Nov 15: 8 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
8 strong themes — 1 running · 7 recurred. Top: Ukraine Reconstruction +15.8%.
Strong themes8
Top change+15.8%
LeaderSY Steel Tech
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 |
|---|---|---|---|
| Ukraine Reconstruction | SY Steel Tech | +30.00% | |
| Semiconductor Equipment | Wonik Holdings | +13.76% | |
| Beauty & Cosmetics | DYD | +14.38% | |
| Mobile Games | Thumbage | +29.93% | |
| Robotics (Industrial & Collaborative) | Dae-il | +24.49% | |
| Character Merchandise | Sonokong | +17.00% | |
| Semiconductor Materials & Components | S&S Tech | +7.27% | |
| Construction Equipment | Junjin Construction & Robot | +15.46% |
On Nov 15, Ukraine Reconstruction led the strong themes with an average change of 15.76%. All 10 of its stocks rose, and it was the only theme on a 2-day streak.
Leader SY Steel Tech jumped 30.0%, and SG rose 24.01% on the theme’s heaviest volume. News that day tied the move to a reconstruction project recruiting companies.
Chip stocks also returned: Semiconductor Equipment averaged 8.33% after a 7-day gap, led by Wonik Holdings at 13.76%. Every one of the eight themes closed with all its stocks up.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Ukraine Reconstruction | 2 days running | +15.8% | 10/10 | SY Steel Tech |
| 2 | Semiconductor Equipment | recurred after 7 days | +8.3% | 9/9 | Wonik Holdings |
| 3 | Beauty & Cosmetics | recurred after 8 days | +8.0% | 10/10 | DYD |
| 4 | Mobile Games | recurred after 16 days | +7.9% | 10/10 | Thumbage |
| 5 | Robotics (Industrial & Collaborative) | recurred after 2 days | +7.6% | 10/10 | Dae-il |
| 6 | Character Merchandise | recurred after 3104 days | +7.5% | 4/4 | Sonokong |
| 7 | Semiconductor Materials & Components | recurred after 11 days | +6.8% | 10/10 | S&S Tech |
| 8 | Construction Equipment | recurred after 4 days | +6.4% | 9/9 | Junjin Construction & Robot |
Theme by Theme
1. Ukraine Reconstruction (2 days running)
- Episode: started 2024-11-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SY Steel Tech 365330 | +30.0% | 8,190 | ★ |
SG 255220 | +24.0% | 3,745 | |
DASAN Networks 039560 | +22.9% | 4,320 | |
SY 109610 | +15.6% | 4,755 | |
DYD 219550 | +14.4% | 716 | |
TYM 002900 | +13.5% | 4,825 | |
SC Engineering 023960 | +11.8% | 2,020 | |
Seoyon Topmetal 019770 | +9.4% | 3,995 | |
Inno Instrument 215790 | +8.1% | 493 | |
Development Advance Solution 058730 | +7.8% | 3,655 |
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2. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +13.8% | 2,605 | ★ |
Pemtron 168360 | +10.5% | 7,270 | |
Pro2000 321260 | +8.7% | 2,260 | |
Techwing 089030 | +8.2% | 38,850 | |
Kctech 281820 | +8.0% | 31,850 | |
YC 232140 | +7.6% | 10,240 | |
GlobalStandardTechnology 083450 | +6.6% | 15,220 | |
PSK Holdings 031980 | +5.9% | 37,600 | |
SurplusGLOBAL 140070 | +5.8% | 2,745 |
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3. Beauty & Cosmetics (recurred after 8 days)
- Episode: started 2024-11-15, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Byon 032980 | +19.7% | 740 | |
DYD 219550 | +14.4% | 716 | ★ |
Coreana Cosmetics 027050 | +7.3% | 2,415 | |
Bbia 451250 | +7.3% | 9,100 | |
VT 018290 | +6.4% | 30,950 | |
Cosmax 192820 | +5.2% | 135,400 | |
Hankook Cosmetics 123690 | +5.0% | 6,250 | |
Sewha P&C 252500 | +5.0% | 882 | |
Chungdamglobal 362320 | +4.8% | 5,220 | |
L&C Bio 290650 | +4.8% | 16,000 |
4. Mobile Games (recurred after 16 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Thumbage 208640 | +29.9% | 395 | ★ |
PearlAbyss 263750 | +8.0% | 37,950 | |
Actoz Soft 052790 | +7.6% | 6,220 | |
NHN 181710 | +6.8% | 16,710 | |
ESTsoft 047560 | +6.6% | 16,600 | |
T3 Entertainment 204610 | +5.5% | 1,312 | |
Devsisters 194480 | +4.4% | 30,600 | |
Com2us 078340 | +4.4% | 42,750 | |
Mr. Blue 207760 | +2.8% | 1,218 | |
Mobirix 348030 | +2.7% | 5,090 |
5. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae-il 092200 | +24.5% | 4,295 | ★ |
DaedongGear 008830 | +9.8% | 8,100 | |
Seoam Machinery Industry 100660 | +6.7% | 3,960 | |
Rainbow Robotics 277810 | +6.1% | 135,400 | |
Doosan Robotics 454910 | +5.6% | 64,200 | |
Robostar 090360 | +4.9% | 20,450 | |
Formetal 119500 | +4.7% | 2,760 | |
V-one Tech 251630 | +4.6% | 3,830 | |
Smec 099440 | +4.5% | 3,120 | |
T-Robotics 117730 | +4.5% | 7,500 |
6. Character Merchandise (recurred after 3104 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sonokong 066910 | +17.0% | 1,452 | ★ |
Aurora World 039830 | +8.4% | 5,800 | |
Devsisters 194480 | +4.4% | 30,600 | |
Daewon Media 048910 | +0.3% | 7,360 |
7. Semiconductor Materials & Components (recurred after 11 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
FNS Tech 083500 | +8.4% | 8,660 | |
Semcns 252990 | +8.0% | 4,375 | |
Kctech 281820 | +8.0% | 31,850 | |
Haesung DS 195870 | +7.6% | 22,050 | |
S&S Tech 101490 | +7.3% | 20,500 | ★ |
WONIK QnC 074600 | +6.8% | 20,300 | |
Duksanhimetal 077360 | +6.0% | 3,995 | |
GO Element 311320 | +5.6% | 6,440 | |
Dongjin Semichem 005290 | +5.5% | 23,800 | |
LTC 170920 | +5.4% | 11,370 |
8. Construction Equipment (recurred after 4 days)
- Episode: started 2024-11-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Junjin Construction & Robot 079900 | +15.5% | 31,000 | ★ |
Seoyon Topmetal 019770 | +9.4% | 3,995 | |
Hyundai Everdigm 041440 | +7.5% | 10,190 | |
HD Construction Equipment 267270 | +6.8% | 64,800 | |
DAEMO Engineering 317850 | +4.7% | 10,620 | |
HD Hyundai Infracore 042670 | +4.5% | 7,470 | |
Daechang Forging 015230 | +3.3% | 5,290 | |
Haein 003010 | +3.0% | 5,150 | |
DY Power 210540 | +3.0% | 12,870 |
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Closing Thoughts
Next, see whether Ukraine Reconstruction stretches its 2-day streak. Construction Equipment, led by Junjin Construction & Robot at 15.46%, overlaps it via Seoyon Topmetal.
Semiconductor Equipment rallied despite news of a 6% drop in a major US chip equipment maker. Character Merchandise reappeared after a 3104-day gap, led by Sonokong at 17.0%.