Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment

July 17, 2023 · #AI & Robotics #Semiconductor Equipment #Ukraine Reconstruction #Battery #Semiconductor Materials & Components #Modular Housing #Metaverse & VR #OLED Displays

8 strong themes — 1 running · 7 recurred. Top: AI & Robotics +11.6%.

Strong themes8 Top change+11.6% LeaderAlchera

Average change by strong theme

Average change of member stocks, by theme · descending

AI & Robotics

+11.6%

Semiconductor Equipment

+10.0%

Ukraine Reconstruction

+8.4%

Battery

+7.1%

Semiconductor Materials & Components

+6.7%

Modular Housing

+6.6%

Metaverse & VR

+6.4%

OLED Displays

+6.4%

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
AI & Robotics	Alchera	+29.91%
Semiconductor Equipment	Neosem	+13.48%
Ukraine Reconstruction	SC Engineering	+29.84%
Battery	Aekyung Chemical	+10.64%
Semiconductor Materials & Components	Dongwoon Anatech	+16.04%
Modular Housing	NatureandEnvironment	+20.08%
Metaverse & VR	Alchera	+29.91%
OLED Displays	Elp	+11.40%

On Jul 17, all eight strong themes closed with every listed stock higher. AI & Robotics led the session with an average change of 11.6%.

Semiconductor Equipment showed the most staying power, extending its streak to 5 with an average change of 10.03%. Neosem led the group.

Alchera rose 29.91% and led both AI & Robotics and Metaverse & VR. In Ukraine Reconstruction, SC Engineering gained 29.84%.

Today’s Strong Themes at a Glance

#	Theme	Status	Avg. change	Up/Total	Leader
1	AI & Robotics	recurred after 4 days	+11.6%	10/10	Alchera
2	Semiconductor Equipment	5 days running	+10.0%	10/10	Neosem
3	Ukraine Reconstruction	recurred after 5 days	+8.4%	10/10	SC Engineering
4	Battery	recurred after 6 days	+7.1%	9/9	Aekyung Chemical
5	Semiconductor Materials & Components	recurred after 6 days	+6.7%	10/10	Dongwoon Anatech
6	Modular Housing	recurred after 19 days	+6.6%	8/8	NatureandEnvironment
7	Metaverse & VR	recurred after 4 days	+6.4%	10/10	Alchera
8	OLED Displays	recurred after 34 days	+6.4%	10/10	Elp

Theme by Theme

1. AI & Robotics (recurred after 4 days)

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
Alchera `347860`	+29.9%	9,893	★
Obzen `417860`	+22.5%	48,400
Emro `058970`	+15.8%	80,500
SP Systems `317830`	+10.0%	15,890
Pintel `291810`	+8.6%	7,350
Rainbow Robotics `277810`	+7.7%	98,400
Robotis `108490`	+6.4%	27,413
Nepes `033640`	+5.3%	22,800
Maum.ai `377480`	+4.9%	24,750
Yujin Robot `056080`	+4.8%	5,680

2. Semiconductor Equipment (5 days running)

Episode: started 2023-07-11, day 7

Stock	Change	Close	Leader
Union Semiconductor Equipment Co.,ltd; `036200`	+19.0%	10,400
Neosem `253590`	+13.5%	6,060	★
Jusung Engineering `036930`	+13.0%	21,450
Tes `095610`	+11.4%	23,400
PSK `319660`	+7.8%	23,350
PSK Holdings `031980`	+7.8%	24,250
Hanyang Eng `045100`	+7.5%	17,540
EugeneTechnology `084370`	+7.5%	33,800
Yest `122640`	+7.0%	14,770
HANMI Semiconductor `042700`	+5.8%	49,500

3. Ukraine Reconstruction (recurred after 5 days)

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
SC Engineering `023960`	+29.8%	2,145	★
Wellbiotec `010600`	+15.2%	3,870
Hyundai `011760`	+11.6%	25,000
Speco `013810`	+7.6%	5,110
Sambu Construction `001470`	+4.5%	5,010
Hyundai Engineering & Construction `000720`	+4.0%	39,000
Seoyon Topmetal `019770`	+3.9%	4,780
Kukbo `001140`	+2.6%	8,000
DRB Industrial `163560`	+2.6%	7,150
Hyundai Everdigm `041440`	+2.3%	8,080

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4. Battery (recurred after 6 days)

Episode: started 2023-07-17, day 4

Stock	Change	Close	Leader
Kumyang `001570`	+11.1%	112,500
Aekyung Chemical `161000`	+10.6%	23,400	★
POSCO Holdings `005490`	+6.9%	478,000
Soulbrain `357780`	+6.8%	275,500
Dit `110990`	+6.3%	10,100
MKElectron `033160`	+6.2%	16,350
Cosmo Advanced Materials & Technology `005070`	+5.8%	198,553
Shinsung Delta Tech `065350`	+5.5%	12,700
People & Technology `137400`	+4.6%	70,800

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

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
Dongwoon Anatech `094170`	+16.0%	38,255	★
BCnC `146320`	+8.9%	23,300
Soulbrain `357780`	+6.8%	275,500
Protec Mems Technology `147760`	+6.2%	5,036
MKElectron `033160`	+6.2%	16,350
Nepes `033640`	+5.3%	22,800
Worldexindustry&trading `101160`	+4.8%	28,500
New Power Plasma `144960`	+4.8%	6,570
WONIK QnC `074600`	+4.2%	30,700
Kctech `281820`	+4.2%	23,600

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6. Modular Housing (recurred after 19 days)

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
NatureandEnvironment `043910`	+20.1%	14,770	★
Hanshin Construction `004960`	+7.0%	8,670
POSCO Holdings `005490`	+6.9%	478,000
Dukshinepc `090410`	+6.7%	2,615
GS Engineering & Construction `006360`	+5.2%	14,900
Bumyang Construction `002410`	+4.5%	3,120
KolonGlobal `003070`	+2.4%	13,830
Samsung C&T `028260`	+0.2%	104,400

7. Metaverse & VR (recurred after 4 days)

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
Alchera `347860`	+29.9%	9,893	★
Hancom `030520`	+5.6%	13,220
Wavus `336060`	+4.9%	1,822
S Net Systems `038680`	+4.0%	5,324
WISE iTech `065370`	+3.9%	12,880
Ajinextek `059120`	+3.5%	5,072
Neptune Company `217270`	+3.2%	8,610
PearlAbyss `263750`	+3.2%	55,400
XIIlab `189330`	+3.0%	14,580
Selvas AI `108860`	+2.9%	17,220

8. OLED Displays (recurred after 34 days)

Episode: started 2023-07-17, day 1

Stock	Change	Close	Leader
Jusung Engineering `036930`	+13.0%	21,450
Elp `063760`	+11.4%	4,105	★
Yest `122640`	+7.0%	14,770
Dit `110990`	+6.3%	10,100
Yas `255440`	+5.3%	11,530
New Power Plasma `144960`	+4.8%	6,570
Y2 Solution `011690`	+4.7%	5,340
LOTVacuum `083310`	+3.9%	17,790
Robostar `090360`	+3.7%	29,600
Wonik IPS `240810`	+3.6%	33,450

Closing Thoughts

Most themes on Jul 17 were recurrences after gaps, so it is not yet clear whether they will last beyond one session. OLED Displays returned after a gap of 34 days.

Semiconductor Equipment has run since Jul 11. The next session will show whether its streak of 5 continues.