Aug 25: 5 Strong Themes — Semiconductor Equipment, Inter-Korean Economic Cooperation
5 strong themes — 1 running · 4 recurred. Top: Semiconductor Equipment +12.9%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment | Tes | +20.80% | |
| Inter-Korean Economic Cooperation | HMM | +7.83% | |
| Securities Brokers | SK Securities | +7.58% | |
| Airlines | Asiana Airlines | +4.30% | |
| Car Majors | - | - | - |
Semiconductor Equipment led the Aug 25 session with an average change of 12.91%, returning after a 110-day gap. Tes rose 20.8%, EugeneTechnology 10.04% and SK hynix 7.89%.
Inter-Korean Economic Cooperation extended its streak to 2 days with an average change of 6.29%, led by HMM at 7.83%. A Korean news report on Aug 24 described a surge in HMM shares.
Securities Brokers gained with all 4 stocks up and an average change of 5.74%, led by SK Securities at 7.58%. Airlines averaged 3.77%, with Asiana Airlines up 4.3%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 110 days | +12.9% | 3/4 | Tes |
| 2 | Inter-Korean Economic Cooperation | 2 days running | +6.3% | 2/2 | HMM |
| 3 | Securities Brokers | recurred after 8 days | +5.7% | 4/4 | SK Securities |
| 4 | Airlines | recurred after 5 days | +3.8% | 2/2 | Asiana Airlines |
| 5 | Car Majors | recurred after 7 days | +0.0% | 0/0 | - |
Theme by Theme
1. Semiconductor Equipment (recurred after 110 days)
- Episode: started 2015-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tes 095610 | +20.8% | 8,655 | ★ |
EugeneTechnology 084370 | +10.0% | 12,307 | |
SK hynix 000660 | +7.9% | 33,500 | |
Wonik Holdings 030530 | - | - |
2. Inter-Korean Economic Cooperation (2 days running)
- Episode: started 2015-08-24, day 2
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3. Securities Brokers (recurred after 8 days)
- Episode: started 2015-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae Asset Securities 006800 | +8.1% | 12,361 | |
SK Securities 001510 | +7.6% | 2,130 | ★ |
NH Investment & Securities 005940 | +4.4% | 9,770 | |
Samsung Securities 016360 | +2.9% | 42,921 |
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4. Airlines (recurred after 5 days)
- Episode: started 2015-08-25, day 1
Related news
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5. Car Majors (recurred after 7 days)
- Episode: started 2015-08-25, day 1
| Stock | Change | Close | Leader |
|---|
Closing Thoughts
The open question is whether Semiconductor Equipment, Securities Brokers and Airlines, all 1-day episodes, carry on past Aug 25. Car Majors also recurred but listed no stocks.
Inter-Korean Economic Cooperation goes into the next session on a 2-day streak. How HMM and Hyundai Engineering & Construction trade next will show whether the theme’s run continues.