Feb 14: 7 Strong Themes — System Semiconductors, Ukraine Reconstruction (Related)
7 strong themes — 1 running · 6 recurred. Top: System Semiconductors +12.4%.
Strong themes7
Top change+12.4%
LeaderWinpac
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 |
|---|---|---|---|
| System Semiconductors | Winpac | +30.00% | |
| Ukraine Reconstruction (Related) | DAEMO Engineering | +12.90% | |
| Construction Equipment | DAEMO Engineering | +12.90% | |
| Autonomous Driving | LG Electronics | +5.69% | |
| Airlines & Low-Cost Carriers | Hanjinkal | +3.21% | |
| Semiconductor Majors (Fabrication) | SK hynix | +3.09% | |
| Car Majors | Hyundai Mobis | +2.65% |
System Semiconductors led the 2023-02-14 session with an average change of 12.43%, and all 10 of its stocks closed higher. It was the theme’s second straight day on the list.
Winpac topped the group with a 30.0% gain, closing at 6955, followed by Advanced Digital Chips at 20.63%. ABOV Semiconductor rose 13.47% on volume of 11748636 shares.
Outside chips, DAEMO Engineering rose 12.9% and led both Ukraine Reconstruction (Related) and Construction Equipment. Those themes averaged 4.96% and 4.48%, with every stock in both up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | 2 days running | +12.4% | 10/10 | Winpac |
| 2 | Ukraine Reconstruction (Related) | recurred after 28 days | +5.0% | 8/8 | DAEMO Engineering |
| 3 | Construction Equipment | recurred after 5 days | +4.5% | 8/8 | DAEMO Engineering |
| 4 | Autonomous Driving | recurred after 5 days | +3.5% | 10/10 | LG Electronics |
| 5 | Airlines & Low-Cost Carriers | recurred after 8 days | +2.5% | 4/4 | Hanjinkal |
| 6 | Semiconductor Majors (Fabrication) | recurred after 6 days | +2.0% | 3/3 | SK hynix |
| 7 | Car Majors | recurred after 11 days | +1.4% | 6/6 | Hyundai Mobis |
Theme by Theme
1. System Semiconductors (2 days running)
- Episode: started 2023-02-13, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +30.0% | 6,955 | ★ |
Advanced Digital Chips 054630 | +20.6% | 5,380 | |
Nepes Ark 330860 | +14.0% | 23,200 | |
ABOV Semiconductor 102120 | +13.5% | 10,780 | |
Makus 093520 | +10.0% | 9,490 | |
Openedges Technology 394280 | +7.9% | 23,300 | |
Signetics 033170 | +7.7% | 1,365 | |
Quality Reliability Technology 405100 | +7.7% | 13,610 | |
Zinitix 303030 | +7.3% | 8,035 | |
ADTechnology 200710 | +5.7% | 17,850 |
Related news
- K칩스법 통과 기대감에…윈팩·제주반도체 등 상승 — 스포츠한국 (Korean)
2. Ukraine Reconstruction (Related) (recurred after 28 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DAEMO Engineering 317850 | +12.9% | 14,620 | ★ |
SY 109610 | +5.6% | 3,760 | |
Haein 003010 | +5.6% | 7,350 | |
Hyundai Everdigm 041440 | +4.0% | 9,050 | |
Seoam Machinery Industry 100660 | +3.8% | 6,370 | |
KH Construction 226360 | +3.0% | 3,540 | |
Firstec 010820 | +2.4% | 3,400 | |
DY Power 210540 | +2.4% | 12,080 |
