Jun 5: 3 Strong Themes — Casinos, Semiconductor Materials & Components
3 strong themes — 2 recurred · 1 new. Top: Casinos +9.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Casinos | Aroot | +18.08% | |
| Semiconductor Materials & Components | Nepes | +8.61% | |
| Semiconductor Equipment | Advanced Process Systems | +8.33% |
Casinos led the 2018-06-05 session with an average change of 9.8%, and all 4 of its stocks closed higher. The theme returned after a 139-day gap, with leader Aroot up 18.08%.
Chip names also ran. Semiconductor Materials & Components showed up as a new theme with an average change of 7.5%, led by Nepes at 8.61%.
Semiconductor Equipment returned after a 217-day gap with an average change of 7.21%. EO Technics rose 8.47%, while leader Advanced Process Systems gained 8.33%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Casinos | recurred after 139 days | +9.8% | 4/4 | Aroot |
| 2 | Semiconductor Materials & Components | new | +7.5% | 3/3 | Nepes |
| 3 | Semiconductor Equipment | recurred after 217 days | +7.2% | 3/3 | Advanced Process Systems |
Theme by Theme
1. Casinos (recurred after 139 days)
- Episode: started 2018-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Aroot 096690 | +18.1% | 220,955 | ★ |
TOVISCo 051360 | +8.8% | 8,820 | |
Grand Korea Leisure 114090 | +6.5% | 28,600 | |
Paradise 034230 | +5.8% | 19,950 |
Related news
- [마켓뷰] 외국인 나흘째 매수세…“北, 美에 카지노 투자 요청” 소식에 관련주 강세 — 조선일보 (Korean)
- [특징주]GKL·파라다이스, 北 카지노 사업투자 요청 소식 ‘상승’ — 한국경제 (Korean)
- 美, 北 원산 카지노 투자 기대감 … 카지노주 급등 — 이투데이 (Korean)
2. Semiconductor Materials & Components (new)
- Episode: started 2018-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes 033640 | +8.6% | 10,850 | ★ |
Hana Materials 166090 | +7.1% | 24,500 | |
SK Materials 036490 | +6.8% | 171,600 |
Related news
- 네패스, 7.11% 오르며 체결강도 강세 지속(431%) — 서울경제 (Korean)
- [한경로보뉴스] ‘네패스’ 5% 이상 상승, 기관 3일 연속 순매수(4.4만주) — 한국경제 (Korean)
- [한경로보뉴스] ‘네패스’ 10% 이상 상승, 전형적인 상승세, 단기·중기 이평선 정배열 — 한국경제 (Korean)
3. Semiconductor Equipment (recurred after 217 days)
- Episode: started 2018-06-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
EO Technics 039030 | +8.5% | 80,700 | |
Advanced Process Systems 265520 | +8.3% | 25,350 | ★ |
Tes 095610 | +4.8% | 30,300 |
Related news
- AP시스템, 5.56% 오르며 체결강도 강세 지속(313%) — 서울경제 (Korean)
- [한경로보뉴스] ‘AP시스템’ 10% 이상 상승, 2018.1Q, 매출액 1,473억(+16.5%), 영업이익 106억(-16.4%) — 한국경제 (Korean)
- AP시스템, 전일 대비 7.05% 상승.. 일일회전율은 1.82% 기록 — 서울경제 (Korean)
Closing Thoughts
All three themes are on a streak of 1, so the next sessions will show whether the moves continue. For Casinos, headlines linked the rally to reports that North Korea asked the US for casino investment.
In chips, every stock rose in both semiconductor themes: 3 of 3 in each. Whether that breadth lasts beyond 2018-06-05 is the next thing the data will show.