Aug 3: 3 Strong Themes — Semiconductors, EV / Battery
3 strong themes — 1 running · 2 recurred. Top: Semiconductors +3.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductors | S&S Tech | +4.35% | |
| EV / Battery | iA | +6.44% | |
| African Swine Fever (ASF) | Cheil Bio | +6.31% | - |
Three themes led the Aug 3 session, and every stock in them closed higher. Semiconductors topped the list with an average change of 3.94%, with all 6 stocks rising.
EV / Battery came back after a 7-day gap with an average change of 3.24%. All 7 stocks rose, led by iA at 6.44%.
African Swine Fever (ASF) returned after 89 days with an average change of 3.21%. Leader Cheil Bio gained 6.31% on volume of 25857036 shares.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductors | 2 days running | +3.9% | 6/6 | S&S Tech |
| 2 | EV / Battery | recurred after 7 days | +3.2% | 7/7 | iA |
| 3 | African Swine Fever (ASF) | recurred after 89 days | +3.2% | 3/3 | Cheil Bio |
Theme by Theme
1. Semiconductors (2 days running)
- Episode: started 2021-08-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
EugeneTechnology 084370 | +5.4% | 49,000 | |
ENF Technology 102710 | +5.0% | 36,650 | |
S&S Tech 101490 | +4.3% | 33,550 | ★ |
SK hynix 000660 | +3.5% | 120,000 | |
DB HiTek 000990 | +2.8% | 65,900 | |
Samsung Electronics 005930 | +2.6% | 81,400 |
2. EV / Battery (recurred after 7 days)
- Episode: started 2021-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
iA 038880 | +6.4% | 62,000 | ★ |
Edge Foundry 105550 | +5.5% | 3,775 | |
Cosmochemical 005420 | +2.6% | 11,745 | |
Chunbo 278280 | +2.6% | 228,400 | |
mPlus 259630 | +2.1% | 14,750 | |
Ecopro 086520 | +1.8% | 13,679 | |
KEC 092220 | +1.7% | 11,345 |
3. African Swine Fever (ASF) (recurred after 89 days)
- Episode: started 2021-08-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheil Bio 052670 | +6.3% | 3,875 | ★ |
Daehan Nupharm 054670 | +1.8% | 11,450 | |
WooGeneB&G 018620 | +1.5% | 11,052 |
Closing Thoughts
Semiconductors is on a 2-day streak that began Aug 2, and the first thing to see is whether it continues. Within the theme, SK hynix rose 3.45% and Samsung Electronics rose 2.65%.
So far, the other two themes have each appeared for only one day. The next session will show whether EV / Battery and African Swine Fever (ASF) come back and the moves continue.