Jul 16: 3 Strong Themes — MLCC (Multilayer Ceramic Capacitors), Semiconductor Materials & Components
3 strong themes — 1 running · 2 recurred. Top: MLCC (Multilayer Ceramic Capacitors) +9.7%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +17.27% | |
| Semiconductor Materials & Components | Foosung | +10.01% | |
| Machine Tools | Seoam Machinery Industry | +8.95% |
MLCC (Multilayer Ceramic Capacitors) led the 2019-07-16 session with an average change of 9.67%, and all 3 of its stocks closed higher. The theme came back after a gap of 257 days.
Samwha Capacitor led the group with a 17.27% gain, closing at 53300. Headlines linked the rally in MLCC-related stocks to Japan’s export restrictions.
Semiconductor Materials & Components extended its streak to 2 days with an average change of 9.02%. Its leader, Foosung, rose 10.01% on volume of 76623420 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | MLCC (Multilayer Ceramic Capacitors) | recurred after 257 days | +9.7% | 3/3 | Samwha Capacitor |
| 2 | Semiconductor Materials & Components | 2 days running | +9.0% | 4/4 | Foosung |
| 3 | Machine Tools | recurred after 7 days | +7.0% | 2/2 | Seoam Machinery Industry |
Theme by Theme
1. MLCC (Multilayer Ceramic Capacitors) (recurred after 257 days)
- Episode: started 2019-07-16, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +17.3% | 53,300 | ★ |
Amotech 052710 | +7.6% | 14,380 | |
Samsung Electro-mechanics 009150 | +4.1% | 95,800 |
Related news
- 日 수출 규제 여파에 MLCC 관련주 강세 — 서울경제 (Korean)
- 삼성전기, MLCC 부문 중국 매출 부진…목표가↓-한국 — 이데일리 (Korean)
- [SEN]시노펙스, ‘MLCC 세라믹 필터’ 국내최초 국산화 성공 부각에 강세…日 추가규제 수혜 기대감 — 서울경제 (Korean)
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2019-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +10.8% | 8,158 | |
Foosung 093370 | +10.0% | 11,817 | ★ |
Mecaro 241770 | +9.7% | 16,400 | |
SK enpulse 057500 | +5.6% | 4,180 |
Related news
- [특징주] 후성, 반도체 소재 국산화 수혜 ‘7% 강세’ — 이투데이 (Korean)
- 후성 주가, 전날 상한가 치고 오늘도 ‘강세’ — 부산일보 (Korean)
- [특징주]반도체 소재 국산화..후성, SKC 솔믹스 등 강세 — 이데일리 (Korean)
3. Machine Tools (recurred after 7 days)
- Episode: started 2019-07-16, day 1
Related news
- [SEN]화천기계, 세계최초 지능형 ‘공작기계’ 개발 부각에 강세…日 공작기계 수출규제 우려 — 서울경제 (Korean)
- [특징주]日, 수출규제 확산 우려에 공작기계株 ‘강세’ — 이데일리 (Korean)
Closing Thoughts
Machine Tools came back after 7 days with an average change of 6.98%, led by Seoam Machinery Industry at 8.95%. News tied the move to concerns that Japan’s export curbs could spread.
All three themes moved on headlines about Japan’s export curbs. The next sessions will show whether the Semiconductor Materials & Components streak goes beyond 2 days and whether the MLCC rally lasts.