Jan 4: 8 Strong Themes — Drones, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Drones +10.8%.
Strong themes8
Top change+10.8%
LeaderJCH Systems
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Drones | JCH Systems | +23.85% | |
| Semiconductor Equipment | PSK Holdings | +16.57% | |
| Semiconductor Materials & Components | Micro Contact Solution | +6.20% | |
| COVID (Diagnostics) | QuantaMatrix | +12.98% | |
| Semiconductor Majors (Fabrication) | SK hynix | +7.14% | |
| Solar | Wonik IPS | +9.66% | |
| Autonomous Driving | A-Tech Solution | +7.46% | |
| Metaverse & VR | XIIlab | +6.36% |
On Jan 4, all eight strong themes closed with every one of their stocks higher. Drones led with an average change of 10.76%, with all 9 stocks up after an 8-day gap.
Chip stocks filled much of the rest of the list. Semiconductor Equipment posted an average change of 9.34% for a second straight day, led by PSK Holdings at 16.57%.
SK hynix rose 7.14% as Semiconductor Majors (Fabrication) came back after 13 days, and Samsung Electronics gained 4.33%. Solar returned after a gap of 51 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Drones | recurred after 8 days | +10.8% | 9/9 | JCH Systems |
| 2 | Semiconductor Equipment | 2 days running | +9.3% | 9/9 | PSK Holdings |
| 3 | Semiconductor Materials & Components | 2 days running | +6.7% | 10/10 | Micro Contact Solution |
| 4 | COVID (Diagnostics) | recurred after 6 days | +6.1% | 9/9 | QuantaMatrix |
| 5 | Semiconductor Majors (Fabrication) | recurred after 13 days | +5.9% | 3/3 | SK hynix |
| 6 | Solar | recurred after 51 days | +5.8% | 10/10 | Wonik IPS |
| 7 | Autonomous Driving | recurred after 21 days | +5.8% | 9/9 | A-Tech Solution |
| 8 | Metaverse & VR | recurred after 34 days | +5.2% | 6/6 | XIIlab |
Theme by Theme
1. Drones (recurred after 8 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +30.0% | 4,140 | |
JCH Systems 033320 | +23.9% | 6,050 | ★ |
PC Direct 051380 | +10.9% | 4,020 | |
Inzi Controls 023800 | +6.9% | 7,130 | |
Kocom 015710 | +6.5% | 6,550 | |
Duksanhimetal 077360 | +5.3% | 4,805 | |
Kisan Telecom 035460 | +5.1% | 3,005 | |
Makus 093520 | +4.7% | 8,410 | |
Hanbit Soft 047080 | +3.7% | 3,100 |
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2. Semiconductor Equipment (2 days running)
- Episode: started 2023-01-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +16.6% | 7,810 | ★ |
PSK 319660 | +11.7% | 17,250 | |
Wonik IPS 240810 | +9.7% | 27,800 | |
Tse 131290 | +8.8% | 37,000 | |
Xavis 254120 | +8.2% | 1,652 | |
HANMI Semiconductor 042700 | +7.7% | 12,650 | |
Asflow 159010 | +7.4% | 10,250 | |
LOTVacuum 083310 | +7.0% | 12,150 | |
Genesem 217190 | +7.0% | 3,355 |
3. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-01-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Materials 166090 | +9.7% | 36,050 | |
WONIK QnC 074600 | +8.0% | 25,650 | |
Tokai Carbon Korea 064760 | +6.8% | 97,800 | |
ISC 095340 | +6.6% | 33,750 | |
Micro Contact Solution 098120 | +6.2% | 5,480 | ★ |
Lake Materials 281740 | +6.1% | 4,665 | |
Soulbrain 357780 | +6.1% | 228,300 | |
Dongjin Semichem 005290 | +6.0% | 31,900 | |
3S Korea 060310 | +5.7% | 2,125 | |
GO Element 311320 | +5.7% | 10,273 |
4. COVID (Diagnostics) (recurred after 6 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
QuantaMatrix 317690 | +13.0% | 4,960 | ★ |
NanoenTek 039860 | +9.4% | 6,370 | |
SD Biosensor 137310 | +6.3% | 29,700 | |
Genematrix 109820 | +5.0% | 4,185 | |
Genesystem 363250 | +5.0% | 8,650 | |
Seegene 096530 | +4.8% | 27,350 | |
Il Dong Pharmaceutical 249420 | +4.1% | 29,100 | |
CJ Bioscience 311690 | +3.7% | 27,064 | |
Osangjaiel 053980 | +3.6% | 4,547 |
5. Semiconductor Majors (Fabrication) (recurred after 13 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +7.1% | 81,000 | ★ |
DB HiTek 000990 | +6.1% | 39,800 | |
Samsung Electronics 005930 | +4.3% | 57,800 |
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6. Solar (recurred after 51 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +9.7% | 27,800 | ★ |
LOTVacuum 083310 | +7.0% | 12,150 | |
Jusung Engineering 036930 | +6.6% | 11,300 | |
Lake Materials 281740 | +6.1% | 4,665 | |
G2Power 388050 | +5.8% | 7,630 | |
RS Automation 140670 | +5.2% | 11,315 | |
KoMi 183300 | +4.8% | 22,995 | |
Makus 093520 | +4.7% | 8,410 | |
Zeus 079370 | +4.2% | 8,333 | |
S-Energy 095910 | +4.1% | 2,527 |
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7. Autonomous Driving (recurred after 21 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nextchip 396270 | +8.9% | 6,049 | |
A-Tech Solution 071670 | +7.5% | 8,640 | ★ |
SK hynix 000660 | +7.1% | 81,000 | |
Chips&Media 094360 | +5.3% | 7,400 | |
InfoBank 039290 | +5.2% | 9,910 | |
Obigo 352910 | +4.9% | 9,600 | |
LG Electronics 066570 | +4.7% | 89,700 | |
Samsung Electronics 005930 | +4.3% | 57,800 | |
Finedigital 038950 | +4.3% | 4,605 |
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8. Metaverse & VR (recurred after 34 days)
- Episode: started 2023-01-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
XIIlab 189330 | +6.4% | 12,517 | ★ |
Davolink 340360 | +6.3% | 915 | |
Chips&Media 094360 | +5.3% | 7,400 | |
Kakao 035720 | +4.5% | 55,700 | |
NEWFLEXTECHNOLGYCo 085670 | +4.4% | 6,880 | |
S Net Systems 038680 | +4.2% | 4,823 |
Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components were the only themes on a 2-day streak. The next sessions will show whether that run continues past Jan 4.
Drones, COVID (Diagnostics) and Autonomous Driving each lasted one day. The drone headlines cited a presidential order to mass-produce small drones within the year.