Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
8 strong themes — 4 running · 4 recurred. Top: Shipbuilding Equipment +11.0%.
Strong themes8
Top change+11.0%
LeaderS&W
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 |
|---|---|---|---|
| Shipbuilding Equipment | S&W | +30.00% | |
| Semiconductor Materials & Components | Duksanhimetal | +19.73% | |
| Semiconductor Equipment | Tfe | +18.84% | |
| Battery | Dongkuk Refractories & Steel | +17.94% | |
| Rivian | Almac | +29.92% | - |
| Shipbuilding | HJ Shipbuilding & Construction | +15.49% | |
| System Semiconductors | Imagis | +12.33% | |
| Rare Earths & Rare Metals | Samwha Electronics | +6.92% |
On 2023-07-04, all eight strong themes closed with every listed stock higher. Shipbuilding Equipment led with an average change of 10.97%, with all 9 of its stocks up.
Chip themes ran for a second straight day. Semiconductor Materials & Components averaged 10.37% and Semiconductor Equipment 9.75%, led by Duksanhimetal and Tfe.
Rivian came back after a 13-day gap, with an average change of 8.38%. Almac led with a 29.92% rise, as news cited strong Rivian vehicle sales.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Shipbuilding Equipment | recurred after 4 days | +11.0% | 9/9 | S&W |
| 2 | Semiconductor Materials & Components | 2 days running | +10.4% | 10/10 | Duksanhimetal |
| 3 | Semiconductor Equipment | 2 days running | +9.8% | 9/9 | Tfe |
| 4 | Battery | 2 days running | +8.7% | 10/10 | Dongkuk Refractories & Steel |
| 5 | Rivian | recurred after 13 days | +8.4% | 10/10 | Almac |
| 6 | Shipbuilding | recurred after 4 days | +4.9% | 5/5 | HJ Shipbuilding & Construction |
| 7 | System Semiconductors | 2 days running | +4.4% | 10/10 | Imagis |
| 8 | Rare Earths & Rare Metals | recurred after 11 days | +4.0% | 10/10 | Samwha Electronics |
Theme by Theme
1. Shipbuilding Equipment (recurred after 4 days)
- Episode: started 2023-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
S&W 103230 | +30.0% | 6,760 | ★ |
KSP 073010 | +13.4% | 2,881 | |
Daechang Solution 096350 | +13.0% | 3,990 | |
Oriental Precision & Engineering 014940 | +10.0% | 4,030 | |
Samyoung M-tek C0 054540 | +9.2% | 4,490 | |
Finebesteel 133820 | +6.5% | 2,610 | |
Hy-lok 013030 | +5.9% | 28,000 | |
T. K 023160 | +5.7% | 19,400 | |
Hanla IMS 092460 | +5.0% | 7,140 |
Related news
- [fnRASSI]장마감, 코스닥 상승 종목(에스앤더블류 30.0% ↑) — 파이낸셜뉴스 (Korean)
- [장중수급포착] 에스앤더블류, 외국인/기관 동시 순매수… 주가 +4.37% — 뉴스핌 (Korean)
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +19.7% | 8,800 | ★ |
KnJ 272110 | +14.2% | 26,900 | |
Micro2nano 424980 | +14.2% | 22,100 | |
Semcns 252990 | +11.6% | 7,590 | |
Ji-tech 417500 | +9.2% | 5,830 | |
Tiger Elec 219130 | +9.0% | 27,200 | |
Mecaro 241770 | +7.7% | 13,150 | |
Haesung DS 195870 | +7.1% | 66,300 | |
WONIK Materials 104830 | +5.7% | 33,150 | |
DNFCo 092070 | +5.2% | 20,200 |
Related news
- [장중수급포착] 덕산하이메탈, 기관 46,000주 대량 순매수… 주가 +4.76% — 뉴스핌 (Korean)
- [장중수급포착] 덕산하이메탈, 외국인 59,795주 대량 순매수… 주가 +4.12% — 뉴스핌 (Korean)
3. Semiconductor Equipment (2 days running)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +18.8% | 18,670 | ★ |
JT 089790 | +15.2% | 10,940 | |
Genesem 217190 | +13.3% | 11,146 | |
Pemtron 168360 | +11.1% | 9,165 | |
Neosem 253590 | +8.8% | 3,875 | |
Justem 417840 | +6.1% | 6,560 | |
Xavis 254120 | +5.8% | 3,220 | |
