Sep 12: 8 Strong Themes — Nuclear, Robotics (Industrial & Collaborative)

September 12, 2024 · #Nuclear #Robotics (Industrial & Collaborative) #HBM (High Bandwidth Memory) #Semiconductor Equipment #Power Equipment #Autonomous Driving #Beauty & Cosmetics #Semiconductor Materials & Components

8 strong themes — 5 running · 3 recurred. Top: Nuclear +13.5%.

Strong themes8 Top change+13.5% LeaderBosung Power Technology

Average change by strong theme

Average change of member stocks, by theme · descending
Nuclear
+13.5%
Robotics (Industrial & Collaborative)
+12.5%
HBM (High Bandwidth Memory)
+12.1%
Semiconductor Equipment
+11.4%
Power Equipment
+10.2%
Autonomous Driving
+9.4%
Beauty & Cosmetics
+8.4%
Semiconductor Materials & Components
+8.4%

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
NuclearBosung Power Technology+29.95%
Robotics (Industrial & Collaborative)Angel Robotics+29.69%
HBM (High Bandwidth Memory)Mirai Semiconductors+29.98%
Semiconductor EquipmentYC+21.32%
Power EquipmentBosung Power Technology+29.95%
Autonomous DrivingMDS Tech+16.84%
Beauty & CosmeticsDYD+13.44%
Semiconductor Materials & ComponentsOKins Electronics+14.09%

Every strong theme on 2024-09-12 had all 10 of its tracked stocks rising. Nuclear topped the list with an average change of 13.49%. Bosung Power Technology led it, up 29.95%.

Robotics (Industrial & Collaborative) followed with an average change of 12.51%, led by Angel Robotics at 29.69%. HBM (High Bandwidth Memory) averaged 12.11%, with Mirai Semiconductors up 29.98%.

Semiconductor Equipment rose for a second straight day, led by YC at 21.32%. SK hynix gained 7.38% as news tied HBM stocks to a jump in Nvidia.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Nuclearrecurred after 8 days+13.5%10/10Bosung Power Technology
2Robotics (Industrial & Collaborative)recurred after 23 days+12.5%10/10Angel Robotics
3HBM (High Bandwidth Memory)2 days running+12.1%10/10Mirai Semiconductors
4Semiconductor Equipment2 days running+11.4%10/10YC
5Power Equipment2 days running+10.2%10/10Bosung Power Technology
6Autonomous Driving2 days running+9.4%10/10MDS Tech
7Beauty & Cosmeticsrecurred after 2 days+8.4%10/10DYD
8Semiconductor Materials & Components2 days running+8.4%10/10OKins Electronics

Theme by Theme

1. Nuclear (recurred after 8 days)

StockChangeCloseLeader
Bosung Power Technology 006910+29.9%3,580★
Enertork 019990+21.6%7,080
Woori Technology, Incorporation 032820+13.6%2,335
WOOJIN Ntec 457550+12.9%17,900
Hanshin Machinery 011700+10.7%3,410
Seojeon Electric Machinery 189860+10.4%4,670
G2Power 388050+10.4%6,700
Korea Electronic Power Industrial Development 130660+9.1%15,660
Doosan Enerbility 034020+8.2%17,710
Bhi 083650+8.0%7,800

Related news

2. Robotics (Industrial & Collaborative) (recurred after 23 days)

StockChangeCloseLeader
Angel Robotics 455900+29.7%29,050★
Everybot 270660+15.1%18,200
Yuilrobotics 388720+13.8%33,000
Doosan 000150+12.1%160,100
Higen RNM 160190+11.5%11,650
Neuromeka 348340+9.0%23,700
Intops 049070+9.0%23,100
KNR Systems 199430+8.8%9,100
Hyulim ROBOT 090710+8.3%1,363
Cymechs 160980+7.9%11,220

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3. HBM (High Bandwidth Memory) (2 days running)

StockChangeCloseLeader
Mirai Semiconductors 254490+30.0%15,130★
YC 232140+21.3%14,000
Di 003160+11.4%14,410
Yest 122640+9.9%16,820
Auros Technology 322310+9.3%16,970
Imt 451220+9.2%9,300
Techwing 089030+8.2%37,050
Winpac 097800+7.7%1,491
SK hynix 000660+7.4%168,800
EO Technics 039030+6.8%148,800

Related news

4. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
YC 232140+21.3%14,000★
Neosem 253590+13.9%9,250
Exicon 092870+11.7%11,800
Di 003160+11.4%14,410
Yest 122640+9.9%16,820
Jusung Engineering 036930+9.7%24,400
Auros Technology 322310+9.3%16,970
GigaVis 420770+9.2%39,300
Imt 451220+9.2%9,300
Tse 131290+8.9%44,150

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5. Power Equipment (2 days running)

StockChangeCloseLeader
Bosung Power Technology 006910+29.9%3,580★
Sanil Electric 062040+13.2%39,950
Seojeon Electric Machinery 189860+10.4%4,670
G2Power 388050+10.4%6,700
Korea Electronic Power Industrial Development 130660+9.1%15,660
Doosan Enerbility 034020+8.2%17,710
Dawon Cable 006340+5.7%2,890
Gaon Cable 000500+5.5%32,500
Cheryong Electric 033100+4.7%55,700
Iljin Electric 103590+4.5%20,050

Related news

6. Autonomous Driving (2 days running)

StockChangeCloseLeader
MDS Tech 086960+16.8%1,214★
Mobile Appliance 087260+14.0%2,485
Qualitas Semiconductor 432720+10.2%11,080
Ace Technologies 088800+10.1%701
Unitrontech 142210+8.1%5,350
SK hynix 000660+7.4%168,800
Yujin Robot 056080+7.2%5,960
Nextchip 396270+7.2%7,770
Sos Lab 464080+6.9%7,410
Suresofttech 298830+6.6%4,760

7. Beauty & Cosmetics (recurred after 2 days)

StockChangeCloseLeader
Raphas 214260+19.8%21,200
DYD 219550+13.4%363★
iFamilySC 114840+8.3%22,800
Silicon 2 257720+8.1%44,150
Kangstem Biotech 217730+8.0%1,518
Englewood Lab 950140+6.0%13,180
Amorepacific 090430+5.9%149,900
ASTech 453860+5.5%26,850
VT 018290+4.8%35,200
Icure Pharmaceutical Incorporation 175250+4.7%2,025

Related news

8. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
OKins Electronics 080580+14.1%5,750★
Semcns 252990+11.9%5,460
HanaMicron 067310+8.3%11,800
Unitrontech 142210+8.1%5,350
Megatouch 446540+8.0%3,900
Hanyang Digitech 078350+7.6%13,000
LTC 170920+6.8%9,620
Tiger Elec 219130+6.6%20,550
DNFCo 092070+6.5%11,890
Kctech 281820+6.0%33,700

Closing Thoughts

Nuclear returned after a gap of 8 days, with news of a steel contract tied to ‘Shin Hanul Units 3 and 4’. Power Equipment is on a 2-day streak with an average change of 10.16%.

Autonomous Driving and Beauty & Cosmetics also rose, averaging 9.45% and 8.45%. The next sessions will show whether the 2-day streaks in the chip themes run past Sep 12.