Apr 24: 8 Strong Themes — Autonomous Driving, Semiconductor Equipment

April 24, 2024 · #Autonomous Driving #Semiconductor Equipment #OLED Displays #Battery #Advertising #Space & Aerospace (Nuri Rocket, Satellites) #Semiconductor Materials & Components #HBM (High Bandwidth Memory)

8 strong themes — 1 running · 7 recurred. Top: Autonomous Driving +10.5%.

Strong themes8 Top change+10.5% LeaderLiComm

Average change by strong theme

Average change of member stocks, by theme · descending
Autonomous Driving
+10.5%
Semiconductor Equipment
+10.5%
OLED Displays
+8.8%
Battery
+8.8%
Advertising
+7.8%
Space & Aerospace (Nuri Rocket, Satellites)
+7.3%
Semiconductor Materials & Components
+6.3%
HBM (High Bandwidth Memory)
+6.3%

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
Autonomous DrivingLiComm+29.82%
Semiconductor EquipmentTse+19.33%
OLED DisplaysPoongwon Precision+13.64%
BatterySolus Advanced Materials+9.83%
AdvertisingWise birds+29.08%
Space & Aerospace (Nuri Rocket, Satellites)SatrecInitiative+18.94%
Semiconductor Materials & ComponentsHanyang Digitech+5.77%
HBM (High Bandwidth Memory)PSK Holdings+10.59%

On 2024-04-24, all eight strong themes finished with every listed stock higher. Autonomous Driving led with an average change of 10.47%, just ahead of Semiconductor Equipment at 10.46%.

LiComm posted the day’s top move at 29.82%, and news linked it to hopes of better conditions for autonomous vehicles. In Advertising, Wise birds rose 29.08%.

Chip stocks showed up across several themes. HANMI Semiconductor rose 8.52% and SK hynix rose 5.15%, while news reported that SK hynix plans to build an HBM production base in Cheongju.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Autonomous Drivingrecurred after 2 days+10.5%10/10LiComm
2Semiconductor Equipmentrecurred after 6 days+10.5%9/9Tse
3OLED Displaysrecurred after 7 days+8.8%10/10Poongwon Precision
4Batteryrecurred after 2 days+8.8%10/10Solus Advanced Materials
5Advertisingrecurred after 7 days+7.8%9/9Wise birds
6Space & Aerospace (Nuri Rocket, Satellites)2 days running+7.3%9/9SatrecInitiative
7Semiconductor Materials & Componentsrecurred after 6 days+6.3%10/10Hanyang Digitech
8HBM (High Bandwidth Memory)recurred after 6 days+6.3%10/10PSK Holdings

Theme by Theme

1. Autonomous Driving (recurred after 2 days)

StockChangeCloseLeader
LiComm 388790+29.8%2,460★
Mobile Appliance 087260+13.1%2,895
LG Innotek 011070+11.7%209,000
Hyundai Autoever 307950+10.0%154,200
Sekonix 053450+8.6%7,680
Nextchip 396270+7.2%10,860
Optrontec 082210+7.0%4,280
Ranix 317120+6.5%4,890
Uniquest Coporation 077500+5.6%6,980
Furonteer 370090+5.2%22,300

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2. Semiconductor Equipment (recurred after 6 days)

StockChangeCloseLeader
Tse 131290+19.3%64,200★
Cymechs 160980+14.9%20,850
PSK Holdings 031980+10.6%49,600
VM 089970+8.7%16,200
Imt 451220+8.6%20,850
HANMI Semiconductor 042700+8.5%142,600
EugeneTechnology 084370+7.9%53,000
Techwing 089030+7.9%34,200
Rorze Systems 071280+7.7%10,910

3. OLED Displays (recurred after 7 days)

StockChangeCloseLeader
Tse 131290+19.3%64,200
Poongwon Precision 371950+13.6%8,750★
Duksan Techopia 317330+10.2%41,100
Solus Advanced Materials 336370+9.8%19,440
meerecompanyIncorporated 049950+8.2%30,200
Sunic System 171090+6.3%44,450
Avaco 083930+6.1%15,690
Ram Technology 171010+5.1%5,730
Sang-a Frontec 089980+5.1%22,850
Vessel 177350+4.5%446

4. Battery (recurred after 2 days)

StockChangeCloseLeader
Jeio 418550+10.8%26,150
Duksan Techopia 317330+10.2%41,100
Solus Advanced Materials 336370+9.8%19,440★
Soulbrain Holdings 036830+9.3%50,700
Eco&Dream 101360+9.1%46,800
Ecopro Materials 450080+8.5%122,200
meerecompanyIncorporated 049950+8.2%30,200
Posco Future M 003670+8.0%297,000
Yujin Technology 240600+7.9%11,090
DaejooElectronicMaterials 078600+6.4%93,000

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5. Advertising (recurred after 7 days)

StockChangeCloseLeader
Wise birds 273060+29.1%1,580★
PlayD 237820+14.1%7,350
Emnet 123570+6.5%3,685
FSN 214270+5.8%2,205
Com2uS N 291230+4.2%2,750
Carelabs 263700+3.0%3,970
Mobidays 363260+2.9%712
Artist Company 321820+2.8%12,500
Gaeasoft 051160+2.3%7,450

6. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)

StockChangeCloseLeader
SatrecInitiative 099320+18.9%49,300★
Intellian Technologies 189300+9.7%62,500
Contec 451760+8.9%18,800
Asia Pacific Satellite lnc 211270+6.5%17,960
Hanyang Digitech 078350+5.8%22,900
Isupetasys 007660+5.1%37,100
Duksanhimetal 077360+4.5%6,510
Genohco 361390+3.7%16,690
Hanyang Eng 045100+3.1%19,450

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7. Semiconductor Materials & Components (recurred after 6 days)

StockChangeCloseLeader
Duksan Techopia 317330+10.2%41,100
Tiger Elec 219130+8.2%32,250
HanaMicron 067310+7.0%28,300
Protec Mems Technology 147760+6.1%5,880
Hanyang Digitech 078350+5.8%22,900★
DNFCo 092070+5.8%21,150
ENF Technology 102710+5.3%27,550
Ram Technology 171010+5.1%5,730
Haesung DS 195870+4.8%49,100
KEC 092220+4.6%1,358

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8. HBM (High Bandwidth Memory) (recurred after 6 days)

StockChangeCloseLeader
PSK Holdings 031980+10.6%49,600★
Imt 451220+8.6%20,850
HANMI Semiconductor 042700+8.5%142,600
EO Technics 039030+7.1%240,000
Systems Technology 039440+5.7%35,000
Quality Reliability Technology 405100+5.2%24,350
SK hynix 000660+5.2%179,800
Samsung Electronics 005930+4.1%78,600
Genesem 217190+3.9%12,540
Zeus 079370+3.8%16,400

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Closing Thoughts

Space & Aerospace (Nuri Rocket, Satellites) was the only theme on a streak, now at 2 days, led by SatrecInitiative at 18.94%. The other seven themes came back after gaps of 2 to 7 days.

News on Battery credited a Tesla-driven lift, and the theme’s leader, Solus Advanced Materials, rose 9.83%. The open question is whether chip and battery strength continues into the next session.