Feb 27: 4 Strong Themes — HBM (High Bandwidth Memory), Shipbuilding
4 strong themes — 1 running · 3 recurred. Top: HBM (High Bandwidth Memory) +9.2%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| HBM (High Bandwidth Memory) | Quality Reliability Technology | +24.96% | |
| Shipbuilding | Hanwha Ocean | +5.23% | |
| Crypto & Bitcoin | FSN | +4.04% | |
| Banks | JB Financial Group | +1.87% |
HBM (High Bandwidth Memory) was the strongest theme on Feb 27, 2024, with an average change of 9.25%. All 10 stocks in the group closed higher, and it was the theme’s second straight session.
Quality Reliability Technology led the HBM group with a 24.96% gain. Yest rose 16.27% and Imt rose 11.87%, while HANMI Semiconductor added 6.44%.
Shipbuilding came back after a 6-day gap with an average change of 3.89%, and Hanwha Ocean led at 5.23%. Crypto & Bitcoin averaged 3.42% and Banks averaged 1.48%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | HBM (High Bandwidth Memory) | 2 days running | +9.2% | 10/10 | Quality Reliability Technology |
| 2 | Shipbuilding | recurred after 6 days | +3.9% | 4/4 | Hanwha Ocean |
| 3 | Crypto & Bitcoin | recurred after 6 days | +3.4% | 8/8 | FSN |
| 4 | Banks | recurred after 8 days | +1.5% | 4/4 | JB Financial Group |
Theme by Theme
1. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-02-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Quality Reliability Technology 405100 | +25.0% | 37,300 | ★ |
Yest 122640 | +16.3% | 22,300 | |
Imt 451220 | +11.9% | 22,050 | |
Kctech 281820 | +8.6% | 39,200 | |
Zeus 079370 | +7.8% | 22,150 | |
HANMI Semiconductor 042700 | +6.4% | 82,700 | |
PSK Holdings 031980 | +5.3% | 40,750 | |
Auros Technology 322310 | +4.9% | 37,200 | |
Openedges Technology 394280 | +4.1% | 34,550 | |
Dit 110990 | +2.3% | 22,100 |
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- [장중수급포착] 큐알티, 외국인 67,166주 대량 순매수… 주가 +8.21% — 뉴스핌 (Korean)
2. Shipbuilding (recurred after 6 days)
- Episode: started 2024-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +5.2% | 24,150 | ★ |
HD Hyundai Heavy Industries 329180 | +4.7% | 114,900 | |
Samsung Heavy Industries 010140 | +3.5% | 7,670 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +2.1% | 113,800 |
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- 훈풍부는 K조선… 13년만에 ‘남는 장사’ 하나 — 국민일보 (Korean)
3. Crypto & Bitcoin (recurred after 6 days)
- Episode: started 2024-02-27, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Technology Investment 041190 | +10.4% | 8,620 | |
GalaxiaMoneytree 094480 | +5.8% | 9,950 | |
FSN 214270 | +4.0% | 2,835 | ★ |
Wizit 036090 | +3.2% | 878 | |
T Scientific 057680 | +1.9% | 1,671 | |
Atinum Investment 021080 | +1.6% | 3,180 | |
Danal 064260 | +0.3% | 4,305 | |
Wemade 112040 | +0.1% | 47,150 |
Related news
- [리포트 브리핑]FSN, ‘에이피알 상장 최대 수혜주는?’ Not Rated - 한양증권 — 뉴스핌 (Korean)
- [더벨]한양증권 “FSN, 에이피알 상장 최대 수혜주” — 머니투데이 (Korean)
- 한양證 “FSN, 에이피알 상장 최대 수혜주…액셀러레이팅 사업 전개” — 머니투데이 (Korean)
4. Banks (recurred after 8 days)
- Episode: started 2024-02-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori Financial Group 316140 | +2.1% | 14,940 | |
JB Financial Group 175330 | +1.9% | 13,610 | ★ |
Shinhan Financial Group 055550 | +1.6% | 42,000 | |
Industrial Bank Of Korea 024110 | +0.4% | 13,450 |
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- [장중수급포착] JB금융지주, 기관 5일 연속 순매수행진… 주가 +3.07% — 뉴스핌 (Korean)
Closing Thoughts
The next test is whether HBM (High Bandwidth Memory) can extend its 2-day streak. News on Feb 27 reported 7 straight sessions of institutional net buying in Quality Reliability Technology.
Shipbuilding, Crypto & Bitcoin and Banks each came back for just one day, so it remains to be seen whether the moves continue. In crypto, Woori Technology Investment rose 10.37%.