940

2. System Semiconductors (recurred after 14 days)

StockChangeCloseLeader
Alt 172670+15.8%9,140
Di 003160+14.0%13,820
Ictk 456010+12.6%9,450★
Techwing 089030+7.4%39,400
Sigetronics 429270+6.9%5,100
Nextchip 396270+3.8%13,580
Qualitas Semiconductor 432720+3.8%9,260
Asicland 445090+3.8%35,450
SK hynix 000660+2.6%174,500
Iron Device 464500+2.3%3,750

3. Semiconductor Equipment (recurred after 3 days)

StockChangeCloseLeader
Di 003160+14.0%13,820
PSK Holdings 031980+9.6%38,350
Techwing 089030+7.4%39,400
EO Technics 039030+5.5%139,300
Apact 200470+5.3%2,185★
Tfe 425420+5.3%16,180
Yest 122640+4.7%9,630
Top Engineering 065130+4.0%5,400
Gigalane 049080+4.0%548
JNB 452160+3.8%4,735

4. Semiconductor Materials & Components (recurred after 4 days)

StockChangeCloseLeader
KnJ 272110+14.3%14,050
Welkeeps Hitech 043590+5.7%742★
HVM 295310+4.2%23,750
ISC 095340+3.5%70,700
Kctech 281820+3.3%26,550
Hanyang Digitech 078350+3.1%8,230
HLB innoVation 024850+2.4%2,305
Protec Mems Technology 147760+2.4%2,810
DNFCo 092070+2.0%8,690
OKins Electronics 080580+0.8%4,420

5. Semiconductor Majors (Fabrication) (recurred after 3 days)

StockChangeCloseLeader
SK hynix 000660+2.6%174,500★
Samsung Electronics 005930+0.2%53,700

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Closing Thoughts

The Quantum Cryptography episode runs from 2024-12-27 to 2024-12-30, a span of 4 days. It returned after a 4-day gap, while the four chip themes each recorded a one-day episode.

Volume was heaviest in Dream Security at 15948156 shares, followed by Ictk, which appeared in two themes. The next sessions will show whether these themes come back.