Apr 4: 8 Strong Themes — Semiconductor Equipment, Power Equipment
8 strong themes — 8 recurred. Top: Semiconductor Equipment +13.5%.
Strong themes8
Top change+13.5%
LeaderDi
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 | Di | +17.81% | |
| Power Equipment | Iljin Electric | +20.96% | |
| HBM (High Bandwidth Memory) | Ycchem | +29.80% | |
| Electric Cables | Iljin Electric | +20.96% | |
| EV | Samwha Electric | +16.59% | |
| Battery | HB Technology | +11.81% | |
| iPhone Supply Chain | Derkwoo Electronics | +12.71% | |
| Metals (Non-Ferrous) | Leeku Industrial | +17.41% |
On Apr 4, eight themes ran strong and every listed stock in each one closed higher. Semiconductor Equipment led with an average change of 13.52%, with all 10 of its stocks up.
Power Equipment followed with an average change of 10.04%, led by Iljin Electric at 20.96%. HBM (High Bandwidth Memory) averaged 9.59%, with Ycchem up 29.8%.
EV, Battery, iPhone Supply Chain and Metals (Non-Ferrous) also rose across the board. iPhone Supply Chain came back after a gap of 51 days.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 6 days | +13.5% | 10/10 | Di |
| 2 | Power Equipment | recurred after 8 days | +10.0% | 10/10 | Iljin Electric |
| 3 | HBM (High Bandwidth Memory) | recurred after 3 days | +9.6% | 10/10 | Ycchem |
| 4 | Electric Cables | recurred after 8 days | +8.9% | 7/7 | Iljin Electric |
| 5 | EV | recurred after 8 days | +8.7% | 10/10 | Samwha Electric |
| 6 | Battery | recurred after 8 days | +7.6% | 9/9 | HB Technology |
| 7 | iPhone Supply Chain | recurred after 51 days | +5.8% | 10/10 | Derkwoo Electronics |
| 8 | Metals (Non-Ferrous) | recurred after 21 days | +5.2% | 10/10 | Leeku Industrial |
Theme by Theme
1. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +21.1% | 33,300 | |
EO Technics 039030 | +20.2% | 259,000 | |
Di 003160 | +17.8% | 16,140 | ★ |
GigaVis 420770 | +16.7% | 79,000 | |
Tse 131290 | +13.8% | 67,400 | |
EugeneTechnology 084370 | +11.0% | 46,500 | |
Point Engineering 256630 | +8.9% | 1,851 | |
PSK Holdings 031980 | +8.8% | 45,850 | |
Rorze Systems 071280 | +8.6% | 12,190 | |
C&G Hi Tech 264660 | +8.3% | 14,050 |
Related news
- 디아이, ‘쇼티지’ HBM장비 국산화로 온전한 수혜…이유있는 랠리 — 아시아경제 (Korean)
- [특징주]디아이, 고객사 의뢰로 HBM 장비 개발…CXL 확산도 기회 — 아시아경제 (Korean)
- [장중수급포착] 디아이, 기관 63,000주 대량 순매수… 주가 +1.53% — 뉴스핌 (Korean)
2. Power Equipment (recurred after 8 days)
- Episode: started 2024-04-04, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +21.0% | 23,200 | ★ |
LS ELECTRIC 010120 | +14.0% | 106,000 | |
Gaon Cable 000500 | +11.9% | 29,650 | |
Cheryong Electric 033100 | +10.5% | 53,000 | |
Dawon Cable 006340 | +9.7% | 1,613 | |
Hyosung Heavy Industries 298040 | +8.1% | 307,000 | |
HD Hyundai Electric 267260 | +7.2% | 198,700 | |
LS 006260 | +6.8% | 109,600 | |
Taihan Cable & Solution 001440 | +6.5% | 11,420 | |
Cheryong Industrial 147830 | +4.6% | 4,080 |
Related news
- [장중수급포착] 일진전기, 기관 26,000주 대량 순매수… 주가 +5.84% — 뉴스핌 (Korean)
3. HBM (High Bandwidth Memory) (recurred after 3 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Ycchem 112290 | +29.8% | 29,400 | ★ |
EO Technics 039030 | +20.2% | 259,000 | |
PSK Holdings 031980 | +8.8% | 45,850 | |
Imt 451220 | +6.4% | 24,150 | |
Systems Technology 039440 | +6.2% | 36,000 | |
