Oct 31: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +9.4%.
Strong themes8
Top change+9.4%
LeaderMirae
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 | Mirae | +29.98% | |
| System Semiconductors | ADTechnology | +26.91% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Kencoa Aerospace | +10.81% | |
| Defense & War | Catis | +7.85% | |
| Semiconductor Materials & Components | GO Element | +10.31% | |
| HBM (High Bandwidth Memory) | Systems Technology | +6.60% | |
| Currency & ATM Systems (incl. CBDC) | Korea Computer Terminal | +9.07% | |
| Vaccines, Diagnostics & Epidemic Control | Paru | +3.36% |
Chip stocks led the Oct 31 session. Semiconductor Equipment topped the board with an average change of 9.41%, and all 10 of its stocks closed higher.
The biggest gain in that theme came from Mirae, up 29.98%. In System Semiconductors, ADTechnology rose 26.91% while the theme averaged 7.89%.
Space & Aerospace (Nuri Rocket, Satellites) stayed strong for a streak of 2, averaging 7.69%. Defense & War reached a streak of 3 with an average change of 6.03%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 3 days | +9.4% | 10/10 | Mirae |
| 2 | System Semiconductors | recurred after 14 days | +7.9% | 10/10 | ADTechnology |
| 3 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +7.7% | 9/9 | Kencoa Aerospace |
| 4 | Defense & War | 3 days running | +6.0% | 10/10 | Catis |
| 5 | Semiconductor Materials & Components | recurred after 3 days | +6.0% | 10/10 | GO Element |
| 6 | HBM (High Bandwidth Memory) | recurred after 3 days | +5.1% | 10/10 | Systems Technology |
| 7 | Currency & ATM Systems (incl. CBDC) | recurred after 2 days | +3.5% | 6/6 | Korea Computer Terminal |
| 8 | Vaccines, Diagnostics & Epidemic Control | recurred after 223 days | +2.5% | 10/10 | Paru |
Theme by Theme
1. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +30.0% | 1,305 | ★ |
SurplusGLOBAL 140070 | +9.2% | 3,520 | |
Laserssel 412350 | +8.2% | 5,300 | |
Exicon 092870 | +7.5% | 12,390 | |
Techwing 089030 | +7.2% | 44,600 | |
Zeus 079370 | +6.9% | 13,740 | |
Kctech 281820 | +6.8% | 36,200 | |
Systems Technology 039440 | +6.6% | 21,800 | |
KoMi 183300 | +6.2% | 50,800 | |
Nepes Ark 330860 | +5.7% | 13,160 |
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2. System Semiconductors (recurred after 14 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ADTechnology 200710 | +26.9% | 17,970 | ★ |
Techwing 089030 | +7.2% | 44,600 | |
Asicland 445090 | +7.1% | 41,450 | |
Doosan Tesna 131970 | +6.8% | 30,000 | |
Nepes Ark 330860 | +5.7% | 13,160 | |
Zaram Technology 389020 | +5.3% | 33,450 | |
HanaMicron 067310 | +5.2% | 11,370 | |
Nepes 033640 | +4.9% | 7,870 | |
Gaonchips 399720 | +4.9% | 39,500 | |
CoAsia 045970 | +4.9% | 4,625 |
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3. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2024-10-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +10.8% | 9,020 | ★ |
Innospace 462350 | +9.6% | 21,400 | |
Asia Pacific Satellite lnc 211270 | +9.4% | 11,650 | |
SatrecInitiative 099320 | +8.8% | 42,200 | |
Intellian Technologies 189300 | +8.6% | 51,700 | |
HVM 295310 | +8.3% | 15,850 | |
Contec 451760 | +7.7% | 9,550 | |
Genohco 361390 | +4.2% | 16,250 | |
Hancom 030520 | +1.9% | 19,070 |
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4. Defense & War (3 days running)
- Episode: started 2024-10-29, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +10.8% | 9,020 | |
S Connect 096630 | +9.2% | 750 | |
SatrecInitiative 099320 | +8.8% | 42,200 | |
Catis 140430 | +7.8% | 3,780 | ★ |
i3system 214430 | +6.9% | 38,500 | |
Samyung ENC 065570 | +4.4% | 2,045 | |
Genohco 361390 | +4.2% | 16,250 | |
Samhyun 437730 | +3.3% | 7,850 | |
HJ Shipbuilding & Construction 097230 | +3.1% | 2,290 | |
Poongsan 103140 | +1.8% | 69,400 |
5. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GO Element 311320 | +10.3% | 7,380 | ★ |
HVM 295310 | +8.3% | 15,850 | |
Kctech 281820 | +6.8% | 36,200 | |
Duksan Techopia 317330 | +5.4% | 37,800 | |
HanaMicron 067310 | +5.2% | 11,370 | |
Nepes 033640 | +4.9% | 7,870 | |
Tokai Carbon Korea 064760 | +4.9% | 85,500 | |
DNFCo 092070 | +4.9% | 10,580 | |
Soulbrain 357780 | +4.6% | 204,000 | |
Hana Materials 166090 | +4.6% | 29,800 |
6. HBM (High Bandwidth Memory) (recurred after 3 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Laserssel 412350 | +8.2% | 5,300 | |
Techwing 089030 | +7.2% | 44,600 | |
Zeus 079370 | +6.9% | 13,740 | |
Kctech 281820 | +6.8% | 36,200 | |
Systems Technology 039440 | +6.6% | 21,800 | ★ |
YC 232140 | +4.3% | 12,450 | |
Auros Technology 322310 | +4.0% | 16,960 | |
Quality Reliability Technology 405100 | +2.7% | 14,250 | |
Openedges Technology 394280 | +2.4% | 11,790 | |
EO Technics 039030 | +2.1% | 171,100 |
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7. Currency & ATM Systems (incl. CBDC) (recurred after 2 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Computer Terminal 089150 | +9.1% | 2,525 | ★ |
Korea Computer & Systems 115500 | +4.0% | 7,700 | |
kakaopay 377300 | +2.3% | 24,550 | |
Hannet 052600 | +2.1% | 4,050 | |
Logisys 067730 | +1.9% | 2,665 | |
Poongsan 103140 | +1.8% | 69,400 |
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8. Vaccines, Diagnostics & Epidemic Control (recurred after 223 days)
- Episode: started 2024-10-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GC 005250 | +4.1% | 16,380 | |
Paru 043200 | +3.4% | 554 | ★ |
EuBiologics 206650 | +3.1% | 15,400 | |
Bioneercorporation 064550 | +2.8% | 23,850 | |
SK Bioscience 302440 | +2.5% | 54,100 | |
Osang Healthcare 036220 | +2.1% | 13,060 | |
MOA Life Plus 142760 | +2.0% | 1,389 | |
GC Biopharma 006280 | +1.8% | 162,400 | |
Seegene 096530 | +1.7% | 23,900 | |
Shinpoong Pharmaceutical 019170 | +1.7% | 12,250 |
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Closing Thoughts
Every stock rose in both Semiconductor Materials & Components (5.99%) and HBM (High Bandwidth Memory) (5.12%). Each theme came back after a 3-day gap.
Further down, Vaccines, Diagnostics & Epidemic Control returned after a 223-day gap, averaging 2.5%. The open question is whether the chip-led rally spreads past Oct 31.