Aug 29: 2 Strong Themes — Defense & War, 3D NAND / Semiconductor Equipment
2 strong themes — 1 recurred · 1 new. Top: Defense & War +4.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Defense & War | Victek | +7.31% | |
| 3D NAND / Semiconductor Equipment | JAS Robotics | +5.02% |
Two themes stood out on 2017-08-29. Defense & War came back after a 20-day gap, with all 3 stocks rising for an average change of 4.04%. A same-day Korean news report also flagged the defense rally.
Victek led the defense group, up 7.31% to close at 4110 on volume of 26004203 shares. Itcenentec and Speco each gained 2.41%.
3D NAND / Semiconductor Equipment appeared as a new theme with an average change of 3.87%, and 3 of its 4 stocks rose. JAS Robotics led at 5.02%, followed by Hanyang Eng at 3.36% and Tes at 3.22%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Defense & War | recurred after 20 days | +4.0% | 3/3 | Victek |
| 2 | 3D NAND / Semiconductor Equipment | new | +3.9% | 3/4 | JAS Robotics |
Theme by Theme
1. Defense & War (recurred after 20 days)
- Episode: started 2017-08-29, day 1
Related news
- [방위산업 테마]빅텍(+10.7%)·스페코(+6.04%) — 헤럴드경제 (Korean)
2. 3D NAND / Semiconductor Equipment (new)
- Episode: started 2017-08-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JAS Robotics 090470 | +5.0% | 23,000 | ★ |
Hanyang Eng 045100 | +3.4% | 12,300 | |
Tes 095610 | +3.2% | 30,450 | |
PSK Holdings 031980 | - | - |
Closing Thoughts
The defense theme’s return is a 1-day streak so far, and most of its volume came from Victek. The next session will show whether gains spread more widely across the group.
3D NAND / Semiconductor Equipment made its first appearance in this session. PSK Holdings had no price data, so the next session should show whether the group grows beyond its 3 gainers.