Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment

April 12, 2024 · #Beauty & Cosmetics #Semiconductor Equipment #Semiconductor Materials & Components #Power Equipment #Electric Cables #System Semiconductors #HBM (High Bandwidth Memory) #Shipbuilding

8 strong themes — 2 running · 6 recurred. Top: Beauty & Cosmetics +8.1%.

Strong themes8 Top change+8.1% LeaderLeaders Cosmetics

Average change by strong theme

Average change of member stocks, by theme · descending
Beauty & Cosmetics
+8.1%
Semiconductor Equipment
+7.8%
Semiconductor Materials & Components
+7.2%
Power Equipment
+7.0%
Electric Cables
+6.5%
System Semiconductors
+6.4%
HBM (High Bandwidth Memory)
+5.6%
Shipbuilding
+3.8%

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 -
ThemeLeaderChangeTrend
Beauty & CosmeticsLeaders Cosmetics+17.83%
Semiconductor EquipmentAdvanced Process Systems+19.02%
Semiconductor Materials & ComponentsMecaro+30.00%
Power EquipmentGaon Cable+18.91%
Electric CablesGaon Cable+18.91%
System SemiconductorsAsicland+12.92%
HBM (High Bandwidth Memory)Openedges Technology+9.59%
ShipbuildingHanwha Ocean+8.99%

Every one of the eight strong themes on Apr 12 closed with all of its stocks higher. Beauty & Cosmetics led with an average change of 8.07%, and all 9 of its stocks rose.

Chip stocks made up much of the rest of the list. Semiconductor Equipment posted an average change of 7.84% on a 2-day streak, led by Advanced Process Systems at 19.02%.

Mecaro jumped 30.0% in Semiconductor Materials & Components. Gaon Cable rose 18.91% and led both Power Equipment and Electric Cables, as headlines pointed to rising copper prices.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Beauty & Cosmeticsrecurred after 3 days+8.1%9/9Leaders Cosmetics
2Semiconductor Equipment2 days running+7.8%10/10Advanced Process Systems
3Semiconductor Materials & Components2 days running+7.2%10/10Mecaro
4Power Equipmentrecurred after 4 days+7.0%10/10Gaon Cable
5Electric Cablesrecurred after 3 days+6.5%7/7Gaon Cable
6System Semiconductorsrecurred after 3 days+6.4%10/10Asicland
7HBM (High Bandwidth Memory)recurred after 8 days+5.6%10/10Openedges Technology
8Shipbuildingrecurred after 3 days+3.8%5/5Hanwha Ocean

Theme by Theme

1. Beauty & Cosmetics (recurred after 3 days)

StockChangeCloseLeader
Leaders Cosmetics 016100+17.8%2,445★
Byon 032980+10.3%900
Silicon 2 257720+9.1%13,760
CLIO Cosmetics 237880+8.1%30,600
Amorepacific 090430+6.0%135,000
Naturalendo Tech 168330+5.9%2,595
Englewood Lab 950140+5.3%13,540
Cosmecca Korea 241710+5.2%37,500
Manyo Factory 439090+4.9%19,300

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2. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Advanced Process Systems 265520+19.0%27,850★
Di 003160+7.7%18,940
Mirae 025560+7.6%2,275
LEENO Industrial 058470+7.4%274,500
Imt 451220+7.4%23,850
Yest 122640+6.7%20,150
EO Technics 039030+6.2%273,000
Dit 110990+5.9%21,400
Systems Technology 039440+5.5%35,200
Neosem 253590+4.8%12,220

3. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Mecaro 241770+30.0%11,050★
Semcns 252990+8.5%8,030
ENF Technology 102710+5.7%27,050
Ji-tech 417500+5.6%4,680
LTC 170920+5.6%15,390
KX Hitech 052900+4.2%1,465
Kctech 281820+3.8%39,550
Megatouch 446540+3.1%5,310
Soulbrain 357780+2.6%298,500
Micro2nano 424980+2.5%13,750

4. Power Equipment (recurred after 4 days)

StockChangeCloseLeader
Gaon Cable 000500+18.9%44,650★
LS ELECTRIC 010120+9.6%139,700
Hyosung Heavy Industries 298040+6.9%339,000
LS 006260+6.3%122,100
LS Eco Energy 229640+5.8%19,040
SemyungElectricMachinery 017510+5.1%3,715
Seojeon Electric Machinery 189860+5.0%4,490
G2Power 388050+4.5%8,320
Dawon Cable 006340+4.2%2,385
PNC Technologies 237750+3.3%5,900

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5. Electric Cables (recurred after 3 days)

StockChangeCloseLeader
Gaon Cable 000500+18.9%44,650★
KBI Metal 024840+6.6%1,641
LS 006260+6.3%122,100
LS Eco Energy 229640+5.8%19,040
Dawon Cable 006340+4.2%2,385
Taihan Cable & Solution 001440+2.9%13,330
Iljin Electric 103590+0.7%20,450

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6. System Semiconductors (recurred after 3 days)

StockChangeCloseLeader
Asicland 445090+12.9%60,300★
Openedges Technology 394280+9.6%29,150
Di 003160+7.7%18,940
LEENO Industrial 058470+7.4%274,500
Qualitas Semiconductor 432720+5.5%36,450
Gaonchips 399720+5.0%110,200
KohYoungTechnology 098460+4.6%18,170
Ranix 317120+3.8%3,730
Fadu 440110+3.7%17,530
Chips&Media 094360+3.6%25,900

7. HBM (High Bandwidth Memory) (recurred after 8 days)

StockChangeCloseLeader
Openedges Technology 394280+9.6%29,150★
Imt 451220+7.4%23,850
Yest 122640+6.7%20,150
EO Technics 039030+6.2%273,000
Dit 110990+5.9%21,400
Systems Technology 039440+5.5%35,200
KohYoungTechnology 098460+4.6%18,170
Kctech 281820+3.8%39,550
PSK Holdings 031980+3.8%45,200
HANMI Semiconductor 042700+2.7%145,500

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8. Shipbuilding (recurred after 3 days)

StockChangeCloseLeader
Hanwha Ocean 042660+9.0%28,500★
Samsung Heavy Industries 010140+4.8%8,910
HD Hyundai Heavy Industries 329180+3.0%117,900
HJ Shipbuilding & Construction 097230+1.1%3,080
HD Korea Shipbuilding & Offshore Engineering 009540+1.1%117,600

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Closing Thoughts

Semiconductor Equipment and Semiconductor Materials & Components have both run for 2 days, since 2024-04-11. Whether either theme makes a third straight appearance is the next thing to see.

Beauty & Cosmetics and HBM (High Bandwidth Memory) came back after gaps of 3 and 8 days. Shipbuilding was the weakest theme, with an average change of 3.81%, while Hanwha Ocean rose 8.99%.