Openedges Technology 394280 | +5.2% | 28,600 | |
Kctech 281820 | +4.9% | 42,600 | |
SK hynix 000660 | +4.9% | 188,000 | |
Yest 122640 | +4.8% | 22,700 | |
Auros Technology 322310 | +4.7% | 35,750 |
Related news
- 디아이, ‘쇼티지’ HBM장비 국산화로 온전한 수혜…이유있는 랠리 — 아시아경제 (Korean)
4. Electric Cables (recurred after 8 days)
- Episode: started 2024-04-04, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +21.0% | 23,200 | ★ |
Gaon Cable 000500 | +11.9% | 29,650 | |
Dawon Cable 006340 | +9.7% | 1,613 | |
LS 006260 | +6.8% | 109,600 | |
Taihan Cable & Solution 001440 | +6.5% | 11,420 | |
KBI Metal 024840 | +3.9% | 1,425 | |
LS Eco Energy 229640 | +2.6% | 18,570 |
Related news
- [장중수급포착] 가온전선, 외국인 19,444주 대량 순매수… 주가 +6.60% — 뉴스핌 (Korean)
5. EV (recurred after 8 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Electric 009470 | +16.6% | 36,900 | ★ |
SKC 011790 | +16.1% | 130,600 | |
LS ELECTRIC 010120 | +14.0% | 106,000 | |
Kostecsys 355150 | +9.7% | 9,200 | |
Enchem 348370 | +5.8% | 335,500 | |
Samwha Capacitor 001820 | +5.7% | 36,300 | |
Samwha Electronics 011230 | +4.9% | 4,405 | |
Kia 000270 | +4.8% | 106,700 | |
Hyundai Motor 005380 | +4.6% | 226,000 | |
Sungho Electronics 043260 | +4.4% | 2,075 |
Related news
- 현대차·기아, 국내 전기차 판매 57.4%↓…“보조금 때문이라지만” — 머니투데이 (Korean)
6. Battery (recurred after 8 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SKC 011790 | +16.1% | 130,600 | |
HB Technology 078150 | +11.8% | 3,220 | ★ |
Philoptics 161580 | +9.1% | 29,850 | |
Eco&Dream 101360 | +6.9% | 51,900 | |
Enchem 348370 | +5.8% | 335,500 | |
Pemtron 168360 | +5.6% | 10,930 | |
Aluko 001780 | +4.8% | 3,510 | |
Korea Zinc 010130 | +4.3% | 463,000 | |
Dit 110990 | +4.2% | 18,700 |
Related news
- 삼성운용, 2차전지핵심소재 ETF 개인순매수 1000억 ↑ — 대한경제 (Korean)
7. iPhone Supply Chain (recurred after 51 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Derkwoo Electronics 263600 | +12.7% | 8,600 | ★ |
Interflex 051370 | +10.8% | 15,140 | |
YMT 251370 | +8.3% | 12,750 | |
Ndfos 238090 | +6.3% | 4,040 | |
Samsung Electro-mechanics 009150 | +5.0% | 155,400 | |
SK hynix 000660 | +4.9% | 188,000 | |
Samsung SDI 006400 | +3.3% | 442,000 | |
Duk San Neolux 213420 | +3.2% | 38,500 | |
LG Display 034220 | +2.1% | 10,450 | |
HyVISION SYSTEM 126700 | +1.8% | 22,800 |
8. Metals (Non-Ferrous) (recurred after 21 days)
- Episode: started 2024-04-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Leeku Industrial 025820 | +17.4% | 5,430 | ★ |
Poongsan 103140 | +6.8% | 53,100 | |
Daechang 012800 | +5.1% | 1,470 | |
Aluko 001780 | +4.8% | 3,510 | |
Korea Zinc 010130 | +4.3% | 463,000 | |
Poongsan Holdings 005810 | +3.2% | 29,300 | |
Hanjoo Light Metal 198940 | +3.1% | 2,790 | |
PJ Metal 128660 | +2.8% | 3,530 | |
Sama Aluminium 006110 | +2.5% | 83,300 | |
Kukil Metal 060480 | +2.3% | 2,475 |
Related news
- [장중수급포착] 이구산업, 기관 21.90만 주 대량 순매수… 주가 +14.59% — 뉴스핌 (Korean)
Closing Thoughts
All eight themes came back on a streak of 1, so each move is one session old. The next question is whether Semiconductor Equipment and HBM (High Bandwidth Memory) hold beyond one day.
News centred on Di, the Semiconductor Equipment leader, and its HBM equipment work. EV headlines cited a 57.4% drop in domestic EV sales at Hyundai Motor and Kia.