Jan 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +12.8%.
Strong themes8
Top change+12.8%
LeaderKoses
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 |
|---|---|---|---|
| Semiconductor Equipment | Koses | +29.95% | |
| System Semiconductors | Zaram Technology | +19.48% | |
| Semiconductor Materials & Components | LTC | +6.38% | |
| HBM (High Bandwidth Memory) | Imt | +25.26% | |
| Korea-Listed Chinese Companies | Cayman Golden Century Wheel Group | +3.57% | - |
| Shipbuilding Equipment | KSP | +18.86% | |
| Petrochemicals | Isu Chemical | +2.52% | |
| Car Majors | Kia | +5.80% |
Chip stocks led the Jan 25, 2024 session. Semiconductor Equipment topped the board with an average change of 12.82%, and all 9 of its stocks rose for a second straight day.
System Semiconductors came back after a 6-day gap with an average change of 11.51%, with all 10 names up. LB Lusem gained 29.99%, and Koses rose 29.95% in the equipment group.
Car Majors also rose, with an average change of 2.52%. Kia led the theme with a 5.8% gain, on the same day news reported a record annual operating profit.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +12.8% | 9/9 | Koses |
| 2 | System Semiconductors | recurred after 6 days | +11.5% | 10/10 | Zaram Technology |
| 3 | Semiconductor Materials & Components | recurred after 3 days | +6.4% | 10/10 | LTC |
| 4 | HBM (High Bandwidth Memory) | 2 days running | +6.1% | 8/8 | Imt |
| 5 | Korea-Listed Chinese Companies | recurred after 122 days | +4.8% | 5/5 | Cayman Golden Century Wheel Group |
| 6 | Shipbuilding Equipment | recurred after 28 days | +3.3% | 10/10 | KSP |
| 7 | Petrochemicals | recurred after 87 days | +2.6% | 9/9 | Isu Chemical |
| 8 | Car Majors | recurred after 28 days | +2.5% | 7/7 | Kia |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2024-01-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Koses 089890 | +29.9% | 20,350 | ★ |
Imt 451220 | +25.3% | 24,100 | |
Green Resource 402490 | +15.7% | 29,100 | |
KohYoungTechnology 098460 | +14.5% | 21,050 | |
EugeneTechnology 084370 | +8.6% | 46,600 | |
Laserssel 412350 | +7.3% | 10,200 | |
K-ensol 053080 | +5.9% | 13,920 | |
Russell 217500 | +4.3% | 3,600 | |
JNB 452160 | +3.8% | 12,250 |
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2. System Semiconductors (recurred after 6 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LB Lusem 376190 | +30.0% | 8,800 | |
LB Semicon 061970 | +21.8% | 9,170 | |
Zaram Technology 389020 | +19.5% | 34,650 | ★ |
KohYoungTechnology 098460 | +14.5% | 21,050 | |
Sigetronics 429270 | +8.3% | 13,500 | |
Anapass 123860 | +6.4% | 28,200 | |
ABOV Semiconductor 102120 | +5.8% | 22,000 | |
ADTechnology 200710 | +5.4% | 30,150 | |
Quality Reliability Technology 405100 | +1.9% | 29,000 | |
S&S Tech 101490 | +1.5% | 43,450 |
3. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MKElectron 033160 | +12.0% | 13,620 | |
Micro2nano 424980 | +9.9% | 16,280 | |
DNFCo 092070 | +7.5% | 22,900 | |
Ji-tech 417500 | +7.1% | 5,440 | |
LTC 170920 | +6.4% | 18,350 | ★ |
New Power Plasma 144960 | +4.9% | 5,360 | |
Ycchem 112290 | +4.6% | 11,790 | |
KX Hitech 052900 | +4.2% | 1,379 | |
HLB innoVation 024850 | +4.0% | 2,830 | |
Protec Mems Technology 147760 | +3.7% | 6,150 |
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4. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-01-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Imt 451220 | +25.3% | 24,100 | ★ |
MKElectron 033160 | +12.0% | 13,620 | |
Laserssel 412350 | +7.3% | 10,200 | |
Quality Reliability Technology 405100 | +1.9% | 29,000 | |
Winpac 097800 | +1.3% | 1,772 | |
Mirai Semiconductors 254490 | +0.9% | 23,050 | |
Kctech 281820 | +0.3% | 31,700 | |
Samsung Electronics 005930 | +0.1% | 74,100 |
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- [장중수급포착] 아이엠티, 외국인 5일 연속 순매수행진… 주가 +29.94% — 뉴스핌 (Korean)
5. Korea-Listed Chinese Companies (recurred after 122 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Heng Sheng Holding Group 900270 | +11.2% | 238 | |
Coloray International Investment 900310 | +4.5% | 874 | |
Cayman Golden Century Wheel Group 900280 | +3.6% | 145 | ★ |
Wing Yip Food Holdings Group 900340 | +3.5% | 771 | |
Great Rich Technologies 900290 | +1.4% | 3,695 |
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6. Shipbuilding Equipment (recurred after 28 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KSP 073010 | +18.9% | 3,560 | ★ |
Sejin Heavy Industries 075580 | +7.5% | 5,440 | |
BMTCo 086670 | +2.0% | 13,340 | |
HD-Hyundai Marine Engine 071970 | +1.6% | 11,920 | |
Samyoung M-tek C0 054540 | +1.2% | 4,120 | |
T. K 023160 | +0.6% | 12,730 | |
STX Engine 077970 | +0.6% | 11,690 | |
Sung Kwang Bend 014620 | +0.5% | 10,810 | |
Hy-lok 013030 | +0.4% | 25,150 | |
Hankuk Carbon 017960 | +0.1% | 10,660 |
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7. Petrochemicals (recurred after 87 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Petro Chemical Ind 006650 | +7.0% | 144,300 | |
Lotte Chemical 011170 | +6.4% | 136,900 | |
Taekwang Industrial 003240 | +2.9% | 636,000 | |
Isu Chemical 005950 | +2.5% | 12,590 | ★ |
Kolon Industries 120110 | +1.6% | 40,750 | |
Dongsung Chemical 102260 | +1.0% | 4,425 | |
LG Chem 051910 | +1.0% | 404,500 | |
Samyang 145990 | +0.6% | 45,750 | |
Green Chemical 083420 | +0.3% | 7,490 |
8. Car Majors (recurred after 28 days)
- Episode: started 2024-01-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kia 000270 | +5.8% | 93,000 | ★ |
Hyundai Wia 011210 | +4.5% | 58,000 | |
Hyundai Mobis 012330 | +2.4% | 209,500 | |
Hyundai Motor 005380 | +2.0% | 188,700 | |
Hanon Systems 018880 | +1.1% | 6,190 | |
HL Mando 204320 | +1.1% | 35,350 | |
KG Mobility 003620 | +0.6% | 7,950 |
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Closing Thoughts
HBM (High Bandwidth Memory) is also on a 2-day streak, led by Imt at 25.26%. The next thing to see is whether the equipment and HBM runs continue for a third day.
Korea-Listed Chinese Companies came back after a 122-day gap, and Petrochemicals after 87 days. The next sessions will show whether these one-day returns continue.