Dec 18: 8 Strong Themes — Battery, Semiconductor Equipment

December 18, 2023 · #Battery #Semiconductor Equipment #Shipping #Semiconductor Materials & Components #Robotics (Industrial & Collaborative) #Defense & War #AI & Robotics #System Semiconductors

8 strong themes — 2 running · 6 recurred. Top: Battery +9.3%.

Strong themes8 Top change+9.3% LeaderEcopro Materials

Average change by strong theme

Average change of member stocks, by theme · descending
Battery
+9.3%
Semiconductor Equipment
+9.3%
Shipping
+7.9%
Semiconductor Materials & Components
+7.5%
Robotics (Industrial & Collaborative)
+7.2%
Defense & War
+7.2%
AI & Robotics
+7.1%
System Semiconductors
+6.7%

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 -
ThemeLeaderChangeTrend
BatteryEcopro Materials+26.04%
Semiconductor EquipmentRS Automation+25.28%
ShippingHeung-a Shipping+9.47%
Semiconductor Materials & ComponentsHLB innoVation+18.44%
Robotics (Industrial & Collaborative)RS Automation+25.28%
Defense & WarB.U Technology+30.00%-
AI & RoboticsArtist Company+29.94%
System SemiconductorsQualitas Semiconductor+17.36%

Eight themes closed strong on 2023-12-18, and every listed stock in each one finished higher. Battery led with an average change of 9.31%, and Ecopro Materials rose 26.04%.

Semiconductor Equipment came next with an average change of 9.29%. Its leader, RS Automation, rose 25.28% and also led Robotics (Industrial & Collaborative).

Shipping came back after a 14-day gap, and HMM rose 14.12%. Defense & War made it a streak of 2, with B.U Technology up 30.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery3 days running+9.3%10/10Ecopro Materials
2Semiconductor Equipmentrecurred after 4 days+9.3%10/10RS Automation
3Shippingrecurred after 14 days+7.9%5/5Heung-a Shipping
4Semiconductor Materials & Componentsrecurred after 5 days+7.5%10/10HLB innoVation
5Robotics (Industrial & Collaborative)recurred after 4 days+7.2%9/9RS Automation
6Defense & War2 days running+7.2%9/9B.U Technology
7AI & Roboticsrecurred after 4 days+7.1%9/9Artist Company
8System Semiconductorsrecurred after 5 days+6.7%10/10Qualitas Semiconductor

Theme by Theme

1. Battery (3 days running)

StockChangeCloseLeader
Ecopro Materials 450080+26.0%213,000★
KNS 432470+15.1%38,550
Ecopro 086520+8.2%136,754
Dongwha Enterprise 025900+7.0%28,598
Philenergy 378340+6.8%18,480
Dongkuk Refractories & Steel 075970+6.7%3,600
Enchem 348370+6.3%79,400
Dit 110990+6.3%20,200
SungEel HiTech 365340+6.1%112,000
Kwangmu 029480+4.7%2,240

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2. Semiconductor Equipment (recurred after 4 days)

StockChangeCloseLeader
RS Automation 140670+25.3%14,770★
Neosem 253590+12.5%7,120
Tfe 425420+11.7%36,650
KoMi 183300+8.5%32,494
HanaMicron 067310+7.8%25,517
Auros Technology 322310+6.4%28,300
Dit 110990+6.3%20,200
Zeus 079370+5.4%15,566
Tokai Carbon Korea 064760+4.9%114,800
Yest 122640+4.1%17,850

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3. Shipping (recurred after 14 days)

StockChangeCloseLeader
HMM 011200+14.1%17,540
Heung-a Shipping 003280+9.5%2,370★
STX Green Logis 465770+7.3%13,890
Korea Line 005880+4.5%2,215
Pan Ocean 028670+4.1%4,555

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

StockChangeCloseLeader
HLB innoVation 024850+18.4%15,575★
HanaMicron 067310+7.8%25,517
KnJ 272110+7.7%20,650
Micro Contact Solution 098120+7.4%14,170
LTC 170920+6.8%14,740
OKins Electronics 080580+6.6%7,150
Ycchem 112290+6.3%5,387
Tokai Carbon Korea 064760+4.9%114,800
WONIK Materials 104830+4.7%30,100
Hana Materials 166090+3.9%50,800

5. Robotics (Industrial & Collaborative) (recurred after 4 days)

StockChangeCloseLeader
RS Automation 140670+25.3%14,770★
Doosan Robotics 454910+14.1%107,800
Zeus 079370+5.4%15,566
TPC 130740+4.7%2,795
SPG 058610+4.4%36,900
Beno TNR 206400+3.8%3,425
Russell 217500+3.1%3,180
SP Systems 317830+2.6%10,100
Ajinextek 059120+1.8%5,168

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6. Defense & War (2 days running)

StockChangeCloseLeader
B.U Technology 230980+30.0%442★
Ace Technologies 088800+14.3%7,502
WaveElectronics 095270+6.7%5,440
Fiberpro 368770+3.6%3,170
Kencoa Aerospace 274090+2.9%12,430
Samyung ENC 065570+2.6%2,965
Daesung Hi-Tech 129920+1.5%6,820
Kisan Telecom 035460+1.4%2,520
Formetal 119500+1.4%3,610

7. AI & Robotics (recurred after 4 days)

StockChangeCloseLeader
Artist Company 321820+29.9%17,880★
ESTaid 239340+9.4%3,140
Curexo 060280+5.6%18,250
Emro 058970+4.5%76,000
Exem 205100+3.4%2,145
Maum.ai 377480+3.1%26,500
Russell 217500+3.1%3,180
CrowdWorks 355390+2.9%14,790
VAIV company 301300+2.1%6,840

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8. System Semiconductors (recurred after 5 days)

StockChangeCloseLeader
Qualitas Semiconductor 432720+17.4%36,521★
Openedges Technology 394280+9.5%23,700
HanaMicron 067310+7.8%25,517
Quality Reliability Technology 405100+6.3%16,100
Makus 093520+5.7%11,100
Chips&Media 094360+5.0%30,500
ABOV Semiconductor 102120+4.3%11,260
Telechips 054450+4.2%29,500
CoAsia 045970+3.9%7,460
Zaram Technology 389020+3.5%28,300

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Closing Thoughts

Battery has now run for a streak of 3, in an episode that began on Dec 14. The next session’s data will show whether that run continues.

Three chip themes made the list, and HanaMicron, up 7.76%, appeared in all three. The coming sessions will show whether those themes move together again.