Jun 23: 7 Strong Themes — Semiconductor Equipment, Beauty & Cosmetics

June 23, 2023 · #Semiconductor Equipment #Beauty & Cosmetics #AI & Robotics #Cloud Computing #Semiconductor Materials & Components #Rare Earths & Rare Metals #Semiconductor Majors (Fabrication)

7 strong themes — 7 recurred. Top: Semiconductor Equipment +12.3%.

Strong themes7 Top change+12.3% LeaderGigaVis

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+12.3%
Beauty & Cosmetics
+6.7%
AI & Robotics
+6.1%
Cloud Computing
+4.5%
Semiconductor Materials & Components
+3.9%
Rare Earths & Rare Metals
+3.1%
Semiconductor Majors (Fabrication)
+0.9%

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
Semiconductor EquipmentGigaVis+29.94%
Beauty & CosmeticsKukje Pharma+5.18%
AI & RoboticsSyntekaBio+15.06%
Cloud ComputingSaltware+24.69%
Semiconductor Materials & ComponentsYcchem+8.72%
Rare Earths & Rare MetalsSetopia+8.26%-
Semiconductor Majors (Fabrication)DB HiTek+1.44%

Every theme on the Jun 23 list finished with all of its stocks higher. Semiconductor Equipment led with an average change of 12.35%, and all 9 of its stocks rose.

GigaVis led that group, up 29.94% to close at 92000. Mirae added 17.91% and Protec 13.46%. News coverage pointed to a GigaVis patent on automated optical repair.

Cloud Computing came back after a gap of 147 days, led by Saltware at 24.69%. Beauty & Cosmetics averaged 6.73% and AI & Robotics 6.1%, where SyntekaBio led at 15.06%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 3 days+12.3%9/9GigaVis
2Beauty & Cosmeticsrecurred after 3 days+6.7%7/7Kukje Pharma
3AI & Roboticsrecurred after 4 days+6.1%9/9SyntekaBio
4Cloud Computingrecurred after 147 days+4.5%10/10Saltware
5Semiconductor Materials & Componentsrecurred after 8 days+3.9%10/10Ycchem
6Rare Earths & Rare Metalsrecurred after 21 days+3.1%6/6Setopia
7Semiconductor Majors (Fabrication)recurred after 3 days+0.9%2/2DB HiTek

Theme by Theme

1. Semiconductor Equipment (recurred after 3 days)

StockChangeCloseLeader
GigaVis 420770+29.9%92,000★
Mirae 025560+17.9%57,479
Protec 053610+13.5%46,350
Nepes Ark 330860+10.8%25,150
Techwing 089030+10.3%8,240
Pemtron 168360+7.6%7,765
N2tech 227950+7.2%6,010
Laserssel 412350+7.1%11,041
Exicon 092870+6.8%12,887

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2. Beauty & Cosmetics (recurred after 3 days)

StockChangeCloseLeader
Tonymoly 214420+13.7%6,300
DYD 219550+7.1%8,420
Cosmecca Korea 241710+6.8%21,100
Sunjin Beauty Science 086710+6.2%9,530
Kukje Pharma 002720+5.2%4,365★
Cosnine 082660+4.1%908
Manyo Factory 439090+3.9%40,200

3. AI & Robotics (recurred after 4 days)

StockChangeCloseLeader
SyntekaBio 226330+15.1%9,204★
JLK 322510+14.0%13,097
T-Robotics 117730+11.3%20,900
Exem 205100+4.8%2,145
Vuno 338220+4.1%34,250
Emro 058970+2.0%45,200
Lunit 328130+1.7%32,180
Selvas AI 108860+1.1%17,900
Nepes 033640+0.8%18,650

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4. Cloud Computing (recurred after 147 days)

StockChangeCloseLeader
Saltware 328380+24.7%10,100★
Piolink 170790+5.5%15,060
Exem 205100+4.8%2,145
Kinx 093320+3.5%71,000
Commax 036690+2.3%3,575
Gabia 079940+2.1%12,830
Emro 058970+2.0%45,200
Hunesion 290270+0.2%4,700
Hyosung ITX 094280+0.1%13,050
SK Telecom 017670+0.1%47,400

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5. Semiconductor Materials & Components (recurred after 8 days)

StockChangeCloseLeader
Ycchem 112290+8.7%6,797★
ENF Technology 102710+6.6%25,100
Duksanhimetal 077360+4.5%7,220
WONIK QnC 074600+4.3%29,000
Protec Mems Technology 147760+3.3%4,390
FNS Tech 083500+3.1%8,880
Ji-tech 417500+2.3%5,040
Haesung DS 195870+2.2%55,500
Hansol IONES 114810+1.9%8,980
Micro2nano 424980+1.9%19,550

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6. Rare Earths & Rare Metals (recurred after 21 days)

StockChangeCloseLeader
Setopia 222810+8.3%17,375★
Samwha Electronics 011230+3.9%7,557
Novatech 285490+3.8%36,000
Union Materials 047400+1.2%4,070
Daewon Chemical 024890+0.9%13,325
Union 000910+0.5%6,560

7. Semiconductor Majors (Fabrication) (recurred after 3 days)

StockChangeCloseLeader
DB HiTek 000990+1.4%63,400★
Samsung Electronics 005930+0.4%71,600

Closing Thoughts

Semiconductor Equipment and AI & Robotics both show episodes ending 2023-06-26. The next sessions will show whether this breadth holds.

Beauty & Cosmetics, Cloud Computing and Rare Earths & Rare Metals each logged a 1-day episode. Semiconductor Majors (Fabrication) trailed with an average change of 0.93%.