Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components

February 6, 2025 · #Glass Substrates #Semiconductor Materials & Components #Semiconductor Equipment #Ukraine Reconstruction #Medical AI #HBM (High Bandwidth Memory) #Construction Equipment #Modular Housing

8 strong themes — 4 running · 4 recurred. Top: Glass Substrates +18.4%.

Strong themes8 Top change+18.4% LeaderRam Technology

Average change by strong theme

Average change of member stocks, by theme · descending
Glass Substrates
+18.4%
Semiconductor Materials & Components
+13.5%
Semiconductor Equipment
+12.6%
Ukraine Reconstruction
+9.2%
Medical AI
+9.2%
HBM (High Bandwidth Memory)
+8.3%
Construction Equipment
+6.3%
Modular Housing
+5.2%

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
Glass SubstratesRam Technology+29.95%
Semiconductor Materials & ComponentsRam Technology+29.95%
Semiconductor EquipmentC&G Hi Tech+21.68%
Ukraine ReconstructionDYD+12.03%
Medical AIOncocross+29.92%
HBM (High Bandwidth Memory)Ycchem+29.80%
Construction EquipmentJunjin Construction & Robot+12.43%
Modular HousingBumyang Construction+28.75%

Glass Substrates led the Feb 6 session with an average change of 18.35%. All 10 of its stocks closed higher, and leader Ram Technology rose 29.95%.

Chip names stayed strong. Semiconductor Materials & Components averaged 13.5% on a 2-day streak, while Semiconductor Equipment posted 12.58% on a 3-day streak.

Ukraine Reconstruction returned after a 13-day gap with an average change of 9.22%. Medical AI added 9.16%, led by Oncocross at 29.92%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Glass Substratesrecurred after 20 days+18.4%10/10Ram Technology
2Semiconductor Materials & Components2 days running+13.5%10/10Ram Technology
3Semiconductor Equipment3 days running+12.6%9/9C&G Hi Tech
4Ukraine Reconstructionrecurred after 13 days+9.2%10/10DYD
5Medical AI3 days running+9.2%9/9Oncocross
6HBM (High Bandwidth Memory)3 days running+8.3%10/10Ycchem
7Construction Equipmentrecurred after 13 days+6.3%9/9Junjin Construction & Robot
8Modular Housingrecurred after 58 days+5.2%10/10Bumyang Construction

Theme by Theme

1. Glass Substrates (recurred after 20 days)

StockChangeCloseLeader
Ram Technology 171010+29.9%4,860★
Ycchem 112290+29.8%25,000
Philoptics 161580+25.0%38,300
C&G Hi Tech 264660+21.7%13,580
CHEMTRONICSCo 089010+17.2%24,550
HB Technology 078150+14.6%2,635
HBL 452190+13.8%4,545
JNTC 204270+13.8%21,750
Icd 040910+9.0%6,520
FNS Tech 083500+8.8%11,120

2. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Ram Technology 171010+29.9%4,860★
Ycchem 112290+29.8%25,000
Tokai Carbon Korea 064760+12.8%81,300
INNOX Advanced Materials 272290+11.2%29,200
KnJ 272110+9.8%15,930
ISC 095340+9.4%72,300
FNS Tech 083500+8.8%11,120
DNFCo 092070+8.7%11,090
BCnC 146320+7.8%10,280
Kctech 281820+6.8%31,500

3. Semiconductor Equipment (3 days running)

StockChangeCloseLeader
C&G Hi Tech 264660+21.7%13,580★
Hanwha Vision 489790+21.2%37,150
KoMi 183300+13.1%41,800
Tokai Carbon Korea 064760+12.8%81,300
Tes 095610+10.9%22,350
JNB 452160+9.6%6,500
Yest 122640+8.4%13,370
GigaVis 420770+7.9%32,000
Dit 110990+7.6%17,050

4. Ukraine Reconstruction (recurred after 13 days)

StockChangeCloseLeader
DYD 219550+12.0%885★
Sambu Construction 001470+11.9%999
HD Construction Equipment 267270+11.1%70,900
Itoxi 052770+10.4%1,208
SY Steel Tech 365330+10.3%7,510
SG 255220+8.8%3,205
HD Hyundai Infracore 042670+7.6%7,750
DASAN Networks 039560+7.4%3,795
DAEMO Engineering 317850+6.4%9,820
Hyundai Everdigm 041440+6.2%9,230

5. Medical AI (3 days running)

StockChangeCloseLeader
Oncocross 382150+29.9%13,070★
SyntekaBio 226330+19.8%8,600
Pharos iBio 388870+9.6%9,290
Deepnoid 315640+6.6%8,410
Moadata 288980+6.5%1,497
Tomatosystem 393210+4.5%5,980
Lunit 328130+2.1%72,400
SELVAS Healthcare 208370+1.8%5,080
NGeneBio 354200+1.6%1,762

Related news

6. HBM (High Bandwidth Memory) (3 days running)

StockChangeCloseLeader
Ycchem 112290+29.8%25,000★
Yest 122640+8.4%13,370
Dit 110990+7.6%17,050
Imt 451220+7.1%10,270
Kctech 281820+6.8%31,500
EO Technics 039030+5.8%144,000
Quality Reliability Technology 405100+5.6%13,590
PSK Holdings 031980+4.7%51,500
Auros Technology 322310+4.3%21,600
Systems Technology 039440+3.3%19,850

7. Construction Equipment (recurred after 13 days)

StockChangeCloseLeader
Junjin Construction & Robot 079900+12.4%42,050★
HD Construction Equipment 267270+11.1%70,900
HD Hyundai Infracore 042670+7.6%7,750
DAEMO Engineering 317850+6.4%9,820
Hyundai Everdigm 041440+6.2%9,230
Doosan Bobcat 241560+3.5%48,750
Jinsung T.e.c 036890+3.5%9,500
DY Power 210540+3.4%11,970
Daechang Forging 015230+2.8%5,240

8. Modular Housing (recurred after 58 days)

StockChangeCloseLeader
Bumyang Construction 002410+28.8%3,560★
KolonGlobal 003070+5.4%9,300
SY 109610+4.5%4,195
Dukshinepc 090410+3.7%1,670
Hanshin Construction 004960+3.3%6,270
Kumkang Kind 014280+2.2%4,160
NatureandEnvironment 043910+1.4%595
GS Engineering & Construction 006360+1.2%17,500
Samsung C&T 028260+0.9%119,600
POSCO Holdings 005490+0.2%242,500

Closing Thoughts

Several episodes run beyond this session. Semiconductor Equipment spans 2025-02-04 to 2025-02-10, and Ukraine Reconstruction runs to 2025-02-11.

HBM (High Bandwidth Memory) is on a 3-day streak with an average change of 8.34%. Modular Housing came back after a 58-day gap, with Bumyang Construction up 28.75%.