Feb 19: 5 Strong Themes — Rare Earths & Rare Metals, Semiconductors
5 strong themes — 4 recurred · 1 new. Top: Rare Earths & Rare Metals +14.1%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Rare Earths & Rare Metals | Union | +29.97% | |
| Semiconductors | HANMI Semiconductor | +12.27% | |
| Shipping | Pan Ocean | +5.99% | |
| Cold Chain Logistics | SeouLinBioscience | +4.89% | |
| K-New Deal Index | Soulbrain | +6.24% |
On Feb 19, 2021, Rare Earths & Rare Metals led the session with an average change of 14.07%. All 4 stocks in the theme rose, headed by Union at 29.97%.
Semiconductors followed with an average change of 7.33%, and all 7 stocks advanced. HANMI Semiconductor rose 12.27%, while Hana Materials posted the theme’s top gain at 12.39%.
Shipping and Cold Chain Logistics posted average gains of 4.03% and 3.17%. The new K-New Deal Index theme was mixed: 4 of 9 stocks rose, for an average change of -0.39%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Rare Earths & Rare Metals | recurred after 3 days | +14.1% | 4/4 | Union |
| 2 | Semiconductors | recurred after 3 days | +7.3% | 7/7 | HANMI Semiconductor |
| 3 | Shipping | recurred after 31 days | +4.0% | 3/3 | Pan Ocean |
| 4 | Cold Chain Logistics | recurred after 29 days | +3.2% | 4/4 | SeouLinBioscience |
| 5 | K-New Deal Index | new | -0.4% | 4/9 | Soulbrain |
Theme by Theme
1. Rare Earths & Rare Metals (recurred after 3 days)
- Episode: started 2021-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Union 000910 | +30.0% | 8,240 | ★ |
Union Materials 047400 | +12.1% | 4,720 | |
Tplex 081150 | +8.9% | 3,930 | |
Cenotec 222420 | +5.3% | 2,175 |
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2. Semiconductors (recurred after 3 days)
- Episode: started 2021-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Materials 166090 | +12.4% | 38,100 | |
HANMI Semiconductor 042700 | +12.3% | 12,125 | ★ |
HanaMicron 067310 | +7.9% | 8,388 | |
LEENO Industrial 058470 | +6.3% | 34,059 | |
Soulbrain 357780 | +6.2% | 321,900 | |
SK hynix 000660 | +5.6% | 133,000 | |
Samsung Electronics 005930 | +0.6% | 82,600 |
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3. Shipping (recurred after 31 days)
- Episode: started 2021-02-19, day 4
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4. Cold Chain Logistics (recurred after 29 days)
- Episode: started 2021-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SeouLinBioscience 038070 | +4.9% | 12,533 | ★ |
GC Cell 144510 | +3.6% | 94,300 | |
Taekyung Chemical 006890 | +2.7% | 15,250 | |
GlobalStandardTechnology 083450 | +1.5% | 10,248 |
5. K-New Deal Index (new)
- Episode: started 2021-02-19, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain 357780 | +6.2% | 321,900 | ★ |
Neptune Company 217270 | +4.3% | 29,400 | |
Kakao Games 293490 | +1.5% | 54,900 | |
Rsupport 131370 | +1.0% | 9,800 | |
Alteogen 196170 | -1.2% | 75,961 | |
Kginicis 035600 | -2.1% | 18,950 | |
Ubiquoss Holdings 078070 | -3.0% | 24,600 | |
Foosung 093370 | -3.9% | 10,840 | |
PearlAbyss 263750 | -6.5% | 63,940 |
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Closing Thoughts
The Shipping episode runs from Feb 19 to Feb 22, spanning 4 days. Pan Ocean led that group with a 5.99% gain, and HMM added 3.8%.
Rare earths and semiconductors both returned after a gap of 3 days. The next sessions will show whether Union and HANMI Semiconductor’s moves extend beyond one day.