Related news
- [특징주]대모, 인도 세계 2위 리튬 광산 발견..인도 시장 30% 점유율 이력 부각 ‘강세’ — 이데일리 (Korean)
- [장중수급포착] 대모, 외국인 32,513주 대량 순매수… 주가 +6.15% — 뉴스핌 (Korean)
3. Construction Equipment (recurred after 5 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DAEMO Engineering 317850 | +12.9% | 14,620 | ★ |
Haein 003010 | +5.6% | 7,350 | |
Hyundai Everdigm 041440 | +4.0% | 9,050 | |
Jinsung T.e.c 036890 | +3.4% | 12,280 | |
Daechang Forging 015230 | +3.2% | 7,400 | |
Dongil Metal 109860 | +2.8% | 25,950 | |
DY Power 210540 | +2.4% | 12,080 | |
Seoyon Topmetal 019770 | +1.6% | 4,775 |
Related news
- [특징주]대모, 인도 세계 2위 리튬 광산 발견..인도 시장 30% 점유율 이력 부각 ‘강세’ — 이데일리 (Korean)
- [장중수급포착] 대모, 외국인 32,513주 대량 순매수… 주가 +6.15% — 뉴스핌 (Korean)
4. Autonomous Driving (recurred after 5 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Electronics 066570 | +5.7% | 113,300 | ★ |
CHEMTRONICSCo 089010 | +4.8% | 17,110 | |
Sekonix 053450 | +3.6% | 6,990 | |
Telechips 054450 | +3.3% | 15,210 | |
THE MIDONG 161570 | +3.1% | 1,220 | |
SK hynix 000660 | +3.1% | 93,400 | |
Ace Technologies 088800 | +3.0% | 16,885 | |
Hyundai Mobis 012330 | +2.6% | 213,000 | |
Unitrontech 142210 | +2.6% | 4,260 | |
Finedigital 038950 | +2.5% | 5,700 |
Related news
- [특징주] LG전자, 증권가 호평 속 5%대 강세… 전장부문 매출 호조 전망 — 아주경제 (Korean)
- [ET라씨로] LG전자, 장초반 강세…“기업가치 재평가될 것”-KB — 전자신문 (Korean)
- “저평가된 주가, 재평가 필요”…증권가 낙관에 LG전자 강세 — 한국경제 (Korean)
5. Airlines & Low-Cost Carriers (recurred after 8 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
AK Holdings 006840 | +4.3% | 18,560 | |
Hanjinkal 180640 | +3.2% | 41,850 | ★ |
Jejuair 089590 | +2.1% | 16,930 | |
Tway Holdings Incorporation 004870 | +0.6% | 660 |
6. Semiconductor Majors (Fabrication) (recurred after 6 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +3.1% | 93,400 | ★ |
DB HiTek 000990 | +2.6% | 47,900 | |
Samsung Electronics 005930 | +0.5% | 63,200 |
Related news
- 올해 성과급 방어 성공한 삼성·SK하이닉스…내년엔 ‘글쎄’ — 뉴스핌 (Korean)
7. Car Majors (recurred after 11 days)
- Episode: started 2023-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Mobis 012330 | +2.6% | 213,000 | ★ |
HL Mando 204320 | +1.6% | 46,950 | |
Hyundai Wia 011210 | +1.5% | 54,900 | |
Hyundai Motor 005380 | +1.2% | 173,700 | |
Hanon Systems 018880 | +1.1% | 8,338 | |
Kia 000270 | +0.4% | 73,500 |
Related news
- 현대모비스 “모빌리티 플랫폼 공급자 전환”… 3년간 10조 투자 — 파이낸셜뉴스 (Korean)
- 현대모비스 “3년간 최대 10조원 투자”…‘모빌리티 플랫폼 공급자’ 전환 가속 — 파이낸셜뉴스 (Korean)
- 현대모비스, 1천500억 원 자사주 매입 후 소각 — OBS (Korean)
Closing Thoughts
Autonomous Driving averaged 3.45%, led by LG Electronics at 5.69%, and Semiconductor Majors (Fabrication) averaged 2.05%. It is not yet clear whether these broader gains continue beyond one day.
The main question is whether System Semiconductors can extend its 2-day streak. Car Majors also rose 1.42% on average, with Hyundai Mobis leading the group.