Dec 23: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +10.5%.
Strong themes8
Top change+10.5%
LeaderLaserssel
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 | Laserssel | +13.75% | |
| HBM (High Bandwidth Memory) | Laserssel | +13.75% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Lumir | +21.69% | |
| Shipbuilding | HJ Shipbuilding & Construction | +13.85% | |
| Media & Content | Seoul Broadcasting System | +30.00% | |
| Semiconductor Materials & Components | Micro2nano | +5.57% | |
| OLED Displays | Narae Nanotech | +7.07% | |
| Quantum Cryptography | Korea Advanced Materials | +4.92% |
On 2024-12-23, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 10.47%, and all 10 of its stocks rose.
HBM (High Bandwidth Memory) averaged 9.63% and shared several names with it, including YC, up 14.88%. Space & Aerospace (Nuri Rocket, Satellites) returned after a 34-day gap, led by Lumir at 21.69%.
Seoul Broadcasting System jumped 30.0% after news reports of a Netflix content deal. Shipbuilding extended its streak to 5 sessions, led by HJ Shipbuilding & Construction at 13.85%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 5 days | +10.5% | 10/10 | Laserssel |
| 2 | HBM (High Bandwidth Memory) | recurred after 5 days | +9.6% | 10/10 | Laserssel |
| 3 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 34 days | +8.8% | 10/10 | Lumir |
| 4 | Shipbuilding | 5 days running | +7.1% | 5/5 | HJ Shipbuilding & Construction |
| 5 | Media & Content | recurred after 5 days | +6.5% | 10/10 | Seoul Broadcasting System |
| 6 | Semiconductor Materials & Components | recurred after 5 days | +6.1% | 10/10 | Micro2nano |
| 7 | OLED Displays | recurred after 12 days | +5.1% | 10/10 | Narae Nanotech |
| 8 | Quantum Cryptography | recurred after 4 days | +4.8% | 8/8 | Korea Advanced Materials |
Theme by Theme
1. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2024-12-23, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +14.9% | 10,730 | |
Laserssel 412350 | +13.8% | 3,930 | ★ |
Di 003160 | +13.3% | 12,200 | |
Tfe 425420 | +10.4% | 16,760 | |
GlobalStandardTechnology 083450 | +9.5% | 16,800 | |
PSK Holdings 031980 | +8.9% | 32,950 | |
HANMI Semiconductor 042700 | +8.7% | 86,700 | |
Techwing 089030 | +8.6% | 37,200 | |
EO Technics 039030 | +8.3% | 137,600 | |
Justem 417840 | +8.3% | 6,500 |
2. HBM (High Bandwidth Memory) (recurred after 5 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +14.9% | 10,730 | |
Laserssel 412350 | +13.8% | 3,930 | ★ |
Di 003160 | +13.3% | 12,200 | |
PSK Holdings 031980 | +8.9% | 32,950 | |
HANMI Semiconductor 042700 | +8.7% | 86,700 | |
Techwing 089030 | +8.6% | 37,200 | |
EO Technics 039030 | +8.3% | 137,600 | |
Kctech 281820 | +6.7% | 27,050 | |
Wot 396470 | +6.7% | 7,800 | |
Quality Reliability Technology 405100 | +6.5% | 12,170 |
3. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 34 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lumir 474170 | +21.7% | 10,100 | ★ |
Hanwha Systems 272210 | +13.7% | 23,200 | |
Innospace 462350 | +7.7% | 17,170 | |
LK Samyang 225190 | +7.4% | 2,970 | |
Hanwha Aerospace 012450 | +6.9% | 326,000 | |
Hancom 030520 | +6.7% | 22,200 | |
Asia Pacific Satellite lnc 211270 | +6.5% | 12,800 | |
Isupetasys 007660 | +6.2% | 26,350 | |
Taewoong 044490 | +5.8% | 11,230 | |
SatrecInitiative 099320 | +5.2% | 41,350 |
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4. Shipbuilding (5 days running)
- Episode: started 2024-12-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
HJ Shipbuilding & Construction 097230 | +13.8% | 6,660 | ★ |
HD Korea Shipbuilding & Offshore Engineering 009540 | +8.2% | 230,000 | |
Hanwha Ocean 042660 | +7.0% | 35,750 | |
HD Hyundai Heavy Industries 329180 | +3.5% | 269,500 | |
Samsung Heavy Industries 010140 | +2.8% | 11,490 |
5. Media & Content (recurred after 5 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoul Broadcasting System 034120 | +30.0% | 26,000 | ★ |
Artist Studio 200350 | +10.9% | 26,450 | |
ContentreeJoongAng 036420 | +5.8% | 9,710 | |
Giantstep 289220 | +4.9% | 6,220 | |
Studio Mir 408900 | +2.6% | 2,540 | |
Panentertainment 068050 | +2.3% | 2,190 | |
SAMG Entertainment 419530 | +2.3% | 13,610 | |
kt alpha 036030 | +2.2% | 3,695 | |
Aniplus 310200 | +1.7% | 2,645 | |
Jolse 018700 | +1.7% | 1,160 |
Related news
- “넷플릭스와의 역대급 계약…SBS 목표주가 2배↑” — 디지털타임스 (Korean)
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6. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lake Materials 281740 | +10.0% | 11,870 | |
ISC 095340 | +8.3% | 69,300 | |
Kctech 281820 | +6.7% | 27,050 | |
HanaMicron 067310 | +5.7% | 9,960 | |
Fine Semitech 036810 | +5.7% | 16,330 | |
Micro2nano 424980 | +5.6% | 6,070 | ★ |
LTC 170920 | +5.0% | 8,840 | |
Nepes 033640 | +4.9% | 6,900 | |
Haesung DS 195870 | +4.7% | 23,500 | |
WONIK QnC 074600 | +4.7% | 18,650 |
7. OLED Displays (recurred after 12 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Narae Nanotech 137080 | +7.1% | 4,470 | ★ |
Advanced Process Systems 265520 | +6.2% | 16,210 | |
LG Display 034220 | +6.0% | 9,600 | |
meerecompanyIncorporated 049950 | +5.9% | 18,740 | |
Tse 131290 | +5.7% | 41,950 | |
Dit 110990 | +4.7% | 13,070 | |
New Power Plasma 144960 | +4.5% | 4,565 | |
PI Advanced Materials 178920 | +4.1% | 17,580 | |
LDTInc 096870 | +3.6% | 2,450 | |
V-one Tech 251630 | +3.5% | 3,935 |
8. Quantum Cryptography (recurred after 4 days)
- Episode: started 2024-12-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Coweaver 056360 | +10.5% | 5,460 | |
Alt 172670 | +8.9% | 8,210 | |
Korea Advanced Materials 062970 | +4.9% | 3,200 | ★ |
Solid 050890 | +3.5% | 5,560 | |
Axgate 356680 | +3.0% | 9,330 | |
Dream Security 203650 | +3.0% | 3,485 | |
KT 030200 | +2.2% | 45,700 | |
RaonSecure 042510 | +2.2% | 2,040 |
Closing Thoughts
Shipbuilding is the only theme on a running streak, now at 5 sessions in an episode that began 2024-12-17. The other seven themes came back after gaps of 4 to 34 days.
Next, watch whether chip themes keep their breadth; Semiconductor Materials & Components averaged 6.12%. OLED Displays (5.12%) and Quantum Cryptography (4.78%) round out the list.