Aug 18: 7 Strong Themes — MXenes, Semiconductor Equipment
7 strong themes — 2 running · 4 recurred · 1 new. Top: MXenes +30.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| MXenes | Taekyung Industrial | +30.00% | |
| Semiconductor Equipment | Mirae | +29.85% | |
| Auto Parts | Mobase Electronics | +29.89% | |
| Beauty & Cosmetics | Coreana Cosmetics | +11.75% | |
| Semiconductor Materials & Components | GO Element | +3.37% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.09% | |
| Car Majors | Hyundai Motor | +0.70% |
On Aug 18, MXenes topped the board as a new theme, with all 5 stocks rising for an average change of 29.97%. Taekyung Industrial led the group at 30.0%.
Semiconductor Equipment extended its streak to 3 days, with all 10 stocks rising for an average change of 9.44%. Mirae led at 29.85%, while HANMI Semiconductor added 18.56%.
Auto Parts returned after a 7-day gap with an average change of 9.14%, led by Mobase Electronics at 29.89%. Beauty & Cosmetics also returned, averaging 7.44% across 9 gainers.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | MXenes | new | +30.0% | 5/5 | Taekyung Industrial |
| 2 | Semiconductor Equipment | 3 days running | +9.4% | 10/10 | Mirae |
| 3 | Auto Parts | recurred after 7 days | +9.1% | 9/9 | Mobase Electronics |
| 4 | Beauty & Cosmetics | recurred after 4 days | +7.4% | 9/9 | Coreana Cosmetics |
| 5 | Semiconductor Materials & Components | 2 days running | +3.9% | 10/10 | GO Element |
| 6 | Semiconductor Majors (Fabrication) | recurred after 9 days | +2.4% | 2/2 | SK hynix |
| 7 | Car Majors | recurred after 7 days | +0.7% | 2/2 | Hyundai Motor |
Theme by Theme
1. MXenes (new)
- Episode: started 2023-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taekyung Industrial 015890 | +30.0% | 8,450 | ★ |
Huvis 079980 | +30.0% | 6,480 | |
Amosense 357580 | +30.0% | 18,820 | |
Kornic Automation 391710 | +30.0% | 4,620 | |
Kyungdong Invest 012320 | +29.9% | 101,100 |
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2. Semiconductor Equipment (3 days running)
- Episode: started 2023-08-16, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +29.9% | 105,460 | ★ |
HANMI Semiconductor 042700 | +18.6% | 57,800 | |
Sungwoo Techron Company 045300 | +8.4% | 4,378 | |
Intekplus 064290 | +7.8% | 38,900 | |
Tfe 425420 | +7.1% | 25,750 | |
Di 003160 | +5.3% | 7,400 | |
HPSP 403870 | +5.1% | 33,150 | |
The Codi 224060 | +4.2% | 6,660 | |
LEENO Industrial 058470 | +4.1% | 33,198 | |
Zeus 079370 | +4.1% | 14,033 |
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3. Auto Parts (recurred after 7 days)
- Episode: started 2023-08-18, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobase Electronics 012860 | +29.9% | 2,890 | ★ |
Formetal 119500 | +8.4% | 3,560 | |
DY Deokyang 024900 | +7.9% | 6,270 | |
Union Materials 047400 | +7.4% | 3,430 | |
Ilji Technology 019540 | +6.9% | 5,240 | |
KPF 024880 | +6.0% | 5,630 | |
SL 005850 | +5.8% | 34,550 | |
Taeyang Metal Industrial 004100 | +5.0% | 1,984 | |
SJM 123700 | +4.9% | 4,040 |
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4. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2023-08-18, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cosnine 082660 | +14.0% | 1,510 | |
Coreana Cosmetics 027050 | +11.8% | 4,280 | ★ |
Hankook Cosmetics 123690 | +9.8% | 11,150 | |
iFamilySC 114840 | +8.1% | 14,354 | |
Tonymoly 214420 | +5.3% | 6,200 | |
It’s Hanbul 226320 | +5.0% | 17,120 | |
HuM&C 263920 | +4.9% | 6,560 | |
Manyo Factory 439090 | +4.4% | 33,300 | |
Bonne 226340 | +3.8% | 11,715 |
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5. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-08-17, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ram Technology 171010 | +6.5% | 6,100 | |
WONIK QnC 074600 | +5.8% | 27,450 | |
Duksanhimetal 077360 | +4.6% | 7,660 | |
HanaMicron 067310 | +3.6% | 16,121 | |
Ycchem 112290 | +3.4% | 6,197 | |
New Power Plasma 144960 | +3.4% | 5,510 | |
GO Element 311320 | +3.4% | 11,950 | ★ |
MKElectron 033160 | +3.0% | 14,660 | |
ISC 095340 | +2.7% | 102,900 | |
Haesung DS 195870 | +2.1% | 63,900 |
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6. Semiconductor Majors (Fabrication) (recurred after 9 days)
- Episode: started 2023-08-18, day 1
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7. Car Majors (recurred after 7 days)
- Episode: started 2023-08-18, day 1
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Closing Thoughts
Next session, the question is whether chip breadth holds: Semiconductor Materials & Components is on a 2-day streak at 3.85% on average. Semiconductor Majors (Fabrication) added 2.38%.
For MXenes, the open question is whether a one-day, news-driven surge carries into the next session. Car Majors lagged at just 0.7% on average, in contrast to Auto Parts.