Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +9.9%.
Strong themes8
Top change+9.9%
LeaderMirae
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 | Mirae | +29.95% | |
| HBM (High Bandwidth Memory) | Winpac | +29.97% | |
| On-Device AI | Gaonchips | +22.88% | |
| Solar | SDN Company | +29.98% | |
| Space & Aerospace (Nuri Rocket, Satellites) | SatrecInitiative | +17.49% | |
| Beauty & Cosmetics | Aekyung Industrial | +11.21% | |
| Nuclear | Hyosung Heavy Industries | +6.53% | |
| Airlines & Low-Cost Carriers | Jin Air | +6.91% |
On 2024-03-28, eight themes ran strong, and every stock listed under each one closed higher. Semiconductor Equipment led with an average change of 9.9%, its third straight day.
HBM (High Bandwidth Memory) came next at 9.01% on a two-day streak, led by Winpac’s 29.97% gain. HANMI Semiconductor rose 17.13% and appears in both chip themes.
Outside chips, On-Device AI came back after 24 days at 6.95%, with Gaonchips up 22.88%. Solar returned after 43 days, led by SDN Company at 29.98%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +9.9% | 10/10 | Mirae |
| 2 | HBM (High Bandwidth Memory) | 2 days running | +9.0% | 10/10 | Winpac |
| 3 | On-Device AI | recurred after 24 days | +7.0% | 10/10 | Gaonchips |
| 4 | Solar | recurred after 43 days | +6.4% | 10/10 | SDN Company |
| 5 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 2 days | +6.2% | 10/10 | SatrecInitiative |
| 6 | Beauty & Cosmetics | 2 days running | +5.7% | 9/9 | Aekyung Industrial |
| 7 | Nuclear | recurred after 10 days | +2.9% | 10/10 | Hyosung Heavy Industries |
| 8 | Airlines & Low-Cost Carriers | recurred after 56 days | +2.3% | 7/7 | Jin Air |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2024-03-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +29.9% | 2,625 | ★ |
HANMI Semiconductor 042700 | +17.1% | 134,000 | |
Dit 110990 | +9.0% | 20,850 | |
Cymechs 160980 | +7.2% | 20,450 | |
Di 003160 | +7.2% | 11,320 | |
JT 089790 | +6.2% | 10,830 | |
Tse 131290 | +6.1% | 62,600 | |
Zeus 079370 | +5.7% | 20,250 | |
Tokai Carbon Korea 064760 | +5.3% | 116,100 | |
SFA Semicon 036540 | +5.2% | 6,060 |
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2. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-03-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +30.0% | 1,570 | ★ |
HANMI Semiconductor 042700 | +17.1% | 134,000 | |
Ycchem 112290 | +11.2% | 20,100 | |
Dit 110990 | +9.0% | 20,850 | |
Zeus 079370 | +5.7% | 20,250 | |
Imt 451220 | +4.1% | 21,800 | |
Openedges Technology 394280 | +3.5% | 29,700 | |
Genesem 217190 | +3.3% | 14,710 | |
Auros Technology 322310 | +3.1% | 36,100 | |
Kctech 281820 | +3.0% | 42,400 |
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3. On-Device AI (recurred after 24 days)
- Episode: started 2024-03-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +22.9% | 123,000 | ★ |
Jeju Semiconductor 080220 | +22.5% | 28,600 | |
ADTechnology 200710 | +6.5% | 40,800 | |
HPSP 403870 | +3.9% | 53,500 | |
Openedges Technology 394280 | +3.5% | 29,700 | |
Quality Reliability Technology 405100 | +2.6% | 33,650 | |
Chips&Media 094360 | +2.4% | 27,650 | |
Qualitas Semiconductor 432720 | +2.0% | 38,100 | |
Nepes Ark 330860 | +1.8% | 33,550 | |
Taesung 323280 | +1.4% | 4,315 |
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4. Solar (recurred after 43 days)
- Episode: started 2024-03-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SDN Company 099220 | +30.0% | 1,435 | ★ |
Dae Myoung Energy 389260 | +15.8% | 13,610 | |
HD Hyundai Energy Solutions 322000 | +4.0% | 23,500 | |
S-Energy 095910 | +3.1% | 1,909 | |
Dawonsys 068240 | +2.9% | 13,610 | |
Hanwha Solutions 009830 | +2.0% | 27,650 | |
Samsung C&T 028260 | +1.5% | 160,100 | |
G2Power 388050 | +1.5% | 9,340 | |
UniTest 086390 | +1.5% | 16,240 | |
Nuin Tek 012340 | +1.4% | 900 |
5. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)
- Episode: started 2024-03-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SatrecInitiative 099320 | +17.5% | 43,000 | ★ |
Contec 451760 | +11.2% | 18,740 | |
Asia Pacific Satellite lnc 211270 | +7.0% | 17,270 | |
Hanyang Digitech 078350 | +6.9% | 17,520 | |
Taewoong 044490 | +6.6% | 19,470 | |
Duksanhimetal 077360 | +4.2% | 6,690 | |
Genohco 361390 | +3.1% | 16,490 | |
Isupetasys 007660 | +2.6% | 44,900 | |
Kencoa Aerospace 274090 | +2.2% | 11,780 | |
Vitzro Tech 042370 | +1.1% | 8,130 |
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6. Beauty & Cosmetics (2 days running)
- Episode: started 2024-03-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Aekyung Industrial 018250 | +11.2% | 18,250 | ★ |
iFamilySC 114840 | +9.7% | 22,600 | |
Pum-tech Korea 251970 | +6.5% | 23,000 | |
Cosmax 192820 | +4.9% | 121,400 | |
Leaders Cosmetics 016100 | +4.3% | 2,035 | |
Tonymoly 214420 | +4.2% | 6,200 | |
HLB Global 003580 | +3.9% | 8,480 | |
Neopharm 092730 | +3.3% | 25,000 | |
Cosmecca Korea 241710 | +3.0% | 35,500 |
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7. Nuclear (recurred after 10 days)
- Episode: started 2024-03-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong 044490 | +6.6% | 19,470 | |
Hyosung Heavy Industries 298040 | +6.5% | 277,500 | ★ |
SNTEnergy 100840 | +4.4% | 24,950 | |
Iljin Power 094820 | +2.5% | 12,690 | |
WOOJIN Ntec 457550 | +2.4% | 25,550 | |
Bhi 083650 | +1.8% | 9,040 | |
G2Power 388050 | +1.5% | 9,340 | |
Sung Kwang Bend 014620 | +1.3% | 11,200 | |
DK-Lok 105740 | +1.2% | 8,530 | |
KEPCO Engineering & Construction Company 052690 | +1.1% | 66,300 |
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8. Airlines & Low-Cost Carriers (recurred after 56 days)
- Episode: started 2024-03-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jin Air 272450 | +6.9% | 12,850 | ★ |
Jejuair 089590 | +3.1% | 11,230 | |
AK Holdings 006840 | +2.4% | 15,560 | |
Air Busan 298690 | +2.2% | 2,790 | |
Hanjinkal 180640 | +0.7% | 59,400 | |
Tway Holdings Incorporation 004870 | +0.6% | 473 | |
Asiana Airlines 020560 | +0.1% | 11,120 |
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Closing Thoughts
Semiconductor Equipment and HBM (High Bandwidth Memory) go into the next session on streaks of 3 and 2 days. Beauty & Cosmetics also reached a second day at 5.68%, led by Aekyung Industrial.
Five themes came back as one-day episodes, including Nuclear at 2.92% and Airlines & Low-Cost Carriers at 2.29%. It’s still open whether any of them lasts past a single day.