Jun 28: 8 Strong Themes — Semiconductor Equipment, Smart Factory

June 28, 2023 · #Semiconductor Equipment #Smart Factory #Modular Housing #Hydrogen (Fuel Cells, Vehicles) #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components #Typhoons & Monsoon #Airlines & Low-Cost Carriers

8 strong themes — 8 recurred. Top: Semiconductor Equipment +9.0%.

Strong themes8 Top change+9.0% LeaderLaserssel

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+9.0%
Smart Factory
+5.7%
Modular Housing
+4.7%
Hydrogen (Fuel Cells, Vehicles)
+4.3%
Robotics (Industrial & Collaborative)
+4.3%
Semiconductor Materials & Components
+3.3%
Typhoons & Monsoon
+2.9%
Airlines & Low-Cost Carriers
+1.9%

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 EquipmentLaserssel+12.64%
Smart FactoryKornic Automation+9.29%
Modular HousingKumkang Kind+9.91%
Hydrogen (Fuel Cells, Vehicles)Woory Industrial+9.36%
Robotics (Industrial & Collaborative)Kornic Automation+9.29%
Semiconductor Materials & ComponentsMi+7.57%
Typhoons & MonsoonParu+10.97%
Airlines & Low-Cost CarriersJin Air+5.23%

Eight themes advanced on 2023-06-28, and every stock listed under each one closed higher. Semiconductor Equipment led with an average change of 9.0%, with all 7 of its stocks up.

KohYoungTechnology posted the top move of the day at 15.42% and appeared in both Semiconductor Equipment and Smart Factory. Smart Factory came back after a 169-day gap.

Kumkang Kind led Modular Housing with a 9.91% gain on volume of 22649573 shares. Typhoons & Monsoon came back after 296 days, led by Paru at 10.97%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 2 days+9.0%7/7Laserssel
2Smart Factoryrecurred after 169 days+5.7%7/7Kornic Automation
3Modular Housingrecurred after 9 days+4.7%4/4Kumkang Kind
4Hydrogen (Fuel Cells, Vehicles)recurred after 6 days+4.3%8/8Woory Industrial
5Robotics (Industrial & Collaborative)recurred after 9 days+4.3%9/9Kornic Automation
6Semiconductor Materials & Componentsrecurred after 2 days+3.3%9/9Mi
7Typhoons & Monsoonrecurred after 296 days+2.9%7/7Paru
8Airlines & Low-Cost Carriersrecurred after 12 days+1.9%8/8Jin Air

Theme by Theme

1. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
KohYoungTechnology 098460+15.4%16,770
Laserssel 412350+12.6%11,631★
Koses 089890+9.2%15,100
Protec 053610+8.5%45,900
LEENO Industrial 058470+7.3%30,034
Apact 200470+6.0%3,890
Pro2000 321260+4.0%2,895

2. Smart Factory (recurred after 169 days)

StockChangeCloseLeader
KohYoungTechnology 098460+15.4%16,770
Kornic Automation 391710+9.3%3,940★
MDS Tech 086960+5.8%5,955
Twim 290090+4.4%14,210
LS ELECTRIC 010120+1.7%15,240
Douzone Bizon 012510+1.7%29,800
Toptec Company 108230+1.4%8,500

3. Modular Housing (recurred after 9 days)

StockChangeCloseLeader
Kumkang Kind 014280+9.9%7,320★
NatureandEnvironment 043910+4.6%12,460
Dukshinepc 090410+2.9%2,460
Hanshin Construction 004960+1.3%8,710

4. Hydrogen (Fuel Cells, Vehicles) (recurred after 6 days)

StockChangeCloseLeader
Woory Industrial 215360+9.4%22,200★
Mi 059090+7.6%9,240
DY 013570+4.0%6,010
Unick 011320+3.2%6,210
Shindo Eng. Lab 290520+3.0%6,210
Ilji Technology 019540+2.7%4,150
Samkee 122350+2.2%3,295
Vina Tech 126340+2.1%59,640

5. Robotics (Industrial & Collaborative) (recurred after 9 days)

StockChangeCloseLeader
T-Robotics 117730+11.2%23,250
Kornic Automation 391710+9.3%3,940★
PJ Electronics 006140+8.9%7,320
Cymechs 160980+3.0%14,240
Shinsung Delta Tech 065350+2.6%10,960
Raon Robotics 232680+1.1%10,280
Seoam Machinery Industry 100660+0.8%5,930
Woorim Power Train Solution 101170+0.8%7,360
Russell 217500+0.5%3,900

6. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Mi 059090+7.6%9,240★
BCnC 146320+5.4%22,350
KnJ 272110+4.1%23,000
Hansol IONES 114810+3.7%10,200
FNS Tech 083500+2.4%9,240
GO Element 311320+2.2%14,830
S&S Tech 101490+1.9%60,300
Ram Technology 171010+1.6%6,380
ISC 095340+1.1%52,600

7. Typhoons & Monsoon (recurred after 296 days)

StockChangeCloseLeader
Paru 043200+11.0%900★
Nuvotec 060260+4.7%5,045
LOTTE Fine Chemical 004000+1.7%70,400
Korea Environment Technology 029960+1.2%7,670
Dongbang Agro 007590+1.2%6,970
Daedong 000490+0.4%12,300
Insun Environmental New Technology 060150+0.1%8,870

8. Airlines & Low-Cost Carriers (recurred after 12 days)

StockChangeCloseLeader
Jin Air 272450+5.2%16,510★
Air Busan 298690+3.2%3,345
Korean Air Lines 003490+1.9%24,200
Jejuair 089590+1.6%14,380
Asiana Airlines 020560+1.5%12,430
Tway Holdings Incorporation 004870+1.1%638
AK Holdings 006840+0.3%19,460
Hanjinkal 180640+0.1%47,550

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Closing Thoughts

The episodes for Semiconductor Equipment and Semiconductor Materials & Components both run to 2023-06-29. The other six themes’ episodes started and ended on 2023-06-28.

Airlines & Low-Cost Carriers drew a Maeil Business Newspaper headline, ‘Earnings Surprise’ Hopes Bring Warm Breeze to Airline Stocks, with Jin Air up 5.23%. Every theme today had a streak of 1, so whether any of them continues is still open.