Jun 20: 8 Strong Themes — Asphalt Concrete, Semiconductor Equipment

June 20, 2023 · #Asphalt Concrete #Semiconductor Equipment #Shipping #Beauty & Cosmetics #Nuclear #Drones #Games #Fashion & Clothing

8 strong themes — 8 recurred. Top: Asphalt Concrete +10.7%.

Strong themes8 Top change+10.7% LeaderSG

Average change by strong theme

Average change of member stocks, by theme · descending
Asphalt Concrete
+10.7%
Semiconductor Equipment
+10.2%
Shipping
+10.0%
Beauty & Cosmetics
+5.6%
Nuclear
+4.9%
Drones
+4.7%
Games
+4.7%
Fashion & Clothing
+4.5%

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 -
ThemeLeaderChangeTrend
Asphalt ConcreteSG+11.44%
Semiconductor EquipmentTfe+29.93%
ShippingHeung-a Shipping+29.98%
Beauty & CosmeticsManyo Factory+10.35%
NuclearDt&C+29.92%
DronesDt&C+29.92%
GamesStaco Link+20.02%-
Fashion & ClothingNine & Company+4.19%

Eight themes closed higher on 2023-06-20, and every stock listed under them rose. Asphalt Concrete led with an average change of 10.7%, back after a 406-day gap.

Semiconductor Equipment followed with an average change of 10.18%, all 8 stocks up and Tfe gaining 29.93%. Shipping averaged 9.96% as Heung-a Shipping jumped 29.98%.

Dt&C rose 29.92% and led both Nuclear and Drones. Staco Link added 20.02% in Games, while Beauty & Cosmetics saw all 9 of its stocks finish higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Asphalt Concreterecurred after 406 days+10.7%4/4SG
2Semiconductor Equipmentrecurred after 5 days+10.2%8/8Tfe
3Shippingrecurred after 15 days+10.0%5/5Heung-a Shipping
4Beauty & Cosmeticsrecurred after 19 days+5.6%9/9Manyo Factory
5Nuclearrecurred after 7 days+4.9%10/10Dt&C
6Dronesrecurred after 7 days+4.7%9/9Dt&C
7Gamesrecurred after 29 days+4.7%9/9Staco Link
8Fashion & Clothingrecurred after 175 days+4.5%8/8Nine & Company

Theme by Theme

1. Asphalt Concrete (recurred after 406 days)

StockChangeCloseLeader
NPK 048830+15.6%2,150
Speco 013810+13.6%5,140
SG 255220+11.4%1,344★
Korea Petroleum Industries Company 004090+2.2%10,750

Related news

2. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
Tfe 425420+29.9%12,980★
Seojin System 178320+11.1%21,000
Kctech 281820+10.4%21,400
Tse 131290+8.8%56,600
Jusung Engineering 036930+7.6%18,590
HANMI Semiconductor 042700+5.5%30,900
UniTest 086390+4.1%15,610
LEENO Industrial 058470+4.0%28,452

Related news

3. Shipping (recurred after 15 days)

StockChangeCloseLeader
Heung-a Shipping 003280+30.0%1,886★
Korea Line 005880+10.1%2,155
KSS Line 044450+5.0%8,750
Pan Ocean 028670+3.4%5,470
HMM 011200+1.3%19,090

Related news

4. Beauty & Cosmetics (recurred after 19 days)

StockChangeCloseLeader
Manyo Factory 439090+10.3%41,050★
Neopharm 092730+5.8%12,161
Bonne 226340+5.5%7,610
Able C&C 078520+5.2%8,020
Classys 214150+5.2%33,700
Chungdamglobal 362320+5.1%8,480
Tonymoly 214420+4.5%5,320
Englewood Lab 950140+4.4%8,560
L&C Bio 290650+4.3%35,000

5. Nuclear (recurred after 7 days)

StockChangeCloseLeader
Dt&C 187220+29.9%5,580★
SG&G 040610+10.2%3,880
KEPCO Engineering & Construction Company 052690+3.3%75,800
S&W 103230+1.6%4,790
Geumhwa PSC 036190+1.0%31,200
T. K 023160+0.8%18,340
Taewoong 044490+0.8%17,050
Taihan Cable & Solution 001440+0.7%13,807
Hanyang Eng 045100+0.6%16,020
Sung Kwang Bend 014620+0.3%14,620

6. Drones (recurred after 7 days)

StockChangeCloseLeader
Dt&C 187220+29.9%5,580★
Hanwha Aerospace 012450+3.8%145,158
Makus 093520+3.4%15,480
Kencoa Aerospace 274090+1.7%15,410
T3 Entertainment 204610+0.9%1,706
Kocom 015710+0.9%5,770
KT 030200+0.7%30,750
Mcnex 097520+0.6%31,750
Hancom WITH 054920+0.6%4,045

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7. Games (recurred after 29 days)

StockChangeCloseLeader
Staco Link 060240+20.0%29,557★
Com2us 078340+3.6%68,400
Playwith Korea 023770+3.4%6,350
Itoxi 052770+3.1%8,919
Mgame 058630+3.0%7,870
Actoz Soft 052790+2.8%6,700
JoyCity 067000+2.5%3,975
Krafton 259960+2.0%204,500
Me2on 201490+1.9%3,500

8. Fashion & Clothing (recurred after 175 days)

StockChangeCloseLeader
Barrel 267790+9.4%9,190
MFM Korea 323230+5.3%827
Hwaseung Enterprise 241590+4.9%8,120
Nine & Company 366030+4.2%9,450★
Gamsung 036620+3.4%4,380
HS Industries 006060+3.2%3,860
Shinsegae International 031430+2.7%18,370
Kolon Industries 120110+2.6%46,850

Closing Thoughts

Every theme on 2023-06-20 was a one-day episode with a streak of 1. It remains open whether any of these moves carries into the next session.

For Asphalt Concrete, the only news was a 2023-06-19 report on further indictments in an SG share-manipulation case. Drones news cited a plan for a new drone operations command.