GlobalStandardTechnology 083450 | +4.7% | 15,084 | |
LOTVacuum 083310 | +4.0% | 18,040 |
Related news
- [장중수급포착] 티에프이, 외국인 87,301주 대량 순매수… 주가 +6.87% — 뉴스핌 (Korean)
4. Battery (2 days running)
- Episode: started 2023-07-03, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Refractories & Steel 075970 | +17.9% | 4,930 | ★ |
Pemtron 168360 | +11.1% | 9,165 | |
KG Chemical 001390 | +10.7% | 9,600 | |
Apro 262260 | +9.9% | 19,500 | |
Zaigle 234920 | +9.7% | 17,000 | |
TCC Steel 002710 | +7.8% | 40,300 | |
Xavis 254120 | +5.8% | 3,220 | |
Kumyang 001570 | +5.4% | 58,800 | |
Sama Aluminium 006110 | +4.7% | 105,500 | |
Mi 059090 | +4.3% | 11,360 |
5. Rivian (recurred after 13 days)
- Episode: started 2023-07-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Almac 354320 | +29.9% | 137,200 | ★ |
Dongkuk Refractories & Steel 075970 | +17.9% | 4,930 | |
TCC Steel 002710 | +7.8% | 40,300 | |
Posco International 047050 | +6.7% | 43,100 | |
Amogreentech 125210 | +4.6% | 17,480 | |
Mobase Electronics 012860 | +4.6% | 2,635 | |
DY 013570 | +4.3% | 6,370 | |
Wooshin Systems 017370 | +3.0% | 3,615 | |
S Connect 096630 | +2.8% | 8,700 | |
Namsung 004270 | +2.3% | 19,398 |
Related news
- [특징주] 알멕, 리비안 차량 판매 실적 호황에 강세 — 이투데이 (Korean)
- 전기차 판매 실적 예상치 훌쩍 리비안 주가 하루새 17% 급등 — 매일경제 (Korean)
- 테슬라 이어 리비안도 2Q 깜짝 판매…주가 폭등(영상) — 이데일리 (Korean)
6. Shipbuilding (recurred after 4 days)
- Episode: started 2023-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +15.5% | 4,735 | ★ |
HD Hyundai Heavy Industries 329180 | +3.3% | 136,000 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.4% | 118,900 | |
Samsung Heavy Industries 010140 | +1.9% | 6,940 | |
Hanwha Ocean 042660 | +1.3% | 34,115 |
Related news
- [클릭! 이 종목] 대규모 사업 따낸 조선株들, 일제히 강세 — 디지털타임스 (Korean)
- [특징주] 삼영엠텍, K-조선 올해 140억 달러 수주…글로벌 60% 점유 MBS 기대감에 강세 — 이투데이 (Korean)
7. System Semiconductors (2 days running)
- Episode: started 2023-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Imagis 115610 | +12.3% | 6,450 | ★ |
Chips&Media 094360 | +7.3% | 20,600 | |
ADTechnology 200710 | +3.7% | 23,900 | |
Signetics 033170 | +3.6% | 1,720 | |
Telechips 054450 | +3.5% | 20,400 | |
iA 038880 | +3.4% | 30,500 | |
NC& 092600 | +2.9% | 9,445 | |
Quality Reliability Technology 405100 | +2.9% | 13,670 | |
Nepes 033640 | +2.2% | 20,950 | |
Gaonchips 399720 | +1.7% | 33,450 |
Related news
- [장중수급포착] 이미지스, 외국인 32,632주 대량 순매수… 주가 +4.37% — 뉴스핌 (Korean)
8. Rare Earths & Rare Metals (recurred after 11 days)
- Episode: started 2023-07-04, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dongkuk Refractories & Steel 075970 | +17.9% | 4,930 | |
Samwha Electronics 011230 | +6.9% | 7,081 | ★ |
Union Materials 047400 | +4.2% | 4,070 | |
Novatech 285490 | +3.7% | 39,500 | |
EG 037370 | +2.8% | 17,490 | |
Tplex 081150 | +1.7% | 3,875 | |
Daewon Chemical 024890 | +1.5% | 13,250 | |
Union 000910 | +1.1% | 6,440 | |
Setopia 222810 | +0.3% | 14,550 | |
Cenotec 222420 | +0.2% | 2,060 |
Related news
- [장중수급포착] 삼화전자, 외국인 5일 연속 순매수행진… 주가 +1.97% — 뉴스핌 (Korean)
Closing Thoughts
The Battery, Rivian and Rare Earths & Rare Metals episodes all run to 2023-07-05. Dongkuk Refractories & Steel showed up in all three, up 17.94%.
Shipbuilding rose less, with an average change of 4.89%, while HJ Shipbuilding & Construction gained 15.49%. The larger builders moved between 1.32% and 3.34%.