Apr 11: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 8 recurred. Top: Semiconductor Equipment +8.5%.
Strong themes8
Top change+8.5%
LeaderJNB
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 | JNB | +14.78% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +13.39% | |
| Glass Substrates | meerecompanyIncorporated | +11.19% | |
| Tires | Kumho Tire | +9.26% | |
| Car Majors | Hyundai Motor | +5.70% | |
| Integrated Logistics | Dongbang Transport & Logistics | +2.85% | |
| LPG (Liquefied Petroleum Gas) | Joong Ang Enervis | +2.78% | |
| Political Ties (Ahn Cheol-soo) | Sunny Electronics | +4.04% |
On Apr 11, every stock in all eight strong themes closed higher. Semiconductor Equipment led with an average change of 8.53%, and all 10 of its stocks rose.
JNB led that group at 14.78%, with news linking it to Samsung’s Taylor plant. Semiconductor Materials & Components followed with an average change of 6.61%.
Outside chips, Tires came back after a 149-day gap, averaging 4.65% as Kumho Tire rose 9.26%. Glass Substrates averaged 5.84%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 7 days | +8.5% | 10/10 | JNB |
| 2 | Semiconductor Materials & Components | recurred after 9 days | +6.6% | 10/10 | Welkeeps Hitech |
| 3 | Glass Substrates | recurred after 3 days | +5.8% | 8/8 | meerecompanyIncorporated |
| 4 | Tires | recurred after 149 days | +4.7% | 6/6 | Kumho Tire |
| 5 | Car Majors | recurred after 3 days | +2.9% | 5/5 | Hyundai Motor |
| 6 | Integrated Logistics | recurred after 8 days | +2.9% | 5/5 | Dongbang Transport & Logistics |
| 7 | LPG (Liquefied Petroleum Gas) | recurred after 3 days | +2.5% | 5/5 | Joong Ang Enervis |
| 8 | Political Ties (Ahn Cheol-soo) | recurred after 435 days | +1.9% | 5/5 | Sunny Electronics |
Theme by Theme
1. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2024-04-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
JNB 452160 | +14.8% | 16,310 | ★ |
Techwing 089030 | +14.5% | 38,700 | |
Di 003160 | +12.0% | 17,580 | |
KoMi 183300 | +9.5% | 80,900 | |
HANMI Semiconductor 042700 | +6.6% | 141,700 | |
K-ensol 053080 | +6.1% | 22,600 | |
Auros Technology 322310 | +5.9% | 33,950 | |
RS Automation 140670 | +5.7% | 18,480 | |
PSK Holdings 031980 | +5.2% | 43,550 | |
Apact 200470 | +5.0% | 5,220 |
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2. Semiconductor Materials & Components (recurred after 9 days)
- Episode: started 2024-04-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +13.4% | 1,380 | ★ |
Ram Technology 171010 | +12.4% | 6,180 | |
Semcns 252990 | +10.0% | 7,400 | |
Hanyang Digitech 078350 | +6.5% | 22,000 | |
ISC 095340 | +4.5% | 96,300 | |
GO Element 311320 | +4.2% | 13,050 | |
ENF Technology 102710 | +4.1% | 25,600 | |
KnJ 272110 | +3.9% | 20,300 | |
Hana Materials 166090 | +3.7% | 59,500 | |
Micro2nano 424980 | +3.5% | 13,410 |
3. Glass Substrates (recurred after 3 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
meerecompanyIncorporated 049950 | +11.2% | 32,800 | ★ |
CHEMTRONICSCo 089010 | +10.5% | 28,500 | |
HB Technology 078150 | +7.4% | 3,690 | |
JNTC 204270 | +6.2% | 19,450 | |
Philoptics 161580 | +3.4% | 27,250 | |
Ycchem 112290 | +3.0% | 27,100 | |
GigaVis 420770 | +2.8% | 78,500 | |
FNS Tech 083500 | +2.2% | 13,160 |
4. Tires (recurred after 149 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumho Tire 073240 | +9.3% | 6,490 | ★ |
Hankook Tire & Technology 161390 | +8.0% | 60,500 | |
Nexen Tire 002350 | +6.4% | 9,500 | |
Dynamic Design 145210 | +1.8% | 6,120 | |
Nexen 005720 | +1.8% | 4,185 | |
Hankook & Company 000240 | +0.6% | 16,350 |
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5. Car Majors (recurred after 3 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Motor 005380 | +5.7% | 241,000 | ★ |
Kia 000270 | +3.4% | 111,700 | |
Hyundai Mobis 012330 | +3.3% | 251,000 | |
Hyundai Wia 011210 | +1.6% | 57,600 | |
HL Mando 204320 | +0.6% | 33,450 |
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6. Integrated Logistics (recurred after 8 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taewoong Logistics 124560 | +5.1% | 3,615 | |
CJ Logistics 000120 | +4.7% | 123,300 | |
Dongbang Transport & Logistics 004140 | +2.9% | 2,345 | ★ |
KCTC 009070 | +1.2% | 3,750 | |
Hyundai Glovis 086280 | +0.8% | 176,200 |
7. LPG (Liquefied Petroleum Gas) (recurred after 3 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Gas 018670 | +5.1% | 161,700 | |
HeunguOil 024060 | +3.4% | 15,410 | |
Joong Ang Enervis 000440 | +2.8% | 24,000 | ★ |
S-Oil 010950 | +1.0% | 82,700 | |
GS Holdings 078930 | +0.5% | 48,450 |
8. Political Ties (Ahn Cheol-soo) (recurred after 435 days)
- Episode: started 2024-04-11, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sunny Electronics 004770 | +4.0% | 2,035 | ★ |
BRIDGETECCorp 064480 | +2.6% | 7,080 | |
Ahnlab 053800 | +1.9% | 64,800 | |
Hanchang Paper 009460 | +0.6% | 855 | |
Korea Robot Manufacturing 093640 | +0.4% | 8,190 |
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Closing Thoughts
Both chip themes have episodes running through Apr 12, while the other six were one-day runs. The next data point is whether Semiconductor Equipment extends its streak past 1.
Political Ties (Ahn Cheol-soo) came back after a 435-day gap, averaging 1.9%, with Sunny Electronics up 4.04%. Car Majors also rose, and Hyundai Motor gained 5.7%.