May 23: 2 Strong Themes — Semiconductor Equipment, Materials & Components, Semiconductor Majors (Fabrication)
2 strong themes — 1 recurred · 1 new. Top: Semiconductor Equipment, Materials & Components +8.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment, Materials & Components | Kctech | +10.18% | |
| Semiconductor Majors (Fabrication) | SK hynix | +6.96% |
Chip stocks dominated the May 23 session, with two semiconductor themes posting strong gains. Semiconductor Equipment, Materials & Components led with an average change of 7.97%.
Kctech topped the equipment group with a 10.18% gain, closing at 24350. Tse added 7.55% and WONIK Materials rose 6.17%, so all three stocks in the theme finished higher.
Semiconductor Majors (Fabrication) returned after a 27-day gap, with an average change of 5.28%. SK hynix climbed 6.96% on volume of 10378915 shares, while Samsung Electronics gained 3.6%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment, Materials & Components | new | +8.0% | 3/3 | Kctech |
| 2 | Semiconductor Majors (Fabrication) | recurred after 27 days | +5.3% | 2/2 | SK hynix |
Theme by Theme
1. Semiconductor Equipment, Materials & Components (new)
- Episode: started 2018-05-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kctech 281820 | +10.2% | 24,350 | ★ |
Tse 131290 | +7.5% | 17,100 | |
WONIK Materials 104830 | +6.2% | 31,850 |
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2. Semiconductor Majors (Fabrication) (recurred after 27 days)
- Episode: started 2018-05-23, day 1
Related news
- 코스피, 외인 매수로 2470선 회복…SK하이닉스 6%대 ‘급등’ — 한국경제 (Korean)
Closing Thoughts
Both themes are on a streak of 1, so the next sessions will show whether the chip move lasts beyond a single day.
Every stock in both themes closed higher in this session. Whether Kctech and SK hynix stay the leaders will help show how these themes develop.