Feb 12: 5 Strong Themes — Japan Boycott Beneficiaries, 5G / Telecom Equipment
5 strong themes — 1 running · 2 recurred · 2 new. Top: Japan Boycott Beneficiaries +23.4%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Japan Boycott Beneficiaries | Monami | +29.92% | |
| 5G / Telecom Equipment | Inno Instrument | +29.94% | |
| Battery / EV | Rothwell International | +7.72% | |
| Japan Export Curbs (Localization) | Ilji Technology | +10.00% | |
| Semiconductors | Cymechs | +10.21% |
On 2020-02-12, Japan Boycott Beneficiaries led with an average change of 23.42%. Monami rose 29.92%, and Shinsung Tongsang gained 16.92%.
5G / Telecom Equipment came back after an 8-day gap with an average change of 15.54%, and all 5 of its stocks rose. Inno Instrument climbed 29.94%, and LIG Accuver added 20.39%.
Battery / EV posted an average change of 11.16% on day 2 of its streak, with 3 of 4 stocks up. Japan Export Curbs (Localization) averaged 10.11%, led by Ilji Technology.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Japan Boycott Beneficiaries | new | +23.4% | 2/2 | Monami |
| 2 | 5G / Telecom Equipment | recurred after 8 days | +15.5% | 5/5 | Inno Instrument |
| 3 | Battery / EV | 2 days running | +11.2% | 3/4 | Rothwell International |
| 4 | Japan Export Curbs (Localization) | new | +10.1% | 2/2 | Ilji Technology |
| 5 | Semiconductors | recurred after 9 days | +5.2% | 8/8 | Cymechs |
Theme by Theme
1. Japan Boycott Beneficiaries (new)
- Episode: started 2020-02-12, day 1
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- 모나미, +29.92% 상한가 — 조선일보 (Korean)
2. 5G / Telecom Equipment (recurred after 8 days)
- Episode: started 2020-02-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Inno Instrument 215790 | +29.9% | 2,435 | ★ |
LIG Accuver 073490 | +20.4% | 42,800 | |
HFR 230240 | +12.8% | 33,997 | |
Solid 050890 | +8.6% | 6,032 | |
OE Solutions 138080 | +5.9% | 48,150 |
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- 이노인스트루먼트, +29.96% 상한가 — 조선일보 (Korean)
- ‘이노인스트루먼트’ 상한가↑ 도달, 주가 상승 중, 단기간 골든크로스 형성 — 한국경제 (Korean)
- 이노인스트루먼트, 상한가 진입… 거래량 전일대비 64.92% — 뉴스핌 (Korean)
3. Battery / EV (2 days running)
- Episode: started 2020-02-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DA Technology 196490 | +17.9% | 43,440 | |
People & Technology 137400 | +7.8% | 11,000 | |
Rothwell International 900260 | +7.7% | 3,000 | ★ |
SFA Nexel 222080 | - | - |
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4. Japan Export Curbs (Localization) (new)
- Episode: started 2020-02-12, day 1
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- 일지테크 급등, 전일대비 7.83%↑… 차트 하락세 중 상승 전환 — 뉴스핌 (Korean)
- ‘일지테크’ 10% 이상 상승, 주가 20일 이평선 상회, 단기·중기 이평선 역배열 — 한국경제 (Korean)
- 일지테크, +10.67% VI 발동 — 조선일보 (Korean)
5. Semiconductors (recurred after 9 days)
- Episode: started 2020-02-12, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Cymechs 160980 | +10.2% | 12,950 | ★ |
Union Semiconductor Equipment Co.,ltd; 036200 | +8.5% | 6,750 | |
Tokai Carbon Korea 064760 | +5.8% | 71,200 | |
Nepes 033640 | +5.8% | 26,650 | |
Anapass 123860 | +5.5% | 29,700 | |
Fine Semitech 036810 | +4.8% | 9,092 | |
Samsung Electronics 005930 | +1.0% | 60,500 | |
SK hynix 000660 | +0.2% | 100,000 |
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- [잠정실적]SFA반도체, 3년 중 최고 매출 달성, 영업이익은 직전 대비 11%↑ (연결) — 한국경제 (Korean)
- [잠정실적]SFA반도체 전년동기 대비 매출 18%↑, 영업이익 17%↓… 영업이익률 3분기째 상승 (연결) — 뉴스핌 (Korean)
Closing Thoughts
Semiconductors came back after a 9-day gap, with all 8 stocks up for an average change of 5.22%. Cymechs led at 10.21%, while Samsung Electronics gained 1.0% and SK hynix 0.2%.
Next, the question is whether the 2-day streak in Battery / EV continues. Another is whether single-day themes such as Japan Boycott Beneficiaries hold up for a second session.