May 8: 8 Strong Themes — Semiconductor Materials & Components, Food
8 strong themes — 8 recurred. Top: Semiconductor Materials & Components +46.9%.
Strong themes8
Top change+46.9%
LeaderBK Holdings
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 |
|---|---|---|---|
| Semiconductor Materials & Components | BK Holdings | +395.96% | |
| Food | TS | +29.87% | |
| Animal Feed | TS | +29.87% | |
| OLED Displays | Vessel | +8.58% | |
| Semiconductor Equipment | N2tech | +6.16% | |
| Shipbuilding Equipment | Sung Kwang Bend | +11.43% | |
| Battery | MKElectron | +3.00% | |
| Flexible Displays | Kyung-in Synthetic | +11.16% |
On 2023-05-08, every stock across eight strong themes closed higher. Semiconductor Materials & Components led with an average change of 46.89%, lifted by BK Holdings at 395.96%.
Food followed at 13.26% and Animal Feed at 13.09%. Both were led by TS at 29.87%, and headlines that day pointed to a sharp rise in sugar prices.
Technology themes posted smaller gains: OLED Displays at 6.58%, Semiconductor Equipment at 5.66% and Flexible Displays at 3.85%. Sung Kwang Bend led Shipbuilding Equipment with 11.43%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | recurred after 12 days | +46.9% | 10/10 | BK Holdings |
| 2 | Food | recurred after 5 days | +13.3% | 9/9 | TS |
| 3 | Animal Feed | recurred after 5 days | +13.1% | 10/10 | TS |
| 4 | OLED Displays | recurred after 14 days | +6.6% | 9/9 | Vessel |
| 5 | Semiconductor Equipment | recurred after 12 days | +5.7% | 10/10 | N2tech |
| 6 | Shipbuilding Equipment | recurred after 10 days | +4.9% | 10/10 | Sung Kwang Bend |
| 7 | Battery | recurred after 6 days | +4.5% | 9/9 | MKElectron |
| 8 | Flexible Displays | recurred after 19 days | +3.9% | 10/10 | Kyung-in Synthetic |
Theme by Theme
1. Semiconductor Materials & Components (recurred after 12 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
BK Holdings 050090 | +396.0% | 1,964 | ★ |
Ji-tech 417500 | +29.9% | 5,615 | |
Fine Semitech 036810 | +12.3% | 23,741 | |
Dongjin Semichem 005290 | +7.5% | 31,600 | |
Lake Materials 281740 | +4.5% | 16,070 | |
Nepes 033640 | +4.2% | 20,400 | |
Temc 425040 | +4.2% | 19,700 | |
KnJ 272110 | +3.7% | 16,800 | |
Semcns 252990 | +3.3% | 5,030 | |
KEC 092220 | +3.3% | 10,880 |
2. Food (recurred after 5 days)
- Episode: started 2023-05-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
TS 001790 | +29.9% | 4,065 | ★ |
Samyang 145990 | +29.8% | 53,300 | |
Hantop 002680 | +14.8% | 8,900 | |
Singsongholdings 006880 | +11.5% | 8,650 | |
Neo Cremar 311390 | +10.0% | 9,010 | |
Seoul Food Ind 004410 | +6.6% | 2,250 | |
Milae Bioresources 218150 | +6.1% | 6,610 | |
Boratr 250000 | +5.8% | 11,100 | |
Sajodongaone 008040 | +4.8% | 1,085 |
Related news
- [특징주]대한제당, 설탕값 급등 수혜 전망에 강세 — 이데일리 (Korean)
- 설탕값 급등…삼양사·대한제당 상한가 — 한국경제 (Korean)
- [특징주] 대한제당, 설탕 가격 급등에 강세 — 이투데이 (Korean)
3. Animal Feed (recurred after 5 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TS 001790 | +29.9% | 4,065 | ★ |
Hanil Feed 005860 | +21.0% | 6,740 | |
FarmStory 027710 | +15.4% | 2,190 | |
Hantop 002680 | +14.8% | 8,900 | |
Korea Industrial 002140 | +13.7% | 4,600 | |
Daejoo 003310 | +9.2% | 2,555 | |
KC Feed 025880 | +8.7% | 3,110 | |
Farmsco 036580 | +6.4% | 3,725 | |
Milae Bioresources 218150 | +6.1% | 6,610 | |
