Jun 26: 8 Strong Themes — Semiconductor Equipment, Rivian
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +9.8%.
Strong themes8
Top change+9.8%
LeaderTes
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 | Tes | +18.83% | |
| Rivian | Daewon Chemical | +24.50% | |
| Auto Parts | Ecocab | +29.95% | |
| Battery | Yujin Technology | +15.63% | |
| EV | Dae-il | +10.93% | |
| Autonomous Driving | LiComm | +22.08% | |
| HBM (High Bandwidth Memory) | Wot | +6.98% | |
| Semiconductor Materials & Components | Hana Materials | +8.67% |
On 2024-06-26, every stock in all eight strong themes closed higher. Semiconductor Equipment topped the board with an average change of 9.84%, back after a 7-day gap.
Rivian followed at 9.72%, on headlines about Volkswagen backing the US EV maker. Ecocab rose 29.95%, the biggest move in the data, and also led Auto Parts.
Auto Parts is the only theme up a second straight day, averaging 9.11%. Chip names also rose: SK hynix gained 5.33% and HBM (High Bandwidth Memory) averaged 4.81%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 7 days | +9.8% | 10/10 | Tes |
| 2 | Rivian | recurred after 49 days | +9.7% | 10/10 | Daewon Chemical |
| 3 | Auto Parts | 2 days running | +9.1% | 10/10 | Ecocab |
| 4 | Battery | recurred after 7 days | +8.6% | 10/10 | Yujin Technology |
| 5 | EV | recurred after 15 days | +5.7% | 10/10 | Dae-il |
| 6 | Autonomous Driving | recurred after 8 days | +5.5% | 9/9 | LiComm |
| 7 | HBM (High Bandwidth Memory) | recurred after 7 days | +4.8% | 10/10 | Wot |
| 8 | Semiconductor Materials & Components | recurred after 7 days | +4.6% | 10/10 | Hana Materials |
Theme by Theme
1. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2024-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tes 095610 | +18.8% | 26,500 | ★ |
Mirae 025560 | +14.9% | 2,385 | |
Koses 089890 | +10.8% | 18,960 | |
Dit 110990 | +10.4% | 27,150 | |
Tse 131290 | +9.4% | 59,200 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +7.2% | 11,010 | |
Tfe 425420 | +7.1% | 30,200 | |
Wot 396470 | +7.0% | 17,170 | |
Neosem 253590 | +6.8% | 12,270 | |
Di 003160 | +5.9% | 28,650 |
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2. Rivian (recurred after 49 days)
- Episode: started 2024-06-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecocab 128540 | +29.9% | 2,690 | |
Daewon Chemical 024890 | +24.5% | 1,875 | ★ |
Yujin Technology 240600 | +15.6% | 9,990 | |
Almac 354320 | +7.0% | 38,700 | |
TCC Steel 002710 | +5.2% | 54,300 | |
Posco International 047050 | +4.6% | 68,400 | |
Samjin LND 054090 | +4.0% | 1,279 | |
Woory Industrial 215360 | +2.3% | 15,340 | |
HL Mando 204320 | +2.0% | 45,600 | |
Sangsinenergydisplayprecision 091580 | +1.9% | 15,150 |
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3. Auto Parts (2 days running)
- Episode: started 2024-06-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Ecocab 128540 | +29.9% | 2,690 | ★ |
Samsung Climate Control 006660 | +12.5% | 19,460 | |
Dae-il 092200 | +10.9% | 6,290 | |
Almac 354320 | +7.0% | 38,700 | |
Unitekno 241690 | +6.6% | 3,475 | |
Synopex 025320 | +5.5% | 10,960 | |
SL 005850 | +5.2% | 45,200 | |
Samhyun 437730 | +5.2% | 26,500 | |
Daeho Al 069460 | +4.6% | 1,021 | |
Ryuk-il C&S 191410 | +3.6% | 2,440 |
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4. Battery (recurred after 7 days)
- Episode: started 2024-06-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Yujin Technology 240600 | +15.6% | 9,990 | ★ |
Koses 089890 | +10.8% | 18,960 | |
Dit 110990 | +10.4% | 27,150 | |
Solus Advanced Materials 336370 | +8.9% | 17,910 | |
HBL 452190 | +7.5% | 5,080 | |
Shin Heung Energy & Electronics 243840 | +7.5% | 9,640 | |
Almac 354320 | +7.0% | 38,700 | |
Kwangmu 029480 | +6.7% | 5,030 | |
DI Dong Il 001530 | +6.2% | 27,350 | |
Elentec 054210 | +5.7% | 8,130 |
5. EV (recurred after 15 days)
- Episode: started 2024-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae-il 092200 | +10.9% | 6,290 | ★ |
Solus Advanced Materials 336370 | +8.9% | 17,910 | |
HBL 452190 | +7.5% | 5,080 | |
Shin Heung Energy & Electronics 243840 | +7.5% | 9,640 | |
Almac 354320 | +7.0% | 38,700 | |
Seojin System 178320 | +3.9% | 27,750 | |
LS ELECTRIC 010120 | +3.6% | 202,000 | |
iA 038880 | +2.6% | 280 | |
HanJungNCS 107640 | +2.4% | 45,250 | |
mPlus 259630 | +2.4% | 11,640 |
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6. Autonomous Driving (recurred after 8 days)
- Episode: started 2024-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +22.1% | 4,810 | ★ |
Ranix 317120 | +5.6% | 4,740 | |
SK hynix 000660 | +5.3% | 237,000 | |
i3system 214430 | +3.6% | 40,350 | |
LG Innotek 011070 | +2.8% | 273,000 | |
MDS Tech 086960 | +2.6% | 1,549 | |
iA 038880 | +2.6% | 280 | |
Unitrontech 142210 | +2.3% | 6,660 | |
Smart Radar System 424960 | +2.3% | 10,400 |
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7. HBM (High Bandwidth Memory) (recurred after 7 days)
- Episode: started 2024-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +10.4% | 27,150 | |
Wot 396470 | +7.0% | 17,170 | ★ |
Di 003160 | +5.9% | 28,650 | |
SK hynix 000660 | +5.3% | 237,000 | |
Imt 451220 | +4.8% | 21,700 | |
HANMI Semiconductor 042700 | +4.0% | 179,800 | |
Zeus 079370 | +3.1% | 17,660 | |
EO Technics 039030 | +2.9% | 176,700 | |
Kctech 281820 | +2.8% | 44,900 | |
PSK Holdings 031980 | +1.9% | 73,500 |
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8. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2024-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Materials 166090 | +8.7% | 63,900 | ★ |
Tiger Elec 219130 | +6.7% | 28,600 | |
LTC 170920 | +5.4% | 14,180 | |
WONIK QnC 074600 | +4.4% | 37,900 | |
Nepes 033640 | +4.0% | 15,910 | |
INNOX Advanced Materials 272290 | +3.9% | 40,500 | |
KnJ 272110 | +3.7% | 20,800 | |
Temc 425040 | +3.4% | 16,300 | |
WONIK Materials 104830 | +3.0% | 33,100 | |
Kctech 281820 | +2.8% | 44,900 |
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Closing Thoughts
The Rivian and Battery episodes run through 2024-06-27, so the next session shows whether those moves carry over. Auto Parts goes into it on a 2-day streak.
Most other themes returned after gaps of 7 to 15 days, while Rivian came back after 49 days. The open question is whether these one-day episodes extend.