Nov 15: 8 Strong Themes — Auto Parts, Semiconductor Materials & Components
8 strong themes — 6 running · 2 recurred. Top: Auto Parts +13.2%.
Strong themes8
Top change+13.2%
LeaderHyulim A-tech
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 |
|---|---|---|---|
| Auto Parts | Hyulim A-tech | +29.91% | |
| Semiconductor Materials & Components | Micro Contact Solution | +29.92% | |
| Semiconductor Equipment | Tse | +11.29% | |
| Robotics (Industrial & Collaborative) | T-Robotics | +18.71% | |
| EV | Mobase Electronics | +11.46% | |
| AI & Robotics | T-Robotics | +18.71% | |
| Battery | Shinsung Delta Tech | +16.26% | |
| HBM (High Bandwidth Memory) | Zeus | +11.39% |
Eight themes closed higher on 2023-11-15, and every listed stock in each one rose. Auto Parts led with an average change of 13.23% across 9 stocks.
Chips stayed strong. Semiconductor Materials & Components averaged 10.5% and Semiconductor Equipment averaged 10.25%, both on a 2-day streak.
The top movers were Micro Contact Solution at 29.92% and Hyulim A-tech at 29.91%. Robotics (Industrial & Collaborative) returned after a 13-day gap.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Auto Parts | 2 days running | +13.2% | 9/9 | Hyulim A-tech |
| 2 | Semiconductor Materials & Components | 2 days running | +10.5% | 10/10 | Micro Contact Solution |
| 3 | Semiconductor Equipment | 2 days running | +10.2% | 10/10 | Tse |
| 4 | Robotics (Industrial & Collaborative) | recurred after 13 days | +9.3% | 10/10 | T-Robotics |
| 5 | EV | 2 days running | +8.0% | 10/10 | Mobase Electronics |
| 6 | AI & Robotics | recurred after 12 days | +7.5% | 9/9 | T-Robotics |
| 7 | Battery | 2 days running | +7.3% | 10/10 | Shinsung Delta Tech |
| 8 | HBM (High Bandwidth Memory) | 2 days running | +7.2% | 10/10 | Zeus |
Theme by Theme
1. Auto Parts (2 days running)
- Episode: started 2023-11-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyulim A-tech 078590 | +29.9% | 12,034 | ★ |
Chasys 033250 | +25.7% | 12,000 | |
Seoyon E-hwa 200880 | +12.1% | 16,810 | |
Mobase Electronics 012860 | +11.5% | 2,150 | |
Dae-il 092200 | +10.3% | 5,480 | |
Taeyang Metal Industrial 004100 | +8.1% | 3,600 | |
Ecoplastic 038110 | +7.6% | 5,300 | |
SL 005850 | +7.0% | 32,150 | |
Waps 196700 | +7.0% | 1,984 |
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2023-11-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro Contact Solution 098120 | +29.9% | 11,030 | ★ |
Micro2nano 424980 | +13.4% | 14,680 | |
Kctech 281820 | +11.4% | 22,900 | |
GO Element 311320 | +11.2% | 12,680 | |
Tokai Carbon Korea 064760 | +8.6% | 89,900 | |
KnJ 272110 | +7.1% | 18,680 | |
Purit 445180 | +6.6% | 11,540 | |
S&S Tech 101490 | +6.5% | 47,400 | |
OKins Electronics 080580 | +5.1% | 4,120 | |
DNFCo 092070 | +5.1% | 22,800 |
3. Semiconductor Equipment (2 days running)
- Episode: started 2023-11-14, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +13.9% | 46,000 | |
PSK Holdings 031980 | +11.5% | 32,950 | |
Kctech 281820 | +11.4% | 22,900 | |
Zeus 079370 | +11.4% | 14,016 | |
Tse 131290 | +11.3% | 44,850 | ★ |
Imt 451220 | +9.7% | 18,660 | |
Auros Technology 322310 | +9.2% | 21,550 | |
Tokai Carbon Korea 064760 | +8.6% | 89,900 | |
Seojin System 178320 | +8.1% | 18,400 | |
Jusung Engineering 036930 | +7.4% | 36,850 |
Related news
- [장중수급포착] 티에스이, 외국인/기관 동시 순매수… 주가 +12.03% — 뉴스핌 (Korean)
