Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
8 strong themes — 3 running · 5 recurred. Top: Wind +38.2%.
Strong themes8
Top change+38.2%
LeaderCS Wind
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 |
|---|---|---|---|
| Wind | CS Wind | +11.90% | |
| Semiconductor Equipment | SFA Semicon | +25.52% | |
| Semiconductor Materials & Components | Nepes | +19.22% | |
| On-Device AI | Taesung | +29.93% | |
| HBM (High Bandwidth Memory) | Winpac | +5.60% | |
| Airlines & Low-Cost Carriers | Hanjinkal | +5.57% | |
| Shipbuilding Equipment | SK oceanplant | +6.91% | |
| Shipbuilding | HD Korea Shipbuilding & Offshore Engineering | +3.99% |
Wind led the Dec 12 session with an average change of 38.17%, and all 9 of its stocks closed higher. LS Materials jumped 300.0%, and theme leader CS Wind rose 11.9%.
Semiconductor Equipment posted an average change of 10.81% on a 2-day streak, led by SFA Semicon at 25.52%. Semiconductor Materials & Components averaged 9.21%, with Nepes up 19.22%.
On-Device AI extended its streak to 3 days with an average change of 6.65%, as Taesung rose 29.93%. HBM (High Bandwidth Memory) averaged 3.99%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Wind | recurred after 19 days | +38.2% | 9/9 | CS Wind |
| 2 | Semiconductor Equipment | 2 days running | +10.8% | 9/9 | SFA Semicon |
| 3 | Semiconductor Materials & Components | recurred after 6 days | +9.2% | 10/10 | Nepes |
| 4 | On-Device AI | 3 days running | +6.7% | 10/10 | Taesung |
| 5 | HBM (High Bandwidth Memory) | 2 days running | +4.0% | 10/10 | Winpac |
| 6 | Airlines & Low-Cost Carriers | recurred after 5 days | +3.1% | 7/7 | Hanjinkal |
| 7 | Shipbuilding Equipment | recurred after 14 days | +3.0% | 9/9 | SK oceanplant |
| 8 | Shipbuilding | recurred after 14 days | +2.5% | 4/4 | HD Korea Shipbuilding & Offshore Engineering |
Theme by Theme
1. Wind (recurred after 19 days)
- Episode: started 2023-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LS Materials 417200 | +300.0% | 24,000 | |
CS Wind 112610 | +11.9% | 58,300 | ★ |
SK oceanplant 100090 | +6.9% | 17,170 | |
Taewoong 044490 | +5.2% | 14,880 | |
CS Bearing 297090 | +5.1% | 9,730 | |
Dae Myoung Energy 389260 | +4.6% | 17,200 | |
Samyoung M-tek C0 054540 | +3.6% | 4,335 | |
SeAH Steel Holdings 003030 | +3.4% | 197,400 | |
Dongkuk Structures & Construction 100130 | +3.0% | 3,085 |
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2. Semiconductor Equipment (2 days running)
- Episode: started 2023-12-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
SFA Semicon 036540 | +25.5% | 6,590 | ★ |
KohYoungTechnology 098460 | +18.2% | 15,950 | |
Neosem 253590 | +16.1% | 4,715 | |
Rorze Systems 071280 | +7.2% | 6,140 | |
Sungwoo Techron Company 045300 | +6.5% | 4,079 | |
Auros Technology 322310 | +6.2% | 23,900 | |
Laserssel 412350 | +6.1% | 7,974 | |
Apact 200470 | +5.7% | 2,680 | |
KoMi 183300 | +5.7% | 31,373 |
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3. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2023-12-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes 033640 | +19.2% | 19,850 | ★ |
Ji-tech 417500 | +15.0% | 3,985 | |
Duksanhimetal 077360 | +8.9% | 7,460 | |
3S Korea 060310 | +8.7% | 2,450 | |
KEC 092220 | +7.5% | 8,050 | |
New Power Plasma 144960 | +6.8% | 5,500 | |
Lake Materials 281740 | +6.8% | 16,910 | |
Mi 059090 | +6.7% | 8,930 | |
BK Holdings 050090 | +6.3% | 1,146 | |
Ycchem 112290 | +6.3% | 5,152 |
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4. On-Device AI (3 days running)
- Episode: started 2023-12-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Taesung 323280 | +29.9% | 3,703 | ★ |
Nepes 033640 | +19.2% | 19,850 | |
Jeju Semiconductor 080220 | +10.7% | 12,400 | |
SK hynix 000660 | +1.6% | 131,000 | |
HPSP 403870 | +1.4% | 44,600 | |
Openedges Technology 394280 | +1.1% | 22,200 | |
Qualitas Semiconductor 432720 | +0.9% | 26,578 | |
Samsung Electronics 005930 | +0.7% | 73,500 | |
Simmtech 222800 | +0.5% | 37,700 | |
ADTechnology 200710 | +0.4% | 27,000 |
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5. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2023-12-11, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +6.2% | 23,900 | |
Laserssel 412350 | +6.1% | 7,974 | |
Winpac 097800 | +5.6% | 5,850 | ★ |
Dit 110990 | +4.6% | 19,690 | |
Zeus 079370 | +4.6% | 15,900 | |
Wot 396470 | +4.5% | 10,090 | |
MKElectron 033160 | +4.0% | 11,960 | |
SK hynix 000660 | +1.6% | 131,000 | |
Genesem 217190 | +1.6% | 9,058 | |
Openedges Technology 394280 | +1.1% | 22,200 |
6. Airlines & Low-Cost Carriers (recurred after 5 days)
- Episode: started 2023-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanjinkal 180640 | +5.6% | 56,900 | ★ |
Air Busan 298690 | +4.8% | 3,140 | |
Jejuair 089590 | +3.7% | 11,730 | |
Tway Holdings Incorporation 004870 | +3.2% | 486 | |
Jin Air 272450 | +1.7% | 12,300 | |
Korean Air Lines 003490 | +1.5% | 23,050 | |
Asiana Airlines 020560 | +1.1% | 10,920 |
7. Shipbuilding Equipment (recurred after 14 days)
- Episode: started 2023-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK oceanplant 100090 | +6.9% | 17,170 | ★ |
Taewoong 044490 | +5.2% | 14,880 | |
Samyoung M-tek C0 054540 | +3.6% | 4,335 | |
Dongbang Ship Machinery 099410 | +2.7% | 2,300 | |
Il Seung 333430 | +2.1% | 2,965 | |
S&W 103230 | +1.9% | 4,085 | |
BMTCo 086670 | +1.8% | 13,400 | |
T. K 023160 | +1.6% | 14,920 | |
Daeyang Electric 108380 | +1.5% | 11,980 |
8. Shipbuilding (recurred after 14 days)
- Episode: started 2023-12-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HD Korea Shipbuilding & Offshore Engineering 009540 | +4.0% | 112,100 | ★ |
Hanwha Ocean 042660 | +3.1% | 26,250 | |
Samsung Heavy Industries 010140 | +1.9% | 8,010 | |
HD Hyundai Heavy Industries 329180 | +1.0% | 122,900 |
Closing Thoughts
The data dates the On-Device AI episode from 2023-12-08 to 2023-12-14. The Semiconductor Equipment and HBM (High Bandwidth Memory) episodes also run through 2023-12-14.
Wind came back after a 19-day gap, and Shipbuilding and Shipbuilding Equipment returned after 14 days. The open question is whether these one-day episodes go on to last longer.