Feb 13: 8 Strong Themes — Semiconductor Equipment, EV

February 13, 2025 · #Semiconductor Equipment #EV #Ukraine Reconstruction #Battery #Political Ties (Lee Jae-myung) #Construction Equipment #Semiconductor Materials & Components #Dunamu

8 strong themes — 8 recurred. Top: Semiconductor Equipment +10.4%.

Strong themes8 Top change+10.4% LeaderHanwha Vision

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+10.4%
EV
+9.6%
Ukraine Reconstruction
+9.5%
Battery
+9.0%
Political Ties (Lee Jae-myung)
+8.2%
Construction Equipment
+7.8%
Semiconductor Materials & Components
+6.7%
Dunamu
+4.9%

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
Semiconductor EquipmentHanwha Vision+29.99%
EVMS Autotech Company+13.45%
Ukraine ReconstructionDaedongGear+22.41%
BatteryWonik Pne+13.92%
Political Ties (Lee Jae-myung)Orient Precision Industries+19.51%
Construction EquipmentJunjin Construction & Robot+14.66%
Semiconductor Materials & ComponentsKctech+11.66%
DunamuDSC Investment+18.50%

On 2025-02-13, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 10.4%.

Hanwha Vision topped the equipment group at 29.99%, while DaedongGear rose 22.41% to lead Ukraine Reconstruction. Orient Precision Industries gained 19.51%.

EV posted an average change of 9.56%, and Battery followed at 8.97%. Wonik Pne, up 13.92%, appeared in both groups.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 3 days+10.4%10/10Hanwha Vision
2EVrecurred after 8 days+9.6%10/10MS Autotech Company
3Ukraine Reconstructionrecurred after 2 days+9.5%10/10DaedongGear
4Batteryrecurred after 8 days+9.0%9/9Wonik Pne
5Political Ties (Lee Jae-myung)recurred after 20 days+8.2%10/10Orient Precision Industries
6Construction Equipmentrecurred after 6 days+7.8%10/10Junjin Construction & Robot
7Semiconductor Materials & Componentsrecurred after 3 days+6.7%10/10Kctech
8Dunamurecurred after 59 days+4.9%9/9DSC Investment

Theme by Theme

1. Semiconductor Equipment (recurred after 3 days)

StockChangeCloseLeader
Hanwha Vision 489790+30.0%54,400★
Asflow 159010+12.6%5,400
Kctech 281820+11.7%36,400
Zeus 079370+11.0%15,430
Tokai Carbon Korea 064760+7.1%88,900
Tfe 425420+7.1%19,010
Auros Technology 322310+7.1%23,450
Systems Technology 039440+6.2%21,450
KohYoungTechnology 098460+6.0%19,880
Temc CNS 241790+5.3%5,400

Related news

2. EV (recurred after 8 days)

StockChangeCloseLeader
Wonik Pne 217820+13.9%2,415
MS Autotech Company 123040+13.4%2,700★
Shinsung ST 416180+12.5%39,650
Sangsinenergydisplayprecision 091580+12.2%7,940
LS ELECTRIC 010120+10.3%263,000
Hwashin 010690+9.4%7,440
Edge Foundry 105550+6.9%3,410
LG Energy Solution 373220+5.8%358,000
Myoung Shin Industry 009900+5.8%11,220
Shin Heung Energy & Electronics 243840+5.5%4,685

3. Ukraine Reconstruction (recurred after 2 days)

StockChangeCloseLeader
DaedongGear 008830+22.4%24,850★
HD Hyundai Infracore 042670+14.2%9,270
Hyundai Everdigm 041440+10.1%11,280
HD Construction Equipment 267270+9.5%82,800
DRB Industrial 163560+8.8%8,080
DaedongMetal 020400+7.6%7,630
DY Power 210540+7.2%13,020
Hyundai 011760+6.4%21,000
DASAN Networks 039560+4.5%4,050
Hyundai Engineering & Construction 000720+4.5%33,750

4. Battery (recurred after 8 days)

StockChangeCloseLeader
Wonik Pne 217820+13.9%2,415★
Shinsung ST 416180+12.5%39,650
Sangsinenergydisplayprecision 091580+12.2%7,940
Ecopro BM 247540+8.2%131,100
Youlchon Chemical 008730+7.9%34,700
DaejooElectronicMaterials 078600+7.0%108,400
POSCO Holdings 005490+6.9%246,500
Cosmochemical 005420+6.1%20,800
Korea Petro Chemical Ind 006650+6.1%108,400

5. Political Ties (Lee Jae-myung) (recurred after 20 days)

StockChangeCloseLeader
Orient Precision Industries 065500+19.5%5,390★
Orientbio 002630+12.3%1,522
Atec 045660+7.5%30,000
HYUNGJI Innovation and Creative 011080+7.1%1,200
DongshinEngineering&Construction 025950+7.0%47,100
Hyungji Elite 093240+6.8%2,200
CS 065770+6.6%1,716
Total Soft Bank 045340+5.7%7,830
Ilsung Construction 013360+5.3%3,170
Dgenx 113810+4.5%2,185

6. Construction Equipment (recurred after 6 days)

StockChangeCloseLeader
Junjin Construction & Robot 079900+14.7%64,900★
HD Hyundai Infracore 042670+14.2%9,270
Hyundai Everdigm 041440+10.1%11,280
HD Construction Equipment 267270+9.5%82,800
DaedongMetal 020400+7.6%7,630
DY Power 210540+7.2%13,020
Seoyon Topmetal 019770+4.0%3,660
Dongil Metal 109860+3.9%8,310
FreeMs 053160+3.3%12,130
Daechang Forging 015230+3.3%5,390

7. Semiconductor Materials & Components (recurred after 3 days)

StockChangeCloseLeader
Kctech 281820+11.7%36,400★
LTC 170920+9.2%10,400
Semcns 252990+8.8%5,150
Tokai Carbon Korea 064760+7.1%88,900
Ycchem 112290+5.6%27,450
Doosan 000150+5.4%330,000
Temc CNS 241790+5.3%5,400
Hansol IONES 114810+4.9%7,050
Hana Materials 166090+4.6%29,500
Duksan Techopia 317330+4.3%36,100

8. Dunamu (recurred after 59 days)

StockChangeCloseLeader
DSC Investment 241520+18.5%4,420★
Neowiz 095660+7.8%20,550
Hanwha Investment&securities 003530+5.2%3,625
Kolon 002020+4.6%15,590
Kolon Industries 120110+3.8%29,050
Woori Technology Investment 041190+1.4%6,750
Daesung Private Equity 027830+1.2%1,813
Shinsung E&g 011930+1.0%1,257
T.S.Investment 246690+0.5%1,208

Closing Thoughts

Two themes, Semiconductor Equipment and Semiconductor Materials & Components, have episodes ending 2025-02-19, a span of 7 days. The other six themes show a duration of 1 day.

Dunamu returned after a gap of 59 days, the longest in the set, with DSC Investment up 18.5%. Political Ties (Lee Jae-myung) reappeared after 20 days.