Woosung 006980 | +5.7% | 24,850 |
Related news
- [특징주]대한제당, 설탕값 급등 수혜 전망에 강세 — 이데일리 (Korean)
- 설탕값 급등…삼양사·대한제당 상한가 — 한국경제 (Korean)
- [특징주] 대한제당, 설탕 가격 급등에 강세 — 이투데이 (Korean)
4. OLED Displays (recurred after 14 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
APS 054620 | +10.9% | 11,890 | |
Vessel 177350 | +8.6% | 7,787 | ★ |
Yas 255440 | +8.0% | 13,030 | |
Woori-Net 115440 | +7.1% | 8,790 | |
P&H Tech 239890 | +5.8% | 25,600 | |
Sunic System 171090 | +5.6% | 37,900 | |
Jusung Engineering 036930 | +5.0% | 16,050 | |
Icd 040910 | +4.1% | 12,850 | |
Philoptics 161580 | +4.1% | 9,850 |
Related news
- [리포트 브리핑]필옵틱스, ‘OLED 장비와 2차전지 장비의 동반성장’ Not Rated - 리딩투자증권 — 뉴스핌 (Korean)
5. Semiconductor Equipment (recurred after 12 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +12.3% | 23,741 | |
Pemtron 168360 | +6.3% | 5,950 | |
N2tech 227950 | +6.2% | 7,500 | ★ |
Justem 417840 | +5.8% | 6,272 | |
Jusung Engineering 036930 | +5.0% | 16,050 | |
Rorze Systems 071280 | +4.5% | 7,980 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +4.3% | 7,740 | |
Protec 053610 | +4.3% | 25,600 | |
PSK Holdings 031980 | +4.0% | 9,280 | |
Seojin System 178320 | +3.9% | 16,710 |
6. Shipbuilding Equipment (recurred after 10 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sung Kwang Bend 014620 | +11.4% | 13,550 | ★ |
Finebesteel 133820 | +9.3% | 2,460 | |
Oriental Precision & Engineering 014940 | +6.9% | 3,790 | |
T. K 023160 | +4.0% | 18,850 | |
BMTCo 086670 | +3.8% | 14,370 | |
Dongsung Finetec 033500 | +3.4% | 11,590 | |
Hy-lok 013030 | +3.0% | 22,550 | |
Dongbang Ship Machinery 099410 | +2.5% | 2,920 | |
Daechang Solution 096350 | +2.4% | 1,725 | |
Samyoung M-tek C0 054540 | +2.3% | 3,780 |
Related news
- 성광벤드, 1분기 영업익 148억…전년비 384.6%↑ [주목 e공시] — 한국경제 (Korean)
- [장중수급포착] 성광벤드, 외국인 13.13만 주 대량 순매수… 주가 +10.94% — 뉴스핌 (Korean)
- [잠정실적]성광벤드 1Q, 매출 684억 전년동기 대비 51% 증가… 영업이익률 상승전환 (연결) — 뉴스핌 (Korean)
7. Battery (recurred after 6 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
W-scope Chungju Plant 393890 | +6.5% | 49,000 | |
Pemtron 168360 | +6.3% | 5,950 | |
A.f.w 312610 | +6.2% | 5,280 | |
Sungwoo Hitech 015750 | +5.0% | 9,080 | |
Philoptics 161580 | +4.1% | 9,850 | |
SK Innovation 096770 | +3.4% | 182,031 | |
Lotte Energy Materials 020150 | +3.3% | 62,400 | |
Mi 059090 | +3.1% | 8,750 | |
MKElectron 033160 | +3.0% | 13,750 | ★ |
Related news
- 코스닥 2차전지 하락 전환‥에코프로비엠 3% 약세 — MBC (Korean)
8. Flexible Displays (recurred after 19 days)
- Episode: started 2023-05-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kyung-in Synthetic 012610 | +11.2% | 5,280 | ★ |
Jusung Engineering 036930 | +5.0% | 16,050 | |
Philoptics 161580 | +4.1% | 9,850 | |
LG Display 034220 | +3.4% | 13,984 | |
SK Innovation 096770 | +3.4% | 182,031 | |
V-one Tech 251630 | +2.5% | 9,660 | |
Shindo Eng. Lab 290520 | +2.4% | 6,290 | |
Interflex 051370 | +2.4% | 9,960 | |
Advanced Process Systems 265520 | +2.1% | 20,400 | |
DMS 068790 | +2.0% | 9,573 |
Closing Thoughts
The Food episode runs to 2023-05-09, while the other seven themes each show a single-day episode. Every theme is a recurrence, returning after gaps of 5 to 19 days.
News on Sung Kwang Bend cited first-quarter operating profit up 384.6% year on year. Battery averaged 4.55%, though one headline said KOSDAQ battery stocks had turned lower.