4. Robotics (Industrial & Collaborative) (recurred after 13 days)
- Episode: started 2023-11-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
T-Robotics 117730 | +18.7% | 24,750 | ★ |
Shinsung Delta Tech 065350 | +16.3% | 40,750 | |
Zeus 079370 | +11.4% | 14,016 | |
Dae-il 092200 | +10.3% | 5,480 | |
V-one Tech 251630 | +9.3% | 9,490 | |
Doosan Robotics 454910 | +8.1% | 46,900 | |
Daedong 000490 | +5.6% | 13,850 | |
Rainbow Robotics 277810 | +4.9% | 158,400 | |
SBB Tech 389500 | +4.3% | 38,600 | |
Smec 099440 | +4.1% | 3,884 |
Related news
- [장중수급포착] 티로보틱스, 외국인 5일 연속 순매수행진… 주가 +11.99% — 뉴스핌 (Korean)
5. EV (2 days running)
- Episode: started 2023-11-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mobase Electronics 012860 | +11.5% | 2,150 | ★ |
Dae-il 092200 | +10.3% | 5,480 | |
Sangsinenergydisplayprecision 091580 | +9.8% | 16,990 | |
Kostecsys 355150 | +9.0% | 10,250 | |
Samwha Electronics 011230 | +8.0% | 3,975 | |
Ecoplastic 038110 | +7.6% | 5,300 | |
Shin Heung Energy & Electronics 243840 | +6.7% | 8,320 | |
Power Logics 047310 | +6.4% | 7,000 | |
Hanon Systems 018880 | +5.5% | 6,655 | |
Sungho Electronics 043260 | +5.1% | 1,585 |
Related news
- [특징주]모베이스전자, 사우디 시어모터스와 전장부품 추가 계약 소식에 강세 — 이데일리 (Korean)
- 모베이스전자, 3분기 누적 매출액 7032억…전년비 11%↑ — 이데일리 (Korean)
6. AI & Robotics (recurred after 12 days)
- Episode: started 2023-11-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
T-Robotics 117730 | +18.7% | 24,750 | ★ |
CrowdWorks 355390 | +14.1% | 12,410 | |
Yujin Robot 056080 | +6.9% | 11,880 | |
Konan Technology Incorporation 402030 | +6.4% | 35,139 | |
LaonPeople 300120 | +5.4% | 3,580 | |
Samsung SDS 018260 | +4.3% | 149,800 | |
KAON Group 078890 | +4.1% | 5,900 | |
Smec 099440 | +4.1% | 3,884 | |
Hyulim ROBOT 090710 | +3.9% | 3,435 |
Related news
- [장중수급포착] 티로보틱스, 외국인 5일 연속 순매수행진… 주가 +11.99% — 뉴스핌 (Korean)
7. Battery (2 days running)
- Episode: started 2023-11-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Shinsung Delta Tech 065350 | +16.3% | 40,750 | ★ |
Sangsinenergydisplayprecision 091580 | +9.8% | 16,990 | |
V-one Tech 251630 | +9.3% | 9,490 | |
Shin Heung Energy & Electronics 243840 | +6.7% | 8,320 | |
Power Logics 047310 | +6.4% | 7,000 | |
Tapex 055490 | +5.2% | 30,100 | |
Dit 110990 | +5.0% | 24,050 | |
Jeio 418550 | +4.9% | 25,600 | |
RN2 Technologies 148250 | +4.6% | 4,740 | |
Lemon 294140 | +4.6% | 4,243 |
Related news
- [장중수급포착] 신성델타테크, 외국인 93,336주 대량 순매수… 주가 +5.71% — 뉴스핌 (Korean)
8. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2023-11-14, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +11.5% | 32,950 | |
Kctech 281820 | +11.4% | 22,900 | |
Zeus 079370 | +11.4% | 14,016 | ★ |
Auros Technology 322310 | +9.2% | 21,550 | |
Laserssel 412350 | +5.2% | 9,879 | |
Dit 110990 | +5.0% | 24,050 | |
Openedges Technology 394280 | +5.0% | 17,160 | |
Wot 396470 | +4.8% | 10,190 | |
HANMI Semiconductor 042700 | +4.7% | 62,300 | |
SK hynix 000660 | +3.1% | 134,100 |
Related news
- [리포트 브리핑]케이씨텍, ‘HBM까지 아우른다’ 목표가 27,000원 - DB금융투자 — 뉴스핌 (Korean)
Closing Thoughts
The Semiconductor Equipment episode runs through 2023-11-17, the longest at 4 days. Auto Parts, Semiconductor Materials & Components and HBM (High Bandwidth Memory) run to 2023-11-16.
The EV and Battery episodes end on 2023-11-15. Mobase Electronics led EV at 11.46%, after news of an added contract with a Saudi automaker.