Jun 29: 8 Strong Themes — UAM (Urban Air Mobility), Semiconductor Equipment

June 29, 2023 · #UAM (Urban Air Mobility) #Semiconductor Equipment #Drones #Battery #Semiconductor Materials & Components #EV Charging #EV #System Semiconductors

8 strong themes — 2 running · 6 recurred. Top: UAM (Urban Air Mobility) +9.2%.

Strong themes8 Top change+9.2% LeaderFiberpro

Average change by strong theme

Average change of member stocks, by theme · descending
UAM (Urban Air Mobility)
+9.2%
Semiconductor Equipment
+8.4%
Drones
+6.5%
Battery
+5.8%
Semiconductor Materials & Components
+4.9%
EV Charging
+3.1%
EV
+2.3%
System Semiconductors
+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
UAM (Urban Air Mobility)Fiberpro+29.94%
Semiconductor EquipmentPSK Holdings+16.99%
DronesKisan Telecom+21.93%
BatteryAvaco+13.93%
Semiconductor Materials & ComponentsMi+11.69%
EV ChargingWellbiotec+8.05%-
EVNuin Tek+3.89%
System SemiconductorsWinpac+2.74%

On 2023-06-29, every stock in all eight strong themes closed higher. UAM (Urban Air Mobility) led with an average change of 9.17%, returning after a 16-day gap.

Fiberpro led UAM at 29.94%, and Kisan Telecom’s 21.93% topped Drones. Semiconductor Equipment averaged 8.4%, led by PSK Holdings at 16.99%.

Only Semiconductor Equipment and Semiconductor Materials & Components extended to a 2-day streak. Battery reappeared, led by Avaco at 13.93%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1UAM (Urban Air Mobility)recurred after 16 days+9.2%8/8Fiberpro
2Semiconductor Equipment2 days running+8.4%10/10PSK Holdings
3Dronesrecurred after 9 days+6.5%10/10Kisan Telecom
4Batteryrecurred after 8 days+5.8%9/9Avaco
5Semiconductor Materials & Components2 days running+4.9%10/10Mi
6EV Chargingrecurred after 8 days+3.1%7/7Wellbiotec
7EVrecurred after 14 days+2.3%9/9Nuin Tek
8System Semiconductorsrecurred after 3 days+1.9%10/10Winpac

Theme by Theme

1. UAM (Urban Air Mobility) (recurred after 16 days)

StockChangeCloseLeader
Fiberpro 368770+29.9%5,100★
Kisan Telecom 035460+21.9%3,725
Kencoa Aerospace 274090+9.4%15,700
Jejuair 089590+4.2%14,980
Hanwha Systems 272210+3.9%14,230
Vessel 177350+3.0%7,772
Korea Aerospace Industries 047810+0.6%52,200
Namsung 004270+0.4%19,239

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2. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
PSK Holdings 031980+17.0%21,350★
Intekplus 064290+14.2%29,000
Shinsung E&g 011930+9.5%23,000
GigaVis 420770+7.1%96,300
Pemtron 168360+6.5%7,300
Systems Technology 039440+6.4%17,180
Jusung Engineering 036930+6.4%19,380
Protec 053610+5.9%48,600
Zeus 079370+5.7%12,133
Pamtek 271830+5.4%5,440

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3. Drones (recurred after 9 days)

StockChangeCloseLeader
Kisan Telecom 035460+21.9%3,725★
Kencoa Aerospace 274090+9.4%15,700
JCH Systems 033320+7.9%5,600
Dt&C 187220+6.6%5,630
PC Direct 051380+5.9%4,305
Hanwha Systems 272210+3.9%14,230
Vessel 177350+3.0%7,772
Makus 093520+2.1%14,260
Duksanhimetal 077360+2.1%7,210
S Connect 096630+1.7%8,010

4. Battery (recurred after 8 days)

StockChangeCloseLeader
Avaco 083930+13.9%22,900★
Mi 059090+11.7%10,320
Pemtron 168360+6.5%7,300
Daesung Hi-Tech 129920+5.5%9,760
mPlus 259630+4.2%12,140
K-ensol 053080+4.1%10,400
Tsi 277880+2.5%13,560
MKElectron 033160+2.1%15,580
Ecopro 086520+2.0%140,089

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5. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Mi 059090+11.7%10,320★
ENF Technology 102710+7.2%26,800
Dongwoon Anatech 094170+6.3%18,557
Tokai Carbon Korea 064760+4.4%114,400
Ji-tech 417500+3.8%5,220
Dongjin Semichem 005290+3.3%39,000
WONIK QnC 074600+3.2%30,950
Semcns 252990+3.1%6,280
ISC 095340+3.0%54,200
Hana Materials 166090+2.7%52,800

6. EV Charging (recurred after 8 days)

StockChangeCloseLeader
Wellbiotec 010600+8.1%1,920★
Dongyang E&p 079960+5.8%20,750
LG Electronics 066570+2.6%126,000
SKNetworksCompanyLimited 001740+1.5%4,955
YM Tech 273640+1.5%23,050
Alticast 085810+1.4%10,674
Humax 115160+0.7%38,800

7. EV (recurred after 14 days)

StockChangeCloseLeader
mPlus 259630+4.2%12,140
Nuin Tek 012340+3.9%8,112★
SNT Motiv 064960+3.7%29,422
LG Electronics 066570+2.6%126,000
Shin Heung Energy & Electronics 243840+1.8%9,720
YM Tech 273640+1.5%23,050
KEC 092220+1.2%10,175
Samsung SDI 006400+1.2%651,057
Hwashin 010690+0.9%17,470

8. System Semiconductors (recurred after 3 days)

StockChangeCloseLeader
Winpac 097800+2.7%6,935★
Techwing 089030+2.4%8,430
HanaMicron 067310+2.3%19,106
Makus 093520+2.1%14,260
PSK 319660+1.8%23,100
Nextchip 396270+1.8%12,568
Itek 119830+1.7%10,630
SK hynix 000660+1.7%116,200
HANMI Semiconductor 042700+1.3%30,200
Advanced Digital Chips 054630+1.0%4,200

Closing Thoughts

EV has an episode listed from 2023-06-29 to 2023-07-03, spanning 5 days. The next marker is whether the two 2-day semiconductor streaks extend.

Breadth is another point to track. System Semiconductors rose 10 of 10 stocks but posted an average change of just 1.88%, with SK hynix up 1.66%.