Aug 2: 5 Strong Themes — Superconductors, Nuclear Fusion
5 strong themes — 4 recurred · 1 new. Top: Superconductors +27.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Superconductors | SuNAM | +30.00% | |
| Nuclear Fusion | Mobiis | +29.98% | |
| MLCC (Multilayer Ceramic Capacitors) | Amotech | +21.74% | |
| 5G | OE Solutions | +10.08% | |
| Telecom Equipment | OE Solutions | +10.08% |
On 2023-08-02, Superconductors dominated the board as a new theme, posting an average change of 27.86%. All 10 stocks in the group closed higher, led by SuNAM at 30.0%.
Nuclear Fusion returned after an 83-day gap with an average change of 15.6%, all 7 stocks rising. Mobiis led at 29.98%; it and Kiswire also appear in Superconductors.
MLCC (Multilayer Ceramic Capacitors) returned after 149 days, averaging 7.26% with Amotech up 21.74%. 5G and Telecom Equipment averaged 5.73% and 4.22%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Superconductors | new | +27.9% | 10/10 | SuNAM |
| 2 | Nuclear Fusion | recurred after 83 days | +15.6% | 7/7 | Mobiis |
| 3 | MLCC (Multilayer Ceramic Capacitors) | recurred after 149 days | +7.3% | 4/4 | Amotech |
| 4 | 5G | recurred after 36 days | +5.7% | 6/6 | OE Solutions |
| 5 | Telecom Equipment | recurred after 36 days | +4.2% | 7/7 | OE Solutions |
Theme by Theme
1. Superconductors (new)
- Episode: started 2023-08-02, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SuNAM 294630 | +30.0% | 8,450 | ★ |
Mobiis 250060 | +30.0% | 3,685 | |
Dcksung 004830 | +30.0% | 7,460 | |
Power Logics 047310 | +30.0% | 10,060 | |
Kiswire 002240 | +29.8% | 26,210 | |
Shinsung Delta Tech 065350 | +29.8% | 25,600 | |
Wonik Pne 217820 | +29.6% | 11,736 | |
Inzi Controls 023800 | +25.6% | 10,390 | |
Hanyang Eng 045100 | +22.2% | 20,650 | |
Amotech 052710 | +21.7% | 12,421 |
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2. Nuclear Fusion (recurred after 83 days)
- Episode: started 2023-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobiis 250060 | +30.0% | 3,685 | ★ |
Kiswire 002240 | +29.8% | 26,210 | |
Vitzro Tech 042370 | +24.3% | 9,250 | |
Dawonsys 068240 | +13.9% | 15,890 | |
Iljin Power 094820 | +7.7% | 13,490 | |
Samwha Capacitor 001820 | +2.4% | 44,100 | |
Doosan Enerbility 034020 | +1.1% | 17,690 |
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3. MLCC (Multilayer Ceramic Capacitors) (recurred after 149 days)
- Episode: started 2023-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Amotech 052710 | +21.7% | 12,421 | ★ |
Avatec 149950 | +3.0% | 14,830 | |
Samwha Capacitor 001820 | +2.4% | 44,100 | |
Samsung Electro-mechanics 009150 | +1.9% | 156,100 |
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4. 5G (recurred after 36 days)
- Episode: started 2023-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kostecsys 355150 | +10.8% | 16,950 | |
OE Solutions 138080 | +10.1% | 14,310 | ★ |
Woori-Net 115440 | +6.7% | 9,120 | |
Coweaver 056360 | +2.4% | 6,430 | |
Wooriro 046970 | +2.3% | 1,331 | |
Rftech 061040 | +2.1% | 20,410 |
Related news
- [특징주] 우리넷, 특화망 5G 미국 시장 진출에 8%대 강세 — 아주경제 (Korean)
5. Telecom Equipment (recurred after 36 days)
- Episode: started 2023-08-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OE Solutions 138080 | +10.1% | 14,310 | ★ |
Woori-Net 115440 | +6.7% | 9,120 | |
Zaram Technology 389020 | +4.4% | 30,700 | |
CS 065770 | +3.3% | 3,011 | |
Coweaver 056360 | +2.4% | 6,430 | |
Wooriro 046970 | +2.3% | 1,331 | |
OptiCore 380540 | +0.3% | 2,908 |
Closing Thoughts
In the data, the Superconductors episode spans 2023-08-02 to 2023-08-03, 2 days in total. Aug 2 headlines cited a second straight limit-up for SuNAM and Shinsung Delta Tech.
Overlap links the day’s themes: Mobiis, Kiswire and Amotech each appear in more than one list. 5G and Telecom Equipment both name OE Solutions as leader.